OEMs have long been told that, as their suppliers, EMS companies would not compete with them.
Then EMS companies added design services. “We won’t compete with our customers.”
Then EMS companies added full turnkey services. “We won’t compete with our customers.”
Then EMS companies added logistics services. “We won’t compete with our customers.”
Then EMS companies started calling themselves ODMs. We won’t compete with our customers.”
I think all pretenses are over. Check out this latest report from DigiTimes from the Embedded World trade show, where Pegatron exhibited an all-in-one dashboard for smart driving vehicles.