Unlocking Profitability in EMS : How Fabrinet’s Low-Cost Model Drives Margins
Unlocking Profitability in EMS : How Fabrinet’s Low-Cost Model Drives Margins How Fabrinet able to maintain its leadership in EMS space · Key KPI : o Consistence growth in revenue and Margin o Margin leadership with 13 % Gross and 9 % Net Compare to Competition 8 % Gross and 2.5 % Net · Strategic Partnerships: o Fabrinet has a strong partnership with Nvidia, a major player in the data center ecosystem. This collaboration has driven Fabrinet’s recent success, especially in its Datacom business, · Datacom Growth: o Fabrinet’s Datacom revenue has grown significantly over the past two years, from $88.8 million per quarter to $242.0 million in the most recent quarter. Datacom now constitutes 35% of Fabrinet’s total revenue1. o The company’s focus on...