News about the progress of my work
European EMS congress (18. EMS-Tag) supported by IPC
The 18. EMS-Tag is being organized in present. For the first time it will be a truly international congress. Presentations will be bilingual (German/English) and there will be several speakers from countries outside D-A-CH. Even though the program has not been published as of now, there are already 20 applications, mainly by people who know the importance of this event not only from a topics point of view but as well from the importance of networking and hearing first hand about the situation in the EMS industry Europe.
This year, the IPC has teamed up with the organizers of the European EMS congress and became a premium sponsor and partner for this important event. The IPC recognizes the importance of intensifying the communication with the European EMS industry in order to support the manufacturers with training, standards and information.
New member of the in4ma Team
As of January 1, 2020 we have a new analyst joining the in4ma team, which so far only existed of Dieter G. Weiss and two students who worked on smaller research projects. José Luis Haghenbeck Cabrera will start his work with crosschecking Spain on the in4ma databank followed by starting a research project about EMS Mexico as well as supporting Dieter on the new report about the EMS Industry in Europe and EMEA including a chapter about the global TOP 50 companies. The report is supposed to be available by Mid of April. There will be two versions, the more detailed one including a list of the 1342 EMS companies with revenues of more than 2 Mil. Euro (there are about 806 EMS with revenues below 2 Mil. Euro).
in4ma will be exhibiting at SMTconnect
The exhibition SMTconnect in Nuremberg/Germany is transforming itself more and more as the leading European exhibition for the EMS industry. Weiss Engineering/in4ma therefor has decided to exhibit at the SMTconnect in Nuremberg from 5. - 7. May 2020 for the first time as well and give the EMS industry the chance to be informed more in detail about the in4ma market statistics. If you are working in the EMS industry, you should be there as well as an exhibitor and/or a visitor.
There is no recession!
Since nearly one year we are now reading about a recession in Germany. This is a sad story and not necessarily speaks for the qualification of the press when one copies from the other and is just looking for a lurid headline rather than doing proper research. There is no recession in Germany, it only exists in the press! What characterizes a recession is clearly defined by the National Bureau of Economic Research (www.nber.org). Four out of five criteria for a recession do not exist in Germany. To mention a 12% decline in global semiconductor revenues as an indicator and at the same time stating, that this is due to massive price reductions, means as well, there was no reduction in quantities. The electronics industry even loves it. When Walmart reduces prices nobody will interpret this as a recession either. The electronics industry is in good shape, but for sure under price pressure from the customers. The EMS industry is even doing better, as more business is being transferred from OEM's to EMS. We will see further growth in 2019 and the next couple of years, no matter what the press is writing, and the European market share of EMS is about 10% no matter what "self declared experts" post on the internet.
8. November 2019, Latest Analyses regarding EMS Europe
In my latest presentations I always mentioned, that there is still a grey area in France. The numbers of EMS manufacturers of my in4ma statistics did never conform with the numbers presented by the French Electronics Association SNESE. As of January 2019 they claim, that there are 488 EMS companies in France, doing more than 4.5 Billion Euro in revenues. First of all I have to say a big "Merci beaucoup" to SNESE for their help in supplying me the detailed lists with all relevant information, which helps me to further improve my work on the in4ma EMS statistics.
I already realized, that these lists were done using different criteria and definitions, e.g. a company without a homepage and with revenues of less than 100.000 Euro per year is not recognized in the in4ma statistics. This already brings the numbers down from 488 to 378 EMS, still a huge increase from the present in4ma number for France of 191 EMS companies. It will take a couple of month until I can finish the analyses for France and the latest results will be presented at the next EMS day on June 18, 2020 in Wuerzburg (www.ems-tag.de). Already today, it can be said, the number of EMS companies in Europe will definitely exceed 2100 and could come to 2200 EMS (separate legal entities) of 1911 companies. Stay tuned in order to be informed about the latest developments.
4. September 2019 the newest publications in the Czech company registers were a surprise
As I do primary analysis, I am always late, at least this is the view of some companies. Yes, I am still working on the 2018 revenues, as companies publish their annual reports in the company registers up to 12 month after the end of their fiscal year. Especially companies with bad results are so naive, to think, nobody was interested anymore, if they publish after 12 to 15 month. This is just a poor sign of bad management.
But today I checked the Czech company registers and found the 2018 annual report of Wistron. This was a real surprise. Wistron reported revenues of 1,105 Million Euros for 2018, an increase of 209% against 2017. This gets Wistron to a position No. 5 of the TOP 10 EMS/ODM companies in Europe.
21. April 2019 Corrections for the global TOP 50 EMS and European owned TOP 20 EMS
Last week I had a chance to have a look at the List of global TOP 50 EMS, published by MMI. I question the list! On Pos. 22 one finds Ultra Electronics, a defense weapon company. Ultra is a specialist electrical and electronics engineering company, they are definitely not an EMS company. Bitron with its Electronics division, an Italian EMS with factories in Italy, Poland, Mexico and China is not on the list at all and with annual revenues of about 437 Mil. USD in 2018 should be on position No. 44 (or 43 if one takes Ultra off the list).
Here is the correct list (with 2018 revenues)
3. April 2019 Growth rates Domestic/Export D-A-CH 2013 - 2018
The growth rates 2013 to 2018 for D-A-CH have been finalized. They show a constant decline of the export rates of the German EMS industry. Details and explanations will be given in Würzburg/Germany on July 4th 2019 at the 17 EMS day, the highlight event of the European EMS industry. My presentation will focus on the European structures of the EMS industry and their strategies. English speakers should join me at the conference/exhibition EOT - Electronics of tomorrow in Herning/Denmark on May 8th, 2019, where I will be giving a similar presentation in English from 11.00 to 11.50.
28. February 2019 EMS annual survey 2018 finished
The results of the EMS annual survey 2018 were distributed on 15. February already. A summary can be seen under "annual EMS statistics" on March 1st followed by articles in the professional press on March 4th.
30. January 2019 New record in participation of EMS annual survey
The secret of success is to stay focused, but at the same time reinvent yourself every day and make sure you continue to develop your products/services to the needs of your customers. I have done this over the last three years and I am harvesting the success now. 103 EMS companies from Germany and a total of 135 EMS companies from Europa participate in the annual EMS survey for the calendar year 2018. The German companies represent about 63% of the German EMS production revenues, on top we have 50% of the Austrian EMS revenues and 37% of the Swiss EMS revenues. In total this represents about 60% of the EMS revenues produced in D-A-CH in 2018. Participants are ahead of their competition, as they get a 41 pages PDF-File will all the details and analyses and know exactly where they are standing already in the middle of February. Tough luck for all those EMS companies, which ignored the free invitation to participate and still plan the strategy of their companies based on stomach feelings. The participation of German EMS with more than 50 mil Euros stands at 78%, in the revenue group between 20 to 50 mil. Euros it is at 52%. If you want to know more about the EMS annual survey of in4ma, just contact me at: firstname.lastname@example.org.
29. November 2018 EMS seminar in Tallinn/Estonia
In connection with the Estonian Electronics Industries Association a seminar about high tech electronics was organized in Tallinn/Estonia on 29. November 2018. In the key note speech Weiss Engineering gave an overview about the EMS industry in Europe, explained in detail the development of this industry in Eastern Europe and showed, where the majority of the orders in Eastern Europe come from. Chances of EMS companies in Eastern Europe were highlighted and an overview of the development in Estonia was given.
The attendance by 112 people showed the attractiveness of the seminar. Besides five professors of Universities and ten representatives of different Estonian ministries, experts from the EMS electronics industry, their suppliers and their customers (OEM) from Sweden, Finland, Estonia, Latvia, Lithuania, Russia, France and Germany took the time to come to Tallinn.
The presentation of Sergey Zorin of the Russian Developers and Manufacturers Association caught special attention, as he gave an overview of the Russian electronics market as well as the EMS companies in Russia.