3G addressable market to grow from 40 million in 2011 to 150 million in 2012 for a growth of 273% Y/Y. Following Apple’s robust results for its most recent quarter preceding the release of this posting, one investment bank takes …
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China Manufacturing
Report: iPhone takes on large, growing Chinese handset market
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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Will iPad 3 get killed by Android and Windows 8?
Apple is believed to have phenomenal product momentum (iPhone 4S, iOS 5), expanding distribution and a solid product pipeline.
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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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A better AVL in 5 steps that also improve your electronics supply chain
Your supply base AVL (Approved Vendors List) is one of the most important assets in your supply chain. At first glance, your AVL is a list of suppliers. These 5 steps will help you pull out information from each supplier to facilitate adequate vendor analysis.
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A broken bicycle in Zhangjiagang helps break a language barrier
My new home would be in Zhangjiagang, 张家港, a city of about 1 million people (small for Chinese standards). It was 90 miles northwest of Shanghai and more than 10,000 miles from what I had always known as home in Springville, Iowa (a town of about 1,200).
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