Abstract
Introduction
Scope & Methodology
This is the tenth edition of the European Electronic Manufacturing Services
Industry report (previously titled the Profile of the European Contract
Electronic Assembly Industry) and updates the ninth edition, which was
published in August 2009. Although building on the database of information
which has been gathered since the publication of the first edition in 1993 the
new report has been fully revised with greater emphasis being placed on
analyzing the EMS providers and the key trends which will impact the industry
in the period to 2015.
As in the previous reports, EMS is defined as electronic manufacturing offered
as a service to other companies. It does not include the in-house activities
of companies, which also provide an EMS service. The production of the printed
circuit board is to some extent included, since some EMS companies have
acquired PCB production capabilities and all are often involved in the design
aspects of the PCB layout when offering design services as part of the EMS
activity.
The generation of the market numbers has been completed using both a ' bottom
up' approach where details of EMS companies have been accumulated from all
sizes of companies, and a ' top down' view of published data from a variety of
sources. Statistical information which was obtained from government
departments, trade associations, company annual reports and various other
publications, and in particular the Yearbook of World Electronics Data, was
combined with data obtained from individual companies, to evaluate the state
of the market and future developments. The previous report along with data
from RER' s database were used as a base point in evaluating market
developments during interviews with key personnel of a cross-section of EMS
companies.
Further information was obtained by Questionnaires in personal and telephone
interviews. Forward looking forecasts are constructed from the last full
reported year (2010) and include known information to date on EMS company
activities such as collaborations, mergers, acquisitions and closures. These
forecasts also include information from EMS and other companies on their
expectations for growth in the coming years.
For sales to individual sectors such as computer, communications, mobile etc,
we have used information from the companies themselves either in the main from
published accounts or from known information about plant specialization,
number of employees etc.
Annual reports, company brochures and corporate literature were collected from
over 200+ EMS companies. Where information of a confidential nature was
obtained, this was used solely to evaluate market trends in product and
end-user sectors. In addition a further 500 plus companies, primarily the
smaller national EMS providers, were checked for the directory.
The consultants also visited relevant trade shows including Productronica 2009
and Electronica 2010 in Munich; the UK-based NEW Electronics exhibition in
2010 and 2011 and SMT & Hybrid 2010 and 2011 in Nurnberg, Germany.
Where applicable local currencies have been converted to Euro values. The
forecasts assume constant Euro values. The Euro values used in the report are
given in the Appendix.
Original Design Manufacturers (ODM) and Electronic Manufacturing Services (EMS)
The key differentiator between the two types of organisations is that ODM' s
own intellectual property as well as providing electronic manufacturing
services. The EMS is considered to only provide the manufacturing services. In
Asia, there are large manufacturing services who also own intellectual
property in the products that are sold as branded products by the OEM. Whilst
there are companies in Europe that do offer the ODM service and state that ODM
sales have been made, it is frequently not separated from the overall sales in
Europe in its published form.
Given the difficulty in separating out specific ODM sales data, we have
incorporated this within the total EMS sales. From the research we would
estimate that the total ODM element is approximately 5-10% of the total EMS
values and mainly within the top 20 companies.
Table of Contents
1 Introduction
2 Executive Summary
3 The European Market for Electronic Manufacturing Services (EMS)
- 3.1 The Market in Context - Global and Regional Trends (PESTLE)
- 3.2 The Market for EMS in Europe
- 3.2.1 Why Outsource?
- 3.2.2 Forecast for EMS Revenues by Country and Regions
- 3.2.2.1 Western Europe
- 3.2.2.2 Central & Eastern Europe & Other
- 3.2.2.3 Europe EMS Revenues by Country
- 3.2.3 EMS Revenues by Market Sector
- 3.2.3.1 Western Europe
- 3.2.3.2 CEE & Other
- 3.2.3.3 Europe
- 3.2.3 4 Sector Commentary
- 3.2.3.5 Aerospace & Defence
- 3.2.3.6 Consumer including Mobile
- 3.2.3.6 Communications & Networks
- 3.2.3.7 Computer
- 3.2.3.8 Medical
- 3.2.3.9 Automotive
- 3.2.3.10 Control & Instrumentation
- 3.2.3.11 Industrial
- 3.3 Analysis of the EMS Market in Europe
- 3.3.1 Overview
- 3.3.2 The Four Principal Market Groups of EMS Companies
- 3.3.3 Key Components of success for EMS Companies
- 3.3.3.1The Challenges of Distance & Culture
- 3.3.3.2 Flexibility in Manufacture, Supply and Service
- 3.3.3.3 Relationship Management with the OEM and Suppliers
- 3.3.3.4 People, Processes and Profitability
- 3.4 The Key Drivers of the European EMS Industry
- 3.4.1The EMS Industry Post Recession
- 3.4.2 The Competitive Environment
- 3.4.3 Cost per unit versus Total Cost of Supply
- 3.4.4 Delivery Value to the OEM
- 3.5 The Future for EMS in Europe
- 3.5.1 A New Reality - Rebuilding
- 3.5.2 Leveraging Competences and Capabilities
- 3.5.3 Sector and Services
- 3.5.4 Strategies for the Future
4 Major EMS providers in Europe
- 4.1 Industry Structure
- 4.2 Top Twenty Table
- 4.3 Profiles of the Top Twenty EMS Companies in Europe
- 4.3.1 Foxconn
- 4.3.2 Flextronics
- 4.3.3 Jabil
- 4.3.4 Elcoteq
- 4.3.5 Zollner Elektronik
- 4.3.6 Celestica
- 4.3.7 Sanmina-SCI
- 4.3.8 Enics
- 4.3.9 Videoton
- 4.3.10 Neways
- 4.3.11 Kimball Electronics
- 4.3.12 eolane
- 4.3.13 PartnerTech
- 4.3.14 Kitron
- 4.3.15 SRI Radio Systems
- 4.3.16 AsteelFlash
- 4.3.17 Selcom
- 4.3.18 ElectronicNetwork
- 4.3.19 Lacroix Electronics
- 4.3.20 Connect Group
5 European EMS Industry by Country/Region
- 5.1 France
- 5.1.1 Electronics Industry Overview
- 5.1.2 EMS Market & Industry Trends
- 5.1.3 Global "Tier 1" Companies
- 5.1.4 Other Leading EMS Companies in France
- 5.1.4.1 AsteelFlash
- 5.1.4.2 Cofidur
- 5.1.4.3 eolane
- 5.1.4.4 Lacroix Electronics
- 5.1.4.5 Matra Electronique
- 5.1.4.6 MSL Circuits
- 5.1.4.7 Novatech
- 5.1.4.8 Sagemcom
- 5.1.4.9 Selha
- 5.1.4.10 Tronico
- 5.2 Germany
- 5.2.1 Electronics Industry Overview
- 5.2.2 EMS Market & Industry Trends
- 5.2.3 Global "Tier 1" Companies
- 5.2.4 Other Leading EMS Companies in Germany
- 5.2.4.1 bebro electronic
- 5.2.4.2 BMK Group
- 5.2.4.3 BuS Elektronik
- 5.2.4.4 ElectronicNetwork
- 5.2.4.5 Ihlemann
- 5.2.4.6 Katek
- 5.2.4.7 Lacroix Electronics
- 5.2.4.8 manufacturing, logistics & services
- 5.2.4.9 Neways
- 5.2.4.10 Prettl Elektronik
- 5.2.4.11 Rafi-Eltec
- 5.2.4.12 Rob Electronic
- 5.2.4.13 RSG-Elotech
- 5.2.4.14 SRI Radio Systems
- 5.2.4.15 TQ-Group
- 5.2.4.16 Xenterio
- 5.2.4.17 Zollner
- 5.3 Southern Europe
- 5.3.1 Electronics Industry Overview
- 5.3.2 EMS Market & Industry Trends
- 5.3.3 Tier 1 Global EMS Providers
- 5.3.4 The Leading EMS Providers in Southern Europe
- 5.3.4.1 EAS Electtronica
- 5.3.4.2 Elemaster
- 5.3.4.3 Eutron
- 5.3.4.4 Fagor
- 5.3.4.5 GDS
- 5.3.4.6 Selcom
- 5.3.4.7 Trelec
- 5.4 Nordic Countries
- 5.4.1 Electronics Industry Overview
- 5.4.2 EMS Market & Industry Trends
- 5.4.3 Global "Tier 1" Companies
- 5.4.4 Other Leading EMS Companies to the Nordic Countries
- 5.4.4.1 BB Electronics
- 5.4.4.2 Darekon
- 5.4.4.3 Elcoteq
- 5.4.4.4 GPV
- 5.4.4.5 Hadeland Produkter AS (HAPRO)
- 5.4.4.6 Hanza
- 5.4.4.7 Incap
- 5,4.4.8 Inission
- 5.4.4.9 Kitron
- 5.4.4.10 NOTE
- 5.4.4.11 Norautron
- 5.4.4.12 PartnerTech
- 5.4.4.13 PKC
- 5.4.4.14 Rimaster
- 5.4.4.15 Scanfil
- 5.5 United Kingdom
- 5.5.1 Electronics Industry Overview
- 5.5.2 UK EMS Market & Industry Trends
- 5.5.3 Global "Tier 1" EMS Companies
- 5.5.4 Other Leading EMS Companies in the UK
- 5.5.4.1 ACW Technology
- 5.5.4.2 AWS Electronics
- 5.5.4.3 Axiom Manufacturing Services
- 5.5.4.4 Chemigraphic
- 5.5.4.5 CTS Corporation
- 5.5.4.6 Exception EMS
- 5.5.4.7 Ferranti Technologies
- 5.5.4.8 PartnerTech
- 5.5.4.9 Plexus
- 5.5.4.10 SMS Electronics
- 5.5.4.11 Stadium Electronics
- 5.5.4.12 Surface Technology International
- 5.5.4.13 TT electronics
- 5.5.4.14 Ultra Electronics CEMS
- 5.6 Rest of West Europe
- 5.6.1 Electronics Industry Overview
- 5.6.2 EMS Market & Industry Trends
- 5.6.3 Global "Tier 1" Companies
- 5.6.4 Other Leading EMS Companies in the Rest of Western Europe
- 5.6.4.1 BECOM
- 5.6.4.2 Asetronics
- 5.6.4.3 Benchmark Electronics
- 5.6.4.4 CCS Holdings/Adaxys
- 5.6.4.5 Cicor Technologies
- 5.6.4.6 cms electronics
- 5.6.4.7 Connect Group
- 5.6.4.8 Enics
- 5.6.4.9 EPIQ
- 5.6.4.10 MELECS
- 5.6.4.11 Neways
- 5.6.4.12 Seidel Elektronik
- 5.6.4.13 tbp electronics
- 5.7 Central and Eastern Europe
- 5.7.1 Electronics Industry Overview
- 5.7.2 EMS Market & Industry Trends
- 5.7.3 Global "Tier 1" Suppliers
- 5.7.4 Other Leading EMS Companies in Central & Eastern Europe
- 5.7.4.1 Assel
- 5.7.4.2 Fideltronik
- 5.7.4.3 Integrated Microelectronics Inc
- 5.7.4.4 Kimball
- 5.7.4.5 SIIX
- 5.7.4.6 Videoton
6 Directory
- 6.1 Austria
- 6.2 Belgium
- 6.3 Bulgaria
- 6.4 Czech Republic
- 6.5 Denmark
- 6.6 Estonia
- 6.7 Finland
- 6.8 France
- 6.9 Germany
- 6.10 Greece
- 6.11 Hungary
- 6.12 Ireland
- 6.13 Israel
- 6.14 Italy
- 6.15 Latvia
- 6.16 Lithuania
- 6.17 Malta
- 6.18 Morocco
- 6.19 Netherlands
- 6.20 Norway
- 6.21 Poland
- 6.22 Portugal
- 6.23 Romania
- 6.24 Russia
- 6.25 Slovakia
- 6.26 Slovenia
- 6.27 Spain
- 6.28 Sweden
- 6.29 Switzerland
- 6.30 Tunisia
- 6.31 Turkey
- 6.32 Ukraine
- 6.33 United Kingdom
7 Appendix
- 7.1 Top 50 EMS Providers 2010
- 7.2 Exchange Rates
Tables
- Table 2.1 EMS Revenues for Western Europe and CEE 2010-2015
- Table 2.2 The Top 20 European EMS Companies
- Table 3.1 EMS Revenues for Western Europe and CEE 2010-2015
- Table 3.2 Percentage of European EMS by Region 2010-2015
- Table 3.3 EMS reveniues Nordic, Benelux, Germany & UK 2010-2015
- Table 3.4 EMS Revenues France, Southern Europe, Switzerland & Other
2010-2015
- Table 3.5 EMS Revenues for CEE & Other 2010-2015
- Table 3.6 European EMS Revenues by Country 2010-2015
- Table 3.7 Comparison of European Labour Costs 2009
- Table 3.8 Western Europe EMS Revenues by Market Sector 2010-2015
- Table 3.9 CEE & Other EMS Revenues by Market Sector 2010-2015
- Table 3.10 European EMS Revenues by Market Sector 2010-2015
- Table 4.1The Top 20 European EMS Companies 2010
- Table 5.1 Summary of French Electronics Equipment Production 2006-2014
- Table 5.2 French EMS Revenues 2010-2015
- Table 5.3 Summary of German Electronics Production 2006-2014
- Table 5.4 German EMS Revenues 2010-2015
- Table 5.5 Summary of Southern Europe Electronics Production 2006-2014
- Table 5.6 Southern Europe EMS Revenues 2010-2015
- Table 5.7 Summary of Nordic Electronics Production 2006-2014
- Table 5.8 Nordic EMS Revenues 2010-2015
- Table 5.9 Summary of UK Electronics Production 2006-2014
- Table 5.10 UK EMS Revenues 2010-2015
- Table 5.11 Summary of Rest of West Europe Electronics Production 2006-2014
- Table 5.12 Rest of West Europe EMS Revenues 2010-2015
- Table 5.13 Central & Eastern Europe EMS Revenues 2010-2015
- Table 7.1The Top 50 European EMS Providers 2010
Figures
- Figure 2.1EMS Revenues for Western Europe and CEE 2010-2015
- Figure 2.2 European EMS Revenues by Market Sector 2010-2015
- Figure 3.1EMS Revenues for Western Europe and CEE 2010-2015
- Figure 3.2 Percentage of European EMS by Region 2010-2015
- Figure 3.3 EMS revenues Nordic, Benelux, Germany & UK 2010-2015
- Figure 3.4 EMS Revenues France, Southern Europe, Switzerland & Other
2010-2015
- Figure 3.5 EMS Revenues in the CEE & Other 2010-2015
- Figure 3.6 Western European EMS Revenues by Market Sector 2010-2015
- Figure 3.7CEE & Other EMS Revenues by Market Sector 2010-2015
- Figure 3.8 European EMS Revenues by Market Sector 2010-2015
- Figure 3.9 Moving Annual Total of New passenger Car Registrations EU (27 &
EFTA)
- Figure 3.10 European Electronics Content by Car Type
- Figure 3.11 The European Automotive Electronics Market by Country
- Figure 3.12 Strategic Space Analysis for the 4 EMS Groups
- Figure 3.13 EMS Groups and Sales per Group 2010
- Figure 3.14 Break Even Cost & Cash Flows - Case 1
- Figure 3.15 Break Even Cost & Cash Flows - Case 2
- Figure 3.16 Competition in the European EMS Industry across Sectors
- Figure 5.1 French Electronics Production - % Growth by Sector 2009-2014
- Figure 5.2 French EMS Revenues 2010-2015
- Figure 5.3 German Electronics Production - % Growth by Sector 2009-2014
- Figure 5.4 German EMS Revenue 2010-2015
- Figure 5.5 Southern Europe Electronics Production - % Growth by Sector
2009-2014
- Figure 5.6 Southern Europe EMS Revenues 2010-2015
- Figure 5.7 Nordic Electronics Production - % Growth by Sector 2009-2014
- Figure 5.8 Nordic EMS Revenues 2010-2015
- Figure 5.9 UK Electronics Production - % Growth by Sector 2009-2014
- Figure 5.10 UK EMS Revenues 2010-2015
- Figure 5.11 Rest of Western Europe Electronics Production - % Growth by
Sector 2009-2014
- Figure 5.12 Rest of Western Europe EMS Revenues 2010-20135
- Figure 5.13 CEE Electronics Production by Country 2010
- Figure 5.14 Central & Eastern Europe EMS Revenues 2010-2015
