【正文】 2023年 2月 6日星期一 上午 2時 4分 45秒 02:04: 1最具挑戰(zhàn)性的挑戰(zhàn)莫過于提升自我。 2023年 2月 6日星期一 2時 4分 45秒 02:04:456 February 2023 1空山新雨后，天氣晚來秋。 上午 2時 4分 45秒 上午 2時 4分 02:04: 沒有失敗，只有暫時停止成功！。 , February 6, 2023 雨中黃葉樹，燈下白頭人。CONFIDENTIAL Mobile Handset Competitor Analysis: Siemens SAMSUNG ELECTRONICS CHINA (SEC China) August 20, 2023 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 Company. This material was used by McKinsey Company during an oral presentation。 02:04:4502:04:4502:042/6/2023 2:04:45 AM 1以我獨沈久，愧君相見頻。 , February 6, 2023 很多事情努力了未必有結(jié)果，但是不努力卻什么改變也沒有。 上午 2時 4分 45秒 上午 2時 4分 02:04: 楊柳散和風(fēng)，青山澹吾慮。 2023年 2月 上午 2時 4分 :04February 6, 2023 1業(yè)余生活要有意義，不要越軌。 :04:4502:04:45February 6, 2023 1意志堅強的人能把世界放在手中像泥塊一樣任意揉捏。 2023年 2月 上午 2時 4分 :04February 6, 2023 1少年十五二十時，步行奪得胡馬騎。 2023年 2月 6日星期一 2時 4分 45秒 02:04:456 February 2023 1做前，能夠環(huán)視四周；做時，你只能或者最好沿著以腳為起點的射線向前。 The Ministry for post and Telemunications Guangzhou Nanfang Photoelectrical Telemunications Equipment Factory Shanghai Aijian Company Ltd. 21 Shanghai Xinguang Telemunications plant 28 Shanghai Video and Audio Electronics Co., Ltd. 40 Chengdu Telemunications Cable Co., Ltd 50 EWSD manufacturing and distribution Fibre optic cable GSM mobile radio works and terminals Transmission equipment (. PDH) Power supply for tele systems Technology Training Hi 300 Telephone and Telemunication terminals Loose tube optical fiber cable Source: Siemens press release 26 SAMSUNG010605BJkickoff2 FINANCIAL PERFORMANCE 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 ? Market position ? Key product offerings ? Key customers ? Value proposition ? Geographic focus ? Pricing 27 SAMSUNG010605BJkickoff2 ? Siemens Information and Communication (IC) reports another a year of excellent business performance globally. In 2023, IC mobile including the mobile handset business achieved EUR 9 billion in sales worldwide with an expected CAGR of 69% in 19992023. The EBIT margin of IC mobile has also improved from 6% in 1999 to 8% in 2023 ? Siemens achieved a revenue of EUR billion in China over all sectors, to which Information and Communication made a significant contribution KEY MESSAGES FINANCIAL PERFORMANCE 28 SAMSUNG010605BJkickoff2 SIEMENS INFORMATION AND COMMUNICATION REPORTS ANOTHER YEAR OF EXCELLENT BUSINESS PERFORMANCE GLOBALLY EUR billions * Mobile handset belongs to IC mobile Source: Goldman Sachs, Siemens Press Release, McKinsey analysis 5 . 19 . 01 4 . 51 1 . 41 2 . 19 . 9Global revenue IC work IC mobile* CAGR 19992023 Percent 11 69 1999 2023 2023E 0 . 3 30 . 7 61 . 3 50 . 6 90 . 7 90 . 3 7Global EBIT IC work IC mobile* CAGR 19992023 Percent 46 102 1999 2023 2023E 29 SAMSUNG010605BJkickoff2 靜夜四無鄰，荒居舊業(yè)貧。 it is not a plete record of the discussion. SAMSUNG010605BJkickoff2 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 ? Market position ? Key product offerings ? Key customers ? Value proposition ? Geographic focus ? Pricing 1 SAMSUNG010605BJkickoff2 KEY ISSUES TO PROBE SIEMENS Strategy Product/market Value chain strategy Organization ownership Financial performance ? What does Siemens aim to be in 2023 in mobile munication? ?How are Siemens?s product and value delivery system strategies different from its petitors?? ?What will be Siemens?s future products and which segments of the market will it target at? ? In which segment of the market is Siemens strong or weak? ? What is the key success factors for Siemens to pick up market share quickly since 1999? ?How does Siemens?s distribution channel differ from its petitors?? ? How capable is Siemens in RD, manufacturing, sales and marketing? ? With a broad product portfolio, how does Siemens anize or reanize itself? ? How does Siemens perform and is its performance expected to improve further? 2 SAMSUNG010605BJkickoff2 BACKGROUND INFORMATION 1. Background information ? Location ? Registered capital ? Management team ? Equity s