[转载] This Decade Japan Tech Sector Down by 1/3

choi

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【 以下文字转载自 ITNews 讨论区 】
【 原文由 choi 于 Sat Oct 24 15:07:49 2009 发表 】

Robin Kwong, Robin Harding and Song Jung-a, Japan’s tech trade tumbles by third; market shares lost to Taiwan and Korea; Study shows trend in industry. Financial Times, Oct. 22, 2009 (title in the print).
http://www.ft.com/cms/s/0/cb0b6f44-be68-11de-b4ab-00144feab49a.html?nclick_check=1

Quote:

"The sectors in Japan that have suffered most are consumer electronics and semiconductors, the first hit by erosion of its competitive advantage in the switch to digital technologies, and the second unable to compete with the lower costs and greater economies of scale at rivals such as Samsung and TSMC.

My comment:
(a) I cannot find the report online.
(b) "[T]he [CLSA] report also shows the US retaining a dominant position in the industry by innovating in software and services." Unfortunately I do not know if US hardware manufaacturers declines, and if so, how much software and service pick up the slack.
(c) India's share in the CLSA report is not mentioned. Software is India's stronsuit.


---------------Separately
(1) David Gelles, Factories gear up in race for e-readers. FT, Oct. 22, 2009.
http://uk.biz.yahoo.com/21102009/399/factories-gear-race-e-readers.html
("Wistron, the former contract manufacturing arm of Acer that was spun off in 2000 * * * last month acquired Polymer Vision, a Dutch e-paper company specialising in flexible, rollable displays")

Excerpt in the window of the print: 5m[:] Global number of e-readers being made this year

My comment:
(a) Wistron 緯創
http://www.wistron.com/
(b) I did not know the acquisition. I check; turns out that almost nobody reported it.
(i) Darren Murph, Polymer Vision yields to bankruptcy, we bid Readius adieu. Endgadget, July 18, 2009.
http://www.engadget.com/2009/07/18/polymer-vision-yields-to-bankruptcy-we-bid-readius-adieu/

(ii) Press release: Polymer Vision Restarts Operation After Merging into Wistron. Polymer Vision, Sept. 10, 2009.
http://bluemind.clickfactor.nl/public/Press%20Release%20-%20PV%20Merged%20into%20Wistron.pdf

(c) To get an idea about sale of e-readers, see
Geoffrey A. Fowler and Jeffrey A. Trachtenberg, Amazon Cuts Price of Kindle E-Reader. Wall Street Journal, Oct. 8, 2009.
http://online.wsj.com/article/SB10001424052748703298004574458240774933998.html
("Amazon has taken the lead in the U.S. market for e-book readers. Forrester Research analyst Sarah Rotman Epps estimates that Amazon accounts for 60% of the U.S. market for such devices, with Sony accounting for 35%. She forecasts three million e-book readers will be sold in the U.S. in 2009, with 900,000 likely to sell during the coming holiday season.")

Note: There is no need to read the rest of this WSJ report. Incidentally Barnes and Noble days ago trotted out its (color) e-reader branded Nook.


(2) Richard Waters, Information Technology
A tech tonic; With signs of an early upturn in the sector. optimists are hoping it will help revive the rest of the economy--but a resustated industry is likely to look unfamiliar. Ft, Oct. 20, 2009.
("The production lines that churn out electronic equipment for Jabil Circuit have been running faster of late. The production lines that churn out electronic equipment for Jabil Circuit have been running faster of late. The US-based contract manufacturer, which makes networking switches, industrial controls and other gear on behalf of better known companies including Cisco Systems, Nokia and Hewlett-Packard, is in the midst of what Tim Main, its chief executive, calls a 'broad-based' but decidedly 'modest' trecovery.")

My comment:
(a) FT has reduced free viewing by nonsubscribers from thee reports to two a month. So for this report I will not provide a link for this report--for there is no need to read the rest of it.
(b) In my Sept. 2, 2009 posting titled "BRIEFING: Cisco," I wondered aloud who the contract maker was. Now we know.
http://www.mitbbs.com/article/Hardware/31293137_3.html

Jamil Circuit (headquartered at St. Petersburg, FL)
www.jabil.com

(3)
(a) Ellen McGirt, Intel Risks It All (Again). Fast Company, Nov. 2009
http://www.fastcompany.com/magazine/140/intel-risks-it-all-again.html?page=0%2C0

My comment: This article is just so-so to me. However, it deals with, at web page 3, China (and Taiwan, sort of). The first quotation has "He spent the mid-'90s based in Hong Kong" online but "in Taiwan" in the print.

"We are meeting for breakfast in San Francisco a few days after his return from his sixth trip to China in the past 12 months. He [Sean Maloney, formerly Intel's chief sales and marketing officer and recently elevated to executive vice president] spent the mid-'90s based in Hong Kong, running Intel's sales and marketing activities across Asia and the Pacific Rim. He'd emailed me when he was overseas about China's command and control in the time of swine flu. 'They take our temperature every time we go into a government building,' he wrote playfully. 'Their economic recovery efforts are going quite well, but then again, there isn't a lot of debate over there.'

"Intel, he tells me, has negotiated a Memorandum of Understanding to work with the IT center of the Chinese Ministry of Railways on a massive high-speed-rail project. "It will be more than 40,000 kilometers, by far the largest high-speed railway in the world," he says. Trains traveling up to 300 kilometers an hour will connect the soon-to-be-Wi-Fi'd countryside (also an Intel production) with the city centers. All rail will lead to Beijing.

"Maloney expects it to be pricey: 'Ten times larger than the $30 billion Three Gorges [hydroelectric dam] project in terms of capital spend and completed in one-third the time.' Expect lots of chips, yes, but also teams of Intel engineers on the ground working on everything from hardware configuration to specialized software development -- along with the company's first chip-fabrication lab in China, scheduled to open in 2010.

(b) An atlas in companion with the article.

Ellen McGirt, Intel's Everywhere: 75% of the Company's Business is Overseas.   
http://www.fastcompany.com/magazine/140/intel-everywhere.html

Quote:

"Taiwan[:] Intel's revenue from Taiwan was $9.87 bil-lion, making it the company's single largest international market in 2008.

"Japan[:] Last year, Japan was the company's third-largest market overseas, with revenue of $3.99 billion.

"China[:] Stimulus spending on a 40,000-kilometer high-speed-rail project promises to boost Intel's China business, which reached $4.97 bil-lion in 2008.

My comment:
(a) This atlas is color-coded: countries represented by  various colors; red dots for "Wafer Fabs" and blue dots for "Test and Assembly Plants."
(b) Intel revenue from China is derived from high-speed-rail project. Apparently, (a) SMIC has got few orders from Beijing in this project, and (b) Intel assigns to Taiwan, chip orders made by computer assembly factories owned by Taiwanese by based in China.  


(4) Conflicting reports on Huawei, as usual:
(a) Owen Fletcher, Huawei Still Eyes Developed Markets From Outside. PC World, Oct. 23, 2009
http://www.pcworld.com/businesscenter/article/174206/huawei_still_eyes_developed_markets_from_outside.html
("The main obstacle for Huawei, as for many Chinese companies seeking to expand abroad, may be 'plain and simple marketing,' said David Wolf, CEO of Wolf Group Asia, a Beijing-based technology consultancy")

(b) But Nortel/Siemens merger is not going well. That is why the above report (by Fletcher) states that Huawei may be catapulted into No. 2 (from current No. 3, having surpassed Alcatel/Lucent this year).

(i) Paul Sharma, Ripple effect from Huawei; Mobile rivals swamped as Chinese giant gains real market traction. Wall Street Journal Europe, Oct. 19, 2009
http://online.wsj.com/article/SB125590349658592995.html

(ii) Another Nortel in the Making - NSN. Gershon Lehman Group, October 20, 2009.
http://www.glgroup.com/News/Another-Nortel-in-the-Making---NSN-44286.html
("Nokia and Siemens combined their telecommunications infrastructure units in 2007 as part of the industry's consolidation. However, the merger has been anything but success when the combined entity, NSN, could not sustain its market share and continued to lose to emerging Chinese vendors.")

(c) Still Huawei has its share of detractors. Steve DeWeese, Bryan Krekel, George Bakos and Christopher Barnett, Capability of the People’s Republic of China to Conduct Cyber Warfare and Computer Network Exploitation. Northrop Grumman Corporation, Oct. 8, 2009
http://www.uscc.gov/researchpapers/2009/NorthropGrumman_PRC_Cyber_Paper_FINAL_Approved%20Report_16Oct2009.pdf
("prepared for the US-China Economic and Security Review Commission")

At web page 49, it is stated:

"Huawei is a well established supplier of specialized telecommunications equipment, training and related technology to the PLA that has, along with others such as Zhongxing [also known as ZTE], and Datang, received direct funding for R&D on C4ISR systems capabilities. All of these firms originated as state research
institutes and continue to receive preferential funding and support from the PLA.


(5) Andy Greenberg, Cisco's Threat From China; Since the dot-com bust 3Com has been taking Chinese lessons. Forbes, Nov. 02, 2009 (cover date).
http://www.forbes.com/forbes/2009/1102/technology-3com-asia-ciscos-threat-from-china.html

Quote:

At 65, Robert "Mao, born in China, raised in Taiwan and educated at MIT [Master's degree in Management] and Cornell [Master's degree in Material Science and Metallurgical Engineering], has seen this firsthand.

"While 3Com has only a 3% slice of the networking gear market worldwide, it controls a third of China's market--just a few percentage points less than Cisco.

"While its revenue from outside China dropped 24%, to $209 million in the six months through May, its share of the Ethernet switch market has inched up to 11% since the beginning of the year

My comment:
(a) Robert Mao 毛渝南
(b) The $209 million in the third quotation is a pittance.
(c) What is amazing is this. A few years back, US regulatory agency refused merger, concerned China would scoop the technology. Then the company hired Mr. Robert Mao as CEO and moved the bulk of the company (from Marlboro, a suburb of Boston) to Hong Kong--this Forbes report says its main operation is in Beijing nowadays. (At the time, a tech expert at Boston Globe was sorry for the company, indicating its technology was obsolete and its future murky. The Forbes report oddly compares 3com with Cisco, but not with Huawei or ZTE.

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※ 来源:．一路BBS http://yilubbs.com [FROM: 128.197.0.0]

※ 修改:．choi 于 Oct 24 15:12:08 修改本文．[FROM: 128.197.0.0]