Dueling swords in the EMS sector

摘要

The financial stats alone make it abundantly clear electronics manufacturing services (EMS) providers are among the most endangered species in the electronics industry. They are also among the industry's most adaptive enterprises, constantly tacking on new services and forever restructuring and readjusting operations to fit equally fast-changing revenue models. EMS providers started out as junior partners to OEMs in a supply chain where players talk about partnerships, but which is governed in reality by how much power an enterprise has over its extended supplier base. With no natural base, restricted interactions with end customers-beyond what the OEM permits-and limited influence over component suppliers and distributors, EMS providers were not natural power brokers in the electronics industry.