taiwan ict industry outlooktaiwan ict industry outlook v-keng lee-presentation.pdf · the open...

Taiwan ICT Industry OutlookTaiwan ICT Industry Outlook

Keng LeeKeng LeeInstitute for Information Industry

Jan. 2011

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Outlines

Taiwan ICT status

Taiwan ICT Hardware/Software IndustryTaiwan ICT Hardware/Software Industry

Future Developments

When I meets T

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Open Innovation System

The Open Innovation System of Taiwan ICT Industry

OEM ODM OBM

R&D St t i AlliR&D St t i Alli

Vertically Integrated Vertically Integrated Industrial ClustersIndustrial Clusters

••R&D Strategic Alliance R&D Strategic Alliance between businessesbetween businesses

••Public R&D Program Public R&D Program Support & TechnologySupport & Technology

KnowledgeInnovationNetwork

Support & Technology Support & Technology TransferTransfer

Gov Stimulus Plans Gov Stimulus Plans SkillHuman Resource Education

Entrepreneurship ••Multinational Multinational R&D CentersR&D Centers

••Global SupplyGlobal Supply--Chain Chain GlobalizationI f ti

e-Connection(Logistics)

Central PlanC

Plan E Plan A

Plan D

Customer

Entrepreneurship

ManagementManagementInformation( g )

Central

Manufacturer

Plan BPlan E

Plan C

Supplier

Bank

Import & Export Payment

anAccouting

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Source: MIC/III, May. 2009.

Companies get recognitionBusinessWeek’s 2009 ranking of the tops in tech showcases companies that managed to thrive even

f fJune 1, 2009. in the face of a bruising global recession.

10

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Source: http://bwnt.businessweek.com/interactive_reports/it100_2009/?chan=magazine+channel_in+depth

ICT Worldwide RecognitionPublishing Institute Results

WEF (2009) Global Ranking: No.12T h l i l R di N 18-Global Competitiveness Index -Technological Readiness: No.18

WEF (2009)-Networked Readiness Index

Global Ranking: No.11-Individual/Business/Government Readiness: No. 22, 17, 8-Individual/Business/Government Readiness: No. 14, 6, 3

BERI (2010)-Profit Opportunity Recommendation

Global Ranking: No.4Asian Ranking: No.2

IMD (2010)-The World Competitiveness Yearbook


B U i it (2008) Gl b l R ki N 2Brown University (2008)-Global E-Government

Global Ranking: No.2(Analysis of 1,667 government websites in 198 different nations)

Waseda University (2009) Global Ranking: No.8-E-Government Ranking Asian Ranking: No.4

EIU (2009)-E-Readiness Rankings


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Source: WEF, BERI, IMD, Brown University(US), Waseda University(JPN), EIU, Compiled by MIC, May 2010

g g

Taiwan ICT Hardware/Software IndustryFuture Developments

When I meets TWhen I meets T

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Leading ICT products, made by Taiwan

P d t2009

W ld id P d t2009

W ld idProduct Worldwide Market Share

Product WorldwideMarket Share

Laptop 95 3% Cable CPE 93 0%Laptop 95.3% Cable CPE 93.0%

Motherboard 93.5% WLAN NIC 90.8%

Netbook PC 90.7% DSL CPE 65.0%

Server (System/MB) 88.7% IP Phone 54.0%

LCD Monitor 71 8% Taiwan Inside®71.8%

WLAN AP, Cable STB, ODD and DSC ranked 2nd , 2009

85% of PCs and 80% of data communications equipment, in the world are produced by Taiwan.

Taiwan Inside®

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Source: MIC/III, Mar. 2010.

85% of PCs and 80% of data communications equipment, in the world are produced by Taiwan.

IT Hardware Shipment ValueMillions USD Growth %

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Source：MIC/III , Mar. 2010

IT Hardware Shipment Area

2008 20092008 Worldwide shipment

by area

2009Worldwide shipment

by area

Taiwan1.8%NA

Others4.8% Taiwan

1.0%NA

Others9.8%

PRC8.9%

WE30 7%

36.7%PRC

14.8%WE

26.4%

31.5%

Japan9.0%

AP8.1%

30.7%

Japan6.1%AP

10.4%

Production Value:US$107,830M


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Data Communications Shipment ValueMillions USD Growth %

A C S C C bl C C h

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Source：MIC/III , Mar. 2010WLAN NIC, DSL CPE, Cable CPE, VoIP CPE, IP phone

Data Communications Shipment Area

2008 2009Worldwide shipment

by areaWorldwide shipment

by area

Taiwan3%US

25%

Others6% Taiwan

1%

J

US28%

Others7%

Japan7%

AP26%

EU33%

Japan6%

AP26%

EU32%26%



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Mobile Handheld Devices Shipment ValueMillions USD Growth %

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Source：MIC/III , Mar. 2010BFP: Basic/Feature Phone, SCD: Smart Cellular Device

Mobile Handheld Devices Shipment Area

North A i

Latin America

Japan0.3%

Others2.1%

Basic/Feature Phone 2008 2009North America

7.2% Latin America

Others3.1%

Europe17.8%

ChinaSouth

East Asia

America10.4%

America24.6%

2.1%

Europe23.9%

China

Other Asian

Countries23.1%

17.3%

16.3%

Taiwan1.6%

26.9%

P d i V l 75 370 K U i

China22.7%Taiwan

2.7%

Production Volume : 75,370 K Units Production Volume : 38,439K UnitsSmart Cellular Device

Latin America E

China2 7%

Taiwan0.8%Other

Latin America

0 0%China2.3%

Taiwan0.7% Other

North America

America0.0%

Europe14.8%

2.7% Other Asian

Countries2.6%

ROW North A i

0.0% Europe11.3%

Other Asian

Countries2.5%

ROWAmerica77.4%

1.7% America82.0%

1.1%

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Production Volume: 33,937K Units Production Volume: 45,494K UnitsSource：MIC/III , Mar. 2010

Taiwan Software market 2007-2012Taiwan software market 2007-2012 in USD Million

7 000

5,000

6,000

7,000

4,819 4,808 5,2095,688

6,218

4,420

45%40%35%30%

2 000

3,000

4,000

,25%20%15%10%5%

-

1,000

2,000

2007 2008 2009 2010 (e ) 2011（f） 2012（f）

5%0%-5%-10%

embedded 244 278 279 300 324 351

securi ty 1,091 1,231 1,366 1,569 1,799 2,062

2007 2008 2009 2010 (e ) 2011（f） 2012（f）

Enterpri se 107 115 122 133 147 163

outsource 437 500 568 655 762 892

Integrati on 2,541 2,694 2,473 2,553 2,657 2,750 % NA 9 6% 3 8% 7 1% 8 1% 8 5%

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% NA 9.6% -3.8% 7.1% 8.1% 8.5%

Data quest 2010

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Taiwan ICT status

Taiwan ICT Hardware/Software Industry

Future DevelopmentsWh I t TWhen I meets T

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Intelligent mobile device takes top spot

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(MID: Mobile Internet Device, UMPC: Ultra Mobile PC)

ICT product is no longer just Hardware…

Service

Content

Device

OutputInput

• ICT = Hardware + Software + Service… and Content is KING.

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f• Business Model (Handset+PC+3.5G Mobile Service)

Taiwan ICT status

Taiwan ICT Hardware/Software Industry

F D lFuture Developments

When I meets TWhen I meets T

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When India meets Taiwan …

When software meets hardwareWhen software meets hardwareWhen embedded meets componentWh l hWhen talent merge togetherThe only and the last chance !

Let I.T. make products togetherLet I.T. market togetherLet I.T. market together

ICT D i d d i dICT Domestic demand to create industryComputer, Solar, TV, mobile, …

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p

[email protected](M) +91.8144.0505.04

+91.97100.73779

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How efficiency

How long to get a company registerand how much invest ?

Days Cost (USD) Taiwan invested (USD M) year 2010 [1]

Vietnam 90 700China 75-90 700

4 6 000 47 613,317.0 [2]

534.5

EUN 45 6,000

Singapore 30 N/A 31.8

47.6

Taiwan 15-30 500

One news[3]

To India 3.2

Foxconn in China: from initial setup to ship products within 2.5months (76 days)

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Source: [1] INVESTMENT COMMISSION, MOEA, Taiwan, , III integrated, 2010[2] http://tw.news.yahoo.com/article/url/d/a/101231/58/2k0dh.html[3] http://tw.news.yahoo.com/article/url/d/a/101229/4/2jujt.html

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