【導(dǎo)讀】Location. Registered. Management. Equity. Startingyear. Numberof. Eraanalysis. Marketing,Distribution(channel. Ownershipstructure. Sales. Profit. Mission. Vision. Corporatestrategy. Marketposition. Keycustomers. Valueproposition. Geographicfocus. Pricing. munication?HowareSiemens?WhatwillbeSiemens?weak?HowdoesSiemens?petitors??andmarketing?Location. Registered. Management. Equity. Startingyear. Numberof. Eraanalysis. Focuson. –Marketing,Ownershipstructure. Sales. Profit. Mission. Vision. Corporatestrategy. Marketposition. Keycustomers. Valueproposition. Geographicfocus. Pricing. Location?BasedatGermany?50+JVs,28officesinChina. Investment?Business?Starting?Employees?

　　

【正文】 . Source: Siemens press release, McKinsey analysis SAMSUNG010605BJkickoff2 25 SIEMENS HAS OVER 50 JVs OR WOFEs IN CHINA, AMONG WHICH SIEMENS SHANGHAI IS DEVOTED TO MOBILE HANDSETS Siemens China Beijing international switching systems BISC Siemens transmission systems Guangzhou (STSG) Xin De tele international ventures (TIV) Siemens Shanghai Mobile municating (SSMC) Shanghai Siemens business munication system (SBCS) Main drivers ? To be close to customers ? To be in line with government policies ? To bee Chinese pany for Chinese people 40% With Guangzhou Nanfang photoelectrical telemunication 60% Beijing wire munication. Beijing telephone authorities Beijing prehensive investment Shanghai Aijian, Shanghai Xinguang With Shanghai video and Audio Electronics, Shanghai Post and telemunication 51% Establish year Product offering 1990 EWSD switching 19931994 Transmission systems (PDH, SDH, DWDM) 1994 Finance leasing and consulting Hi 300 switching system GSM mobile works and mobile handsets MPT39。s First Research Institute 1993 1993 Not Exhaustive Source: Siemens press release SAMSUNG010605BJkickoff2 26 SIEMENS HAS MADE LARGE COMMITMENTS IN TELECOMMUNICATION IN CHINA JV pany Year of contract Planned investment (mDM) Siemens share (%) Chinese partner (share) Business scope Beijing International Switching Systems Co., Ltd. Siemens Fibre Optic Cables Ltd Chengdu Siemens Shanghai Mobile Communication Ltd. Guangzhou Nanfang Transmission Systems Ltd. Siemens Tele Power Supply Ltd. Shanghai Xin De Tele International Ventures Co. Ltd. Siemens Business Communication Systems Ltd. Shanghai Siemens Shanghai Communication Terminals Ltd. Siemens Optical Fiber Cables Ltd. Chengdu 90 98 93 93 94 93 95 94 90 50 15 35 45 40 50 51 60 50 Beijing Wire Communication Plant 25 Beijing Telephone Authorities 25 Beijing Comprehensive Investment Co. 10 Chengdu Fibre Optic Cable Factory (CDC) The town of Shanghai。 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 SAMSUNG010605BJkickoff2 27 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 SAMSUNG010605BJkickoff2 28 ? Siemens Information and Communication (IC) reports another a year of excellent business performance globally. In 2020, IC mobile including the mobile handset business achieved EUR 9 billion in sales worldwide with an expected CAGR of 69% in 19992020. The EBIT margin of IC mobile has also improved from 6% in 1999 to 8% in 2020 ? 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 SAMSUNG010605BJkickoff2 29 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 19992020 Percent 11 69 1999 2020 2020E 0 . 3 30 . 7 61 . 3 50 . 6 90 . 7 90 . 3 7Global EBIT IC work IC mobile* CAGR 19992020 Percent 46 102 1999 2020 2020E