1、e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.1 / 50在臺國際採購處與大陸臺商的供應關係在臺國際採購處與大陸臺商的供應關係主講人主講人 : : 林賢榮林賢榮 / / 國際採購處國際採購處 總經理總經理The Supply Relation-ship in between IPO Taiwan & Taiwanese Supplier in ChinaBy : Paul Lin / General Manager Philips IPO Taiwan 2001 - 11 - 18e:DATAPRESENT2present for MO

2、EA-2.PPT(01-12-03)P.2 / 50Contents2 P I / Philips & IPO in Taiwan2 P II / Global IPOs Activities in Taiwan2 P III / IPO & Suppliers Relationship2 P IV / New Era with New Concepte:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.3 / 50An introduction on Philips November 2001e:DATAPRESENT2present

3、 for MOEA-2.PPT(01-12-03)P.4 / 50Global electronics company, established in 1891 as a lamp factoryShares listed on New York, London, Amsterdam and other stock exchangesMultinationalworkforceof 219,400employeesHeadquarters:AmsterdamThe Netherlands Results 2000in millions EUR USDSales37,862 34,864Net

4、income 9,602 8,842Sales andservicein 150 countriesRoyal Philips Electronicse:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.5 / 50Technology Leadership Arease:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.6 / 50Philips Product DivisionBoard of ManagementLightingConsumer ElectronicsDomestic Appliances

5、 & Personal CareComponentsSemiconductorsMedical Systemse:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.7 / 50Philips Purchasing Organization/Corp. PurchasingE-Proc. Programme Mgt. & IS Dev.Purchasing Process Dev.Leveraged Purchasing Mgt. & Support incl. IPOsControllerNPR Progr. Mgt.Manag

6、ement C.P.Board of ManagementSecretaryHRM DevelopmentTraining Product Division Purchasing CentersDirect ResponsibilitiesFunctional Responsibilitiese:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.8 / 50I nternationalP urchasingO ffice Paul Lin27FB, No. 66, Chung Hsiao W. Rd., Sec. 1Taipei, TaiwanTel:

7、 886-2-2382-4546Fax: 886-2-2382-4544/45E-mail: WebSite : http:/e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.9 / 50Philips Taiwan Locationss Joint Venture Philips Organizationsl n l l n Taipei Head Office :The Central Services &The Domestic BusinessHeadquarters l l s Chungli MonitorsTayuan Lig

8、htingDapon Color Monitor TubesChupei GlassTSMCKaohsiung Semiconductorsl 2001 BudgetPersonnel 7,816Total Assets NTD 58.6BSales NTD 238.7Be:DATAPRESENT2presen for MOEA-2.PPT(01-10-17)e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.10 / 50產業轉型過程產業轉型過程 Changing Pattern of Philips in Taiwans Business 勞力密

9、集型勞力密集型 Labor Intensive資本與技術密集型資本與技術密集型 Capital/Technology Intensive腦力與知識密集型腦力與知識密集型 Intelligence/Knowledge Intensive角色轉型角色轉型 Changing Role of Philips in Taiwan海外代工海外代工 Off-shore Assy Center國際生產中心國際生產中心International Production Center 亞太及全球事業群組織亞太及全球事業群組織 Asia Pacific & Global Business Management

10、 Center 研發中心研發中心 Research & Development Center2.53.4 6.99.315314513010993615040373531282419130.070100200676869707172737475767778798081828384858687888990919293949596979899B NT$e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.11 / 50Strength of Taiwan1. Well Ed

11、ucated HI-TEK Human Resource2. Highly Dev. on PCs being a Leading Multi-Media / I.A. Mfg & Supply Center3. Towarding High Tech/Capital Involved Industries (Semiconductor Fields)4. Being the Asia-Pacific Operation Center5. Being the Supply Center of the Whole Range of MEMORY & LCDs (Color/Mon

12、o)6. As an Advanced, Creative & Dynamic Country of Elec. Industry & aiming on Volume Qty, Mfg. Orientede:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.12 / 501-Feb-01 Year199319941995199619971998199920002001Unit(Forecast)Economic Growth Rate%6.45.3PopulationMLN.20.921.121.

13、321.521.721.922.022.222.3Total Trading AmountB. US$162.2178.3215.3218.4236.5215.3232.5288.4315.0Trading Growth Rate%+5.6+10.1+20.8+1.5+8.3-9.0+7.9+24.1+9.2Export GoodsB. US$85.193.0111.7116.0122.1110.6121.6148.4165.0Import GoodsB. US$77.185.3103.6102.4114.4104.7110.7140.0150.0Consumer Price Index%2.

14、94.13.5Major Economic Indicators - Taiwane:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.13 / 50Organization ChartValid Date : 2001-01-15International Purchasing OfficePrepared by : Paul LinPhilips Electronics Industries (Taiwan) Ltd.x3x4x3x2x3PCCPCE / PSPPCC / POSCOMP Lighting /

15、DAP (F/G)Outsourcing in A/PFAXDAP (Comp.)SEMI / CDSMgr.Dept. Mgr.Sec. Mgr.Sec. Mgr.Sec. Mgr.Felix HauJoe FuRoy ChenCharles LinAlex Chu (A.I.)Jerry LiuGordon ChangAmy HsuEunice ChangJerry LiaoVicky HanJane ChiangVicky HanSophia ChouCandy LiuIPO - TaiwanGeneral ManagerPaul Linx14 + 2IPO SecretaryEdith

16、 Kuoe:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.14 / 50Function :As A BRIDGE in Between Philips Worldwide and SuppliersObjectives : Max. purchasing PROFITABILITY for Philips Worldwide Max. Philips organization SATISFACTION CO - MAKER - SHIP with Key Supplierse:DATAPRESENT2present for MOEA-2.PPT(

17、01-12-03)P.15 / 50IPOPHILIPS Taiwan IPO ActivitiesINFORMATION FLOW &P.O.INFORMATION FLOW & P.O. GOODS FLOW CASH FLOW CUSTOMER SUPPLIERNOTE : “INFO. FLOW” including - Advance / Initial Purchasing, Quality Assurance (Selection / Auditing / Rating) as well as financing & closing.e:DATAPRESE

18、NT2present for MOEA-2.PPT(01-12-03)P.16 / 50Business Per Area2000 ( $135M )56%37%7%25%6%69%American Far East Europe1999 ( $115M )e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.17 / 50Supplier NumberCustomer Number256138188959CHINATAIWANASIA5462182EUROF.E. & OtherJapanN. & S. AM.e:DATAPRESEN

19、T2present for MOEA-2.PPT(01-12-03)P.18 / 50Distribution of T/O per Product19%2%44%8%5%22%12%42%13%7%23%3%2000 ( $135M )1999 ( $115M )CRT RAM ELEC MECH F/G E/Me:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.19 / 50IPO TURNOVER STATUS(1993 - 2001)050100150200YEAR199319941995199619971998199920002001 T/

20、O6877104112141150115135139USD:Million 20 20 19 19 20 18 14 14 14PersonPlane:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.20 / 501. Advanced/ Initial Purch. & Procur., even incl. Q.A. are all interactive, like an integrated function of a human body. 2. Package service would be e.g.0Quality :- Se

21、lecting, Auditing, Up-grading, Adopting0Cost :- Leverage power of P.D.s/B.G.s consolidation0Delivery :- Availability thru well allocation0Flexibility :- Local & prompt contact with supplier0Entrusting :- Diff. service required v.s. diff. site/region3. Side Effects : PHILIPS in Region of Info. co

22、llection Real Customers of Purchasing To have optimum on communication, traveling & etc. Lubricating any ConflictIPO Taiwan Working ScopeCustomer Friendly,FootholdsExtended ArmEffective/Efficient Costs(OCoO)(Buffer)e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.21 / 50NORTH - TOWARD POLICY, JAP

23、ANTTiming ( (天時天時) )TRegion ( (地利地利) )TPersonnel ( (人和人和) ) - Yen Appreciation- Near by Taiwan- Good FriendshipFrom zero/93 to USD 56M/Now-a-days !e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.22 / 50PHILIPS IPO TAIWANOUR ADDED VALUE1. TEAMWORK APPROACH2. NO COMMUNICATION GAP3. WELL EXPERIENCED CA

24、PABILITY4. TAIWANS COMPETENCE(TAIWAN, H.K. & CHINA)5. CONSTRUCTIVE ADVICES (T.Q.R.D.)6. NON-DISCLOSURE AGREEMENT7. REASONABLE RECOVERY8. LEVERAGE POWER FROM ALL PDs NEEDS9. WIN-WIN TARGETYour Global Purchasing Partner In Taiwane:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.23 / 50IPO Taiwan 200

25、1 SloganPhilips IPO TaiwanTel : 886-2-2382-4546Fax : 886-2-2382-4544E-mail : WebSite : http:/We Commit to Deliver Our BEST !以客為尊以客為尊 無微不至無微不至e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.24 / 50Whats BEST ? + B usiness+ E xcellence through+ S peed & T eamworke:DATAPRESENT2present for MOEA-2.PP

26、T(01-12-03)P.25 / 50Global IPOs Activities in TaiwanP IIe:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.26 / 50 What are IPOs Activities in Taiwan ?P II / Global IPOs Activities in Taiwane:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.27 / 50T/O Maping of W-wide IPOs in Taiwan(2000)Unit : USD M50M10

27、0M500M1,000M + PhilipsArp-datacomAlps-Taiwansenatek、Alpha Data、Aurora、Kodak、XeroxSamsungSonyGEAashimaLiaisonWintopHitachiKQ TaipeiTriGemDatecA & ANokiaLucentCompaqAppleToshibaSiemensEpsonIntelHP250Me:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.28 / 50W-wide IPOs in Taiwans T/O (2000 v.s. 1999)

28、USA85.5%Jpn10.2%Euro4.3% unit : USD BSource：OCIID/MOEATop 10Top 5Top 5USAsJapansEuros199920.141.861.0423.04200029.603.521.5234.642000 / 1999$ Growth (%)ItemsSub TTL47%89.2%46.20%50.3%e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.29 / 50Remark：Year 2000a. TOP 10 US IPO APPLE、A&A、COMPAQ、DELL、GAT

29、EWAY、HP、IBM、 INTEL、 INGRAM MICRO、SOLECTRONb. TOP 5 Japan IPO FUJITSU、HITACHI、 MITSUBISHI 、 NEC、 TOSHIBA c. TOP 5 European IPO AASHIMA、ACTEBIS、ERICSSON、NOKIA、SIEMENSd. W-wide IPOs in Taiwan for T/O 37.6B purchased in 2000 (x66 companies)e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.30 / 50Global Sh

30、are of Taiwans 3Cs(in 2000)52.544.474.024.538.992.577.053.770.2020406080100Notebook PCMother boardScannerMonitorCaseCD/DVDDesktop PCSPSDSCSource : MIC, Taiwane:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.31 / 50 How IPOs to Evaluate Partner ? e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.32 / 50

31、Satisfaction of OEM / ODM Trade-terms5 02 72 31 554 54 53 44 10102030405060PriceQualityFlexibilityDelivery Lead TimeServiceTime to MarketLogisticPayment termOthersSource : MIC, Taiwan50454541342723155e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.33 / 50012345678910PriceFlexibilityDelivery Lead Tim

32、eLogisticTime to MarketQualityInfrastructureR&D ResourceGovernment IncentiveTaiwanJapanKoreaGood010Fine5ExcellentNG312IPOs Assessments Among Supplies in Taiwan / Japan / Koreae:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.34 / 50IPOs Views of Taiwans Overall Competition0 People Level / 160 Supp

33、ly Chain / 160 Transportation / 9 0 Customs Clearance / 90 Basic Infrastructures / 80 B2B Environment / 60 Customs Duty / 60 Governmental Efficiency / 20 Others / 20 Governmental Efficiency/240 Transportation / 15 0 Customs Clearance / 140 Basic Infrastructures / 120 Customs Duty / 11 0 B2B Environm

34、ent / 8 0 Supply Chain / 7 0 People Level / 4 0 Others / 1Better PointsNeed to Improvee:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.35 / 50Conclusion (I)vEst. USD 7 12B / year being increased of Global IPOs buying from Taiwan. (e.g. in 2000 is $37.6B & 2001 aiming $47.6B)vMajor items are : NB

35、PC, Monitor, MPCBA, IC, LCD, DVD/CDs Barebone, DTPC, DSC, M.P., I.A. etc.vW-wide top IT Industry companies : Compaq, IBM, HP, Dell, Intel, Toshiba, Sony, NEC, Ericsson, Nokia, Samsung, Philips etc. are all purchasing in Taiwan, grown-up Taiwans international position.e:DATAPRESENT2present for MOEA-2

36、.PPT(01-12-03)P.36 / 50vTaiwan Government is supporting on the fields of IC, LCD, Wireless, Communication, IA etc. there are coping with IPOs interesting on purchasing.vPer MICs forecast, major Ind. mfg values are :- H. Ware $ 30.2B ($23.2B) - Semi. $35B ($22.4B) - FDS $5.6B ($2.7B)- Network $ 4.5B

37、($3.0B) - W. Comm. $ 3.1B (0.9B) - IA $ 3.3B ($1.4B)vTaiwans Competences : Price, Quality, Flexibility, Time to market, Speed of new development etc towarding to HVE production would be sustained as w-wide leading capabilities.Conclusion (II)2002 v.s. (2000)e:DATAPRESENT2present for MOEA-2.PPT(01-12

38、-03)P.37 / 50 IPO & Suppliers RelationshipP IIIe:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.38 / 50Bridging Customer & Supplier- On top of the business prime-mover / shaker- IPO would be the supporter to supplier on the followings :1. Schedule Arrangement2. Accommodation Booking3. Agenda

39、Preparation4. Facility Provider5. Communication Supporter6. Minutes Taken7. Action Follow-up8. Tooling Control 9. Pre-qualification10. Technical Advisor11. Troubles Shooting12. Cost Analyst13. Logistics Arrangement14. Conflict Buffer15. Payment Endorser16. Multi-winners Creatore:DATAPRESENT2presen f

40、or MOEA-2.PPT(01-10-17)e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.39 / 50SWOT Analysis Strength 1. IPO as special A/C for Sales2. Global Logistics Exp./ Operation3. Materials Localization4. Lasting International Competition5. Knowledge Base Service Oriented(SCM)6. Leading Professional Skill in

41、w-wide (Tooling Design / Making)e:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.40 / 50SWOT Analysis - Weakness1. Less Mass Production in Taiwan2. Speediness of Basic Mtls Dev.3. Less advanced IT in Communication4. Less control on sub-sub-contractinge:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.41

42、 / 50SWOT Analysis - Opportunity1. MIC - Low Cost, High Volume2. Emerging High end / Tech. Product Dev. (Opto-Elec., LCDs, ICs)3. Expecting “Large three links” being opened ASAP4. Enlarged Biz / Mktg Scope WTOse:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.42 / 50SWOT Analysis - Threat1. Raising up

43、 Operation Costs (O/H) 2. Forcing to Close Taiwans Operation3. Personnel Mgt in Big Challenging4. Social Unrest Crossing Strait5. Creating Potential Local Competitione:DATAPRESENT2present for MOEA-2.PPT(01-12-03)P.43 / 50新紀元新紀元 與與 新思維新思維 P. IV / New Era with New Concept1. 順應時代潮流To Follow Times Trend2. 創造競爭優勢To Create Competitive Power3. 改變運作方式To Change Operation