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亞太金融座談會 ( 台灣 IT 產業全球佈局之策略 ) 仁寶電腦總經理： 陳瑞聰先生 May 2007

亞太金融座談會 ( 台灣 IT 產業全球佈局之策略 ) 仁寶電腦總經理： 陳瑞聰先生 May 2007. 仁寶電腦全球佈局. 仁寶集團產品佈局. TCP. COF. ( 飛信半導體 ). Drive IC Testing & Packing. ( 統寶光電 ). a-Si TFT / LTPS Panel. ( 智易科技 ). Touch Panel. Wireless Broadband Multimedia Telecom. ( 仁寶電腦 ). NB PCs LCD Monitor Handsets

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亞太金融座談會 ( 台灣 IT 產業全球佈局之策略 ) 仁寶電腦總經理： 陳瑞聰先生 May 2007

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  1. 亞太金融座談會 (台灣IT產業全球佈局之策略) 仁寶電腦總經理： 陳瑞聰先生 May 2007

  2. 仁寶電腦全球佈局

  3. 仁寶集團產品佈局 TCP COF (飛信半導體) Drive IC Testing & Packing (統寶光電) a-Si TFT / LTPS Panel (智易科技) Touch Panel • Wireless Broadband • Multimedia Telecom (仁寶電腦) • NB PCs • LCD Monitor • Handsets • PDAs / PDA Phone • Portable Media Player (華寶通訊) Source: Company data

  4. Louisville, KC (Displays) 仁寶全球營運據點 America Europe Asia Manchester (NB PCs) Kunshan Taiwan San Jose (NB PCs) Poland (Displays) Headquarter Plant Facilities Service Centers

  5. 仁寶集團各企業全球佈局

  6. 2006 仁寶集團營收 NT$ Million

  7. IT 產業發展現況

  8. 2006 台灣IT產業之表現 Source: MIC/III Jan. 2007

  9. Taiwan ICT Industry Statistics,2004－2006 Note1: The statistics of the Software and Service is the market size. Note2: Communications production values include Data Network, Mobile Phone and PDA. Note3: LCD Panel includes Large Size LCD Panel and S/M Size Display Panel Note4: Information hardware production values include NB PC, Des NB PC, Desktop PC, Server, Motherboard, CDT Monitor, LCD Monitor, ODD, DSC and other Emerging Products. Source: MIC;III / Jan. 2007

  10. Taiwan IT Hardware Industry’s Production Value, 1998－2006 Millions USD Growth % Source: MIC;III / Jan. 2007

  11. Taiwan IT Hardware Industry's Major Product Shipment Volume and Value (2006) K Units / US$ Million Note: 2006 data are based on preliminary estimates Source: MIC/III, January 2007

  12. Taiwan Data Network Industry's Major Product Shipment Volume and Value (2006) K Units / US$ Million Note: 2006 data are based on preliminary estimates Source: MIC/III, January 2007

  13. Taiwan Major Mobile Handset Product Shipment Volume and Value (2006) K Units / US$ Million Note: 2006 data are based on preliminary estimates Source: MIC/III, January 2007

  14. 台灣IT&CE全球產業地位預測 全球市場成長率（2005～2008 CAGR） ＞ 25% 10% ≦ ＞ 10%, ≦ 25% 100% 2006,2008 MB 2006,2008 NB 2008 LCD MN 台廠全球出貨量佔有率 2006 LCD MN 70% 2006,2008Portable Navigation Device 2008 Web Cam 2008 Portable Game Console 2008 DSC 2008 PC Server 2008 MP3 Player 2008 ODD 2008 DT 2008 Game Console 2008 LCD TV 2006 PC Server 35% 2008 STB 2006 DSC 2006 Web Cam 2006 ODD 2006 DT 2006 Game Console 2006 MP3 Player 2006 LCD TV 2006 STB 2006,2008 DVD Player 2006 Portable Game Console 2006,2008 DVD Recorder 0% Source: DIGITIMES / April 2007

  15. 各類IT＆CE產品市場成長潛力 單位：億台 3 Optical Disk Drive PC 低成長 但市場規模量大 2008 2 市 場 規 模 MB 中度成長市場 高成長市場 DT LCD MN WebCam DVD Player DSC NB 1 MP3 Player Inject Printer STB LCD TV Video Game Console Portable Game Console 衰退市場 Laser Printer Portable Navigation Device CD Walkman DVD Recorder DV PC Server Portable DVD Player 0 PDA 50％ 60％ -10％ 0％ 10％ 20％ 2005～2008 CAGR Source: DIGITIMES / April 2007

  16. 2006年台廠普遍保持不錯成長動能，主動力來自產業成長、購併、美日委外訂單增加、新產品。2006年台廠普遍保持不錯成長動能，主動力來自產業成長、購併、美日委外訂單增加、新產品。 在產業整併與訂單搶奪過程中，部分業者2006年表現欠佳。 多數EMS大廠營收成長有瓶頸。 鴻海為唯一從零組件起家，但規模與獲利得以超越系統廠的業者。 全球IT＆CE代工大廠成長動能 100 單位：新台幣百億元 鴻海 2006年營收 75 Flextronics 華碩 廣達 50 Sanmina-SCI Jabil 仁寶 Solectron 台積電 Celestica 25 英業達 緯創 光寶 英華達 宏達電 聯電 技嘉 明基 精英 鴻準 微星 台達電 神達 華晶 0 建興 50％ 60％ -10％ 0％ 10％ 20％ 營收成長率 Source: DIGITIMES / April 2007

  17. Taiwan Makers Moving Up in Value - Chain Global Experience Global Marketing What’s Next? Backup Support, Global Logistics Hi-tech Production/Automation Japan & US main competitor Innovation, R&D, Design China & Emerging Counties main competitor Production/Manufacturing/ODM&OEM 1980 1990 2000 2010 Source: MIC/III, January 2007

  18. Extending to Digital Home MOBILE MULTIMEDIA Entertainment, Personal Pictures and Video, Services BROADBAND Entertainment, E-Business, Services MEDIA Pre-Recorded Content Personal Media Consumers want their devices to work together and share content BROADCAST Services, Entertainment Source: MIC/III, January 2007

  19. Cruising Parking Driver • 3D Digital Audio • Personalized Experience • PIM / PDA • Location Based Service (LBS) • VoIP and Communication • Theatre Environment • A/V Content Editing • Photo Editing • Internet and Download • Mobile Computing Passenger • A/V Digital Entertainment • Gaming • Instant Messaging • Video Conferencing Another Opportunity: Telematics 1- & 2-Way Satellite Digital TV Broadcasting Satellite Station Service Center Internet AM/FM/RDS Broadcasting Internet ServiceProvider Home/OfficeComputer Local Area Network Source: MIC/III, January 2007

  20. 2007年 IT產品十大趨勢 • Vista & Santa Rosa掀起換機雙颱效應 • 新世代遊戲機同步熱銷 • 2007年是LCD TV黃金年代 • 3.5G手機爆發力強勁 • 三大平台推動802.11n與UWB成長 • IPTV激發科技大廠決戰客廳 • 視訊服務市場出現爆炸性狂潮 • 200美元以下超值電腦上市 • 高亮度白光LED發光發熱 • 節能科技產業持續成為焦點 Source: 工業局 / 拓墣產業研究所

  21. 2007年 IT 產業十大預測 • NB出貨雙位數成長，ASP回穩 • 遊戲機世代交替，狂熱買氣爆發，成長82.5% • LCD TV黃金年代，出貨量高成長50% • 面板循環縮為一年，上半年供過於求，下半年供貨吃緊 • DRAM市場下半年優於上半年 • 音樂手機帶動全球成長14.5%，台灣小幅衰退 • 升級換代下，半導體穩健成長9% • 新規格驅動WiFi高成長47% • 全球政府支持，太陽能電池產能成長30% • 三大動力(安全、舒適、節能)引領台灣車電邁向兆元產業 Source: 工業局 / 拓墣產業研究所

  22. 台灣 IT Hardware 產業生產地點產值分析, 2005 - 2006 2006 2005 Total: US$ 80,980 Million Total: US$ 88,595 Million Source: MIC/III, January 2007

  23. 台商全球佈局之建議–政府可提供之協助 • 評估各個市場在區域經濟自由化過程中的發展目標、市場機會、比較利益及政策誘因 • 依地區別發展機會，選定重點國家 / 城市，先行建立據點 • 建立有利於全球佈局之海外生產聚落 • 構建便捷運輸機制 • 推動我加工區/科學園區經驗，並與之合作、藉以建立稅賦優惠環境 Source: 工業總會財經文摘

  24. 中國之投資環境快速惡化 • 薪資高漲，GDP average growth of 9.3% per year (1997-2007E) • 人員流動性高，對公司忠誠度低 • 雙方租稅協定？ • 優惠減低 • 土地成本提高 • 投資門檻變高 • 當地人對台商之尊重與肯定 Note (1): 中國GDP - 中國國家統計局，2007年為預估數

  25. 下個佈局地點？

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