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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
Tuesday 4 March 2025
Enosemi and Jabil form alliance to advance photonic chip packaging
In a landmark announcement on March 3, Enosemi and Jabil unveiled a sophisticated collaboration to pioneer advanced packaging process technology for Enosemi's cutting-edge photonic...
Tuesday 4 March 2025
Lens Tech expands in automotive glass as EV growth offsets smartphone slowdown
Lens Technology is expanding beyond smartphones, strengthening its position in automotive glass manufacturing. While still a key Apple supplier, the company is accelerating its shift...
Monday 3 March 2025
Lens Technology deepens integration in humanoid robotics value chain
The humanoid robotics industry is expanding rapidly, fueled by breakthroughs in AI, precision manufacturing, and materials science. By 2030, the global market is expected to surpass...
Monday 3 March 2025
Jabil, Aequs, and Tata reportedly export made-in-India Apple components to China and Vietnam
India reportedly begins exporting mechanical components for Apple products to Vietnam and China, potentially signaling an increasing development of India's manufacturing ecosystem...
Monday 3 March 2025
Philippines-based Ayala retains Integrated Micro-Electronics amid profitability outlook
According to Bloomberg, Philippines-based Ayala Corp. decided to retain Integrated Micro-Electronics Inc. (IMI), its contract manufacturing subsidiary, after previously considering...
Wednesday 26 February 2025
Dixon Technologies eyes expansion of electronics manufacturing footprint
Dixon Technologies, India's largest electronics manufacturing services (EMS) provider, has experienced rapid annual growth and is looking to double revenue, demonstrating that "Make...
Monday 24 February 2025
Foxconn subsidiary acquires 25% stake in Goertek Electronics Vietnam for US$50 million
Foxconn, through its subsidiary New Wing Interconnect Technology (Bac Giang), has acquired a 25% stake in Goertek Electronics Vietnam for US$50 million, announcing the deal on the...
Monday 24 February 2025
Flex expands US manufacturing capacity to meet AI-driven power demands
In a strategic move to bolster its presence in the rapidly evolving data center market, Flex announced the launch of a new 400,000-square-foot manufacturing facility in Dallas. This...
Monday 24 February 2025
EMS provider Venture Corporation reports lower revenue and profit in 2024, eyes growth in 2025
Singapore-based electronics manufacturing services (EMS) provider Venture Corporation posted sales of SGD2.7 billion (approx. US$2.05 billion) for fiscal 2024, marking a 9.6% decline...
Monday 24 February 2025
Dixon Technologies eyes US$3 billion display unit, seeks Indian government backing
Dixon Technologies, India's largest electronics manufacturing services (EMS) provider, is pushing to build a US$3 billion display fabrication unit, contingent on government support...
Friday 14 February 2025
Dixon Technologies seeks senior EMS executives as its expansion plans progress
Dixon Technologies is scouting for senior talents for its expansion in electronics component backward integration, having recruited experts from Taiwan-based Wistron and China-based...
Wednesday 12 February 2025
USI 2024: automotive and cloud growth fails to offset profit slump
Universal Scientific Industrial's (USI) full-year performance reveals steady revenue but deteriorating profitability in 2024. While revenue met market expectations, net profit fell...
Tuesday 11 February 2025
Apple supplier Luxshare signs CNY120 billion industrial project in Kunshan
Luxshare Precision has signed a CNY120 billion (approx. US$16.43 billion) industrial project agreement in Kunshan, the city's largest investment in three years. When fully operational,...
Monday 10 February 2025
BYD Electronics poised to gain from BYD's intelligent driving expansion
BYD Electronics is positioned to become the primary beneficiary of BYD's upcoming intelligent driving expansion, according to a CLSA research report. At its 30th-anniversary event...
Monday 10 February 2025
Goeroptics adopts micro-LED in latest full-color AR etching waveguide module
On February 6, 2025, Goertek announced through its official Weibo account that its subsidiary, Goertek Optics (Goeroptics), has introduced the new Star G-E1 full-color augmented reality...