One Chinese defense company nearly doubled in size in just ten years, to US$60 billion in revenue. We list other Chinese defense firms (see graph)
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Trends & Observations
China’s growing defense capabilities vs US top military firms a Thucydides Trap?
Vietnam contract manufacturing: Dong exchange rates v EMS/ODM provider earnings growth
The Vietnamese Dong is the only ASEAN bloc currency that depreciated against the US$ in the first-half 2019. For electronics OEM decision makers considering EMS/ODM providers with operations in foreign countries and wanting to know contract electronics EMS and ODM …
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These 14 CEOs failed to navigate disruption
Technological innovations have swept in and upended legacy businesses in industry after industry. The past few decades are filled with stories of CEOs who stepped up to the plate, only to realize that their competitors were playing a different game …
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Global market share semiconductor industry
Nearly all supply chain market segments are on notice while US-China trade war outcome remains uncertain. For semiconductors, SEMI and SIA both expressed disappointment with tariffs on China and semiconductor-related imports. Stages of semiconductor production Tariffs will hurt US semiconductor …
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Survey: Top ranked China manufacturing alternatives for supply chain relocation
Nations ranked by criteria for manufacturing supply chain relocation based on survey results.
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EMS provider manufacturing equipment continuity is postured marketing
EMS provider same equipment claim is a fallacy. Here’s why.
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Manufacturing overview of production capacity by end market relocating to South East Asia
OEM program types and trends moving to Thailand, Malaysia, Vietnam, Singapore and other South East Asia nations.
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Eight (8) areas manufacturing technology creating factory of the future
Read eight (8) key areas where manufacturers late to the game run the risk of falling behind, or losing altogether. Report download.
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Vietnam tariff day of reckoning for possible currency manipulation
Several ASEAN nations face scrutiny that can result in tariffs, thus removing some advantages for manufacturing supply chains.
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Manufacturing capacity relocation cost analysis
Earnings impact, inventory swings, and duplicate capacity facing some OEMs moving manufacturing production.
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