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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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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Three year forecast: EMS without Sanmina-SCI

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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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EMS segment performance

The performance of many large, global EMS companies such as Jabil Circuit, Flextronics, Celestica, to name a few, is surely not …

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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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