EMS and ODM Production Set to Top $1.23 Trillion
Global electronics manufacturing output is forecast to grow sharply in 2026, driven by investment in AI and data-center infrastructure.
Updated on Nov. 8, 2026 in Manufacturing
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EMSNOW and in4ma released research forecasting global EMS and ODM production value to exceed $1.23 trillion in 2026, a projected 22.4% increase over 2025. The inaugural Global 100 report also found the largest companies generated about $813.2 billion in 2025 revenues.
Why it matters
Growth is being driven by accelerating investment in artificial intelligence, data centers, advanced computing, and electronic systems, and is concentrated among the largest manufacturers. The findings point to a more diversified global manufacturing footprint as production spreads beyond traditional hubs.
Revenues of the 100 largest EMS and ODM companies rose 23.5% in 2025 to about $813.2 billion, yet 26 of those companies saw declines. Approximately 91% of the absolute revenue increase came from 14 companies with revenues above $10 billion, and firms headquartered in Taiwan and China account for more than 80% of the leading manufacturers' production value.
The players
EMSNOW
EMSNOW is an industry publication covering the electronics manufacturing services sector, co-producing research on global EMS and ODM production.
in4ma
in4ma is a market research firm focused on the electronics manufacturing industry, co-producing the Global 100 report on EMS and ODM companies.
The details
EMSNOW and in4ma's inaugural Builders of the World's Technology: The EMS & ODM Global 100 report, released in October 2026, extends industry analysis back to 2020 and forecasts through 2029. The research separates growth among the 100 largest companies from aggregate industry growth, showing that gains are heavily concentrated among the biggest players.
Timeline
• 2025: Baseline year for production value and company revenues
• October 2026: Inaugural Global 100 report released
• 2026: Global production forecast to exceed $1.23 trillion
• 2029: Production projected to approach $1.6 trillion
• Spring 2027: Next edition of the Global 100 report planned
Market Landscape
Taiwan- and China-headquartered companies account for more than 80% of leading EMS and ODM production value, a concentration this report documents as the baseline for the sector. The forecast growth, however, is pointing to emerging diversification as Mexico, India, and Southeast Asia attract investment beyond China.
For businesses that buy electronics components or contract manufacturing services, the concentration of production among the largest firms and in Taiwan and China shapes sourcing options and pricing power. Companies weighing supplier diversification may find new options emerging in Mexico, India, and Southeast Asia as production spreads.
The takeaway
Electronics supply chains are growing fast but are concentrating around a small group of giants, so buyers and investors should watch which regions gain share next. Diversification away from a single hub is becoming a practical strategic consideration.
What happens next
The next edition of the Global 100 report is planned for spring 2027.
Further reading
For broader context on how factories and supply chains are shifting, explore the Manufacturing section.
Source note: This article includes information reported by EMSNow.
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