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 15 July 2025

Huaqin hits US$11.6 billion in 1H25 revenue: ODM, AI push deliver explosive growth

Huaqin Technology reported a sharp surge in first-half 2025 results, driven by booming global demand for smart devices, generative AI, and high-performance computing. In a July 14...

Tuesday 15 July 2025

China's TPV slips into the red in 1H25 on weak margins, FX headwinds

TPV Technology, a leading manufacturer of smart display terminals, expects to post a net loss of CNY450 million to CNY490 million (approx...

Monday 14 July 2025

Foxconn affiliate bets on robotics, eyes axial motor breakthrough by year-end

Foxconn-affiliated company Pan-International Industrial Corp. (PI) is ramping up its shift toward next-generation technologies, targeting electric motors and robotics as key growth...

Monday 14 July 2025

Taiwan-partnered MiPhi eyes strategic edge in India's semiconductor ecosystem

MiPhi Semiconductors, a strategic joint venture between Micromax Informatics and Taiwan's Phison Electronics, is positioning itself as a key player in India's push for semiconductor...

Monday 14 July 2025

Foxconn reportedly begins iPhone 17 component imports from China as India and US watch Apple's global moves closely

Foxconn has reportedly begun importing key components from China to India for the iPhone 17, marking the start of trial production. The development comes as both India and the US...

Friday 11 July 2025

India's EMS giants pivot to East Asia partnerships for US$2.68 billion component push

Indian electronics makers are accelerating joint venture talks with South Korean, Japanese, and Taiwanese partners as they prepare final bids for a component manufacturing scheme...

Thursday 10 July 2025

Jabil's infrastructure bet pays off with explosive AI-fueled growth

As competition intensifies in the AI hardware boom, Jabil is emerging as a pivotal force, leveraging its global supply chain expertise and strategic partnerships to secure long-term...

Thursday 10 July 2025

India's Sahasra strengthens European presence with metering, supply chain partnerships

Sahasra Electronic Solutions Limited (SESL), part of the India-based Sahasra Group of Companies, has announced two strategic developments aimed at expanding its international footprint...

Wednesday 9 July 2025

Kaynes Technology to set up electronics unit in Kerala with US$58M investment

India-based EMS provider Kaynes Technology is expected to open a new manufacturing unit in Kerala. The company will receive land in Perumbavoor Industrial Park, developed by KINFRA,...

Wednesday 9 July 2025

Top-3 Chinese suppliers of Apple all head to Hong Kong for IPO

Luxshare Precision, Lens Technology, and Goertek, China-based top-tier suppliers of Apple, are racing toward IPOs on the Hong Kong Stock Exchange (HKEX) as they seek capital to fuel...

Monday 7 July 2025

Nissan reportedly in talks with Foxconn to explore electric vehicle production at Oppama plant

Nissan Motor is engaging in discussions with Taiwan's Foxconn to potentially use its Oppama plant in Kanagawa Prefecture for electric vehicle (EV) production. This move forms part...

Monday 7 July 2025

Talent crunch in Vietnam puts Luxshare's investment plans in limbo

Apple supplier Luxshare-ICT (also known as Luxshare Precision) has called on the Vietnamese government to address ongoing skilled labor shortages and bureaucratic inefficiencies in...

Monday 7 July 2025

Foxconn sees year-over-year June growth, hit by currency woes

Foxconn's June 2025 revenue rose 10.09% year-over-year to NT$540.24 billion (approx. US$18.62 billion), driven by strong AI cloud demand, but fell 12.26% from May due to currency...

Monday 7 July 2025

India roundup: India's EMS under the shadow of G2 rivalry

China is reportedly slowing down Apple's diversification endeavors, impacting India. India reportedly eyes 2D chip materials for a technology leap.

Friday 4 July 2025

Component makers across Southeast Asia await clarity as Vietnam reaches tariff deal with US

US President Donald Trump has unveiled a trade agreement with Vietnam that reduces tariffs on Vietnamese exports to the US from 46% to...

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