The Future of Electronic Manufacturing Services: Key Trends & Insights
The Electronic Manufacturing Services (EMS) industry is undergoing a major transformation, driven by supply chain regionalization, rapid advancements in AI and Industry 4.0, and increasing demand for high-performance computing, electric vehicles, and 5G infrastructure. As OEMs accelerate outsourcing and geopolitical tensions reshape production strategies, EMS providers are poised to capture a larger share of the electronics value chain.
What You’ll Learn:
Discover the critical shifts shaping the EMS industry over the next 12 months. This in-depth research from CFRA provides insights into:
- Regionalization & Supply Chain Shifts – How 30%-40% of China-based EMS production is migrating to Mexico and Southeast Asia.
- High-Performance Computing Growth – Why HPC manufacturing is expected to hit $68.4 billion by 2026, outpacing broader EMS sector growth.
- AI & Industry 4.0 Advancements – How AI-driven predictive inventory management and smart factories are transforming EMS efficiency.
- OEM Outsourcing & New Revenue Streams – Why OEMs are increasing EMS partnerships by 7%-10% and how EV and 5G infrastructure expansion are creating new opportunities.
- Investment & Market Outlook – Top EMS stock picks and strategic insights into supply chain resilience, tariff implications, and emerging competitive advantages.
Download now to stay ahead of industry trends and gain actionable insights into the evolving EMS landscape.
