EMS Watch

Tracking the shifts and strategies of global EMS firms amid evolving supply chains.

"EMS Watch" is a series of articles that analyze the dynamic landscape of global EMS and ODM firms, diving deep into ranking changes, strategic positioning, and their critical role in enabling AI servers, XR/MR devices, and next-generation technologies beyond semiconductors.

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IN THE NEWS

Monday 28 April 2025

FICG rides Johor-Singapore SEZ momentum, eyes deeper expansion with clients in tow

FIC Global, Inc. (FICG), a leading optical communication module provider, is accelerating its Southeast Asia expansion as momentum builds around the Johor-Singapore Special Economic...

Monday 28 April 2025

IMI's global reach to cushion US tariff impact, says Ayala chair

Integrated Micro-Electronics, Inc. (IMI), Ayala Corporation's electronics arm, is poised to withstand potential US tariffs, leveraging its global footprint across Asia, Europe, and...

Monday 28 April 2025

Dixon, Tata to apply for the latest PLI while HP doubles India PC manufacturing through Dixon

Dixon Technologies, an electronics manufacturing services company, plans to enter electronics component manufacturing for its own use before expanding to exports. Meanwhile, Indian...

Monday 28 April 2025

China's Universal Scientific Industrial stalls on margins and cash flow, raising red flags for 2025

Universal Scientific Industrial (USI) posted a flat first-quarter profit for 2025, as weakening cash flow and margin compression continued...

Monday 28 April 2025

BYD Electronics sees modest 1Q25 profit growth as margins tighten; shares tumble

BYD Electronics International posted slight revenue and profit growth for the quarter that ended March 31, 2025, but continued to grapple...

Monday 28 April 2025

Taiwan's Auden Technology sees 1Q25 slump, expects recovery as tech market rebounds

Auden Technology, a Taiwan-based RF and testing equipment manufacturer, reported the first-quarter 2025 revenue of NT$323 million (US$9.93 million), down 12.07% year-over-year amid...

Monday 28 April 2025

Southeast Asia's most advanced manufacturing base: inside Pegatron's new 5G factory in Indonesia

Pegatron Corporation has officially launched its new smart factory in Batam, Indonesia. This facility marks a key step in Pegatron's advanced manufacturing strategy and will serve...

Monday 28 April 2025

Apple aims to build most iPhones for US in India by end-2026

Apple Inc. is seeking to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and...

Friday 25 April 2025

China braces for economic shock as the US unleashes sweeping tariff hikes

The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest...

Friday 25 April 2025

Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India

Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly...

Friday 25 April 2025

NB Industry accelerates global shift despite US overtures to China

Despite recent softening in rhetoric from President Trump and the US Treasury Secretary toward China, American diplomatic overtures have done little to slow the exodus of NB brands...

Thursday 24 April 2025

Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments...

Thursday 24 April 2025

Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam

The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics...

Wednesday 23 April 2025

Ericsson partners with VVDN to fully localize antenna production in India

Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The...

Wednesday 23 April 2025

VVDN powers India's tech shift with new innovation hub amid global manufacturing exodus

According to Electronics For You and The Machine Maker, India-based electronics manufacturer VVDN Technologies has announced the inauguration of its state-of-the-art...

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