Jeff Cosman, president of EMS provider QCircuits, has an interesting take on the proposed corporate tax changes winding their way through Washington and their potential effects on the EMS industry. In one instances, he compares the economic plans of the US and Germany, and concludes, “The ultimate result may be a reduction in vertical integration in the electronics business. This is good for overseas CMs and possibly some in the US as the horizon for economical offshore operations comes in a bit. It’s not as good for OEMs because they won’t be able to take advantage of their own offshore investments as much as before.”
Agree? Disagree? Let’s hear it.