Tools for EMS manufacturing quote pricing analysis - Optimize total landed cost savings for your contract electronics outsourcing programs

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Tools for EMS manufacturing quote pricing analysis - Optimize total landed cost savings for your contract electronics outsourcing programs

Details here
 
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Trends & Observations

How tariffs are changing US imports markets in China, Mexico, EU, Canada

Comparing China, EU, Mexico, and Canada percentage of imports from the US, China has declined considerably in 2019 while Canada’s imports from the US have grown more than imports for Mexico, although Mexico’s share still remains larger than Canada’s share.

Growing cloud data center spend benefits ODM, white box hardware vendors

Increasing demand at managed hosting and public cloud service providers has driven both to move away from OEM hardware and consider more ODM cloud server hardware that is typically cheaper, and more customizable, especially in bulk. Higher cloud infrastructure spend …
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Falling DRAM costs impact hardware end market pricing

DRAM prices have been falling since the first-half of 2018. For commodity purchasing and supply chain managers, DRAM can account for roughly 25% to 30% of the cost of bill of materials (BOM) for cloud servers. This can be equally …
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Microsoft, Facebook meet hyperscale computing demand with data center footprints: Current v planned infrastructure maps

Completed, new, and expanding data centers worldwide are shown below for Microsoft and Facebook as companies like Microsoft, Alibaba, Facebook, Amazon, Baidu, Apple, IBM, Google, Tencent and others hyperscale computing and benefit from data storage from distributed data centers and …
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Commodity buyers for data center cloud hardware rack solutions transformed by supply chain outsourcing

Growing data center demand and bill of materials (BOM) line items impact how commodity buyers use contract electronics partners as global data center IP traffic is expected to grow 25 percent CAGR, five years through 2021, from 6.8 zettabytes per …
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Vietnam privatization of state-owned enterprises (SOE) challenges investor confidence

Early 2018, Vietnamese Prime Minister Nguyen Xuan Phuc said he wants “stronger commitments to restructuring public investment and state-owned enterprises”. Vietnamese Ministry of Finance and other Vietnamese organizations in both private and public sectors are hopeful privatization of SOEs will …
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Higher contract manufacturing audit costs are a price worth paying

Shareholders place trust in executive management teams to make timely and informed decisions. When choosing contract electronics product design and manufacturing partners, OEM decision makers are dependent on P&L of your OEM company, and your cost of doing business with …
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EMS manufacturing industry is a liquid market

EMS manufacturing industry is slow to transact, despite EMS marketers and sales presence.
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China increases Vietnam investment to ride manufacturing wave

Electronics OEM and contract electronics manufacturers are shifting manufacturing supply chains to avoid the effects of US-China trade tensions. This is being reflected in increased foreign direct investment (FDI) flows to Vietnam from late 2018 into 2019. (Related: Vietnam and …
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China’s growing defense capabilities vs US top military firms a Thucydides Trap?

One Chinese defense company nearly doubled in size in just ten years, to US$60 billion in revenue. We list other Chinese defense firms (see graph)
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