Executive Management

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

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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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VIDEO – Silicon Valley unofficial mayor talks pancakes, Steve Jobs, startups and pouring millions into ideas

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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

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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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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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