全球電子製造服務市場（2024年版）：全球 EMS 市場最全面的研究

全球電子製造服務（EMS）市場是電子產品製造的決定性力量，到2023年將佔所有成品組裝的 42%。但由於電腦和通訊產業經濟不景氣，2023年外包較上年將負成長。因此，2023年該產業的衰退率約為8.1%。 EMS 和 ODM 都受到了影響，尤其是那些服務頂級的企業。

NVR預測，2023年電子組裝（OEM+EMS+ODM）總價值將達到1.3兆美元，到2028年將成長至約1.5兆美元，年複合成長率為4.6%。

本報告調查了全球電子製造服務市場的趨勢，依最終用戶行業、產品類型（46 種）、地區和國家提供了組裝規模和市場佔有率的趨勢和預測，並對OEM 和EMS 進行了比較。

目錄

第1章 簡介

第2章 執行摘要

• 世界市場預測
• 依地區劃分的市場佔有率
• 應用市場佔有率
• EMS市場佔有率
• EMS 性能

第3章 全球電子產業

• 預測：2023-2028
• 摘要
• 世界經濟展望
• 預測摘要
• 依行業分類的預測
  • 通訊（9 個產品領域）
  • 計算機（10 個產品領域）
  • 消費者（9 個產品領域）
  • 工業（4 個產品領域）
  • 醫療（3 個產品領域）
  • 汽車（4 個產品領域）
  • 航空、國防和其他運輸（7 個產品領域）

第4章 EMS 產業架構：2023年

• 全球電子產品OEM市場
• 電子產品製造商
• OEM市場：7種分類
• EMS 市場：依製造商劃分（OEM/EMS）
• EMS統計（依公司規模，大/中/小型）
• 依地區劃分的製造業市場佔有率（57 個國家）
  • 美洲（9 個國家）
  • 歐洲/中東、非洲（33 個國家）
  • 亞太地區（15 個國家）
• 依行業劃分的產量（按市場佔有率）（46 種產品）
  • 通訊（9 個產品領域）
  • 計算機（10 個產品領域）
  • 消費品（9 個產品領域）
  • 工業產品（4 個產品領域）
  • 醫療（3 個產品領域）
  • 汽車（4 個產品領域）
  • 民用航空（2 個產品領域）
  • 軍事/國防和其他運輸（5 個產品領域）
• 全球EMS供應商市場佔有率

第5章 產業預測：2023-2028

• 全球OEM市場：所有電子產品
• 電子組件製造商
  • OEM 市場：依產品/細分市場劃分
  • EMS 市場：依製造商劃分（OEM/EMS）
  • 依地區劃分的製造佔有率：依國家/細分市場劃分
  • 產品應用預測（EMS、ODM）
  • 世界市場規模：依產品和國家劃分

第6章 財務基準

• 財務績效基準
• 主要供應商業績排名

第7章 併購

• 過去的活動（2018-2023）：年度最大、最優惠的交易
• 取得類別和評估：方法
• 最佳 OEM 銷售機會：依地區劃分
• 併購活動：OEM/EMS、ODM、OSAT、IDM

第8章 主要供應商企業概況

The Most Comprehensive Study Available on the Worldwide EMS Market.

Report Highlights:

Worldwide Electronics Market Analysis, 2023-2028

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

Worldwide EMS Market Analysis, 2023-2028

• OEM vs. Outsourced (EMS and ODM Subcontractors)
• EMS, ODM, and OEM Production Market Share by Region, Market Segment, and Product (46 products and 1140+ 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 100)

Synopsis

The worldwide electronics manufacturing services (EMS) market is a determining force in production of electronics products and in 2023 accounted for 42 percent of all assembly completed. However, outsourcing grew negatively in 2023 from the previous year as a result of an economic downturn in the computer and communication industries. This resulted in an industry decline of approximately approximately 8.1 percent in 2023. Both EMS and ODMs suffered equally, particularly those serving the top tier.

New Venture Research (NVR) has followed this industry for 30 years and is pleased to offer its latest update on this continually expanding market. Our report, "The Worldwide Electronics Manufacturing Services Market - 2024 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 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). Some segments such as transportation and industrial are strong sources for outsourcing demand. NVR estimates that total electronics assembly value (OEM+EMS+ODM) was $1.3 trillion in 2023 and will grow to approximately $1.5 trillion in 2028 at a CAGR of 4.6 percent, mostly fueled by the demand for EMS services.

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 46 individual products. 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 the 46 product segments and 1140 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 (100 companies-82 EMS and 18 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, 2024 Edition" is the product of hundreds of hours of research. This report is available in PDF format.

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, 2023 - 2028
• 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, 2023

• 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, 2023-2028

• 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, 2018 - 2023 - 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, 2023-2028
• Computer Products, 2023-2028
• Communications Products, 2023-2028
• Consumer Products, 2023-2028
• Industrial Products, 2023-2028
• Medical Products, 2023-2028
• Automotive Products, 2023-2028
• Commercial Aviation, Defense, Other Transportation Products, 2023-2028
• Worldwide EMS Market, 2023-2028
• Worldwide OEM Market by Mfg. Source, 2023-2028
• Worldwide OEM Market by Industry Segment, 2023-2028
• Worldwide EMS Market by EMS Size, 2023-2028
• Key EMS Statistics by Company Size, 2023
• Worldwide EMS Market by Region, 2023
• Large EMS Manufacturing Facilities by Country, 2023
• Worldwide EMS Market by Country, 2023
  • 57 Countries/Regions
• Worldwide EMS Market by Industry Segment, 2023
  • 7 Market Segments, 46 Products
  • EMS and ODM Rankings
• EMS Market Share, 2023
• ODM Market Share, 2023
• Top Ten CM Market Share, 2023
• Worldwide OEM Market by Industry Segment, 2023-2028
• Worldwide EMS Market by Company Size, 2023-2028
• Worldwide EMS Market by Country and CAGR - 2023-2028
• Worldwide Total Market by Country and CAGR - 2023-2028
• Worldwide EMS Market by Region and Industry Segment, 2023-2028
• Worldwide Total Market by Region and Industry Segment, 2023-2028
• Worldwide EMS and Total Market by Product
  • 46 Product Segments
  • Forecasts from 2023 to 2028
• Summary Financial Performance Metrics for Large Public EMS Companies, 2023
• Key Financial Performance Metrics for Large Public EMS Companies, 2023
• Worldwide EMS Margins by Industry Segment, 2023
• EMS Companies by Revenue Growth Rate, 2023-2028
• EMS Companies by Net Income, 2023
• EMS Companies by Gross Margin, 2023
• EMS Companies by Return on Assets, 2023
• EMS Companies by Return on Equity, 2023
• EMS Companies by Revenue per Employee, 2023
• EMS Companies by Revenue per Square Foot, 2023
• EMS Companies by Average Days Collection, 2023
• EMS Companies by Inventory Turns, 2023
• EMS Companies by Available Cash, 2023
• EMS Companies by Debt to Equity, 2023
• EMS Companies by 5-Year EPS Growth, 2023
• Worldwide Performance Ranking for Leading EMS Companies, 2023
• Worldwide EMS Wage Rates by Country, 2023
• Merger and Acquisition Activity, 2023-2028
• Leading Merger and Acquisition Activity by Company, 2023-2028
• Average Merger and Acquisition Valuations by Company, 2023-2028