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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Aftermarket, Reverse Logistics, Warranty, Repair
EMS as a growth industry and reasons for optimism
Three year forecast: EMS without Sanmina-SCI
The main question, at least on the minds of investors, is whether or not the Company can turn itself around. The question on the mind of OEM executives is …
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Wall Street on EMS vs. ODM market share and market segments
Wall Street discusses EMS vs. ODM market share, various market segments, emerging market opportunities and …
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China’s risk: Bubbles burst, that’s what they do
Combined, all of these issues, and many others are becoming fault lines in the foundation that has allowed China to recover from the economic …
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Acquisition gives Flextronics expanded global footing and capabilities
Until recently, Flextronics’ largest market segment was mobile phones, which accounted for over 30% of revenue. With the acquisition of Solectron this changes the entire landscape of the EMS, and ODM, industries.
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Taking the pulse of EMS
September 17, 2007 – While internal, defensive, cost-control issues dominated the companies’ reports; most firms also …
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Interview with defense EMS provider Sypris Electronics president Bob Sanders
"Meanwhile, industry consolidation has resulted in a handful of large, prime contractors controlling a majority of key programs. The same is true for EMS providers, as traditional ‘commercial' suppliers, now entering the A&D…"
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