taiwan s odm oem industry a few snapshots 22 nd mar 2004 jerome fourel 2strictly confidential march it is the hidden star of global no 1 cluster in world 2 fabless ic design foundry these manufacturing outsourcers are key aggregator demand from marketers us market jpn eur chn 50 80 share 2003 revenues 50bn 1999 cagr 30 technological component most consumer electronics products enabler dis integration value chain 70 8bn 15 3bn 2002 45 3strictly since mid 1990s has successfully moved up ladder to system taiwanese dominance traditional now results growing & standard converging and devices wifi adsl at retail
