Apple’s iPad is clearly the dominant tablet in the market. What does all of this mean for OEM tablet makers; semiconductor firms, ODM / EMS manufacturing relationships and the consumer?
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Industry Pulse
AUDIO – How Apple iPad is impacting tablet OEM, semiconductor and EMS / ODM firms
AUDIO – EMS emerging markets and worldwide industry trends with New Venture Research
We discuss EMS emerging markets like Thailand, Vietnam and India. We also discuss the LED EMS market and providers like Jabil and Flextronics positioning themselves to manufacture component-level assemblies. Then, there’s Foxconn – how amazingly profitable the Company is, but not in its EMS business.
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Steps India must take to become a global destination for electronics manufacturing services (EMS)
India struggled in the past trying to become a global destination for EMS. This popular article emphasizes some of the steps India must take if the sub-continent wants to realize its EMS possibilities.
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AUDIO – Tech analyst Rob Enderle talks Apple, Tim Cook, iPad 3 and Foxconn troubles
“”Without Steve Jobs, Apple has lost its primary product focus – kind of its quality core. Also, it has lost its principle pitchman because the other thing that Steve Jobs did is he could get up in front of an audience and he could convince us of something that we otherwise wouldn’t buy.”
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2012 Forecast spells decline for EMS and ODM as profitability concerns weigh in
Both the electronic manufacturing services (EMS) and original design manufacturing (ODM) segments of the industry are not projected to perform well this year. Revenue in the EMS sector will be practically flat and the ODM sector is likely to shrink.
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VIDEO – Foxconn Chengdu factory, worker conditions and employee interview
In a Foxconn factory located in Chengdu, China, Foxconn employees assemble Apple iPads, iPhones and other products. Apple has recently taken very public steps to better manage working conditions in Asian factories that comprise part of its global supply chain but there remains more work to do.
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VIDEO – Foxconn Fear Factory: How American manufacturing can compete with China
VIDEO – The Daily Show host Jon Stewart adding his usual schtick to labor and working conditions inside factories at Chinese EMS provider Foxconn.
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VIDEO – Apple supply chain transparency and supplier responsibility must also influence public opinion
VIDEO – Apple’s first fiscal quarter earnings, which were just released, more than doubled (+118%) from the same period one year ago. One could easily say things are under control. Apple takes a seat at the table of public opinion with both hands visible and palms facing upward – its body language clearly indicating a willingness to cooperate – while citing numerous violations and areas of concern.
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Interpreting the four phases of the EMS economic cycle
The problem is we are back to phase one and the fundamentals across the EMS industry will not stabilize until the sector reaches the third phase of the EMS economic cycle.
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