Global EMS and ODM Companies Report 23% Revenue Growth in 2025 Driven by AI Infrastructure Demand
The world's largest EMS and ODM companies experienced a 23% revenue growth in 2025, largely driven by increasing demand for AI infrastructure and cloud-based data centers. The analysis by in4ma and EMSNOW indicates that the top 100 companies generated a total of $818.1 billion, a 22.9% increase from $665.4 billion in 2024. The growth was concentrated in a small number of major players, particularly in Asia, which saw an average growth of 28.5%. Meanwhile, European companies lagged with only 4.4% growth due to various economic challenges.
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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.
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