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Trends & Observations

Foxconn automatons and outsourcing impact more than just jobs

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To me, Gou is saying the 1.3 million employees Foxconn currently uses to do the repetitive, mind numbing tasks that produce so many of the gadgets the Company makes cost too much and make too many mistakes to continue to use them.
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Introducing VO GlobalNet community for electronics manufacturing and global supply chain operations professionals

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VO GlobalNet attracts a wide variety of individuals including senior executives; government officials, members of societies, managers, financial analysts, academicians and other professionals involved in managing manufacturing and supply chain operations in the worldwide electronics industry.
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Tablets, tablets everywhere: Is iPad2 really unbeatable?

HP TouchPad vs. Apple iPad comparison and why this may be the wrong analysis. It might not matter if an improved product shows up two years later. A comparison is irrelevant since the real competition is the rest of the tablet field.
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Why I believe the outsourcing trend is reversing

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Three events occurred in the last four years changing technology development and manufacturing that, combined, created an environment where new nations are emerging as potential providers of outsource services, former manufacturing nations like the US are being flocked back to, and current providers of outsource services are outsourcing themselves.
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EMS unit price vs. OEM total value chain cost

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EMS sourcing decisions are largely economic, but the largest cost differential between suppliers can be unrelated to unit price and any of the components mentioned. Basing a sourcing decision too heavily on unit price can be hazardous to your career.
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Taiwanese ODMs get toothache from Apple

Apple’s iPad and increasing market share in notebooks are stirring trouble for ODMs Compal, Wistron, Acer and Quanta serving tablet and netbook markets. Consumer notebook demand to remain weak in the US and Europe but the situation for commercial purchases…
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New business emerging at ODM Wistron, and recycling getting traction

Wistron has hired around 1,000 R&D engineers since mid-2010, preparing for its new businesses, including tablet PC, cloud computing and recycling. Wistron notebook growth to exceed growth at Compal and Quanta.
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Military EMS and printed circuit board security risks using global innovation networks

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Imagine a GPGPU semiconductor is developed in the U.S. or Japan, and the attendant software and supporting components are developed in India. Then, a medical imaging platform is conceived in Germany and a complete system is built, tested, configured and …
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No. 10 Ranked EMS provider Venture avoids iPad tablet threat with enterprise computing strategy

Singapore-based EMS provider Venture uses enterprise computing strategy to combat threat from Apple iPad / tablets, while HP and Dell have divergent PC fortunes.
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ODM Quanta focus on white boxes bypasses Dell, HP, Cisco traditional model for OEMs

This model removes one layer (brand vendor) from the equation, removing approximately 25-30% of costs of hardware. Internet companies (like Google or Facebook) and telecom operators (like AT&T, Vodafone) are seeking to optimize their procurement costs for IT hardware further with more configured solutions. Quanta may have an advantage for this opportunity over other ODMs.
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