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Global EMS and ODM Companies Report 23% Revenue Growth in 2025 Driven by AI Infrastructure Demand

DATA AND AI INFRASTRUCTURE

In 2025, the top 100 EMS and ODM firms globally achieved a revenue growth of 23%, driven by the rising demand for AI-related data center infrastructure. This growth was reported by in4ma and EMSNOW, which identified 150 companies, with the largest 120 generating $818.1 billion, up from $665.4 billion in 2024.

Major contributors to this growth included Foxconn, Wistron, Quanta Computer, and Wiwynn. In contrast, European firms experienced only 4.4% growth due to weaker macroeconomic demand and high energy costs. Analysts indicate that mergers and acquisitions could significantly influence growth figures in 2026.

Global EMS and ODM Companies Report 23% Revenue Growth in 2025 Driven by AI Infrastructure Demand
Mar 7, 2026, 6:06 AM

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