Analyst terms EMS outlook 'cautious'.San Francisco San Francisco (săn frănsĭs`kō), city (1990 pop. 723,959), coextensive with San Francisco co., W Calif., on the tip of a peninsula between the Pacific Ocean and San Francisco Bay, which are connected by the strait known as the Golden -- A leading analyst in January maintained its cautious outlook for providers of electronics manufacturing services Electronic manufacturing services (EMS) is term used for companies that design, test, manufacture, distribute and provide return/repair services for electronic component and assemblies for original equipment manufacturers (OEMs). . Deutsche Bank Deutsche Bank AG (IPA: /'dɔɪ.tʃə/[1]) (ISIN: DE0005140008, NYSE: DB) (English: German Bank (db.com) said recent reports from major OEMs that outsource manufacturing indicate tepid and in some cases negative growth ahead for EMS firms. In hardware sales, IBM (International Business Machines Corporation, Armonk, NY, www.ibm.com) The world's largest computer company. IBM's product lines include the S/390 mainframes (zSeries), AS/400 midrange business systems (iSeries), RS/6000 workstations and servers (pSeries), Intel-based servers (xSeries) (ibm.com), a leading outsourcer, reported a 1% year-on-year increase in the fourth quarter due to slowness in its mainframes, storage and PC businesses, down from 9% sequentially. Motorola and Juniper (juniper.com) fell on a year-on-year basis. Handset shipments improved as Motorola and SonyEricsson beat quarterly forecasts, although the average selling prices were lower than expectations, DB said. Communications infrastructure products met or beat forecasts at Motorola and Juniper, but sales are slowing on year-on-year. "As end market growth continues slowing into 2005, look for EMS industry fundamentals to soften," wrote analyst Chris Whitmore. EMS firms that could be affected include Celestica (celestica.com), which derives an estimated 10% of its sales from IBM's mainframes and storage, and Sanmina-SCI (sanminasci.com), which gets 30% of its sales from IBM's PCs and X-series servers, DB said. Meanwhile, Motorola makes up 4 to 5% and Sony Ericsson For an arrangement of Sony Ericsson products, see list of Sony Ericsson products Sony Ericsson is a joint venture established in 2001 by the Japanese consumer electronics company Sony Corporation and the Swedish telecommunications company Ericsson to make mobile phones. 13% of Flextronics' (flextronics.com) revenues. And Motorola outsources wireless infrastructure gear to Solectron (solectron.com), Flextronics and Plexus Plexus - A modular World-Wide Web server written in Perl by Tony Sanders <sanders@earth.com>. Comes with interfaces to allow many other information services to be served via the Web. Version 3.0m 1994-07-22. (plexus.com). Also, Plexus gets 15% of its sales from Juniper. Edited by Mike Buetow |
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