| Chapter 1 Executive Summary |
|
| Market Overview |
1-1 |
| Introduction |
1-1 |
| Key Research Findings and Conclusions |
1-2 |
| Market Summary and Revenue Forecasts |
1-2 |
| Product and Technology Trends |
1-3 |
| Competitive Analysis |
1-3 |
| Conclusion |
1-4 |
| |
|
| Chapter 2 EMS Providers Opportunities |
|
| Introduction |
2-1 |
| Definitions |
2-2 |
| Other Definitions |
2-3 |
| Market Dynamics |
2-3 |
| Industry Challenges |
2-3 |
| Increasing Functionality in Telecom Products Increases Cost Pressures |
2-4 |
| Continuous Focus on Process and Operations Improvement Increases Cost and Complexity of Operations |
2-5 |
| Increasing Competition within the EMS Market Affects Revenues |
2-5 |
| Increasing Demand for Complete Service Capability Challenges EMS Providers |
2-6 |
| Need for Quick Turn Around Time for Product Development and |
|
| Product Differentiation Challenges EMS Providers |
2-6 |
| Rapid Technology Advancements Demand High Levels of Investment |
2-7 |
| Limited Visibility Challenges EMS Providers |
2-7 |
| Increasing Competition from ODMs Affects EMS Market Growth |
2-8 |
| Risk Of Unsuccessful Communication Products Complicates EMS Association |
2-8 |
| Changing Industry Landscape Complicates Procurement |
2-9 |
| Market Drivers |
2-9 |
| Growth Potential in Telecom Industry Encourages Outsourcing |
2-10 |
| Increasing Use of Telecom Electronics Spurs Outsourcing to EMS Providers |
2-10 |
| Need for Faster Time to Market Acts as an Incentive for OEMs to Outsource |
2-11 |
| Need for Product and Service Innovation Drive Outsourcing |
2-11 |
| Risk Diversification in Terms of Short Product Lifecycles and Unreliable Demand Encourages OEMs to Outsource |
2-12 |
| Rapid Technology Development Increases Outsourcing |
2-12 |
| Desire to Strengthen Strategic Positioning Induces Outsourcing to EMS Providers |
2-13 |
| The Need to Realise Cost Efficiencies (Reduce and Control Operating Costs) Drives Outsourcing |
2-13 |
| Market Restraints |
2-14 |
| Mounting Price Pressures Reduce Revenue Growth |
2-14 |
| Increasing Consolidation within Telecom OEMs Hinders Growth |
2-15 |
| Reluctance of OEMs to Outsource Inhibits EMS Revenue Growth |
2-15 |
| Shifting Base to Asia Pacific (APAC) Impedes Growth of North American Market |
2-16 |
| EMS Trend to Shift into Design Increases Capital Expenditure |
2-16 |
| Market Engineering Measurement Analysis |
2-16 |
| Revenue Forecasts and Geographical Analysis |
2-17 |
| Total Market Forecasts and Analysis |
2-17 |
| Revenue Forecast and Analysis- U.S |
2-19 |
| Revenue Forecasts and Analysis- Canada |
2-21 |
| Revenue Forecasts and Analysis-Mexico |
2-22 |
| Revenue Forecast and Analysis by Product |
2-24 |
| Mobile Handsets Market |
2-24 |
| Private Branch Exchanges |
2-30 |
| Telecom Switches Market |
2-36 |
| High-end Networking Market |
2-42 |
| Others |
2-48 |
| Market Trends |
2-53 |
| Technology Trends |
2-53 |
| Supply Chain Trends |
2-54 |
| Collaboration and Total Visibility |
2-54 |
| Procurement |
2-55 |
| Competitive and Strategic Roadmap |
2-56 |
| Market Share Analysis |
2-56 |
| Nature of Competition |
2-56 |
| Market Share |
2-56 |
| Market Structure |
2-57 |
| Number of Competitors within the Market |
2-58 |
| Tiers of Competition |
2-58 |
| Sales Channel |
2-59 |
| Key Competitive Factors |
2-59 |
| Technology and Continuous Innovation |
2-59 |
| Time to Market |
2-60 |
| Mergers and Acquisitions |
2-60 |
| Pricing Strategy: Cost Optimization and Performance Balance |
2-60 |
| Supply Chain Optimization and Procurement Power |
2-60 |
| |
|
| Chapter 3 EMS and ODMs Comparative Snapshot |
|
| Introduction |
3-1 |
| ODM Market Overview |
3-1 |
| Analysis of Business Models |
3-2 |
| EMS and ODM Business Models |
3-2 |
| Intellectual Property (IP) and Design Services |
3-2 |
| Vertical Expertise |
3-3 |
| Manufacturing Excellence |
3-3 |
| Product and Service Package |
3-3 |
| Global Footprint and Supply Chain |
3-4 |
| Original Brand Manufacturers |
3-4 |
| Mixing Business Models |
3-5 |
| Strategic Comparison and Analysis |
3-6 |
| Choosing the Best Fit |
3-6 |
| The ODM Factor |
3-7 |
| The EMS Factor |
3-8 |
| Future Outlook |
3-9 |
| |
|
| Chapter 4 Appendix |
|
| DSD Tables |
4-1 |
| Annual Telecom Investments in North America |
4-1 |
| Wireless Revenues in North America |
4-2 |
| Capital Expenditure on IT Infrastructure in North America |
4-2 |
| Total Number of Manufacturing Establishments in North America |
4-3 |
| Total Electronic Components Contribution to Electronics Industry |
4-5 |