Below are some recent thoughts and opinions on what I'm seeing in industry based on client work and feedback from discussions with electronics hardware and equipment manufacturers and investors. For equipment manufacturers in the range of $250 million to $10 billion income, many of these hardware manufacturers are
Peter talks about AI projects in manufacturing supply chains to effectively forecasting market demands, procuring proper volume of materials and supplies, managing budget planning and more.
"Despite many attempts at using policy measures to boost its manufacturing sector, India remains a minnow in global supply chains," according to Gavekal Research/Macrobond on X.com at @Gavekal. The Company further stated, "manufacturing as a share of GDP has stagnated below 15%, behind most other
The U.S. Federal Reserve Bank of New York recently published one of their staff reports, titled: Geopolitical Risk and Decoupling: Evidence from U.S. Export Controls. As nation states are posturing for technological leadership in the current geopolitical race , the U.S. government is "using export controls to
Electronics product and equipment companies intending to source their printed circuit board assembly (PCBA) and box build integration programs to EMS manufacturers can expect to receive quotes from EMS manufacturers broken down into a list of cost inputs, looking similar to the numbered items, below. 1. SMT programming 2. Top
Communicating these twelve (12) expectations early on with EMS manufacturers, before negotiating pricing of fees and services, can help electronics OEM equipment firms set the proper tone for the duration of the OEM-EMS manufacturer business relationship.
The electronics contract manufacturing service contract is an important component of outsourcing when original equipment manufacturing (OEM) executives are tasked with outsourcing their design or manufacturing. The hardware manufacturing contract service level agreement is the most important document in the relationship between the electronics manufacturing services (EMS) provider and the
This is a sample contract service level agreement used in EMS industry and signed by their OEM customers. Exhibits are noted by subject and not included.
Grow and consolidate. This trend has been ongoing in the datacenter, hyper-connectivity space for a few years and now its heating up. Cloud computing services like Google Cloud, AWS and Azure each have a premium markup for using their compute (GPU). These services are charging anywhere between $4 and $30
A 7.4 magnitude earthquake rocked Taiwan early Wednesday April 3. Taiwanese Semiconductor Manufacturing Company (TSMC) temporarily evacuated some of its manufacturing capacity, reports CNN. The earthquake was the strongest in 25 years. Taiwan is home to many companies serving a mature semiconductor manufacturing industry. See graphic above. The earthquake
The above graphic reveals categories for commodities and equipment imports and exports feeding supply chains, many tied to the electronics industry. Note the USD volume for automotive industry. From electronic machinery, nickel, aluminum and chemicals and more, one can see there is far more commerce imported through the port ($59
In Part 1 of this series I listed some of the many detailed materials management metrics deployed by savvy EMS manufacturers for keeping a close eye on materials receiving, warehousing and kitting operations for OEM customers. As you examine this series, those with experience in EMS industry will understand not
Contract electronics solutions partners need to make a profit to survive. Otherwise, they can't continue to serve your business. Some EMS manufacturing quote pricing line items include: * Material Cost * Material Inventory Reserve / Adjustments / Scrap * Material Freight-in Costs * Material Duty Costs * Product Warranty Reserve * Capital / Finance Charges * Material Overhead
Below are some key metrics electronics OEM professionals can ask about, or verify, when touring EMS factories to better understand how EMS manufacturing companies are managing their electronics components and materials inventories. * Number (#) of master production scheduler (MPS) changes within next 4 weeks * # of MPS changes within 5-8 weeks out
I created this online EMS calculator for electronic OEM companies sourcing EMS manufacturing services to help identify, and compare, OEM in-house manufacturing program cost vs. potential savings as you evaluate quote pricing from prospective outsourcing with contract EMS manufacturing providers. This simple contract EMS manufacturing calculator is most useful for
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I'm Mark Zetter. For more than 25 years I've been in EMS industry. Working mainly with electronics OEMs, I've also worked with a lot of EMS manufacturers in nearly every industry. I've witnessed enterprise electronics supply chain setbacks, and why these events