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Trends impacting Taiwanese EMS, ODM margins and revenue

By VentureOutsource.com Staff

Taiwanese EMS and ODMs face challenges in changing market dynamics. PC industry is maturing and smartphones market is following PC industry’s footsteps. The bright spot among Taiwanese EMS/ODM firms is networking server equipment market which continues to see growth.

Larger EMS/ODM PC players are likely to continue to consolidate market share, while smaller players like Acer and Asustek have lost market share.

As Taiwanese EMS/ODM face languishing revenue growth while they explore emerging market opportunities, the question to ask is will market share concentration among ODM/EMS customers help revenue growth for Taiwanese EMS/ODMs?

Revenue growth of Taiwanese EMS/ODM

As industry rationalization occurs in Taiwanese EMS/ODM, will scale and margins improve?

Net margins of Taiwanese EMS/ODM

Readers wanting info on specific ODM and EMS companies, their services, markets served, etc…can contact us for detailed info.

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