While some pundits have announced the recession is over, the electronics supply chain has a different view. We asked our readers to comment on the current economic situation, from their perspective in the electronics supply chain. According to those surveyed, the near-term future outlook is …
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Industry Pulse
Bumping along the bottom: Electronics supply chain summer / fall ‘09 survey results
Review and projections for Japanese printed circuit board business
n the short term, the single-sided flexible circuits segment will perform adequately relative to sales; however, all signs point to a down turn next year. Performance for the rigid module substrates segment is dependant on positive trends from the global semiconductor market as well as fluctuations in exchange rates against the Japanese yen.
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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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China iPhone market demand projections
Some industry reports indicate Apple could soon be announcing a partnership with China Unicom to distribute the iPhone across mainland China. While VentureOutsource.com is unsure of the pending partnership, reports are providing insight into what Apple’s China iPhone venture …
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Plexus margins swing on way to becoming best in EMS
Despite the current downturn, Plexus' strategy has resulted in EMS industry-best growth, margins, and returns with the Company doing all it can to keep to its “20-10-5” model: 20% ROIC, 10% gross profit margin and …
Looking into EMS margins, consolidation Q209
With the current economic conditions affecting the EMS industry, margins are down across all four groups. In order to increase margins, EMS companies are continuing to …
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Q1 2010 Flextronics $154 million loss vs. $130 million profit year-ago
In connection with its previously announced restructuring plans, the Company expected to recognize between $220 million and $250 million of pre-tax restructuring charges …
Labor disputes and recessions: Who has your back?
Japanese politicians are publicly voicing their concerns, but solutions to address unemployment and the growing homeless problem have not surfaced. Meanwhile, China’s increase in …
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Value propositions and differentiation for contract electronics services
For EMS firms, this means a continuation on their march toward bankruptcy and eventual replacement by emerging service providers. For OEMs, their ability to fully outsource production and focus on their core competencies will remain limited. Collectively, stagnancy in the EMS-OEM relationship will …
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EMS tier winners and losers for Q209
Looking at the EMS stock index by tier, the large tier index has increased 49.2% from Q109, the mid tier index has increased 38.0%, the small tier index …
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