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Semelhante a Directions 2016_Kitty Boston
Semelhante a Directions 2016_Kitty Boston (20)
Directions 2016_Kitty Boston
- 1. #IDCDirections The Chinese Enigma: A Look Inside Kitty Fok, Managing Director, IDC China kfok@idc.com
- 2. #IDCDirections 2 China’s Economic Troubles China is Still Growing IT Remains Key What This Means to International Companies Partnerships Key Themes
- 3. #IDCDirections Is China’s Economic Miracle Over? 3
- 4. #IDCDirections International Vendors Share Drop 4 Non Chinese Vendors Value Share in China x86 Server External Disk Storage Networking Smartphone 2011 20132012 2014 2015YTD 36% 49% 45% 81% 77% 69%
- 5. #IDCDirections 5 China is Still Growing
- 6. #IDCDirections China’s Growth in 2015 was Equal to the Size of the Entire Economy of Switzerland 6 2014 US$10.4TRILLION 2015 US$11.1TRILLION 6.9% Switzerland Economy
- 7. #IDCDirections 7 ICT SPEND IN US$ BILLLION UNITED STATES CHINA Source: ICT Blackbook, vQ3 Oct/Nov 2015; columns reflect 2nd vs 3rd platform % shares 2014 2015 2020 2014 6 2015 6 2020 2nd Platform 3rd Platform 2nd Platform 3rd Platform Total: 419 Total: 465 Total: 844 China will be the Largest 3rd Platform Market in the World by 2020 Total: 1,027 Total: 1,055 Total: 1,169
- 8. #IDCDirections China in Transition 8 Governance change, anti-corruption (a management change) Industry to services Lower level of investment Export to consumptions
- 9. #IDCDirections Services and Smart industries Globalization Innovation and Entrepreneurship Environmental Protection The 13th FIVE Year Plan 9 FOUR OBJECTIVES
- 10. #IDCDirections 10 The 13th FIVE Year Plan 6 Initiatives Estimated investment in 5 years MADE IN CHINA 2025 (US$ 606B) INTERNET + (US$ 455B) SECURE AND CONTROLLABLE (US$ 1B) BIG DATA (US$ 23B) BELT AND ROAD (US$ 6T) SMART CITIES (US$ 303B)
- 11. #IDCDirections 11 For International Tech Companies Spur greater high-tech • To develop new solutions for local needs • To help older traditional industries transform themselves Will create new Chinese companies with innovative ideas
- 13. #IDCDirections Protect 13 LOW HIGH Domestic vendor’s competence , Develop
- 14. #IDCDirections Made in China 2025 Internet + Big Data Smart Cities Belt & Road 14 Spur Innovation of High-Tech Secure & Controllable China 13th 5 Year Plan’s 6 Initiatives
- 17. #IDCDirections Partnerships 17 Four Key Chinese IT Companies City/Provincial Governments Licenses State Owned Enterprises Internet Companies Made in China 2025 Internet + Big Data Smart Cities Belt & Road Secure & Controllable
- 18. #IDCDirections Partnerships 18 Four Key Chinese IT Companies City/Provincial Governments Licenses State Owned Enterprises Internet Companies Made in China 2025 Internet + Big Data Smart Cities Belt & Road Secure & Controllable
- 19. #IDCDirections Four Key Chinese IT Companies 19
- 22. #IDCDirections 22 Ministry of Industry and Information Technology (MIIT) Industry Solution Military Application Migration to Commercial#1 Monitor vendor inglobal Top 5 Distributor & ISV in China #1 ISV in China Chinese Linux vendor #1 PC & server factory in China Software Development Hardware Manufacturing
- 23. #IDCDirections 23 Ministry of Industry and Information Technology (MIIT) Special Chinese Version Windows 10 Key partner for Openpower platform
- 24. #IDCDirections 24 百人计划 100 People Plan 千人计划 1000 People Plan IT Industry Upgrade Innovation Talent Development
- 25. #IDCDirections Four Key Chinese IT Companies 25
- 26. #IDCDirections Partnerships 26 Four Key Chinese IT Companies City/Provincial Governments Licenses State Owned Enterprises Internet Companies CHINA Made in China 2025 Internet + Big Data Smart Cities Belt & Road Secure & Controllable
- 27. #IDCDirections 27 Qualcomm Set Up a JV to Produce Server Chips Tailored for China Market US$ 2.4 Billion from 3 telecom operators to build 3 iDC, expects to house 2 million servers. • 2015 IT Spending: US$ 153M • 8M+ smart connected devices shipments in 2015 > shipments in Singapore Guizhou 10.7%
- 28. #IDCDirections 28 China GDP by Province Range from 3% to 11% vs US GDP by State from 2% to 4.4% Fast Growing Provinces: • Chongqing • Guizhou • Tianjin • Jiangxi • Fujian Slow Growing Provinces: • LiaoNing • ShanXi • HiLongJiang • JiLin • HeBei Broadband Backbone Hubs: • Beijing • Shanghai • Guanzhou • Shenyang • Zhengzhou • Nanjing • Xian • Wuhan • Changdu • Chongqing
- 29. #IDCDirections Partnerships 29 Four Key Chinese IT Companies City/Provincial Governments Licenses State Owned Enterprises Internet Companies Made in China 2025 Internet + Big Data Smart Cities Belt & Road Secure & Controllable
- 30. #IDCDirections Licenses License Broadband VAS : China Telcom, China Unicom, 21vianet License for Video Content (7 companies): CNTV, BesTV, Wasu, CIBN, Voole, CNR, Hunan TV Mobile Virtual Network Operators: (44 companies) Bus-Online, JD.com, Suning Right to manage Data City Gov’t Guiyang, Shenzhen, Hongzhou 30 License for Map: Baidu, Amap, Tencent, Supermap, Nav Info, Careland
- 31. #IDCDirections Partnerships 31 Four Key Chinese IT Companies City/Provincial Governments Licenses State Owned Enterprises Internet Companies Made in China 2025 Internet + Big Data Smart Cities Belt & Road Secure & Controllable
- 33. #IDCDirections Road Map of Belt & Road 33 CONSTRUCTION NEW ENERGYHIGH SPEED RAILWAY AERONAUTICS & ASTRONAUTICS NEW AGRICULTURE 2005 2015 2025
- 34. #IDCDirections Partnerships 34 Four Key Chinese IT Companies City/Provincial Governments Licenses State Owned Enterprises Internet Companies Made in China 2025 Internet + Big Data Smart Cities Belt & Road Secure & Controllable
- 36. #IDCDirections Partnerships 36 Four Key Chinese IT Companies City/Provincial Governments Licenses State Owned Enterprises Internet Companies Made in China 2025 Internet + Big Data Smart Cities Belt & Road Secure & Controllable
- 37. #IDCDirections 37 E-Hongbao, “Lucky Money” during Chinese New Year 420 million users via WeChat on Lunar New Year’s eve, 500x more than in 2014 >2.6 billion envelopes sent
- 39. #IDCDirections 39 China is a BIG market but NOT all markets are growing. Next 5 years are critical for China’s economy. IT is front and center in the 13th FIVE year plan. All companies need to have planned for all 5 directions of partnership Take Away