1. No category

How To Make Use of China Government’s
12th 5-Year Plan to Drive Potential Growth in the
Greater China’s EMS Industry
如何抓着中国强化实施国家「十二 . 五」规划的先机,
五」规划的先机
积极推动 「电子制造外包服务业」在大中华的拓展
ELECTRONICS
MANUFACTURING
SERVICES
Communications • Computing • Emerging Markets • Multimedia • Industrial & Semiconductor •
Defense & Aerospace • Medical • Automotive
§ Dr. PK Chan
§ 陈伯强博士
§ Executive Vice President
President, Greater China Region
§ 大中华区执行副总裁兼董事
§ Sanmina-SCI Corporation, U.S.A.
美国新美亚集团
§ 5 September, 2012
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
Speaker Profile
演讲人背景
Professional Qualification 专业资格
ƒ Postdoctoral Fellowship of the University of Quebec
at Montreal, Canada (2012)
加拿大魁北克大学博士后研究员 (2012)
ƒ D
Degree off D
Doctor
t Phil
Philosophy
h in
i Business
B i
Administration (2012)
工商管理博士 (2012)
ƒ Prime Awards for Outstanding Leaders 2011,
MetroBox Magazine and The Hong Kong Institute of
Directors ((2011))
都市日报及香港董事学会颁发的都市盛世卓越商界奇才
之荣衔 (2011)
ƒ Honorary Citizen of Kunshan City, Jiangsu
Provinces (2003)
江苏省昆山市“荣誉市民” (2003)
ƒ Economics Technical Advisor, The Tianjin
Commission of Foreign Economics and Trade (1999)
Personal Profile 背景
ƒ Executive Vice President,
Sanmina-SCI Corporation, U.S.A.
大中华区执行副总裁兼董事
ƒ President & Chief Operating
Officer, Hayes Microcomputer
Products Inc., U.S.A.
总裁及首席营运执行长
ƒ Managing
g g Director,, Achiver
Group, Hong Kong
董事总经理
ƒ Design & Engineering Senior
Manager, Ampex Ferrotec,
Ampex Corporation, U.S.A.
设计及测试工程部高级经理
天津市对外经贸易委员会聘任之经济科技顾问 (1999)
ƒ Senior Advisor, The Hi-Tech Investment Affairs for
The Tianjin Economic-Technological Development
Area (TEDA) (1999)
天津市经济技术开发区高科技产业投资高级顾问 (1999)
ƒ Honorary Professor in Finance & Economics, Tianjin
University of Finance & Economics (1997)
天津财经大学经济学荣誉博士学位 (1997)
ƒ Guest Professor in Global Manufacturing &
Marketing, Tianjin University of Finance &
Economics (1997)
天津财经大学客席教授 (1997)
ƒ Honorary Advanced Economics Advisor to Mayor of
Kunshan Municipal People’s Government (1997)
昆山市人民政府聘任为名誉市长高级经济顾问 (1997)
2
Content
目录
ƒ Sanmina-SCI Corporation Overview
新美亚集团简介
ƒ Global Economic Update
全球经济展望
ƒ Global EMS Industry’s Observation
全球电子制造外包服务业之前景
ƒ China’s 12th Five-Year Plan & Business Opportunities
中国「十二 . 五」规划及带来的新机遇
ƒ Summary
总结
3
Sanmina-SCI
Corporation
p
1.0
FY Q2-10’
Q2 10 High
Volume
EMS/Overview
Optical - GCO
Business Overview
新美亚集团简介
ELECTRONICS
MANUFACTURING
SERVICES
Communications • Computing • Emerging Markets • Multimedia • Industrial & Semiconductor •
Defense & Aerospace • Medical • Automotive
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
4
SANMINA-SCI Overview
新美亚簡介
ƒ Sanmina-SCI is a Flexible, Lean and Quality-driven EMS Organization with a
Dedicated Focus on Key Markets and High-end Technology
新美亚是一个策略灵活,精益求精及质量第一的高端电子产品及系统制造公司,专注于目标市场和高端技术
ƒ Headquarter in San Jose, California, USA with 32 Years of Operating History Since
Establishment in 1980
自1980年创立 已有32 年经营历史,
自1980年创立,
年经营历史 总部设于美国加州圣荷西市
ƒ Sanmina-SCI Global Location: 25 Countries on Four Continents
新美亚全球分布四大洲25个国家
ƒ Headcount > 45,000 Employees
全球超过 45,000 名员工
ƒ Listed on U.S.A. NASDAQ Stock Market:
SANM Sanmina-SCI Corp
于美国纳斯达克上市:
美 纳斯 克 市 SANM Sanmina-SCI Corp
p
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
5
End-to-End Manufacturing Solutions
一站式全能制造服务
Technology Components
Differentiators
技术组件
出众之处
ƒ Market Focus & Leadership
市场的领导地位及专注
PCB
Fabrication
电路板制造
ƒ Technology Diversity
Plastic Injection
Molding
注塑成型
多样性技术
ƒ Scalability & Support
可扩展性和支持
- Repair & Logistics
维修和物流
Backplanes 多层背板 Cables 电缆线
- Design & Engineering
设计和工程
ƒ Information Technology (IT)
资讯科技系统
Modular
Solutions
存储模块产品
Optical
Solutions
光学解决方案
ƒ Management Focus
专注的管理层
Systems Integration
系统集成整合
Precision
Machining
精密加工
ƒ Commitment to Customer
对客户的承诺
Enclosures
板金外壳
World-class Infrastructure Support Services: Supply Chain Management
世界一级的基础设施支持：供应链管理
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
6
SANMINA-SCI Greater China - Manufacturing Location
新美亚大中华 - 生产制造基地
Facilities Location
Regional/
g
Sales Office Location
Total Manufacturing Space in Greater China – over 2M ft²
大中华区制造总厂房面积---超过200万平方尺
Regional Office
大中华总部::
大中华总部
Yasu/ Japan 日本
Design Engineering
工程设计 日本供应链
工程设计,
Hong Kong 香港
K
Kunshan
h 昆山
(四海电子)
GSM Head Offices:环
环球供应链总部:::
环球供应链总部
Kunshan EMS
factory
y
Eastt China 东中
中国
EMS,BPA & Cable
电子加工,背板和电缆组装
昆山四海电子厂
Sales Offices:
销售办事处::
销售办事处
Shanghai 上海
Zhangpu 张浦
(四海电子)
EMS 电子加工
(四海电子)
Beijing 北京
Suzhou 苏州
Shenzhen 深圳
South China 南中国
Enclosure, ISS, PMC
板金件和精密机加工,精密组装
Enclosure & Plastics
Optical光元器件
Wuxi,无锡
Wuxi,
无锡
EMS电子加工
板金件和塑料
PCB
电路板
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
7
Major Customers - Greater China
大中华主要客户
Telecom 通讯设备
Hi--End Industry Computing & Storage
Hi
高档企业计算器及存储
Multimedia & Others
多媒体及其它电子系统
Medical 医疗设备
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
8
Global
Update
p EMS/ Optical - GCO
1.0
FY Q2-10’
Q2Economic
10 High Volume
Business Overview
全球经济展望
ELECTRONICS
MANUFACTURING
SERVICES
Communications • Computing • Emerging Markets • Multimedia • Industrial & Semiconductor •
Defense & Aerospace • Medical • Automotive
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
9
Global Economic Update
全球经济展望
Global GDP Growth & Debt
全球国民生产总值, 债务危机
GDP Growth Rates 2012 Forecast
2012年国民生产总值展望
Source: “GDP Growth Rates, List by Country.” Trading Economics.
June 2012
Debt as % of GDP 2012 Forecast
年债
2012年债务展望
Source: “Government Debt to GDP, List by Country.” Trading Economics.
June 2012
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
10
Economic Challenges VS Huge Business Opportunities
经济挑战与可观商机
ƒ Advanced Technology Focus
专注先进技术
ƒ Design
g and Engineering
g
g Solutions
设计与工程解决方案
ƒ End-to-End Outsourcing Manufacturing Services
一站式全能外包制造服务
站式全能外包制造服务
ƒ Vertical Integration Model
垂直整合装置模式
ƒ Global
Gl b l Service
S i & Logistic
L i ti
全球维修服务及物流
ƒ Dedicated End Markets
专注目标市场
ƒ Critical Factors for Success
关键成功要素
ƒ Quality, On-time Delivery, Total Manufacturing Cost &
Overall Value-added EMS
产品质量保证 准时交货,
产品质量保证,
准时交货 到岸制造成本,
到岸制造成本 整体外包制造增值服务
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
11
1.0
FY Q2-10’
Q2EMS
10 High
VolumesEMS/
Optical - GCO
Global
Industry
Industry’s
Observation
Business Overview
全球电子制造外包服务业之前景
ELECTRONICS
MANUFACTURING
SERVICES
Communications • Computing • Emerging Markets • Multimedia • Industrial & Semiconductor •
Defense & Aerospace • Medical • Automotive
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
12
Market Conditions
市场环境
ƒ Today approximately over 42% of the world’s contract electronics
manufacturing is in China
中国于全球电子制造服务业市场占有率超过42%
ƒ Despite rising direct labor costs, several factors have enabled China to
maintain a leading role in electronics manufacturing. Coastal China
has developed the world’s leading supply chain and transportation
infrastructure for high-volume electronics
虽然面对劳工工资遂年增长的压力, 中国仍是世界电子制造业的主要基地, 特别是沿海
城乡已经发展为世界领先的供应链体系
ƒ China is becoming a substantial electronics market in its own right Domestic consumption
中国已成为强大的国内电子产品消费市场
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
13
Market Conditions
市场环境
ƒ TFI forecasts
f
that the C
China EMS
S industry will continue growing through 2016,
then experience moderately diminished growth (Source: Technology Forecasters
Inc. March 30th, 2012)
TFI预测中国电子制造服务业会持续增长至2016年, 之后会有稳健回落之吹势
TFI预测中国电子制造服务业会持续增长至2016年
http://www.techforecasters.com/archives/china-electronics manufacturing-growth-or-decline/
Sources: IHS iSuppli's, EMS & ODM Q1 2012 Market Tracker, THOMAS DINGES, 2012-5-15
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
14
Market Conditions
市场环境
ƒ El
Electronics
t
i Manufacturing
M
f t i
S i
Services
(EMS) has
h been
b
one off the
th fastest
f t t growing
i
sectors of the economy during the last decade
过去十年，中国电子制造服务业是经济体系中发展迅速行业之一
ƒ Market analysts estimated the worldwide Electronic Manufacturing Services (EMS)
revenue up to US $270 Billion and US $479 Billion in year 2009 and 2014 respectively;
and also predicted approximately 42.4% in China in year 2014
市场分析员估计全球电子制造外包服务业之总收入会由2009年的$270 亿美金增至2014年的$479
亿美金, 更预测2014年中国于全球市场占有率为42.4%
100%
90%
80%
$ 11 2 .5
$ 2 03 .1
70%
(41.7%)
(42.4%)
-China
Ch in a
60%
AAPAC
PA C ( e xc lu d e d Ch in a )
50%
$ 71 .6
40%
$ 1 24 .6
6
EMEA
EMEA
AAmericas
me r ic a s
30%
20%
10%
$ 38 .1
$ 6 6.7
$ 47 .5
$ 8 4.4
2009
2 00 9
$270B
2014
2
01 4
$479B
Global Electronics Manufacturing
Services (EMS) Market by Region
In Year 2009 vs 2014
全球电子制造服务业地区分布 2009-2014
0%
Year
US
$Billion
US$B
2009 Global EMS Market
Total: US $270B
• China: US $112.5B
Source: New Venture Research
2014 Global EMS Market
Total: US $479B
• China: US $203.1B
China EMS Growth Rate from Year 2009 to Year 2014: Amazing Increase by 81%
由2009至2014年, 中国电子制造服务业有81%的惊人增长
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
15
China’s
China
1.0 FYsQ2-10’
Q2
12th
10 Five-Year
Five
High Year
Volume
Plan
EMS/
& Business
Optical - GCO
Opportunities
Business
Overview
中国「十二
. 五」规划及带来的新机遇
ELECTRONICS
MANUFACTURING
SERVICES
Communications • Computing • Emerging Markets • Multimedia • Industrial & Semiconductor •
Defense & Aerospace • Medical • Automotive
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
16
China’s 12th Five-Year Plan
國家「十二 . 五」規劃
ƒ China Government is implementing the 12th 5-year plan that approved on
March, 2011 in China National’s People’s Congress
中华人民共和国国民经济和社会发展 「十二 . 五」 规划于2011年3月付诸实行
ƒ Important goals in the plan including develop “Seven Priority Industries”,
with the aim of increasing their GDP contributions from 5% to 8% by 2015
「十二 . 五」规划目标及重点 - 2015年 「 七大产业 」 增加值占GDP比重8%, 现时为5%
ƒ Increase
c ease e
efficiency
c e cy a
and
d tec
technology,
o ogy, tthrough
oug competition,
co pet t o , result
esu t to p
provide
o de
better products at lower possible cost
提升制造业核心竞争力, 提高工作效率, 提高生产结构, 优化生产并加强自动化, 从而以更低
成本造出优质产品
ƒ Educated & skilled worker will enhance productivity & efficiency. Better
performance will result in better income & improvement
p
p
on living
g standard
高素质的劳动力可促进生产力及效率, 劳动人口之收入及生活素质得以稳步提高
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
17
Seven Priority Industries
七大新兴产业
七大新兴产业
新能源
太阳能、地热能、风能、海洋能、生物质能、核聚变能等的发现
节能环保
在钢材、建材、工业等方面，淘汰落后产能企业，并加大汽车、
家电「以旧换新」的力度。
生物
包括生物医药、生物农业等，鼓励跨地区性大型药企透过并购、重组，
提升市场效率，保障民生。
新材料
包括以奈米材料为代表的新材料应用等，分列了特种功能及高性能复合
材料两项。
新一代信息技术
以因特网、云端计算为基础的新兴平台，例如物联网、
三网融合、高性能集成电路、高端软件等。
高端装备制造
包括轨道交通设备、海油工程、煤化工、电子集成电路、核电、高端机
床等。
新能源汽车
包括燃料电池汽车 混合动力汽车 氢能源动力汽车 太阳能汽车
包括燃料电池汽车、混合动力汽车、氢能源动力汽车、太阳能汽车。
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
18
Key Markets in Greater China’s EMS Industry
中国电子制造服务业的关键市场
Communications
通讯
Computing &
Storage
计算器及存储
Medical Systems
医疗系统
Multimedia
多媒体
Defense &
Aerospace
国防和航空航天
Clean
Technology
环保技术
Industrial
工业产品
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
Automotive
汽车
19
Major Players in China EMS Market
中国电子制造服务业的主要公司
2011 China EMS (Tier 1**) Revenue Totaled $17.3
$17 3 Billion
2011年中国电子制造服务业总收益为$17.3亿 (Tier 1**)
** Excluding Foxconn (Hon Hai) 不包括富士康 (鸿海)
Flextronics
62%
Celestica
6%
40%
35%
Plexus
1%
30%
China re
revenue
en e as a %
of company worldwide
revenue in last 3 years
过去三年, 中国收益占全球
收益之百分比．
25%
20%
15%
SanminaSCI
10%
10%
Jabil
19%
5%
0%
Market share of $17.3 Billion China revenue from
major EMS Companies (excluding Foxconn-Hon Hai
which is Top #1 EMS company with over 50% of total
EMS revenue in China)
中国主要电子制造服务企业之市场占有分布 (不包括中国电子
制造服务企业首位－富士康-鸿海, 其占中国电子制造服务业总
收益之50%
2009
2010
2011
us
ex ark
Pl
hm
nc
Be ca
i
st
le
Ce
l
bi
cs
Ja
ni
tro
ex
Fl
e
ag
NM er
S A l Av
l
ra
ve
O
Benchmark
2%
Source: 2010, 2011 Annual reports of the selected EMS companies
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
20
Summary
1.0
FY Q2-10’
Q2 y
10 High Volume EMS/ Optical - GCO
Business Overview
总结
ELECTRONICS
MANUFACTURING
SERVICES
Communications • Computing • Emerging Markets • Multimedia • Industrial & Semiconductor •
Defense & Aerospace • Medical • Automotive
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
21
Potential Risk & Business Strategy
风险与营业策略
Potential Risk 风险
Business Strategy 营业策略
ƒ Unstable Market shall Increase
Manufacturing Management Risk
ƒ Bring in New Customer from High
Growth Market
市场需求的不稳定, 增加生产管理的风险
ƒ Customer Financial Management
Risk
客户管理财务风险
ƒ Cost Management
成本管理
引入有潜质客户
• Energy management, Medical product &
Optical cmmunication
能源管理 医疗产品,
能源管理,
医疗产品 光纤通讯
ƒ Enhance the Operation Excellence with
Better Customer Satisfaction & Quality
Performance Provide More Value-added
Performance.
Value added
Services
持续提升质量及客户满意程度. 提供更多优质
增值服务
ƒ Lean Operation & Increase Productivity
优化生产管理提高生产力
ƒ DFx to Reduce Cost & Waste
生产结构调整降低成本 DFx
ƒ Partnership with Customer
客户伙伴关系
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
22
Summary
总结
Challenges 挑战
Business Opportunities 商机
ƒ Global Economy Slow Down
ƒ Companies Restructure will Increase OutSource Demand
S
全球性的经济放缓
企业调整带来外包加工的需求
ƒ Cost Pressure
成本上升压力
ƒ Manpower 工资待遇
ƒ Currency Exchange 汇率
ƒ Material 材料
ƒ Transportation 运输
ƒ Narrow Profit Margin. Competition
Shall Encourage Market and
Company to Make Changes
企业面对盈利下降,加剧推动市场和企业内部
调整
ƒ Urgently Need Sustainable Stimulate
Policy to Increase Demand
急需可持续增长政策方案以带动需求
ƒ Competition will Encourage New & Better
Products Trends
竞争机制带动产品更新换代和生产优化需求
ƒ Policy shall Support New Market Demands
加快产业和经济重组会带动新的市场需求和
增长点
ƒ Rise as the World’s Largest Supplier of
Colleague-Educated Workers in China. By
2003, China Alone will Account for 30% while
U.S.A, Japan & Much of Europe will
Collectively Account for 14%. Over 6 Million
People will Graduate in China this summer.
中国将成为世界上最大教育人才供应国. 至2003年,
中将占世界比率之30%. 相比之下, 美国, 日本和欧
洲三国之和只有14%. 超过６六百万中国大学生会
在这个暑假毕业.
Source: “China:
China: World’s
World s largest supplier of college
college-educated
educated workers
workers.”
New York CNNMoney. 15 June 2012.
http://money.cnn.com/2012/06/15/news/economy/china-educatedworkers/index.htm
The 2nd Global Economic Leaders Summit 2012 (GELS 2012), Changchun City, Jilin Province, China
23