刚在美国《采购》杂志上看到这则消息：合同加工业的两大巨头Flextronics和Solectron要变成一个公司。前者总部在新加坡，后者在硅谷，离笔者所在地十几分钟的车程。两个公司属于合同加工业的第一和第二（从营业收入而言）。
Flextronics要支付36亿美金来买下Solectron。这么大的一个公司，也就值这么点钱。关键是因为盈利太低。经营规模大并不说明什么。通用、福特等汽车公司也是。市值大副缩水。
这么大两公司合并，真不知道整合得多长时间。报道上说是18个月到两年。实际上可能是永远。奔驰与克莱斯勒由合并到分家，不也说明了点什么？
One correction: Foxconn id the biggest EMS company now in terms of revenue, Flextronics & Solectron are ranking 2 &3 in the industry.
Musa is right. Foxcoon grows so fast these days. I didn't realize it already captured the No. 1 seat in EMS industry. I included a graph on market share into the article.
Biger turns to stronger but gigantic is still gigantic, hehe
More acquisition will be staged in coming 3 years, haha
EMS行业的利润在3~5%之间。再大也没有用。给他人做嫁衣。
Merger is painful. But foxconn gains advantage through lower cost...
I come from Foxconn,the margin for Foxconn comes from lower cost and longer labour time, so all the procurements'll endure more pressure from Cost down Index every quarter,no matter for ODM or OEM projects.
Foxconn is still Number one in EMS industry even Flex acquired Solectron.
Foxconn is a vertical integrated company, it succeed coz big scale and competitive components cost.
Recently, Foxconn will combine with Quanta, after that, the total revenue should be 70billion USD. It's really a titan!