Transcription of Malaysia’s Electronics Industry
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Malaysia’s Electronics Industry
For important disclosure information please refer to the last page of this s Electronics IndustryAn introductionLim Sue LinApril 2020 Head of Research -MalaysiaPaul YapResearch Analyst Tech, Telcos, Media -MalaysiaPage 2 Key highlightsMalaysia stamped its E&E footprint on the map since 1972; MNEs started to open shop in PenangPenang represents 80% of the nation s contribution to global backend semiconductor output. Johor is an EMS hub for some of world s largest EMS companiesChina Special Channel was set up during Budget 2020 to attract Chinese companies to use malaysia as its new regional hub outside China; also as part of trade diversion due to supply chain disruption faced during the trade invest in malaysia ?Page 3 malaysia s manufacturing and key export trendsMalaysia manufacturing investments by countriesMalaysia FDI by sector manufacturing skewedSource: CLSA, MIDA, CEIC; Note *2019 indicates preliminary data for (RM bn)2019 approved investments in the manufacturing sector12%14%19%11%10%56%50%45%55%49%30%3 4%34%34%38%0%10%20%30%40%50%60%70%2011-1 32014-16201720182019*(%)Mining and quarryingManufacturingServices activitiesMalaysia E&E export growth trendsMalaysia E&E a major export component7%13%34%
Mar 01, 2020 · V.S. Industry Berhad Source: CLSA, Bloomberg • 23rd largest EMS company in the world. Market cap of RM1.7b (US$386m). • Vertically integrated services from tooling, plastic injection, PCB and battery pack assembly. • Existing products include home cleaning, coffee brewers and robotic pool cleaners. • Serve customers from USA, Europe and ...
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