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Boom to Bust

机译:繁荣到萧条

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摘要

Who saw this coming? Nam Tai in late January announced it would exit the electronics manufacturing services business following the wind down of orders for LCMs at its Shenzhen facility. If you don't know Nam Tai - and many readers won't - this might not seem like a big deal. And on its face, it isn't. Contract assemblers go out of business all the time, more than two dozen last year alone, according to our Directory of EMS Companies. But no one has ever whipsawed like Nam Tai. Just look at the revenue trajectory: $623 million in 2008, $408 million in 2009, $534 million in 2010, $602 million in 2011. Even for mid-tier EMS firms, that's a bouncy road. But wait, in 2012, Nam Tai jumped to $1.15 billion. That was enough to push them into the Top 10 among the pure-play EMS companies.
机译:谁看到了这件事? 1月下旬,南泰宣布,由于深圳工厂的LCM订单减少,它将退出电子制造服务业务。如果您不了解Nam Tai,并且很多读者不知道,这似乎没什么大不了的。从表面看,事实并非如此。根据我们的EMS公司目录,合同组装商一直无休止,仅去年一年就关闭了二十多家。但是,没有人像南泰那样吹牛。看看收入轨迹:2008年为6.23亿美元,2009年为4.08亿美元,2010年为5.34亿美元,2011年为6.02亿美元。即使对于中等规模的EMS公司来说,这也是一条充满弹性的道路。但是,等等,2012年,南泰跳升至11.5亿美元。这足以将它们推入纯EMS公司的前十名。

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