電子設備製造服務(EMS)的全球市場(2023年版)

全球電子製造服務（EMS）市場是電子產品生產的決定性力量，目前佔所有組件的49%。外包在 2021 年經歷了異常增長，但由於電腦和智慧型手機市場飽和，將於 2022 年趨於平穩。EMS產業的複合年增長率為7.7%，但2022年仍維持在1.7%，為同期最低成長率。

電子設備組裝市場價值（OEM+EMS+ODM）將從2022年的14,160億美元增加到2027年約17,470億美元，預計複合年增長率為4.3%。合約製造業預計將從 2022 年的 6,940 億美元增至 2027 年的 9,070 億美元，複合年增長率為 5.5%。

本報告提供了全球電子製造服務 (EMS) 市場的研究和分析，包括主要參與者、不斷增長的細分市場、TAM 以及新興製造機會和技術。

目錄

第1章 簡介

第2章 摘要整理

• 全球市場的預測
• 地區的市場佔有率
• 用途的市場佔有率
• EMS的市場佔有率
• EMS的業績

第3章 全球電子設備產業

• 預測(2022年～2027年)
• 概要
• 世界經濟預測
• 綜合預測
• 產業預測
  • 通訊(9產品市場區隔)
  • 電腦(10產品市場區隔)
  • 消費者(9產品市場區隔)
  • 工業(4產品市場區隔)
  • 醫療(3產品市場區隔)
  • 汽車(4產品市場區隔)
  • 航空，防衛，其他的運輸(7產品市場區隔)

第4章 EMS產業結構(2022年)

• 全球電子產品相關OEM市場
• 電子設備產品的製造原
• OEM市場:7市場部門別
• EMS市場:製造原(OEM，EMS)
• EMS統計:不同企業規模(大/中/小)
• 地區的生產的市場佔有率(57個國家)
  • 南北美洲(9個國家)
  • 歐洲·中東·非洲(33個國家)
  • 亞太地區(15個國家)
• 各市場佔有率的產業生產(46產品)
  • 通訊(9產品市場區隔)
  • 電腦(10產品市場區隔)
  • 消費者(9產品市場區隔)
  • 工業(4產品市場區隔)
  • 醫療(3產品市場區隔)
  • 汽車(4產品市場區隔)
  • 民航(2產品市場區隔)
  • 軍事·防衛，其他的運輸(5種產品市場區隔)
• 全球EMS供應商的市場佔有率

第5章 產業預測(2022年～2027年)

• 全球全部的電子產品相關OEM市場
  • 電子設備集合的製造原
  • OEM市場:各產品，市場部門別
  • EMS市場:生產原(OEM，EMS)
  • 地區的生產佔有率:國家/各市場區隔
  • 產品應用預測(EMS, ODM)
  • 全球TAM:產品/各國

第6章 財務基準

• 財務業績基準
  • 5年銷售成長排名
  • 平均淨利：按細分市場劃分
  • 毛利率：按細分市場劃分
  • 資產回報率（平均和領先) < li>股本回報率（平均和領先者）
  • 每位員工的回報率（平均和領先者）
  • 每平方英尺製造空間的回報
  • 其他績效指標- 每股淨收益利潤成長（平均和領先者） < li>53 個國家的平均基本工資率
• 業績排行榜概要:各主要業者

第7章 合併和收購

• 過去的活動（2017 年） -2022) - 最大和最好的交易：按年份
• 收購類別和估值 - 方法
• 最佳 OEM 銷售機會：按地區
• 併購活動：OEM、EMS、ODM、OSAT、IDM

第8章 主要供應商的企業簡介

Report Highlights:

Worldwide Electronics Market Analysis, 2022-2027

• 46 Product Segments by Region and Supplier
• Total Assembly Value (OEM, EMS and ODM)

Worldwide EMS Market Analysis, 2022-2027

• OEM vs. Outsourced (EMS and ODM Subcontractors)
• EMS, ODM, and OEM Production Market Share by Region, Market Segment, and Product (46 products and 1000+ manufacturing facilities): COVID-19 Impact
• Regional Manufacturing Distribution by 57 Countries
• Product Analysis by EMS, ODM, OEM, and Country

Financial Benchmarks

• Market Segment Metrics - Revenue/Margin/Earnings
• Revenue per Sq. Ft./ per SMT Line/ per Employee
• WW Labor Rates, ROA/ROE L - Highest Performers

In-Depth Company Profiles (Best Performing EMS and ODM

• Companies from $100+ Million - Total 103)

Synopsis

The worldwide electronics manufacturing services (EMS) market is a determining force in production of electronics products and now accounts for 49 percent of all assembly. Outsourcing grew exceptionally in 2021 but fell flat in 2022 due to computer and smartphone markets being saturated. The COVID-19 crisis continues to disrupt the supply chain and labor force. The EMS industry grew by 7.7 percent CAGR but only 1.7 percent in 2022-the lowest rate of the period.

New Venture Research (NVR) has followed this industry for over 30 years and is pleased to offer our latest update on this continually expanding market. Our report, The “Worldwide Electronics Manufacturing Services Market - 2023 Edition” is the most comprehensive market research report on the EMS industry. This analysis focuses on the leading players, growing market segments, total available market (TAM), and emerging manufacturing opportunities and technologies by numerous products and countries.

The report begins with an analysis of the worldwide electronics OEM assembly market, giving a baseline for the manufacturing value of electronics product assemblies. A forecast is checked against 46 individual product segments which make up the majority of electronics assembly (automotive, consumer, industrial, medical, aviation and aerospace and defense industries). NVR estimates that total electronics assembly value (OEM+EMS+ODM) was $1.416 trillion in 2022 and will grow to approximately $1.747 trillion in 2027 at a CAGR of 4.3 percent, ostensibly fueled by the demand for EMS services. The contract manufacturing industry by itself will grow from $694 billion in 2022 to $907 billion in 2027 at a 5.5 percent CAGR.

To support this conclusion, the report analyzes the EMS industry in a variety of ways. First, it reviews the worldwide market for EMS and OEM electronics assembly by individual product. Second, the report analyzes the EMS industry, including a breakdown of the market leaders and relative share by industry and region. Third, the market opportunity for emerging growth is presented by product and country across 46 product segments and 1000+ manufacturing sites. No other report gives such detail by country, wage rate, and regional product assembly. The data can also be purchased as an Excel file to allow for easy analysis of the hundreds of variables collected in the report.

The report also includes an EMS financial performance analysis for the best-performing companies and examines a variety of critical financial metrics. Another chapter reviews EMS mergers and acquisitions for the past few years and the impact on the growth of the industry and its competitiveness.

The report concludes with profiles of the largest EMS and ODM firms (103 companies-86 EMS and 15 ODM) from all over the world. These reviews summarize the market focus of each company, its leading customers, and each company's financial production performance statistics. The intent of these profiles is to serve as a global directory and competitive analysis tool for industry participants.

“The Worldwide Electronics Manufacturing Services Market, 2023 Edition” is the product of hundreds of hours of research.

About the Author

Randall Sherman is the president and principal analyst of New Venture Research Corp., a technology market research and business consulting firm focused on the EMS and OEM electronics manufacturing industries. Mr. Sherman has more than 30 years' experience in technology and business research. He began his career as a telecom systems engineer and went on to hold several market research analyst and management positions with companies such as Creative Strategies, Frost and Sullivan, and BIS Strategic Decisions. He earned his undergraduate degree in Astrophysics and holds an MSEE from the University of Colorado and an MBA from the Edinburgh School of Business.

Table of Contents

Chapter 1: Introduction

• Objectives
• Organization
• Methodology

Chapter 2: Executive Summary

• Worldwide Market Forecast
• Regional Market Share
• Application Market Share
• EMS Market Share
• EMS Performance

Chapter 3: Worldwide Electronics Industry

• Forecast, 2022 - 2027
• Overview
• World Economic Outlook
• Summary Forecast
• Industry Forecasts
  • Communications (9 product segments)
  • Computers (10 product segments)
  • Consumer (9 product segments)
  • Industrial (4 product segments)
  • Medical (3 product segments)
  • Automotive (4 product segments)
  • Aviation, Defense, Other Transportation (7 product segments)

Chapter 4: EMS Industry Structure, 2022

• The Worldwide OEM Market for Electronic Products
• Manufacturing Sources for Electronics Products
• OEM Market by Seven Market Segments
• EMS Market by Manufacturing Source (OEM, EMS)
• EMS Statistics by Company Size (large/med/small)
• Regional Production Market Share (57 Countries)
  • Americas (9 countries)
  • EMEA (33 countries)
  • APAC (15 countries)
• Industry Production by Market Share (46 products)
  • Communications (9 product segments)
  • Computer (10 product segments)
  • Consumer (9 product segments)
  • Industrial (4 product segments)
  • Medical (3 product segments)
  • Automotive (4 product segments)
  • Commercial Aviation (2 product segments)
  • Military/Defense, Other Transportation (5 product segments)
• Worldwide EMS Supplier Market Share

Chapter 5: Industry Forecast, 2022-2027

• Worldwide OEM Market for all Electronic Products
  • Manufacturing Source for Electronics Assembly
  • OEM Market by Product and Market Segment
  • EMS Market by Production Source (OEM, EMS)
  • Regional Production Share by Country/Segment
  • Product Application Forecast (EMS, ODM)
  • Total WW Available Market by Product/Country

Chapter 6: Financial Benchmarks

• Financial Performance Benchmarks
  • 5-Year Sales Growth Rankings
  • Net Income Averages by Market Segment
  • Gross Margins by Market Segment
  • Return on Assets (Average plus Leaders)
  • Return on Equity (Averages plus Leaders)
  • Revenue per Employee (Average plus Leaders)
  • Revenue per Square Foot of Manufacturing Space
  • Other Performance Metrics - Earnings per Share Growth (Average plus Leaders)
  • Average Base Wage Rate by 53 Countries
• Summary Performance Rankings by Leading Supplier

Chapter 7: Mergers and Acquisitions

• Past Activity, 2017 - 2022 - Largest and Best Deals by Year
• Acquisition Classes and Valuations - Methods
• Best OEM Divestment Opportunities by Region
• M/A activity by OEM, EMS, ODM, OSAT and IDM

Chapter 8: Company Profiles of Leading Suppliers

List of Figures and Tables(PARTIAL)

• Product Industry and Market Segments
• Nominal GDP of Major Countries and Regions
• Real GDP Growth Rates for Selected Countries
• Electronics Assembly Market, 2022-2027
• Computer Products, 2022-2027
• Communications Products, 2022-2027
• Consumer Products, 2022-2027
• Industrial Products, 2022-2027
• Medical Products, 2022-2027
• Automotive Products, 2022-2027
• Commercial Aviation, Defense, Other Transportation Products, 2022-2027
• Worldwide EMS Market, 2022-2027
• Worldwide OEM Market by Mfg. Source, 2022-2027
• Worldwide OEM Market by Industry Segment, 2022-2027
• Worldwide EMS Market by EMS Size, 2022-2027
• Key EMS Statistics by Company Size, 2022
• Worldwide EMS Market by Region, 2022
• Large EMS Manufacturing Facilities by Country, 2022
• Worldwide EMS Market by Country, 2022
  • 57 Countries/Regions
• Worldwide EMS Market by Industry Segment, 2022
  • 7 Market Segments, 46 Products
  • EMS and ODM Rankings
• EMS Market Share, 2022
• ODM Market Share, 2022
• Top Ten CM Market Share, 2022
• Worldwide OEM Market by Industry Segment, 2022-2027
• Worldwide EMS Market by Company Size, 2022-2027
• Worldwide EMS Market by Country and CAGR - 2022 and 2027
• Worldwide Total Market by Country and CAGR - 2022 and 2027
• Worldwide EMS Market by Region and Industry Segment, 2022-2027
• Worldwide Total Market by Region and Industry Segment, 2022-2027
• Worldwide EMS and Total Market by Product
  • 46 Product Segments
  • Forecasts from 2022 to 2027
• Summary Financial Performance Metrics for Large
• Public EMS Companies, 2022
• Key Financial Performance Metrics for Large
• Public EMS Companies, 2022
• Worldwide EMS Margins by Industry Segment, 2022
• EMS Companies by Revenue Growth Rate, 2022-2027
• EMS Companies by Net Income, 2022
• EMS Companies by Gross Margin, 2022
• EMS Companies by Return on Assets, 2022
• EMS Companies by Return on Equity, 2022
• EMS Companies by Revenue per Employee, 2022
• EMS Companies by Revenue per Square Foot, 2022
• EMS Companies by Average Days Collection, 2022
• EMS Companies by Inventory Turns, 2022
• EMS Companies by Available Cash, 2022
• EMS Companies by Debt to Equity, 2022
• EMS Companies by 5-Year EPS Growth, 2022
• Worldwide Performance Ranking for Leading EMS Companies, 2022
• Worldwide EMS Wage Rates by Country, 2022
• Merger and Acquisition Activity, 2022-2027
• Leading Merger and Acquisition Activity by Company, 2022-2027
• Average Merger and Acquisition Valuations by Company, 2022-2027