34
2022 // SUPPLY CHAINS TO ADMIRE
B2B Technology
For 2022, Apple places in the Winner’s Circle for the eighth year. Sourcing and contract manufacturing relationships tethered to new product launch programs drove supply chain success in this industry. As prices for goods sold, margins declined over the decade until the start of the pandemic, but then improved to 7% in 2021. Despite channel shortages, inventory turns declined from 10.35 in 2012 to 6.40 in 2021. The primary issue was an increase in lead times and logistics variability.
Table 20. B2B Technology Sector Evaluation for the Period of 2012-2021
INDUSTRY: B2B Technology
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
NAME
2021 REVENUE
SUPPLY CHAIN INDEX
GROWTH (Year Over Year Revenue)
INVENTORY TURNS
OPERATING MARGIN
RETURN ON INVESTED CAPITAL
PRICE TO BOOK
MARKET CAPITALIZATION
2012 - 2021
Alps Electric Co Ltd
$6,773
26
0.7%
6.97
4.7%
4.4%
1.61
3,537
Ambarella
$223
28
10.9%
4.69
5.7%
11.6% 5.91
2,221
Apple Inc
$365,817
7
14.0%
52.99
28.3%
30.9% 12.35
1,086,466
Bang & Olufsen A/S
$419
11
-0.1%
3.06
-7.1%
-6.3%
3.03
752
Eastman Kodak Co
$1,150
12
-10.1%
4.38
-3.0%
-12.6% 2.69
498
EnerSys Manufactures
$2,978
23
4.5%
4.78
10.3%
9.0%
2.41
3,002
Funai Electric Co Ltd
$759
25
-13.6%
4.53
-2.6%
-8.9%
0.15
76
GoPro Inc
$1,161
2
24.8%
4.56
-0.9%
1.5%
3.59
1,713
Hewlett Packard
$63,487
13
-4.8%
9.20
7.4%
47.3% 0.35
28,520
Hewlett Packard Enterprise Co
$27,784
1
-6.4%
7.92
7.3%
3.5%
0.62
13,566
JVC Kenwood Corp
$2,581
14
-4.2%
5.56
2.1%
1.1%
0.24
136
Lenovo Group
$60,742
4
11.5%
12.96
2.0%
11.2% 2.88
10,103
LG Display Co Ltd
$26,103
6
2.4%
9.62
3.4%
2.3%
0.76
8,050
LG Electronics
$65,280
3
3.6%
7.71
3.6%
2.7%
0.00
0
Logitech International
$5,252
19
10.2%
5.77
8.6%
16.6% 4.61
6,081
LSI Industries
$316
20
0.9%
5.21
2.0%
0.5%
1.36
191
NCR
$7,156
10
3.3%
6.53
8.1%
5.1%
4.65
4,468
Nintendo Co Ltd
$16,592
27
9.0%
5.78
9.8%
8.0%
2.50
33,842
Samsung
$244,276
4
5.8%
3.52
16.3%
13.9% 0.00
0
Seagate
$10,681
15
0.5%
8.94
13.3%
22.9% 11.74
15,254
Seiko Epson Corp
$9,395
8
-2.4%
3.32
6.2%
7.9%
0.23
1,173
Sharp Corp
$22,884
24
-3.7%
7.87
0.4%
-9.1%
2.55
7,104
Sony Corp
$84,893
9
0.4%
8.35
5.3%
4.2%
1.64
60,229
Super Micro Computer Inc
$3,557
17
14.8%
3.52
3.9%
8.9%
1.63
1,206
Truly International Holdings Ltd
$2,094
16
9.0%
8.24
6.2%
5.7%
0.72
693
Universal Electronics Inc
$602
22
2.9%
3.70
4.4%
5.6%
2.31
660
Western Digital Corp
$16,922
21
7.6%
5.89
10.2%
6.4%
1.80
17,983
Xerox
$7,038
17
-10.0%
8.36
9.2%
3.1%
0.89
6,614
MEAN WITH OUTLIERS
$37,747
2.9%
8.00
5.9%
7.0%
2.62
46,934
MEAN WITHOUT OUTLIERS
2.9%
6.33
5.9%
7.0%
1.97
6,698
Made with FlippingBook - professional solution for displaying marketing and sales documents online