世界のエレクトロニクス製造サービス市場 (2024年版)：世界のEMS市場に関するもっとも包括的な調査

世界のエレクトロニクス製造サービス (EMS) の市場は、エレクトロニクス製品の製造を決定する力となっており、2023年には全アセンブリー完成品の42%を占めました。しかし、コンピュータ・通信業界の景気後退により、2023年のアウトソーシングは前年比マイナス成長となっています。その結果、2023年の業界の減少率は約8.1％となっています。EMSとODMの双方とも、特にトップティアにサービスを提供している企業は苦境に立たされました。

NVRは、2023年のエレクトロニクスアセンブリー総額 (OEM+EMS+ODM) は1兆3,000億米ドルで、2028年にかけてCAGR 4.6%で推移し、約1兆5,000億米ドルの規模に成長すると予測しています。

当レポートでは、世界のエレクトロニクス製造サービス市場の動向を調査し、エンドユーザー産業・製品タイプ (46タイプ)・地域・国別のアセンブリー規模および市場シェアの推移・予測、OEM・EMSの比較分析、製造拠点の分析、主要企業の財務ベンチマーキング、M&Aなどの企業間の動向、主要企業のプロファイルなどをまとめています。

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
• 地域別の市場シェア
• アプリケーション市場シェア
• EMS市場シェア
• EMSパフォーマンス

第3章 世界のエレクトロニクス産業

• 予測：2023年-2028年
• 概要
• 世界経済の見通し
• 予測サマリー
• 産業別予測
  • 通信 (9製品セグメント)
  • コンピュータ (10製品セグメント)
  • 消費者向け (9製品セグメント)
  • 産業用 (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、その他輸送 (7製品セグメント)

第4章 EMS産業の構造：2023年

• 世界の電子製品OEM市場
• エレクトロニクス製品の製造元
• OEM市場：7タイプの区分別
• EMS市場：製造元別 (OEM・EMS)
• EMS統計 (企業規模別、大規模/中規模/小規模)
• 地域別の製造市場シェア (57カ国)
  • 南北アメリカ (9カ国)
  • 欧州・中東・アフリカ (33カ国)
  • アジア太平洋 (15カ国)
• 産業別の製造量 (市場シェア別) (46製品)
  • 通信 (9製品セグメント)
  • コンピュータ (10製品セグメント)
  • 消費者製品 (9製品セグメント)
  • 産業製品 (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 業界予測：2023～2028年

• 世界のOEM市場：全電子製品
• エレクトロニクスアセンブリーの製造元
  • OEM市場：製品別・市場セグメント別
  • EMS市場：製造元別 (OEM・EMS)
  • 地域別製造シェア：国・セグメント別
  • 製品アプリケーション予測 (EMS、ODM)
  • 世界市場の規模：製品・国別

第6章 財務ベンチマーク

• 財務パフォーマンスベンチマーク
• 主要サプライヤーのパフォーマンスランキング

第7章 M&A

• 過去の活動 (2018-2023年)：年別の最大かつ最高の取引
• 取得クラスと評価：手法
• ベストOEM売却機会：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, 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

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