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Updated: 09/01/2010

Season Group EMS corner office on component shortages, trust, expansion

“The only way to gain the customers' trust and loyalty is through time,” says Hung. He says an EMS provider must consistently deliver on its word.

View from the EMS corner office with VirTex Assembly Services

With 2008 sales of $22 million, VirTex serves the instrumentation; computing, medical, and industrial electronics...

The EMS corner office project launches with Western Electronics' Rob Subia

Western Electronics CEO Rob Subia talks about hiring, OEM customer trust, and more...

EMS / ODM outlook, recovery tied to consumer electronics

Hon Hai and several ODMs investing in optoelectronics to take advantage of growing LED TV market. OEMs increasingly turn to third parties for product design. ODM sector increases share of overall electronics contract manufacturing revenues to 45%. EMS industry expected to grow consistently for next five years, with 8% CAGR, ODMs with slightly stronger CAGR of 9%.

EMS assumptions and economic influences on EMS

EMS industry growth still largely tied to PC industry while over reliance on segment is significant concern for ODMs. Worldwide unemployment will creep up through 2010. Competition among EMS / ODMs will continue to keep prices and profit margins low leading to eroding ASPs that will continually challenge EMS and ODM providers.

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.

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.

Trend reveals 2010 EMS recovery questionable

Read how the EMS industry is performing going into 2010. Where does your company fit in? Also, see trend information about printed circuit boards (PCB) and semiconductor shipments.

Ford and Flextronics automotive EMS

By employing an EMS contract manufacturer, rather than a traditional automotive supplier, Ford is behaving like most modern consumer electronics firms, which predominately outsource the production and design of their products to ...

EMS sector bounces back but uncertainties remain

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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