For contract manufacturing news and EMS industry trends, MMI is the place to go. But don't take our word for it. Here are some important stories we've covered in previous issues:
October 2013. In the page-one article, Foxconn again finds fault inside its internship program. Quarterly results are summarized for four US-traded EMS providers. A new survey by the trade association IPC confirms that companies have continued to locate new operations in North America and are returning some existing operations to the region. In the news, Benchmark buys CTS's EMS unit; a microelectronics firm purchased EPIC; NBS goes under; and a NewYork-based OEM intends to acquire its way into the EMS industry. Also, a Texas newspaper reports that Flextronics will build a new desktop computer in Austin, TX. The editor's column looks at what could hold on-shoring back.
September 2013. First-half results for 20 of the largest contract manufacturers show that while combined revenue declined for EMS providers and ODMs, it actually rose for hybrid providers, which do substantial amounts of both EMS and ODM business. MMI also analyzed first-half results for a group of 11 large and mid-sized providers based in Asia. Another article covers Zollner's selection of Costa Rica for the German provider's first Latin American site. In the news, a Jabil factory is accused of labor violations. Other news includes an OEM divestiture, a new alliance, new facilities, and a plant slated for closure.
August 2013. Nine-month estimates show that the six largest US-traded EMS providers will have an uphill battle turning 2013 into a growth year for this EMS group. But there is evidence that their combined sales reached a revenue bottom in Q1. For Q2, this US-traded group beat MMI's estimates. In an analysis of another part of the EMS industry, total Q2 sales for a North American group of mid-tier and smaller providers improved modestly from Q1. In the news, Jabil is taking over some IBM operations. Flextronics has agreed to acquire a plastics processor.
July 2013. MMI finds first-half M&A down by 33%. This article includes eight different charts of M&A data. Also, quarterly results are briefly summarized for four of the largest US-traded EMS providers. Included in the news: NSN plans to sell factories, says a Finnish newspaper. Jabil completes its Nypro acquisition. Benchmark adds Suntron. Sparton acquires Creonix.
June 2013. High volumes return to the US as three OEMs have decided to build high-volume type products in the US. Q1 results show a group of mid-tier and smaller EMS providers based in North America is starting the year in a small hole. By contrast, a group of European EMS providers is beginning the year with a double-digit drop in Q1 sales from a year earlier. In the Last Word column, the editor explores the question of whether ODMs pose a threat to the EMS industry.
May 2013. In the cover story, MMI found that some providers have been adding capacity in Mexico -- a positive sign for the country's prospects. Also in this issue, Hon Hai dragged down the Q1 sales results of the top-11 EMS providers. Q1 data also showed a dismal start for the group consisting of the six largest US-traded EMS providers. A weak first half is projected for this group. In the news, Foxconn won't make a deadline for limiting working hours in China.
April 2013. MMI presents the top 25 contract manufacturers (EMS providers plus ODMs) for 2012. Combined sales for the group reached $350 billion, as EMS providers and ODMs grew at exactly the same rate. MMI also analyzes market segment data from 42 Top 50 EMS providers, with nontraditional areas claiming the largest market share. Some quarterly results are summarized. In the news, two deals were completed.
March 2013. MMI ranks the Top 50 EMS providers worldwide based on 2012 sales. In addition to 2012 revenue and rank, tabulated data also include 2012 growth, 2011 rank, number of people, number of plants, facility square footage, percent space in low-cost regions, number of SMT lines, number of customers and notable customers. MMI Top 50 sales exceeded $200 billion for the second year in a row. To make the 2012 Top 50, an EMS provider needed sales of at least $210 million. The editor's Last Word column examines why EMS is not enough for a number of large EMS providers.
February 2013. MMI presents its annual summary of M&A transactions in the EMS industry. A total of 28 deals are listed for 2012, down 18% from 2011. Transactions are classified and analyzed. This article also lists 17 alliances and equity partnerships. Data in another article show a 2012 sales decline for the group comprised of the six largest U.S.-traded providers. Q1 estimates for these providers indicate that their combined Q1 sales will drop by more than a few percentage points sequentially and year over year. The February edition also includes forecasts from IDC and IHS. In the news section, Jabil intends to acquire Nypro.
January 2013. MMI's annual outlook identifies eight EMS industry trends worth watching in 2013. A case can be made for mid single-digit growth for the contract manufacturing space (EMS + ODM) in 2013. In addition, MMI presents some quarterly results in brief. In the news, Foxconn launched a bribery probe with law enforcement. Suntron divested two operations, while Plexus announced plans for a UK expansion.
December 2012. Combined nine-month sales of 20 of the largest contract manufacturers grew despite head winds. Q3 and nine-month results are tabulated for the 20 CMs. Another article shows that a group of smaller North America-based providers achieved double-digit growth in Q3 versus the year-ago period. In the news, Flextronics announced two acquisitions, while SMTC acquired an operation in China. Apple plans to invest in US production, as Foxconn explores expansion in the US.
November 2012. Survey suggests that supplier consolidation is on the rise. Third-quarter sales were a mixed bag overall for the six largest US-traded providers. MMI estimates that combined 2012 sales for this US-traded group will drop by 8.5%. Thanks to a boost from Hon Hai (Foxconn), aggregate sales for the 11 largest EMS providers showed growth for the first nine months of 2012. In the news, Sparton acquired Onyx, while the North American arm of defunct Simclar Group was sold.
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