Tag Archives: Flextronics

What Does New CEO for Microsoft Mean for Hardware?

In the end, Microsoft couldn’t pull the trigger. In Seattle, outside just wasn’t “in.” The world’s largest software developer today named Satya Nadella, head of the the company’s Server and Tools unit, as its new chief executive. The 46-year-old Nadella … Continue reading

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Change Coming to Jabil, But Where?

Jabil is cutting staff, but where? The EMS company’s management this week acknowledged an ongoing restructuring — to the tune of $188 million in charges — but declined to address specific actions. “We intend to realign our manufacturing capacity and cost … Continue reading

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Wistron On the Move

We’ve said it before, we’ll say it again: EMS companies don’t sit still. Notebook ODMs, faced with falling demand and profits, are not going gently into the good night. Flextronics dumped the PC ODM business a couple years ago to … Continue reading

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Onshoring

Onshoring has become the word of the moment, the expression of hope, the exposure of wishful thinking to those who try to intepret relatively small onshoring activities as major moves for job and economic recovery. Flextronics CEO Mike McNamara pointed … Continue reading

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Predictions for 2013

It’s been awhile since I used this space to make any predictions about the coming months, but the end of the year is always the logical (if cliched) time to do so. So here goes: The migration of manufacturing to … Continue reading

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Reasons for Enthusiasm Real

Even the most pessimistic industry-watchers should be curious at least over the shifting attitudes toward bringing production back to the US. The New York Times today published an extensive piece looking at the top-down change — from President Obama on … Continue reading

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EMS Q3: Cloudy, with a Chance of Pitfalls

Checking our pool of 30 or so publicly traded EMS companies that have thus far reported third-quarter earnings, we see an industry that is decidedly mixed. Exactly half of those in our pool reported net income rose over last year. … Continue reading

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Malaysia v. China

Don’t laugh: When it comes to manufacturing competitiveness, the divide between the two nations is not so wide. Flextronics, Celestica, Plexus, Beyonics and other major EMS companies are heavily invested in Malaysia. Plexus’ largest factories are there, and the company … Continue reading

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Inside EMS

I attended a fascinating conference yesterday on the state of electronics outsourcing and supply chain management. Set on the campus of Tellabs in the Chicago suburbs and produced by Charlie Barnhart Associates, speakers and attendees patiently dissected current trends and … Continue reading

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Predictions, Revisited

In mid July, I made five predictions for the second half of this year. Here’s how I fared: Prediction 1. All of 2009’s 10 largest EMS companies – Foxconn, Flextronics, Jabil, Celestica Sanmina, Cal-Comp, Elcoteq, Venture, Benchmark and Plexus – … Continue reading

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