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www.us- tech.com


March, 2019


Dynamic EMS: Learning Past Lessons to Move Strategically Forward


By the Staff of Dynamic EMS


conditions around the supply chain, such as allocation, extended lead times, tariff uncertainties, and in- creasing costs. The U.K.-based company contin-


E


ued to see the trend of suppliers merg- ing and acquiring one another, and the continuation of the development of dis- tribution models that have had an im- pact on all EMS companies. The company also perceived lev-


els of uncertainty that the political landscape around the world has brought, and to some degree, the hu- manitarian look at the supply of raw minerals impacting supply. Never- theless, it was a good year for compo- nent manufacturers and distributors, many of which reported record quar- terly sales in 2019. China is also tak- ing a big step in its recent push to- ward the memory IC industry.


Memory Production Three major Chinese companies


got ready for trial production of DRAMs and NAND flash in the sec- ond half of 2018. YMTC, Innotron (Hefei Chang Xin) and JHICC sched- uled trial production of NAND flash,


MS provider Dynamic EMS saw a demanding 2018. This was particularly due to market


mobile DRAM, and specialty DRAM, respectively, in the second half of 2018, according to DRAMeXchange, a division of TrendForce. Mass pro- duction will follow in the first half of 2019, marking China’s first domestic chip production. Under the umbrella of skepti-


cism, if we look at the global EMS landscape (using published 2017 numbers, we can see a 5 percent


conditions and is predicting company growth of around 4.5 percent. Dynamic continues to see a soft-


ening in the supply chain on certain commodities and is looking forward to the continued support of its supply chain partners in 2019. Original com- ponent manufacturers (OCMs) and electronics distributors are stating that they see no signs of a softening market. Although lead times are sta-


Original component manufacturers (OCMs) and electronics distributors are stating that they see no


signs of a softening market. Although lead times are stabilizing, they are not contracting, and many continue to stretch beyond 30 weeks.


growth across Europe in revenue, signifying that the EMS sector is as resilient as ever. Dynamic EMS has seen a 6 per-


cent growth in revenue terms over 2018, with long-term customers win- ning new markets. The company has also gained new customers with lead- ing technologies, and has seen corpo- rate customers exit the business, moving to a lower cost solution. As the company moves into 2019, it is taking a prudent view of market


bilizing, they are not contracting, and many continue to stretch beyond 30 weeks.


Technology Outlook On the technology front moving


into 2019, and beyond, the company expects to see the continued develop- ment in wearable technologies, fin- tech, IoT, BIoT, augmented reality, AI, and a continual thirst for sensors that collate useable data for the devel- opment of new innovative products.


Data is the foundation for mod-


ern business, delivering new waves of productivity, competitive advantage and innovation. But harnessing big data brings challenges to infrastruc- ture. It is estimated that there will be 40 billion connected devices by 2040, 90 percent of the world’s data created in the last 2 years, and a 50 percent power consumption increase by 2040. The “always on” culture demands computing capacity, data capture and connectivity, accelerating this change in a world where downtime is not an option. The result is driving new prod- uct innovations, such as quantum computing to maximise the benefits of this data. The downside to all this data is the need to protect it, and there will be the emergence of cyber- security products to achieve this. Looking ahead, the company is


watching three major areas: wear- ables and their interfaces with apps and devices; additive manufacturing; and ongoing trade negotiations with


China. Contact: Dynamic EMS, Ltd.,


Taxi Way, Hillend & Donibristle Ind. Estate, Dalgety Bay, KY11 9ET, UK % +44-0-1383-822-911 E-mail: sales.dems@dynamic-ems.com Web: www.dynamic-ems.com r


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