The strength of EMS manufacturers is managing routine operations in the hardware manufacturing supply chain. But they are unable to grasp control in situations demanding originality. EMS providers build to customer specs, and without artificial intelligence every EMS manufacturer will …
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Trends & Observations
What’s happening in the EMS manufacturing market today
India smartphone market subject to telecom infrastructure and suitable contract electronics providers
Indian contract electronics industry has faced ongoing challenges for years, and just as one segment appears to be savior for some EMS manufacturers in India targeting smartphone markets, the capital intensive nature of telecom infrastructure needed to support the greater …
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Customs duties aim to boost contract electronics manufacturing in India
Ways Indian government is helping EMS providers in India boost sales and operating margins to grow top line revenues.
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Vietnam ranking among ASEAN electronics exporters
With the ongoing US-China trade war and manufacturing costs increasing in China, opportunities for ASEAN countries to further participate in electronics regional and global value chain contribution has grown. Vietnam, for example, has climbed the ranks as a key electronics …
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Trade agreements evolve in Asia-Pacific as China manufacturing exit gains momentum
With ongoing trade and tariff disputes between the US and China, bilateral trade agreements are becoming newsworthy much more often. Vietnam and other ASEAN and South East Asia destinations are attracting manufacturing attention. Key Asia-Pacific bilateral agreements For the above …
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How tariffs are changing US imports markets in China, Mexico, EU, Canada
Comparing China, EU, Mexico, and Canada percentage of imports from the US, China has declined considerably in 2019 while Canada’s imports from the US have grown more than imports for Mexico, although Mexico’s share still remains larger than Canada’s share.
Growing cloud data center spend benefits ODM, white box hardware vendors
Increasing demand at managed hosting and public cloud service providers has driven both to move away from OEM hardware and consider more ODM cloud server hardware that is typically cheaper, and more customizable, especially in bulk. Higher cloud infrastructure spend …
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Falling DRAM costs impact hardware end market pricing
DRAM prices have been falling since the first-half of 2018. For commodity purchasing and supply chain managers, DRAM can account for roughly 25% to 30% of the cost of bill of materials (BOM) for cloud servers. This can be equally …
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Microsoft, Facebook meet hyperscale computing demand with data center footprints: Current v planned infrastructure maps
Completed, new, and expanding data centers worldwide are shown below for Microsoft and Facebook as companies like Microsoft, Alibaba, Facebook, Amazon, Baidu, Apple, IBM, Google, Tencent and others hyperscale computing and benefit from data storage from distributed data centers and …
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Commodity buyers for data center cloud hardware rack solutions transformed by supply chain outsourcing
Growing data center demand and bill of materials (BOM) line items impact how commodity buyers use contract electronics partners as global data center IP traffic is expected to grow 25 percent CAGR, five years through 2021, from 6.8 zettabytes per …
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