電子機器製造サービス（EMS）の世界市場（2023年版）

世界の電子機器製造サービス（EMS）市場は、電子機器製品の生産を決定付ける力となっており、現在アセンブリ全体の49％を占めています。アウトソーシングは2021年に例外的に成長しましたが、2022年にはコンピューター・スマートフォン市場の飽和により横ばいとなっています。EMS産業の成長率はCAGRで7.7%でしたが、2022年には1.7%にとどまり、この期間で最低の成長率でした。

電子機器アセンブリの市場金額（OEM+EMS+ODM）は、2022年の1兆4,160億米ドルから2027年までに約1兆7,470億米ドルに達し、CAGRで4.3％の成長が予測されています。受託製造産業は、2022年の6,940億米ドルから2027年までに9,070億米ドルに達し、CAGRで5.5％の成長が予測されています。

当レポートでは、世界の電子機器製造サービス（EMS）市場について調査分析し、主要企業、成長している市場セグメント、TAM、新たな製造の機会と技術などの情報を提供しています。

目次

第1章 イントロダクション

第2章 エグゼクティブサマリー

• 世界市場の予測
• 地域の市場シェア
• 用途の市場シェア
• EMSの市場シェア
• EMSの業績

第3章 世界の電子機器産業

• 予測（2022年～2027年）
• 概要
• 世界経済の見通し
• 総合予測
• 産業予測
  • 通信（9製品セグメント）
  • コンピューター（10製品セグメント）
  • 消費者（9製品セグメント）
  • 工業（4製品セグメント）
  • 医療（3製品セグメント）
  • 自動車（4製品セグメント）
  • 航空、防衛、その他の輸送（7製品セグメント）

第4章 EMS産業構造（2022年）

• 世界の電子製品向けOEM市場
• 電子機器製品の製造元
• OEM市場：7市場セグメント別
• EMS市場：製造元別（OEM、EMS）
• EMS統計：企業規模別（大/中/小）
• 地域の生産の市場シェア（57か国）
  • 南北アメリカ（9か国）
  • 欧州・中東・アフリカ（33か国）
  • アジア太平洋（15か国）
• 市場シェア別の産業生産（46製品）
  • 通信（9製品セグメント）
  • コンピューター（10製品セグメント）
  • 消費者（9製品セグメント）
  • 工業（4製品セグメント）
  • 医療（3製品セグメント）
  • 自動車（4製品セグメント）
  • 民間航空（2製品セグメント）
  • 軍事・防衛、その他の輸送（5製品セグメント）
• 世界のEMSサプライヤーの市場シェア

第5章 産業予測（2022年～2027年）

• 世界のすべての電子製品向けOEM市場
  • 電子機器アセンブリの製造元
  • OEM市場：製品別、市場セグメント別
  • EMS市場：生産元別（OEM、EMS）
  • 地域の生産シェア：国/セグメント別
  • 製品応用予測（EMS, ODM）
  • 世界のTAM：製品/国別

第6章 財務ベンチマーク

• 財務業績ベンチマーク
  • 5年間の売上成長ランキング
  • 純利益平均：市場セグメント別
  • 粗利益率：市場セグメント別
  • 総資産利益率（平均とリーダー）
  • 自己資本利益率（平均とリーダー）
  • 従業員あたりの収益（平均とリーダー）
  • 製造スペースの平方フィートあたりの収益
  • その他の業績指標 - 1株あたり利益の純利益の成長（平均とリーダー）
  • 53か国の平均基本賃金率
• 業績ランキングの概要：主要サプライヤー別

第7章 合併と買収

• 過去の活動（2017年～2022年） - 最大かつ最良の取引：年別
• 買収のクラスと評価 - 手法
• 最適なOEM売却の機会：地域別
• M/A活動：OEM、EMS、ODM、OSAT、IDM別

第8章 主要サプライヤーの企業プロファイル

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

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