The global electronics contract manufacturing industry is set to return to growth in 2010 after a painful 2009, but the market still faces major uncertainties this year. Worldwide revenue generated by the two segments …
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Trends & Observations
EMS sector bounces back but uncertainties remain
Some consumer electronics markets recovering
Appliance market in emerging economies driven by households. Consumers favor flat panel displays. OEM LCD-TV largest dollar increase of any consumer electronics segment. Digitial infrastructure drives Asian market.
2010 Semiconductor capital spending, capacity forecast
Manufacturing run rates will drive total factory utilization to 87%. Global spending on semiconductor manufacturing equipment is expected to rise by 46.8%. Largest year-over-year increase in capital spending will be for memory products.
China consumer tech spending trends
Looking at LCD flat screen TV brands most likely to be purchased, consumers like Sharp and Sony (both 10%) most, followed by Samsung (8%), among the LCD TV brands. PC brands most likely to be purchased, consumers prefer Lenovo (20%), followed by HP (11%), unbranded computers (9%) and…Dell (7%).
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Asia trend: 2010 not looking good for Japanese printed circuit boards
Things look rosy for Korea and Taiwan. Unfortunately, the Japanese market may not be in full bloom for a while. The Japanese electronics industry does not have any promising …
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Jabil Circuit and different Wall Street viewpoints
Jabil’s networking segment fell below expectations. Perhaps, partly from component shortages and partly from competitive pressures at a European customer believes to be wireless technology company, Option. However, the Wall Street analyst says …
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False rays of hope for semiconductors?
The reduced floor size reserved by the show was enough to accommodate the crowd that filled the aisles and open areas. This created the illusion the show seemed just as busy as previous years due to the downsized area and …
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EMS and billions spent by tech-savvy students this year
US college students to spend all-time high in 2009. Computer and consumer electronics account for majority EMS and ODM revenues. Companies with large EMS consumer electronics market shares include Hon Hai, Flextronics, Foxconn, High Tech Computer …
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iPhone market share: Enterprise demand may buck trends
There is growing evidence that the iPhone is making inroads into the enterprise. Although Apple has a relatively small position today, some on Wall Street expect Apple to gain considerable share in the enterprise market over the next several years, possibly driving upside to many Street estimates.
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