【正文】 SEC China010821BJToshiba CONFIDENTIAL Brown Goods and PC Competitor Analysis: Toshiba SAMSUNG ELECTRONICS CHINA (SEC China) August 20, 20xx This report is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution outside the client anization without prior written approval from McKinsey amp。 Company. This material was used by McKinsey amp。 Company during an oral presentation。 it is not a plete record of the discussion. SEC China010821BJToshiba 1 OVERVIEW OF COMPETITOR ANALYSIS FRAMEWORK 1. Background information ? Location ? Registered capital ? Management team ? Equity structure ? Starting year ? Number of employees ? Era analysis 4. Value chain strategy 5. Organization and ownership 6. Financial performance Focus on ? Marketing, advertising and promotion ? Distribution (channel and sales force) ? Organization structure ? Ownership structure ? Sales ? Profit 2. Strategy 3. Product/market ? Mission ? Vision ? Corporate strategy ? Key product offerings ? Market position SEC China010821BJToshiba 2 BACKGROUND INFORMATION 1. Background information ? Location ? Registered capital ? Management team ? Equity structure ? Starting year ? Number of employees ? Era analysis 4. Value chain strategy 5. Organization and ownership 6. Financial performance ? Focus on – Marketing, advertising and promotion – Distribution (channel and sales force) ? Organization structure ? Ownership structure ? Sales ? Profit 2. Strategy 3. Product/market ? Mission ? Vision ? Corporate strategy ? Key product offerings ? Market position SEC China010821BJToshiba 3 Source: Toshiba website, Lit search BACKGROUND INFORMATION – TOSHIBA Established: 1875 by Hisashige Tanaka President amp。 CEO: Tadashi Okamura Total Assets: US$51,578 million Shareholders’ Equity: US$10,054 million Number of employees: 190,000 worldwide (As of September 30, 20xx) Domestic Plants, Branches Offices And Other Facilities: Production facilities: 25 Branch offices: 35 Sales offices: 23 Overseas Plants, Branches Offices and Other Facilities: Offices: 10 Manufacturing panies: 42 Subsidiaries amp。 affiliates: 72 SEC China010821BJToshiba 4 Source: Company website, Lit search BACKGROUND INFORMATION – DALIAN TOSHIBA TELEVISION, LTD Location: Dalian, Liaoning Province Starting year: 1996 Registered Capital: US$30 million Unit Sold: color TV 1 million sets, 50% export (Year 20xx) Joint Venture Partners Type Foreign Juristic Person39。s Shares Foreign Juristic Person39。s Shares ? Toshiba ? Toshiba (China) Co. ? Dalian Daxian (Group) Co., Ltd. Number of employees: 2,000 Products: 21’ – 34’ color TV (CRT, Projection, Flat) Domestic Juristic Person39。s Shares SEC China010821BJToshiba 5 Source: Company Report, Lit search TOSHIBA’S CORPORATE MANAGEMENT TEAM President amp。 CEO Tadashi Okamura Corporate project Corporate staff Corporate support services iValue Creation Company CEO: Tsutomu Kawada eSolutions Company CEO: Hiroo Okuhara Social Infrastructure Systems Company CEO: Tsuyoshi Kimura Digital Media Network Company CEO: Atsutoshi Nishida Mobile Communications Company CEO: Tetsuya Mizoguchi Power Systems amp。 Services Company CEO: Toshiyuki Oshima Semiconductor Company CEO: Takeshi Nakagawa Display Devices amp。 Components Company CEO: Eisaburo Hamano Medical Systems Company CEO: Masamichi Katsurada Home Appliances Company CEO: Makoto Nakagawa SEC China010821BJToshiba 6 Source: Company website, Literature Search HISTORY OF TOSHIBA SEC China010821BJToshiba 7 Source: Literature Search。 McKinsey Analysis TOSHIBA’S DEVELOPMENT WENT THROUGH THREE STAGES Organization structure Corporate strategy Product Development amp。 Technology 18751939 ? Two Japanese electrical equipment manufacturers merged in 1939 to create Toshiba. ? Technological innovation accounted for the panies’ successes. One of the founders was the socalled Edison of Japan. ? Main products included transformers, electric motors, light bulbs, radio receivers, and cathoderay tubes. 1978 PRESENT 19391978 ? The pany grew rapidly and became a market leader in the electrical and electronic industry. However, the anization became more bureaucratic. ? The pany continued to be innovative in the early years, producing many firsts in the industry. However, It lost its innovator image in the 70’s . ? Numerous leading products in the electrical and electronics areas. Examples includes Japan’s first vacuum cleaner, first fluorescent lamp, first radar, etc. ? Toshiba shifted direction by investing heavily in IT segment. The anization became increasingly global, employing 190,000 employees worldwide with annual sales over 165。 5 trillion. ? IT focus, diversification, innovation and globalization are four key elements of Toshiba’s corporate strategy. ? Toshiba is intensively focusing on ITrelated business (. tele and inter), meanwhile, leveraging its legacy businesses to generate stable ine Business Building Being Industry Leader Meeting worldwide petition SEC China010821BJToshiba 8 Source:Literature Search。 McKinsey Analysis DEVELOPMENT OF DALIAN TOSHIBA’S TV BUSINESS IN CHINA Key initiative Key results 19