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

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...

Monday 30 June 2025

Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push

Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server...

Monday 30 June 2025

Mitac Holdings expands North American server production facilities amid AI-driven demand surge

Mitac Holdings Corporation is rapidly expanding its server production capacity in North America, driven by strong demand for artificial intelligence applications. The company recently...

Monday 30 June 2025

Apple supplier Lens Tech seeks up to US$606M in HK listing

Lens Technology Co., a supplier to Apple Inc., is seeking to raise as much as HK$4.8 billion (approx. US$606 million) in a Hong Kong listing, the latest Chinese company to seek a...

Monday 30 June 2025

India roundup: Taiwanese firm on thin ice over Indian investments

Despite rising investments in India, Taiwanese companies remain cautious, treading carefully as if walking on thin ice.

Friday 27 June 2025

AI smart glasses ignite China's supply chain revolution

AI smart glasses are transitioning from research and development to commercial deployment, triggering the rise of a robust end-to-end supply chain. Spanning chipmakers, optical and...

Friday 27 June 2025

Xiaomi goes all-in: AI glasses, foldables, EV lead ecosystem launch

Xiaomi unveiled a suite of new hardware on June 26 at its "Human x Car x Home" ecosystem launch, led by its first AI smart glasses and electric SUV. The event highlighted Xiaomi's...

Wednesday 25 June 2025

Xinhao to offload solar arm to Luxshare in related-party deal amid pivot to core ops

Shenzhen Xinhao Photoelectricity Technology said on June 22 that it had signed a Letter of Intent with Luxshare Precision Industry Co...

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