全球电子製造服务市场（2024年版）：全球 EMS 市场最全面的研究

全球电子製造服务（EMS）市场是电子产品製造的决定性力量，到2023年将占所有成品组装的 42%。但由于电脑和通讯产业经济不景气，2023年外包较上年将负成长。因此，2023年该产业的衰退率约为8.1%。 EMS 和 ODM 都受到了影响，尤其是那些服务顶级的企业。

NVR预测，2023年电子组装（OEM+EMS+ODM）总价值将达到1.3兆美元，到2028年将成长至约1.5兆美元，年复合成长率为4.6%。

本报告调查了全球电子製造服务市场的趋势，依最终用户行业、产品类型（46 种）、地区和国家提供了组装规模和市场占有率的趋势和预测，并对OEM 和EMS 进行了比较。

目录

第1章 简介

第2章 执行摘要

• 世界市场预测
• 依地区划分的市场占有率
• 应用市场占有率
• EMS市场占有率
• EMS 性能

第3章 全球电子产业

• 预测：2023-2028
• 摘要
• 世界经济展望
• 预测摘要
• 依行业分类的预测
  • 通讯（9 个产品领域）
  • 计算机（10 个产品领域）
  • 消费者（9 个产品领域）
  • 工业（4 个产品领域）
  • 医疗（3 个产品领域）
  • 汽车（4 个产品领域）
  • 航空、国防和其他运输（7 个产品领域）

第4章 EMS 产业架构：2023年

• 全球电子产品OEM市场
• 电子产品製造商
• OEM市场：7种分类
• EMS 市场：依製造商划分（OEM/EMS）
• EMS统计（依公司规模，大/中/小型）
• 依地区划分的製造业市场占有率（57 个国家）
  • 美洲（9 个国家）
  • 欧洲/中东、非洲（33 个国家）
  • 亚太地区（15 个国家）
• 依行业划分的产量（按市场占有率）（46 种产品）
  • 通讯（9 个产品领域）
  • 计算机（10 个产品领域）
  • 消费品（9 个产品领域）
  • 工业产品（4 个产品领域）
  • 医疗（3 个产品领域）
  • 汽车（4 个产品领域）
  • 民用航空（2 个产品领域）
  • 军事/国防和其他运输（5 个产品领域）
• 全球EMS供应商市场占有率

第5章 产业预测：2023-2028

• 全球OEM市场：所有电子产品
• 电子组件製造商
  • OEM 市场：依产品/细分市场划分
  • EMS 市场：依製造商划分（OEM/EMS）
  • 依地区划分的製造占有率：依国家/细分市场划分
  • 产品应用预测（EMS、ODM）
  • 世界市场规模：依产品和国家划分

第6章 财务基准

• 财务绩效基准
• 主要供应商业绩排名

第7章 併购

• 过去的活动（2018-2023）：年度最大、最优惠的交易
• 取得类别和评估：方法
• 最佳 OEM 销售机会：依地区划分
• 併购活动：OEM/EMS、ODM、OSAT、IDM

第8章 主要供应商企业概况

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