Technology Forecasters, Inc.
TFI Quarterly Forum -
research, insights and executive networking event for the electronics industry
This much anticipated annual study looks at a number of financial metrics of the top EMS and ODMs and reports on the relative performance between the two business models as well as comparing performance to previous years. In addition, the powerpoint presentation includes an appendix of detailed financial performance for EMS and ODMs by size of company.
In the global Electronic Manufacturing Services (EMS) market, we constantly hear news of the major ("Big 6") players-Foxconn, Flextronics, Sanmina-SCI, Solectron, Celestica, Jabil-as well as others. But what about the remainder of this market? The portion served by those EMS companies with revenues less than $250 million approaches $10 billion annually and is distributed among approximately 2,000 global service companies. What does the future hold for these smaller industry participants? Will they survive? Will they be gobbled up by the bigger fish? Can they compete in the mass migration of electronics manufacturing to low-cost regions? With these questions in mind, Technology Forecasters has chosen to investigate this global market for smaller EMS providers.
Mexico's electronics industry has been through dramatic changes in the last decade as a result of the growth of China's industry, and the industry recession of 2001-2003. This presentation by Eduardo Solis, Economist with Mexico's Ministry of Economics, looks at the current condition of Mexico's competitiveness and the outlook for the future.
Niti Agrawal outlines the methodology used in her annual TFI Industry Productivity Benchmarking study, presented in Q2 of each year for Quarterly Forum members. This 2004 research study is based on 2003 financial data from major EMS companies. The year 2003 showed signs of a recovery in both the original equipment manufacturer (OEM) and electronics manufacturing services (EMS) industry sectors. After two years of severe declines in the EMS industry, 2003 yielded a growth in revenues for the industry as a whole. While the industry is still below the high growth rates of more than a 20% per annum from 1993 until 2001, it has recovered from the declines experienced in 2001 and 2002. This annual research report analyzing a dozen financial and productivity ratios for four size categories of contract manufacturers helps EMS and ODM companies to benchmark their companies against others and informs OEM customers of levels of operational efficiencies to expect from their suppliers. In this report, for the first time, we compare and contrast ODMs' productivity ratios with those of EMS companies.
This powerpoint presentation offers a snapshot of the state of the electronics supply chain by Matt Sheerin, Managing Director of Electronics Supply Chain forThomas Weisel Partners. The presentation includes a general economic overview plus analysis of the industry’s health and details on the performance of a set of EMS companies, distributors and component makers.
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