EMS Market Outlook 2026: ASEAN Rising Amid Global Challenges

3 11 月, 2025

The global EMS industry is facing a turbulent 2025. Economic uncertainty in Europe and cautious customer spending have slowed momentum, with reports from Evertiq and IPC Global Insights showing weaker order volumes through most of the year.

Yet there’s reason for optimism: analysts expect gradual recovery in 2026, fueled by supply chain resilience and new waves of innovation-driven demand.

ASEAN: The Growth Story

While Europe takes a step back, ASEAN is powering forward. Companies are moving operations and setting up new manufacturing bases across the region.

Malaysia, and particularly Johor, is becoming a top destination thanks to its location, cost advantages, and skilled talent pool.

As MIDA noted in its 2025 investment outlook:

“The ASEAN region offers a strategic advantage for global manufacturers.”

This momentum signals exciting long-term opportunities, with Malaysia ready to strengthen its role in the global electronics supply chain.

FOZ One: Turning Trends into Growth

For FOZ One, these shifts are more than industry headlines—they’re opportunities to grow with our clients.

2025 has been a defining year for us, marked by:

Our new headquarters in Malaysia – fully operational, featuring an experience center and a staff wellness hub to foster collaboration and innovation.

New strategic partnerships – broadening our capabilities to deliver even greater value.

Philippines our first international expansion – launching operations in the Philippines and stepping onto the global stage.

As our Executive Chairman, Datuk Lee Fook Yuan, shared:

“As we look ahead to 2026, we are confident that FOZ One’s commitment to innovation, operational excellence, and global collaboration will drive sustainable growth for our company and our partners.”

Looking Ahead

Challenges remain—rising costs, talent shortages, and ongoing geopolitical tensions. But the opportunities are equally powerful. IoT, electric vehicles, and global tech projects are creating new avenues for growth.

With Malaysia as our strong base and a growing international footprint, FOZ One is ready to help shape the next chapter of the EMS industry in 2026 and beyond.

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