麦肯锡为三星做的标杆企业分析.ppt

SEC China010821BJ-Toshiba * TOSHIBA’S GLOBAL NET SALES BY BUSINESS SEGMENT Source: Toshiba web site, Lit Search Yea 2000 (￥ billion) Information Communications Industrial Systems ￥1,858 Power Systems ￥571 Electronic Devices Components ￥1,477 Digital Media ￥1,518 Home Appliances ￥660 Others ￥473 SEC China010821BJ-Toshiba * DALIAN TOSHIBAs KEY TV PRODUCT OFFERINGS Color TVs (inch, model no.) Projection TV Series: 43’ – 61’ 61D9UXC 50D9UXC 43D9UXC 50D8UXC 43D8UXC Source: Company website, Lit search CRT TV Series: 21’ – 29’ 29D2DC 29D2XC 25D2XC 25E3DC3 21D2NC Flat TV Series: 21’ – 34’ 34D8UXC 34D6DC 29D8UXC 29D6DC 29D3XC 25D6XC 21AF6C ?????????????? ????????????????? ??????????????? ?????????????? ?????????????? ???????????????? ???????????????? ???????????????? ?????????? ?????????? ??????????????? ?????????????? ???????????? ????????????? ??????????? SEC China010821BJ-Toshiba * DALIAN TOSHIBA’S MARKET POSITION IN CHINA’S CONVENTIONAL CRT TV MARKET: NO. 5 MARKET SHARE LEADER Market share by sales, % Source: GFK, McKinsey Analysis, External interviews: Konka, Sony, Toshiba 1999 2000 Others 100% 100% Key trends Rationale Industry undergoes further consolidation Foreign players lose market share to local players Top five players in the market –Changhong, TCl, Konka, Hisense, Skyworth,controlled 41.6% of the market in 1999 grew to 43.7% in 2000 Local players increased market share from 65% in 1999 to ~67% in 2000 1.9 2.0 Rowa LG Panda Jinxing Skyworth-RGB Xoceco Philips Haier Panasonic Hisense Toshiba TCL Changhong Konka Sony SEC China010821BJ-Toshiba * DALIAN TOSHIBA’S MARKET POSITION IN CHINA’S PJTV MARKET: NO. 1 MARKET SHARE LEADER Source: GFK, internal interview, literature search, external interviews: Sony, Panasonic, Toshiba Key trends Rationale Established MNCs, Toshiba, Sony will continue to dominate market Local players start establishing themselves by 2005 High-end producers with superio