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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Tag Archives: Lenovo
Economic, scale challenges for Pegatron notebook business
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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Palm acquisition benefits and HP’s EMS universe
Low risk for Hewlett Packard with huge payoff potential. Acquisition catapults HP into Mobile devices. Microsoft and Google relations could sour. EMS currently serving HP include Flextronics, Jabil Circuit, Sanmina-SCI, Hon Hai…
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EMS computing eyes Acer, HP battle PC shipments, market share
Aggressive pricing helps Asian PC makers as OEM captures first time No. 2 position. Dell, Lenovo, Toshiba contribute to 79.9 million PC units shipped third quarter. Flextronics, Hon Hai take top market positions in EMS computing sector.
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