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Electronics Manufacturing: EMS at a Crossroads

In this report, PricewaterhouseCoopers analyzes the opportunities, threats, and challenges faced by EMS vendors. We review the evolution of the electronics manufacturing industry and its growing dependence upon outsourced service providers to understand the true role of EMS providers. We then analyze EMS business models and the financial performance of the largest EMS vendors for the period from 1997 to 2003 to identify why EMS providers are in their current position. Finally, we conclude with strategic and tactical recommendations as to how EMS vendors can succeed within the dynamic electronics manufacturing industry.

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