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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Trends & Observations
Interpreting the four phases of the EMS economic cycle
VIDEO – Unofficial mayor of Silicon Valley Jamis MacNiven talks pancakes, Steve Jobs, startups, and pouring millions into ideas
VIDEO – A creative and whacky look at the place to have a power breakfast in Silicon Valley. Leaders and innovators, how the Valley got to where it is today – and where its headed.
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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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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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Why your manufacturing proposal for military / defense electronics got rejected
Long before defense contractors generate request for proposals / quotations (RFP / RFQ) and send RFP / RFQ notices to worthy electronics suppliers and EMS providers for bid solicitations, substantial time and effort are expended in evaluating platform-level opportunities from …
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Economic, scale challenges for Pegatron notebook business
Notebook ODM / EMS is still Pegatron’s core business. It is estimated notebooks will contribute to 40% of Pegatron’s FY11 sales. But, without gaining orders from tier-1 notebook OEMs, achieving operating margin targets could be problematic.
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Apple supply chain spreads wealth beyond Foxconn
A recent Asia-based research report on Apple sheds more light on the Cupertino-based consumer tech giant. Primarily, how Apple’s supply chain contributes in sales (%) to various vendor- and supplier-type companies serving Apple. It is easy to understand the rising …
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Closer look at Compal-Lenovo joint venture raises questions
First joint venture between a notebook OEM and an ODM. Previously, ODMs only set up vertical integration joint ventures. Compal could make less profit from the deal than others think. What impact will the joint venture have on other ODMs?
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Wistron’s hope for a good year gets delayed
Wall Street has given up on Wistron for 2011 and is looking for better results from the ODM in 2012 which counts Dell; Acer, Lenovo, IBM and Sony as key customers. Meanwhile, Wistron has invested in after-sales centers in China and Brazil.
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Elcoteq as dead man walking
A report out this month on the status of EMS provider Elcoteq’s Q2 financials, and titled ‘Dead man walking’, should give readers an idea the future does not bode well for the struggling Finnish EMS company. (See, also: ‘Elcoteq CEO …
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