The Vietnamese Dong is the only ASEAN bloc currency that depreciated against the US$ in the first-half 2019. For electronics OEM decision makers considering EMS/ODM providers with operations in foreign countries and wanting to know contract electronics EMS and ODM …
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Tag Archives: Tariff
Vietnam contract manufacturing: Dong exchange rates v EMS/ODM provider earnings growth
Global market share semiconductor industry
Nearly all supply chain market segments are on notice while US-China trade war outcome remains uncertain. For semiconductors, SEMI and SIA both expressed disappointment with tariffs on China and semiconductor-related imports. Stages of semiconductor production Tariffs will hurt US semiconductor …
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Survey: Top ranked China manufacturing alternatives for supply chain relocation
Nations ranked by criteria for manufacturing supply chain relocation based on survey results.
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Manufacturing overview of production capacity by end market relocating to South East Asia
OEM program types and trends moving to Thailand, Malaysia, Vietnam, Singapore and other South East Asia nations.
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Vietnam tariff day of reckoning for possible currency manipulation
Several ASEAN nations face scrutiny that can result in tariffs, thus removing some advantages for manufacturing supply chains.
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Manufacturing capacity relocation cost analysis
Earnings impact, inventory swings, and duplicate capacity facing some OEMs moving manufacturing production.
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ODM competition driving margin erosion
EMS providers and ODM manufacturers in Taiwan experience lower margins, yielding pricing benefits to OEM customers.
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Trade war tariff risk and protectionism by nation
Some ASEAN countries benefit more than others, despite profile risk comparing protectionism. See complete chart, beyond Asia.
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Mexico v Taiwan: US tariff exposure for ODM hardware, by ODM company, per nation
Gain access electronics ODM industry research and make more informed business and investment decisions.
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EMS provider Venture Manufacturing fights economic headwinds
Venture Manufacturing’s receivables were roughly 34% of assets, which is high for EMS industry and could reflect risk of improper credit management.
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