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THE NEW EDGE









                                  Foxconn dominates the global market…


                       BYD Electronics, 10.6 (2%)
                             Inventec, 17.3 (4%)                                        USI, 6.9 (2%)

                                 Flex, 24.1 (6%)

                                Jabil, 27.3 (6%)
                                                                                        Hon Hai
                                                                                        Technology
                             Wistron, 28.7 (7%)
                                                                                        (Foxconn)
                                                                                        182.2 (44%)
                            Compel Electronics,
                                     35.7 (9%)


                              Quanta, 37.1 (9%)

                                                                                        Pegatron, 47.6 (11%)
                                  Source: Frost & Sullivan, Edelweiss Research


                                  …as well as the Indian market

                                                                                   Bharat FIH Pvt. Ltd.,
                                                                                   2.1 (15%)

                                                                                   Flextronics Technologies,
                                                                                   0.9 (6%)
                                                                                   Dixon Technologies
                      Others, 9.8 (70%)                                            India Ltd., 0.8 (6%)
                                                                                   Amber Enterprises,
                                                                                   0.4 (3%)







                                  Source: Frost & Sullivan, Edelweiss Research



                                  R&D – A key variable to watch out for

                                  A closer look at global EMS giants suggests R&D and product design capabilities are material


                                  top ten players account for ~ 50% of the global EMS industry. Accordingly, Indian players


                                  value added services to OEMs if they are serious about gaining their higher wallet share.





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