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 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...

Friday 4 July 2025

China-based USI moves upmarket with L10 edge AI server for global clients

Universal Scientific Industrial Shanghai (USI), a China-based electronics design and manufacturing company, has completed delivery of...

Friday 4 July 2025

China-India rivalry forces Foxconn to rethink manpower strategy

As 2025 begins under President Donald Trump's second term, rising trade tensions and tariffs are pushing regionalized manufacturing. In this context, Foxconn is reportedly recalling...

Thursday 3 July 2025

Luxshare to list in Hong Kong as part of global strategy, joins wave of Apple suppliers

Luxshare Precision Industry Co., a key supplier to Apple and a leading player in China's electronics manufacturing sector, plans to issue H-shares and list on the Hong Kong Stock...

Thursday 3 July 2025

Foxconn's recall of hundreds of Chinese staff from India iPhone plant siren concerns over Apple's South Asia strategy

Foxconn has instructed hundreds of Chinese engineers and technicians at its iPhone assembly plant in southern India to return to China, according to a Bloomberg report. Sources...

Tuesday 1 July 2025

Dixon sees order diversification as clients split smartphone volumes among rivals

Dixon Technologies, India's largest EMS provider, is seeing a shift in its smartphone manufacturing business as key clients begin splitting orders with competing suppliers.

Tuesday 1 July 2025

Sharp to divest smartphone camera module business to Foxconn subsidiary for JPY2.4 billion

Sharp announced on June 30 that it will sell its smartphone camera module business, including SAIGON STEC CO., LTD. (SSTEC), to Fullertain Information Technologies Ltd. – B.V.I.,...

Monday 30 June 2025

Kinpo Group adopts cautious stance amid tariff uncertainties, plans capacity expansions

In an earnings call on June 27, 2025, Kinpo general manager Wei-Chang Chen acknowledged that tariff uncertainties have led some clients to adopt a more conservative purchasing approach...

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