【正文】 :04:4502:04Feb236Feb23 1越是無能的人，越喜歡挑剔別人的錯兒。 :04:4502:04:45February 6, 2023 1他鄉(xiāng)生白發(fā)，舊國見青山。s telemunication market ? Broad product portfolio representing all business sectors of Siemens worldwide Source: Siemens press release 4 SAMSUNG010605BJkickoff2 STRATEGY 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 5 SAMSUNG010605BJkickoff2 SIEMENS AIMS TO BE NUMBER 2 IN MOBILE COMMUNICATION MARKET IN CHINA Product ? Focus on stylish new models with suitable pricing targeting mid to low end of the market ? Invest in future products, ., TDSCDMA handsets and wireless home work devices, etc. Strategy Value delivery system ? Establish RD centers for mobile munication in Beijing and Shanghai ? Mobile handset production capacity being raised to 14 million in Shanghai, a growth of 40% since 2023 ? Intensive marketing on new products with most petitive pricing ? Carefully select exclusive channel partner PTAC to maintain uniform price level nationwide to ensure healthy sales ? Helps resellers set up service centers to handle repair and maintenance Vision ? To be number 2 in the Asian mobile munication market (without Japan and Korea) 6 SAMSUNG010605BJkickoff2 SIEMENS IS RISING STEADILY IN MOBILE HANDSETS SINCE 1999 Monthly market share development (Percent of market in units sold) 98 99 Jan ?00 Dec ?00 010203040Nokia Motorola Siemens Ericsson Source: Retail Audit Source: IDC, McKinsey Analysis 7 SAMSUNG010605BJkickoff2 SIEMENS HAS OVERTAKEN ERICSSON TO BE IN MOBILE HANDSET BY BOTH REVENUE AND SALES VOLUME Others Siemens Ericsson Motorola 33 32 3429272687 778105 9918 17141999 2023 2023 Samsung Nokia Breakdown of sales by brand each year Percent Source: GfK, IDC, McKinsey analysis Others Siemens Ericsson Motorola 3429 303228 2888 98101238715 17 141999 2023 2023 Samsung Nokia Breakdown of units sold by brand each year Percent 8 SAMSUNG010605BJkickoff2 PRODUCT/MARKET 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 9 SAMSUNG010605BJkickoff2 ? Siemens offers a pete range of mobile munication solutions including devices, infrastructure and applications. Siemens?s mobile handsets e with good quality and petitive pricing ? Siemens targets the mid to low end of the mobile handset market. Most of its models are in the price range from below RMB 1000 to RMB 2200 ? Siemens has devoted great attention to the important 4thtier cities and west China, hence its market share in these developing areas are relatively higher than its share in the more developed areas. KEY MESSAGES PRODUCT/MARKET 10 SAMSUNG010605BJkickoff2 SIEMENS OFFERS A COMPLETE RANGE OF MOBILE SOLUTIONS INCLUDING DEVICES, INFRASTRUCTURE AND APPLICATIONS Products Now and future Information and munication mobile Siemens product offerings Information and munication works ? Mobile work ? Wireless home work office work ? Mobile handset –C2588 (small, light smart) –S2588 (brain truster) –3508 (small, light, sexy) –3518i (tough enough) –3568i (smart thinking) ? Broadband work ? IP work ? Fixedline work ? Transmission work ? Office work ? Cable work ? Take TDSCDMA mobile handsets to serial production level by 2023 ? Offer the plete range of mobile solutions including mobile devices, infrastructure and applications, ., wireless home work, ? Complete range of GSM, GPRS and UMTS mobile works, unified messaging and mobile payment ? Overall strategy of a universe of one, pursuing IP driven voice and data munication and customer oriented endtoend solution and services Source: Siemens press release 11 SAMSUNG010605BJkickoff2 SIEMENS MODELS HAVE THE MOST COMPETITIVE PRICING Source: McKinsey Analysis Product positioning Dec 2023 A6188 (%) 8850 (%) V8088* (%) S800C (%) A100 (%) T28 (%) 8210 (%) % % % % Business/professional Personal *WAP phone Product positioning June 2023 9110 S800C (%) V8088 (%) 8850 (