This year marks all-time annual high for global semiconductor revenue. Demand for consumer electronics continues to surpass expectations. Global factory revenue for electronics systems could reach $1.5 trillion. Strong sales predicted for PCs, mobile handsets, LCD-TVs, semiconductor-rich systems.
Trends & Observations
EMS M&A heats up in Q1 2010
Some EMS transactions occur outside core manufacturing activities. Private equity, OEM divestiture activity in the mix. Sanmina-SCI cash cycle worsens. Elcoteq lowers inventory turns. Flextronics increase days payable outstanding.
Palm acquisition benefits and HP’s EMS universe
Low risk for Hewlett Packard with huge payoff potential. Acquisition catapults HP into Mobile devices. Microsoft and Google relations could sour. EMS currently serving HP include Flextronics, Jabil Circuit, Sanmina-SCI, Hon Hai…
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Fault lines in iPad teardown cost analysis
Consumer electronics product manufacturing cost must be less than 33% of retail price. Total component cost must be less than 25% of product retail price. Most iPad components and printed circuit boards supplied by Taiwanese and Korean manufacturers.
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2010 Report: Global manufacturing labor rates, trends and competitiveness
China had highest rate of labor force participation for persons ages 25 to 54. U.S. remains leading producer of manufactured goods. Largest labor force was combined EU-15 countries. Sweden had highest social insurance costs as a percent of manufacturing hourly compensation. Republic of Korea had largest increase in manufacturing labor productivity.
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2010 Q1 / spring electronics supply chain survey reveals guarded optimism
586 respondents were asked about expectations regarding the current and future business environment. Attitudes and positions measured across the supply chain say consumer electronics companies are most optimistic. Read why your company is seeing pricing and volume changes from technology vendors and suppliers. Are you planning accordingly?
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EMS as a growth industry and reasons for optimism
EMS industry underestimated. Growth opportunities seen at numerous EMS companies. Sanmina-SCI in major identity makeover. Flextronics disproportionate beneficiary in computing. Clean tech aids non-traditional EMS sectors. OEMs reevaluate strategies.
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Foxconn, Flextronics, Jabil, Celestica top chip spenders 2010
2010 chip spend for EMS providers to total $38 billion. OEMs to outsource other product types. OEM semiconductor spend to rise 13%.
PC market share viewpoint: Acer rises and Dell dives
Tables 1 and 2 display ranking of the top 5 PC makers. Hewlett-Packard retained its No. 1 ranking in the fourth quarter of 2009, with shipments of 17.2 million and a market share of 19.4%. The top 5 include …
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IMI CEO Arthur Tan talks EMS, acquisitions, markets and challenges
You will understand in reading this interview how the Philippine-based EMS provider Integrated Microelectronics sees the changing EMS landscape, plans their CEO Arthur Tan has for expansion and more as he shares his vision with you and talks about …
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