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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
Thursday 3 April 2025
Jabil Unveils cutting-edge transceivers to power AI and data centers with Intel Tech
Jabil has introduced advanced transceivers capable of transmitting data at speeds reaching 1.6 Terabits per second, aimed at addressing the increasing demand from sectors such as...
Wednesday 2 April 2025
China's Luxshare reportedly mulls US$2–3 billion Hong Kong listing in 2025

Luxshare Precision Industry, a Shenzhen-listed supplier to Apple and assembler of AirPods, is weighing a Hong Kong listing later in 2025...

Monday 31 March 2025
Dixon Technologies expands India EMS footprint with Signify deal
Dixon Technologies is rapidly solidifying its position in India's electronics manufacturing services (EMS) sector. Recent joint ventures with Signify and Vivo, alongside acquisitions...
Friday 28 March 2025
Lens Technology rides AI wave to double-digit profit growth, expands global footprint
Lens Technology reported CNY69.9 billion (approx. US$9.62 billion) in revenue for 2024, a 28.3% year-over-year increase, according to its annual results released on March 27. Net...
Friday 28 March 2025
China's AgiBot plans new Shanghai facility to scale robot output; Lens deepens role in embodied AI

Zhiyuan Robotics (AgiBot), a Chinese AI startup specializing in embodied intelligence, has become a central player in the humanoid robotics supply...

Thursday 27 March 2025
AI, smart devices lift Goertek to CNY100B revenue milestone in 2024
Goertek, a leading Chinese supplier of precision components and smart hardware, bucked the downturn in the global consumer electronics market with a strong 2024 earnings report. Annual...
Monday 24 March 2025
Flex unveils NPI center to support healthcare clients in North America

Flex, a leading manufacturing partner known for helping customers design and build products that improve lives, has announced the opening...

Monday 24 March 2025
VS Industry reports quarterly revenue rise but six-month figures show concerning decline
VS Industry, a Malaysia-based EMS provider, reported a quarterly revenue increase alongside a rise in profit before tax from the previous quarter. However, a decline in six-month...
Monday 24 March 2025
Foxconn, Tata, and Dixon lead India's smartphone manufacturing momentum
India's smartphone manufacturing rose in 2024, driven by Apple and Samsung exports, with Foxconn, Tata, and Dixon Technologies significantly increasing production.
Monday 17 March 2025
India's electronics sector growth fuels Zetwerk's expansion, IPO plans
India-based EMS provider Zetwerk inaugurated its seventh plant in India over the weekend as an emerging electronics manufacturing ecosystem has benefitted local firms to raise funds...
Monday 17 March 2025
Foxconn reportedly to begin AirPods India production in April
Apple plans to begin AirPods production at its supplier Foxconn's facility in Hyderabad, India, starting in April 2025, with an initial focus on exports. This move represents Apple's...
Friday 14 March 2025
FLEX named a 2025 world's most ethical companies honoree
Flex has been named one of the 2025 World's Most Ethical Companies by Ethisphere, marking its third consecutive year of recognition in the industrial manufacturing category. The honor...
Tuesday 11 March 2025
Non-PC product lines drive Compal February sales
Taiwanese ODM Compal Electronics has reported a February 2024 revenue of NT$67.541 billion (US$2.0 billion), up 22.1% sequentially and 17.4% year-on-year, driven mainly by shipment...
Monday 10 March 2025
Jabil to build second factory in India, explores silicon photonics manufacturing facility
Apple supplier Jabil has announced plans to establish a factory in Gujarat, the company's second in India. The company also expressed its intention to build a US$125 million silicon...
Monday 10 March 2025
Airspan strengthens Open RAN position with Jabil acquisition
On 4 March, Airspan Networks, a prominent provider of wireless network solutions, announced that it has reached an agreement to acquire Jabil's Open RAN radio portfolio along with...