Supply Chains to Admire 2022 - Report v4.0-web

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

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