Page 124 - PCMI Journal December 2020
P. 124
Business Outlook: Global Electronics Industry Presented by: Walt Custer, Custer Consulting Group, US
20201014
60
50
40
30
20
10
0 -10 -20 -30
Large EMS Providers Composite of 8 Public Companies
Quarterly Revenue Growth
Excludes Foxconn
-40 Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 20192020
Benchmark+Pemstar, Celestica, Flextronics+Solectron, Jabil, Plexus, Sanmina-SCI, Sypris,Venture Mfg
Large Taiwan ODM Providers
2019 vs. 2018 Sales ($M)
2019 2018 Foxconn (Hon Hai) 172,812 171,409 Pegatron 44,217 43,322
2019/2018 Growth % +0.8% +2.1% +0.2% +1.3% -8.2% -10.3% -1.2% -9.8% -22.0% -1.0%
Quanta Computer Compal Electronics Wistron
Asustek Computer Inventec
Chimei Innolux
Lite On Technology Total @ 2019 constant exch
33,321 33,269 31,730 31,317 26,423 28,780 11,368 12,672 16,213 16,404
8,155 9,042
5,227 6,702
362,535 334,822
Source: Company data, NT$ converted at constant avg 2019 exchange (30.90 NT$ = 1US$) Consolidated company sales
Issue 136 December 2020 PCMI Journal 124
