电子设备製造服务(EMS)的全球市场(2023年版)

全球电子製造服务（EMS）市场是电子产品生产的决定性力量，目前占所有组件的49%。外包在 2021 年经历了异常增长，但由于电脑和智慧型手机市场饱和，将于 2022 年趋于平稳。EMS产业的复合年增长率为7.7%，但2022年仍维持在1.7%，为同期最低成长率。

电子设备组装市场价值（OEM+EMS+ODM）将从2022年的14,160亿美元增加到2027年约17,470亿美元，预计复合年增长率为4.3%。合约製造业预计将从 2022 年的 6,940 亿美元增至 2027 年的 9,070 亿美元，复合年增长率为 5.5%。

本报告提供了全球电子製造服务 (EMS) 市场的研究和分析，包括主要参与者、不断增长的细分市场、TAM 以及新兴製造机会和技术。

目录

第1章 简介

第2章 摘要整理

• 全球市场的预测
• 地区的市场占有率
• 用途的市场占有率
• EMS的市场占有率
• EMS的业绩

第3章 全球电子设备产业

• 预测(2022年～2027年)
• 概要
• 世界经济预测
• 综合预测
• 产业预测
  • 通讯(9产品市场区隔)
  • 电脑(10产品市场区隔)
  • 消费者(9产品市场区隔)
  • 工业(4产品市场区隔)
  • 医疗(3产品市场区隔)
  • 汽车(4产品市场区隔)
  • 航空，防卫，其他的运输(7产品市场区隔)

第4章 EMS产业结构(2022年)

• 全球电子产品相关OEM市场
• 电子设备产品的製造原
• OEM市场:7市场部门别
• EMS市场:製造原(OEM，EMS)
• EMS统计:不同企业规模(大/中/小)
• 地区的生产的市场占有率(57个国家)
  • 南北美洲(9个国家)
  • 欧洲·中东·非洲(33个国家)
  • 亚太地区(15个国家)
• 各市场占有率的产业生产(46产品)
  • 通讯(9产品市场区隔)
  • 电脑(10产品市场区隔)
  • 消费者(9产品市场区隔)
  • 工业(4产品市场区隔)
  • 医疗(3产品市场区隔)
  • 汽车(4产品市场区隔)
  • 民航(2产品市场区隔)
  • 军事·防卫，其他的运输(5种产品市场区隔)
• 全球EMS供应商的市场占有率

第5章 产业预测(2022年～2027年)

• 全球全部的电子产品相关OEM市场
  • 电子设备集合的製造原
  • OEM市场:各产品，市场部门别
  • EMS市场:生产原(OEM，EMS)
  • 地区的生产占有率:国家/各市场区隔
  • 产品应用预测(EMS, ODM)
  • 全球TAM:产品/各国

第6章 财务基准

• 财务业绩基准
  • 5年销售成长排名
  • 平均净利：按细分市场划分
  • 毛利率：按细分市场划分
  • 资产回报率（平均和领先) < li>股本回报率（平均和领先者）
  • 每位员工的回报率（平均和领先者）
  • 每平方英尺製造空间的回报
  • 其他绩效指标- 每股净收益利润成长（平均和领先者） < li>53 个国家的平均基本工资率
• 业绩排行榜概要:各主要业者

第7章 合併和收购

• 过去的活动（2017 年） -2022) - 最大和最好的交易：按年份
• 收购类别和估值 - 方法
• 最佳 OEM 销售机会：按地区
• 併购活动：OEM、EMS、ODM、OSAT、IDM

第8章 主要供应商的企业简介

Report Highlights:

Worldwide Electronics Market Analysis, 2022-2027

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

Worldwide EMS Market Analysis, 2022-2027

• OEM vs. Outsourced (EMS and ODM Subcontractors)
• EMS, ODM, and OEM Production Market Share by Region, Market Segment, and Product (46 products and 1000+ 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 103)

Synopsis

The worldwide electronics manufacturing services (EMS) market is a determining force in production of electronics products and now accounts for 49 percent of all assembly. Outsourcing grew exceptionally in 2021 but fell flat in 2022 due to computer and smartphone markets being saturated. The COVID-19 crisis continues to disrupt the supply chain and labor force. The EMS industry grew by 7.7 percent CAGR but only 1.7 percent in 2022-the lowest rate of the period.

New Venture Research (NVR) has followed this industry for over 30 years and is pleased to offer our latest update on this continually expanding market. Our report, The “Worldwide Electronics Manufacturing Services Market - 2023 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 OEM 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). NVR estimates that total electronics assembly value (OEM+EMS+ODM) was $1.416 trillion in 2022 and will grow to approximately $1.747 trillion in 2027 at a CAGR of 4.3 percent, ostensibly fueled by the demand for EMS services. The contract manufacturing industry by itself will grow from $694 billion in 2022 to $907 billion in 2027 at a 5.5 percent CAGR.

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 individual product. 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 46 product segments and 1000+ 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 (103 companies-86 EMS and 15 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, 2023 Edition” is the product of hundreds of hours of research.

About the Author

Randall Sherman is the president and principal analyst of New Venture Research Corp., a technology market research and business consulting firm focused on the EMS and OEM electronics manufacturing industries. Mr. Sherman has more than 30 years' experience in technology and business research. He began his career as a telecom systems engineer and went on to hold several market research analyst and management positions with companies such as Creative Strategies, Frost and Sullivan, and BIS Strategic Decisions. He earned his undergraduate degree in Astrophysics and holds an MSEE from the University of Colorado and an MBA from the Edinburgh School of Business.

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, 2022 - 2027
• 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, 2022

• 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, 2022-2027

• 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, 2017 - 2022 - 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, 2022-2027
• Computer Products, 2022-2027
• Communications Products, 2022-2027
• Consumer Products, 2022-2027
• Industrial Products, 2022-2027
• Medical Products, 2022-2027
• Automotive Products, 2022-2027
• Commercial Aviation, Defense, Other Transportation Products, 2022-2027
• Worldwide EMS Market, 2022-2027
• Worldwide OEM Market by Mfg. Source, 2022-2027
• Worldwide OEM Market by Industry Segment, 2022-2027
• Worldwide EMS Market by EMS Size, 2022-2027
• Key EMS Statistics by Company Size, 2022
• Worldwide EMS Market by Region, 2022
• Large EMS Manufacturing Facilities by Country, 2022
• Worldwide EMS Market by Country, 2022
  • 57 Countries/Regions
• Worldwide EMS Market by Industry Segment, 2022
  • 7 Market Segments, 46 Products
  • EMS and ODM Rankings
• EMS Market Share, 2022
• ODM Market Share, 2022
• Top Ten CM Market Share, 2022
• Worldwide OEM Market by Industry Segment, 2022-2027
• Worldwide EMS Market by Company Size, 2022-2027
• Worldwide EMS Market by Country and CAGR - 2022 and 2027
• Worldwide Total Market by Country and CAGR - 2022 and 2027
• Worldwide EMS Market by Region and Industry Segment, 2022-2027
• Worldwide Total Market by Region and Industry Segment, 2022-2027
• Worldwide EMS and Total Market by Product
  • 46 Product Segments
  • Forecasts from 2022 to 2027
• Summary Financial Performance Metrics for Large
• Public EMS Companies, 2022
• Key Financial Performance Metrics for Large
• Public EMS Companies, 2022
• Worldwide EMS Margins by Industry Segment, 2022
• EMS Companies by Revenue Growth Rate, 2022-2027
• EMS Companies by Net Income, 2022
• EMS Companies by Gross Margin, 2022
• EMS Companies by Return on Assets, 2022
• EMS Companies by Return on Equity, 2022
• EMS Companies by Revenue per Employee, 2022
• EMS Companies by Revenue per Square Foot, 2022
• EMS Companies by Average Days Collection, 2022
• EMS Companies by Inventory Turns, 2022
• EMS Companies by Available Cash, 2022
• EMS Companies by Debt to Equity, 2022
• EMS Companies by 5-Year EPS Growth, 2022
• Worldwide Performance Ranking for Leading EMS Companies, 2022
• Worldwide EMS Wage Rates by Country, 2022
• Merger and Acquisition Activity, 2022-2027
• Leading Merger and Acquisition Activity by Company, 2022-2027
• Average Merger and Acquisition Valuations by Company, 2022-2027