【正文】 Components Company Medical Systems Company Home Appliances Company Japan Foreign Country Dalian Toshiba TV, Ltd Other JV Other Subsidiaries Japan Foreign Country SEC China010821BJToshiba 資料庫下載 TOSHIBA’S MAJOR SHAREHOLDERS Source: Toshiba website (As of September 30,2000) Entity Percent Outstanding The Dai – ichi Mutual Life Insurance Company The Sakura Bank,Ltd. Nippon Life Insurance Company State Street Bank and Trust Company The Chase Manhattan Bank NA London The Sumitomo Trust and Banking Co.,Ltd. Employees Stock Ownership Plan The Mitsubishi Trust and Banking Corporation Mitsui Mutual Life Insurance Company The Nippon Fire amp。D department in Beijing, April 2001 –Plan to develop it into Toshiba (China) Ramp。D ?Dalian Toshiba is responsible for TV production. 30% parts e from China ?Dalian Toshiba and its 4 subsidiaries in Dalian, Beijing, Shanghai and Guangzhou are responsible for marketing and sales ?Dalian Toshiba primarily uses sales forces in its four subsidiaries to sell TV products directly to retailers. It also uses distributors in certain regions such as Chongqing. ? Toshiba (China) helped set up the aftersales service work, and Dalian Toshiba is running the work and responsible for PNL. Digital media Digital Media Network Co. Dalian Toshiba TV Co. TOSHIBA CHINA TV BUSINESS HAS A PRODUCT LINE ORIENTED VALUE DELIVERY SYSTEM SEC China010821BJToshiba 資料庫下載 DALIAN TOSHIBA’S TV DISTRIBUTION CHANNEL Source: McKinsey Literature Search, external interviews, McKinsey analysis Dalian Toshiba TV Co. Manufacturing Plant Dalian Subsidiary Beijing Subsidiary Shanghai Subsidiary Guangzhou Subsidiary Distributors Retailers: Hyper/supermarket: 10% Designated Stores: 25% Dept. Stores: 30% Specialty Stores: 35% Consumers Subsidiary Sales Force 70% 30% SEC China010821BJToshiba 資料庫下載 TOSHIBA ADOPTS THE NATIONAL CHIEFDISTRIBUTOR PRACTICE IN NOTEBOOK BUSNIESS IN CHINA Ramp。1,477 Digital Media 165。S CURRENT STRATEGIC POSITION – SWOT Strengths ? Broad and diversified product portfolio ? Strong presence in Asia ? Strong Ramp。 Services Company CEO: Toshiyuki Oshima Semiconductor Company CEO: Takeshi Nakagawa Display Devices amp。SEC China010821BJToshiba Brown Goods and PC Competitor Analysis: Toshiba SEC China010821BJToshiba 資料庫下載 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 資料庫下載 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 資料庫下載 Source: Toshiba website, Lit search BACKGROUND INFORMATION – TOSHIBA Established: 1875 by Hisashige Tanaka President amp。 Components Company CEO: Eisaburo Hamano Medical Systems Company CEO: Masamichi Katsurada Home Appliances Company CEO: Makoto Nakagawa SEC China010821BJToshiba 資料庫下載 Source: Company website, Literature Search HISTORY OF TOSHIBA SEC China010821BJToshiba 資料庫下載 Source: Literature Search。D and manufacturing capabilities Weaknesses ? Less customer focused ? Weak brand name in cuttingedge information technologies ? Unbalanced global presence Opportunities ? Global digital convergence ? Emerging technologies, ., Inter, 3G ? China joining WTO opens doors to foreign panies Threats ? Bureaucratic management style ? Its core semiconductor business is a cyclical modity business ? Behind the curve in key IT developments SEC China010821BJToshiba 資料庫下載 THERE ARE TWO SUCCESSFUL MODELS IN THE CHINA CTV MARKET, DALIAN TOSHIBA FOLLOWS THE SONY MODEL The Konka Model ? Capital intensive, aggressive growth through economies of scale in manufacturing and in the sales force ? From 1993 to 1998 Konka acquired TV manufacturers: North east Du Dan Jian, San Xi, An Suo, Chong Qing factories to bulk up ? Grew capacity by 2 million units from 1993 to 1998 ? Through economics of scale and aggressive pricing Konka was able to grow market share from 3% to 11% from 1995 to 2000 ? The Sony Model ? Zero in on the high end, high profit segment of CRT TV market with a strong brand able to mand price premiums ? Not in a strong presence in unit market share, but the top brand when consumers respond for the brand quality and reliability ? Corporate philosophy unwilling to sacrifice profits for larger market share (vast different from Chinese players) ? Future target focused on higher end, cutting edge technology TVs . PJTV, Digital TV, LCD and PDP which have