A Strategic Market Analysis of the European EMS Industry 2011-2016
With the outlook for the European and global economy remaining uncertain growth in the European Electronic Manufacturing Services (EMS) Industry will weaken further in the later part of 2012 and is now forecast to decline by around 2% for the year as a whole to Euro 26.0 billion, according to the latest findings. The current economic crisis and low growth will continue into 2013 and although significant downside risks remain based on the latest indicators a modest recovery should begin in the later part of the year which should gain traction in 2014. In-line with the general recovery in Europe, EMS revenues after stagnating in 2012 and 2013 are expected to show modest growth in 2014 and then show low single-digit growth in the period to 2016. Growth in CEE and North Africa will outpace Western Europe and although the 3C segment – computing, communications and consumer – will continue to dominate, the region will increasingly benefit from the transfer of EMS revenues that is taking place in the Automotive, Medical, Control & Instrumentation, Industrial and Telecommunications (AMCIT) .
We expect to see the low volume/high mix sectors of AMCIT to grow in Western Europe by between 2.6% to 3.5% over the period to 2016. Competition in these sectors will be fierce, in particular, between the leading European-owned EMS providers but also the global Group 1 companies who look to exploit their existing European manufacturing and design capabilities.
Group 1 EMS companies, typically with global operations and sales turnovers in billions of Euro have continued to migrate the remaining production of 3C products to lower cost countries. There has been an increase in the number of Group 2 and Group 3 EMS companies operating lower cost manufacturing plants as they seek to provide greater value to their customers. All of these three groups have retained some manufacturing and the greater part of the design, development and sales teams in Western Europe to maintain relationships with the OEM’s based in that area. In total we estimate that there are more than 950 companies across all groups of EMS company, with the majority Group 4 which in our definition are small privately-owned companies operating nationally and possibly in niche sectors. We expect to see further consolidation of the number of EMS companies in Europe over the period to 2016 with this taking place across all 4 Groups. The first edition of The European EMS Industry - A Strategic Market Analysis of the European EMS Industry 2011-2016 highlights the issues impacting the European EMS market.
This comprehensive report provides:
- An analysis and revenue forecasts for both West and East and Central Europe in a single report.
- A breakdown of the market by sector.
- An analysis of the key market trends impacting the European EMS industry.
- A ranking of the Top 20 European EMS Providers.
- A ranking of the leading EMS providers by country sub-region.
- Background data on European electronics production.
Who will benefit:
- Distributors and manufacturers of electronic components and materials - the profiles and directory provide a detailed analysis of potential customers, highlights growth markets by sector and country/ region. The understanding and interpreting of the market trends will also be important as this market further develops.
- Production equipment suppliers – the profiles and directory provide a detailed analysis of potential customers, track key EMS trends and provide location information.
- OEMs – A comprehensive guide to the major EMS companies in Europe in detail and further listing of EMS companies by geographic location.
- EMS – The report provides a complete overview of the European EMS industry, including revenue forecasts by country, competitor information and the trends which will have an impact on business in the period from 2012 to 2016.
- Other organizations which will benefit from the report include: Government, including investment organizations; Financial and industry analysts; Academic institutes & universities tracking developments in the electronics industry.
TABLE OF CONTENTS
1 Introduction
1.1 Scope & Methodology
2 Executive Summary
3 The European Market for Electronic Manufacturing Services
3.1 The European EMS Market in Context – Global & regional Trends
(PESTLE)
The Political Context
The Economic Context
The Sociological Context
The Technological Context
The Legal & Environmental Context
3.2 The Market for EMS in Europe
Why outsource?
3.2.1 Market Data
Transfer of EMS Production to CEE and Other
3.2.2 Northern Europe
3.2.3 Southern Europe
3.2.4 Central & Eastern Europe and North Africa Northern Group
3.2.5 Central & Eastern Europe and North Africa Southern Group
3.3 EMS Revenues by Market Sector
3.3.1 Western Europe
3.3.2 Central & Eastern Europe, North Africa & Other
3.3.3 Total Europe
3.4 Sector Commentary
3.4.1 Aerospace & Defence
3.4.2 Consumer Including Mobile
3.4.3 Communication & Networks
3.4.4 Computer
3.4.5 Medical
3.4.6 Automotive
3.4.7 Control & Instrumentation
3.4.8 Industrial/Other
3.5 Analysis of the EMS Market in Europe
3.5.1 The Four Market Groups of EMS Companies
Definitions of the 4 EMS Groups
Commentary on Sales by Strategic Group
3.6 The Key Drivers of the European EMS Industry
3.6.1 The Financial Pressures on EMS and OEM
3.6.2 Analysing the Prospects for Growth
3.6.3 The Competitive Environment
3.6.4 Increasing Regionalisation
3.6.5 The Rate of Outsourcing
3.5 The Future for EMS in Europe
3.7.1 Little Growth and a lot of Competitors
3.7.2 Proximity to the OEM
3.7.3 Unit Cost versus Total Cost
3.7.4 Manufacturing Trends
3.7.5 Addressing the tough issue of Price
3.7.6 Providing more Services to the OEM
3.7.7 The EMS Industry in Short
4 Company Developments
4.1 Top 20 European EMS Providers 2011
4.2 Leading EMS Companies by Country/Region
4.2.1 France
4.2.2 Germany
4.2.3 Southern Europe
4.2.4 Nordic Countries
4.2.5 United Kingdom
4.2.6 Rest of Western Europe
4.2.7 CEE/North Africa
5 Appendix
5.1 European Electronics Production
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