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Que vienen los chinos, ¿hay futuro para las TIC europeas?

Debate SICmartes 9 de abril , 2013

Jean Paul Simon

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Summary

The size of the ICT sector: AsiaChina

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The size of the ICT sector: Asia

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No EU firms under the radar

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Global perspective on ICT patenting

ICT priority patent applications by inventors from the EU, US, Brazil, China, Korea, India, Russia,

South Africa and TaiwanSource: IPTS, 2011

Brasil

Russia

South Africa

EU

US

China

0

5.000

10.000

15.000

20.000

25.000

30.000

35.000

40.000

45.000

50.000

1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007

ICT

pate

nt a

pplic

atio

ns

Brasil Russia South Africa EU US China Korea India

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Connectivity leaders

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China

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The size of the ICT sector

The ICT sector is highly illustrative of the massive changes in the Chinese industry and economy. China has become the 1st largest country producing ICT products.

exports of ICT increased fourfold between 2004 and 2008, though many of these are re-exports from other Asian countries).

Manufacturing dominates China's ICT industry.A total of 80% of the ICT industry revenue comes from computer systems, electronic elements & components, communication equipment and home audio & video products.

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Percentage-share of ICT industry within China's GDP

Source: http://www.paradiso-fp7.eu/documents/conference/Day2/Session3/Jun.pdf

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Some impressive results (1)Leading firms

Within two decades, the national strategy of building national champions has already been undertaken by some ambitious companies. Several Chinese electronics firms have become global players, including HuaweiTechnologies, Lenovo, and ZTE.

Huawei and ZTE are now the main players in the GSM, CDMA, optical and DSLAM equipment markets. Huawei Technologies has become a leading provider of telecommunications networks and increasingly challenges established competitors like Siemens, Cisco, and Alcatel. Lenovo has become a global leader in the PC market since it acquired the IBM Personal Computing;

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Some impressive results (2)

China as a whole surpassed the 1 billion milestone earlier in 2012 and ended Q2 2012 on 1,047 million connections in total: the world’s largest mobile market

China Mobile is the world largest mobile operator: 683 million customersChina is the world’s largest smartphone market in 2012

Internet services companies grew quicklyThe number of patent applications filed doubled year on year from 2002 to 2006.

China shows an impressive increase, starting fromlate '90ies.

The National long-and mid-term S&T Development plans (China)

• The state in 2007 when the plan was published and the aim in 2020.

China 2007 Aim in 2020 R&D/GDP 1.4% >2.5%

Dependence on overseas technology

40%－50% <30%

Contribution rate of technical progress

30%-40% 60%

Invention (only authorized invention patents in China)

Ranking the 5th in the world in terms of volume of application

Ranking among top 5 in the world

Number of citation in international scientific papers cited

High quantity, low citation

Ranking among top 5 in the world

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Remaining weaknessesStill, GDP per capita lags at a very low level, ranking China far behind the US or the EU equivalent, Despite the growth the overall ICT market size is smallMany Chinese ICT enterprises produce low value-added, low technology, non-brands, cheap, and labor-intensive ICT products for foreign companies and market with little R&D, Truly global R&D in Chinese companies is still a long way away.

Besides, in spite of the growth of R&D expenditure, the level remains modest

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Gracias

jpsmultimedia@hotmail.com

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The Global Innovation Network of Apple’s iPhones

and the role of the Taiwanese ICT Firms

  Components Main Supplier

Baseband Infineon

WCDMA PA TriQuint

GSM/EDGE PA Skyworks

Application Processor Samsung

Mobile DDR DRAM Samsung

NOR Flash Numonyx

NAND Flash Samsung, Toshiba

Bluetooth CSR

A-GPS Infineon

SAW Filter TXC

Power Management IC Infineon, NXP

Components Main Supplier

Display Sharp, TMD

Touch Panel Wintek, TPK

Components Main Supplier

3.2-Megapixel CIS OmniVision

Camera Largan Precision

Components Main Supplier

Connector Foxlink, Advanced Connectek

PCB Unimicron, Nan Ya PCB,Compeq

FPC M-Flex, Mektron, Fujikura, Flexium Interconnect,

Foxconn Advanced Technology

Components Main Supplier

Casing Foxconn Technology

EMS Hon Hai Precision

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References

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IPTS Reportshttp://ipts.jrc.ec.europa.eu/publications/index.cfm

2012: The 2012 PREDICT Report: An Analysis of ICT R&D in the EU and Beyond. Juraj Stančík, Paul Desruelle2011: The 2011 Report on R&D in ICT in the European Union. Geomina Turlea, Daniel Nepelski, Giuditta de Prato, Jean Paul Simon, Anna Sabadash, Juraj Stancik, Wojciech Szewczyk, Paul Desruelle, Marc Bogdanowicz.2011: The Top World R&D-investing Companies from the ICT Sector: A Company-level Analysis. Daniel Nepelski, Juraj Stancik.2011: Internationalisation of ICT R&D. Giuditta De Prato, Daniel Nepelski, Juraj Stancik2011: Performance of ICT R&D. Giuditta de Prato, Daniel Nepelski, Wojciech Szewczyk, Geomina Turlea2011: The ICT Landscape in BRICS Countries: Brazil, India, China. Jean Paul Simon

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De Prato, G., Nepelski, D. Simon, J.P, (ed.) Asia in the Global ICT Innovation Network. Dancing with the Tigers, Oxford, Chandos, 2013. Forthcoming.De Prato, G., Sanz, E., Simon, J.P, (ed.), Digital Media Worlds; The new media economy, Oxford, Palgrave, 2013. Forthcoming.EITO Special Report, BRIC countries’ ICT markets, 2007-2011, January 3, 2011.Fogel, R.W., (2009). “The Impact of the Asian Miracle on the Theory of Economic Growth.” NBER Working Paper No. 14967.National Bureau of Statistics of China (NBS a), 1998-2007, China Statistical Yearbook, 1998-2007, China’s Statistics Press. NBS Department of Statistical Design & Management, 2002, National Economic Industrial Classifications GB/T4754-2002, Department of Statistical Design & Management. OECD, 2008, CHINA’S OUTWARD FOREIGN DIRECT INVESTMENT, http://www.oecd.org/dataoecd/28/10/40283257.pdfUnesco Science Report 2010, see Mu Rongping, Chapter 18. China, pp. 379-399.UNCTAD (2010), Creative Economy Report 2010—Creative economy: A feasible development option. Geneva. Available at: http://unctad.org/en/Docs/ditctab20103_en.pdfWireless Intelligence (2013).