Tag Archives: Plexus

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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Live, from Chicago!

I’ll be at Charlie Barnhart Associates’ Outsourcing Navigator Council meeting next week in Chicago. Old friends Eric Miscoll and Jennifer Read have invited me to moderate a panel looking at the future of outsourcing. Among my panelists are executives from … 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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5 Predictions for the Second Half

Here’s my 5 predictions for the second half of 2010. All of 2009’s 10 largest EMS companies – Foxconn, Flextronics, Jabil, Celestica Sanmina, Cal-Comp, Elcoteq, Venture, Benchmark and Plexus – will be intact at year end, and with the exception … Continue reading

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Add Ons

Now that the worst of the financial meltdown is (hopefully) behind us, one of the trends to watch will be how quickly EMS companies expand capacity. Plexus, which has always been conservative in its approach, said this week it would … Continue reading

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Plexus Delivers, Again

Plexus this week reported December quarter revenues were flat with last year’s, which for this market counts as a huge win, as most top tier EMS firms saw revenues drop 3% or more. The world’s 10th largest EMS company also … Continue reading

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