关键字：EMS 可再生能源
因此，在可再生能源与智能电网市场，来自OEM厂商的外包机会正在增加。
OEM的外包趋势
由于OEM厂商面临价格压力，他们对于EMS供应商的依赖性预计稳步上升。EMS提供商改善流程控制并具备专业制造技术，可以为OEM厂商带来成本效益，这将是让EMS提供商在可再生能源与智能电网市场增强地位的主要优势。
OEM厂商也需要在管理产量的动态变化与及时向市场推出产品方面得到支持。市场对于太阳能面板的需求增长，要求OEM厂商扩大产能。OEM厂商试图涉足全球市场，而EMS提供商的全球化布局正在为寻求利用环保趋势的设备生产商创造机会。
这种情况使EMS提供商处于有利位置。电子产业充分了解合同制造的好处。EMS提供商在各服务领域所具备的实力——从设计支持到分销，克服了许多进入阻碍。
权衡成功因素
预计可再生能源与智能电网市场将追随其它垂直市场，把业务外包给EMS提供商。虽然创造额外营业收入的潜力确实存在，但问题是这种潜力会有多大呢？
在可再生能源领域，EMS市场的复合年度增长率预计为15-20%。然而，来自可再生能源的EMS市场营业收入预计仍将大大低于消费电子领域或电信市场。
但对于多数EMS提供商来说，在多元化战略与降低风险方面，可再生能源与智能电网将扮演关键角色。
不是所有的EMS提供商都能在可再生能源市场获得可观的份额。从制造能力、进入具有成本竞争力的市场以及价格竞争能力等方面来看，一线EMS提供商比小型同业具有明显优势。对于许多有心尝试的EMS提供商来说，关键问题是：
•进入策略将以什么为中心？如果这种策略基于价格，那么厂商是否具备支持新策略所需的财务稳定性？
•长期来看，多元化是否会提供一个可持续的成长平台？
•多元化是否能补充企业策略和商业模式？
•谁是直接竞争对手？
EMS提供商要想成功，必须透彻理解可再生能源的商业环境。其中一个方面是，该行业非常依赖政府的支持。渗透可再生能源市场，将要求EMS提供商拓宽产品与服务范围，并通过改善沟通来提高其能见度。
可再生能源与智能电网市场在不断发展变化。随着预算限制增强，OEM厂商将考虑通过与EMS提供商结成战略联盟来提高竞争力。因此，可再生能源将继续为电子制造商提供更多机会。对于EMS提供商来说，成功取决于其执行力。赢家将是能够抓住新能源机会的厂商，而且他们能向OEM伙伴在这些新兴市场提供具体的好处。
Next growth market for EMS providers: renewable energy
Lavanya Rammohan
Increasing focus on renewable energy and environmental awareness are creating growth opportunities for electronics manufacturing service (EMS) providers. More electronics manufacturers are broadening their product portfolios to penetrate renewable energy and smart grid markets. With competition shaping the EMS business model, the ability to pursue and sustain growth opportunities will be crucial for success. Key factors such as operational efficiency, competitive cost structures, strategic growth and geographic expansion will remain the primary drivers for outsourcing from OEMs.
As a result, outsourcing opportunities from OEMs in renewable energy and smart grid markets are gaining momentum.
OEM outsourcing trend
As OEMs contend with price pressures, their dependence on EMS providers is expected to increase steadily. The cost benefits derived from EMS providers’ improved process control and manufacturing expertise will remain a primary driver for increasing the role of EMS providers in the renewable energy and smart grid markets.
OEMs also require support to manage the dynamics of fluctuating manufacturing volumes and deliver products to market on time. Growth in demand for solar panels has necessitated that OEMs increase manufacturing capacity. As OEMs try to navigate global markets, the global footprint of EMS providers is creating opportunities for equipment makers seeking to take advantage of rising environmental awareness.
This situation puts EMS providers at an advantage. The electronics industry has a well-rounded understanding of the benefits of contract manufacturing. The established prowess of EMS providers in all facets of services—ranging from design support to distribution—has already overcome many entry barriers.
Weighing success factors
The renewable energy and smart grid markets are expected to follow other vertical markets that outsource to EMS providers. While the potential for additional revenue generation exists, the real question is how significant it will be?
The EMS market’s compound annual growth rate in renewable energy markets is expected to reach between 15 percent and 20 percent year-on-year. EMS market revenue from renewable energy is nevertheless expected to remain significantly lower than revenues generated by the consumer electronics or telecom markets.
Renewable energy and smart grid will nonetheless play a crucial role in diversification strategies and risk mitigation for most EMS providers.
Not all EMS providers are expected to carve a substantial niche in the renewable energy sector. Tier I EMS participants have a clear advantage over smaller participants based on manufacturing capacity, access to cost-competitive markets and the ability to competitive on price. For many aspiring EMS providers the key questions are:
What will an entry strategy revolve around? If it is based on price, does the company possess the financial stability needed to support of a new initiative?
Will diversification provide a sustainable growth platform for the long term?
Does diversification complement the corporate strategy and business model?
Who are the direct competitors?
Success for EMS providers requires a thorough understanding of the business environment for renewable energy. One factor is the sector’s heavy dependency on government support. Penetrating the renewable energy market will require that EMS providers broaden their offering and raise their visibility through improved communications.
The renewable energy and smart grid markets are constantly evolving. As their budget constraints increase, OEMs will aim to increase competitiveness by forging strategic alliances with EMS providers. Consequently, renewable energy will continue to provide greater opportunities for electronics manufacturers. For EMS providers, success lies in proper execution in delivering the goods. The winners will be separated from the wannabes by the ability to take on new energy opportunities without missing a beat while providing OEM partners will concrete results in these emerging markets.
-- Lavanya Rammohan, research analyst, electronics manufacturing equipment, Frost & Sullivan