All three ODM companies face a production capacity shortage, and the biggest beneficiary of the current situation is Pump Tech Korea, which can enjoy the industry boom through the normalization of its 4th plant, full operation of its 6th plant, and capacity expansion effects.

A statement by 하나증권 유통/화장품 박종대. Statements are as reported by the cited publishers — not verified by DecisionGateway.

세 ODM 기업 모두 생산 캐파 부족은 현실