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Medical & Instrumentation Electronics

AUDIO – EMS emerging markets and worldwide industry trends with New Venture Research

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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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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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Full report: EMS / ODM worry about profitability as fall 2011 survey reveals pessimism in electronics supply chain

471 survey respondents from EMS/ODM, Component Manufacturers, Distributors, Electronic Equipment Manufacturers, OEMs and Semiconductor Manufacturers answer questions on the economic situation; employment, inventory levels, business volume, and prices providing insight into the levels of …
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VIDEO – Defining disaster in Japan: Impact on Japanese and global electronics industry supply chains

Japan represents 10% to 15% of global electronics demand but 16% to 30% of electronics component supply. OEMs with meaningful cash positions are trying to pull in orders, buying up available component supplies. Taiwan printed circuit board companies like Kinsus and Unimicron could see bigger negative impacts.
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EMS provider OnCore CEO Dan Perez talks defense, EMS challenges, OEM trust, growth

We talk with Dan Perez, CEO of privately held EMS provider OnCore Manufacturing Services. OnCore serves some of the fastest growing and most profitable markets in the EMS sector.

Perez talks candidly about OnCore’s roadmap strengths and challenges managing defense electronics assembly programs, gaining OEM trust, and offers one of the most comprehensive responses regarding battling counterfeit components we’ve heard in a long time, plus more in our open discussion.

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Breakdown of electronics end markets served by top EMS providers

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Non-traditional EMS markets make up larger portion of business for smaller EMS providers such as Benchmark Electronics, Plexus. Automotive, medical electronics believed to be pivotal components to helping EMS market out of the recession. Also, covers Foxconn, Hon Hai, Jabil Circuit, Flextronics, Sanmina-SCI, Celestica.
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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.

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Celestica CEO talks internal changes, acquisitions, EMS

Celestica has not made any major acquisitions since Muhlhauser took over as CEO in 2006. Things are much different today. Muhlhauser and his team did a good job of managing profitability during this last downturn. However, more revenue is needed to drive …
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How to select EMS providers: Factory tours, smoke, mirrors

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Parking lots reveal a lot about EMS company management execution. EMS performance metrics don’t mean a thing but understanding geographic value added revenue (VAR) models can help OEMs get the best price.

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Choosing providers: EMS or ODM?

The landscape for outsourcing electronics has changed significantly in the recent decade resulting from a combination of the emergence of the Taiwanese original design manufacturers (ODM) as well as the consolidation of traditional EMS providers. Companies such as Compal, Quanta, Wistron and Inventec …
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