TAIWAN’S INTERNATIONAL ECONOMIC RELATIONS ECONOMIC INTEGRATION ACROSS THE TAIWAN STRAIT
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““Taiwan Business Alliance”Taiwan Business Alliance”International cooperation and business International cooperation and business
opportunities for Taiwan’s cloud opportunities for Taiwan’s cloud computing industrycomputing industry
Business strategy evolution:Changes for Taiwan ICT players
Manufacturing capacity and technology investment are key strength of Taiwan ICT players
Acquiring foreign investment can help support the completion of the supply chain
Hardware and software resources are highly integrated, leading to better adoption and quicker transitions for a rapidly changing technology market.
Rethinking the traditional hardware-centric concept and implementing a more balanced development plan – a mix of hardware manufacturing and software services
Responding to rapid changes in mobile client devices
Capitalize on co-development opportunities with upstream industry leaders
Taiwan ICT players provide a good platform for quick integration for business and technology development
Reform the mindset and leverage your own strengths to compete with global players
Cloud application: Global business opportunities for Taiwan’s ICT industry
Information equipment vendorsNew business potential for PC Servers, storage equipments and data center facilitiesTaiwan’s ICT industry will be one of the first to benefit from cloud computing
Mobile device manufacturersA wide product range from mainstream notebook PCs to handsets and automotive & telematics devicesEmerging business opportunities for Internet devices
System integrators and telecomsProvide essential software services or support for Taiwan hardware manufacturersPowerful integration between hardware makers and big telecom service providersCreate more versatile and innovative services
Taiwan perceptions for mobile cloud computing business
Reach 10 billions internet devices worldwide
Including handsets, notebook PCs and tablet PCs
Handset is the core device for mobile Internet applications
Used for accessing various cloud applications
1.4 billions handsets to be sold in 2010
358 millions mobile devices in 2010
Emerging markets increase importance
Core applications
Infotainment, Productivity
Communications, Social Networking
Over 1 billion annual handset shipments help boost cloud applications
Source:DIGITIMES , 2010/4
Unit: million sets
2008~2013 worldwide handset shipment forecast
Smartphones move into mainstream Mobile device and smartphone shipments, 2009-2014
82111
148185
214 239181
247
322384
439497
0
100
200
300
400
500
600
2009 2010(f ) 2011(f ) 2012(f ) 2013(f ) 2014(f )
Non-mobi l e devi ce Smart Phone
Unit: million sets
Source: iSuppli, compiled by DIGITIMES, 2010/3
Taiwan cloud storage solutions and business opportunities
Start from data synchronization and integration technology and keep on a consistent path to industry leadership
Apple, Google, Nokia and Microsoft all follow the same steps
Public cloud, private cloud or government cloud: All rely on massive storage equipment
Technology and business opportunities of backend storage servers
Container stacking cloud computing data centers: System integration business for hardware and software players
Wistron, Inventec and Quanta aggressively push the market
Strategic partnership with industry leaders helps to accumulate skills and experience needed to integrate hardware and software resources
Storage solutions and business of client devices
Increase access speed with SSD components
Help Phision and Silicon Motion Technology to upgrade technology
Bring in Intel and Toshiba as strategic partners
Cloud storage concept
Source: DIGITIMES Research,2010/4
High speed data access with build-in SSD devices
SSD industry overview and key players
Source: Gartner 、 Techno System Research, compiled by DIGITIMES, 2010/3
Mobile cloud computing service Mobile cloud computing service development approach:development approach:
The app storeThe app store
Apple App Store:A big push for applications
15002000
3000
200 500 10005007500
15000
35000
65000
85000
133979
0
500
1, 000
1, 500
2, 000
2, 500
3, 000
3, 500
J ul ' 08 Oct' 08 J an' 09 Apr' 09 J ul ' 09 Sep' 09 J an' 10
0
20, 000
40, 000
60, 000
80, 000
100, 000
120, 000
140, 000
160, 000Cumul ati ve number of downl oads
Appl i cati on Number
Unit: softwareUnit: million times
Source: Apple computer Inc., 2010/1, compiled by DIGITIMES, 2010/3
App stores dramatically reduces business barriers for developers
Developers Publishers Distributors TelecomEnd
Customers
App StoresEnd
CustomersDeveloper
Shorten software publish cycles
Increase profit margins
Developers
Developer
Publishers Distributors Telecom
App stores
Source: Idate, 2009/11, compiled by DIGITIMES, 2010/3
Past
Now
Past
Now
Peak download statistics thru mobile devices, 2008-2013
Unit: million times
Source: ABI Research, DIGITIMES , 2010/4
2009~2013 mobile devices download statistics and forecast
Taiwan ”App. Store” model
App Store reduces developers’ barriers to do business
Shortens the distance between developers end customers
Mobile device downloads a booming market
Dramatic growth in the next few years
Global perception of Taiwan developers will be key to success
Worldwide 3 billion handsets market controlled by 24 big Telecom companies
Telecom services is the entrance for the App Store
Government will play a big hand in helping local Telecoms to corporate with worldwide Telecom companies
Duplicate the model in emerging markets such as China
A good example is the Quanta Computer and Chunghwa Telecom corporate project
Opportunities and challenges
Challenge from iPad-like compact mobile products rising
Implement mature technologies
Don’t bother with unnecessary software
Focus on market niche: Specific applications and type of customers
New product will still drive trends
Taiwan excels at quick response (time-to-market) to market changes
Taiwan well suited to serve as technology gateway
Worldwide component demand: Market share by region (A US$209 billion market)
2009
13.4
5.111.9
11.9
57.7
Asia
Japan
Europe
NorthAmerica
Others
Source: Gartner, WSTS,2009/5
Demand shifts to Asia marketsAnd ¾ in Greater China, with 2/3 of that
controlled by Taiwan suppliers
MID
3.5” ~ 7”
Broadcom, Qualcomm
ARM or x86 CPU
Lin OS
SSDSmartphone
< 3.5”
Broadcom, Qualcomm
MIPS,ARM CPU
Many OS,SSD
eBook
Tablet PC
7” ~ 10.2”
Broadcom, Qualcomm
ARM or x86 CPU
Lin or Win OS
SSD or HDD
Notebook
> 10.2”
x86 CPU
Win OS
HDD
Source : DIGITIMES Research , 2009/6
Targeting the key markets
Managing Taiwan’s changing role in shift to cloud computing
Change the model of OEM/ODM business
Convert to full-service manufacturing provider and bring about the organization change in a timely manner
Manufacturing as a service
Design as a Service
SI as a Service
IP Portfolio as a Service
Help Taiwan ICT industry become one of the first to benefit from the transition to cloud computing
Create local value in Taiwan
Build an innovative business model through a cloud computing infrastructure
Increase applications and quality to gain a wider local market and business scale
Build up local system integrators and enhance service capabilities
Cloud computing industry infrastructure
Server
Storage
IPaasMaas
Daas
Network
Source: DIGITIMES, 2010/5
SIaas
Software
Taiwan ICT Industry update
Rev. (US$ million)
2008 2009 GR(%)
ICT Manufacturing(143) 173,476 184,815 6.5
Optical (73) 47,818 38,594 -19.3
Semiconductor (150) 53,012 55,532 4.8
Components (182) 28,463 29,096 2.2
Service and S/W (82) 7,901 6,613 -16.3
Total (630) 310,672 314,650 1.2
Source : DIGITIMES Research, 2010/3