Transcript ข้อมูลอุตสาหกรรมไฟฟ้าและ

The Rapid Change of
Electrical and Electronics
Industry
21 Oct 2003
Electrical and Electronics Institute
1
Charuek Hengrasmee
• What drives changes in E&E Industry
• Implications of Changes
• World & Regional E&E Market Trend
• Thailand E&E Industry Characteristic
• E&E Industry Restructuring Studies,
Findings, and Improvement
• Development of Cooperation & Partnership
Electrical and Electronics Institute
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Charuek Hengrasmee
• Technology & Trend
• Consumers’ need / choice / tastes
• Market demand
• Environmental Requirements
• Economic Growth & Living Standards
Electrical and Electronics Institute
3
Charuek Hengrasmee
(What Drive Change)
• S&T discoveries, innovations,
and development
• Functionality, Applications,
Forms, Process
• Communication, Logistics
• Information Technology
Electrical and Electronics Institute
4
Charuek Hengrasmee
1939
Television
Invented
1946
ENIAC The First
Computer built
Electrical and Electronics Institute
1947
1971
The first Transistor The First
invented
Microprocessor Intel
4004
5
Charuek Hengrasmee
? ? 2003 +
Tim Berners-Lee
www Inventor
1981
IBM PC
• Nano electronic
• Bio electronic
• Quantum computing
1990
Internet
introduced
Electrical and Electronics Institute
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Charuek Hengrasmee
Electrical and Electronics Institute
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Charuek Hengrasmee
Electrical and Electronics Institute
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Charuek Hengrasmee
• Convenience
(What Drive Change)
• Higher quality
• Higher Living Stds. &
changing Life Style
• New Generation / Innovation
/ New product
Electrical and Electronics Institute
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Charuek Hengrasmee
M-commerce
Paperless Office
Mobile Worker
Market and
Consumer
Trend
Use of PDAs Rise
Dramatically
Electrical and Electronics Institute
Instant Messaging
Popularity
10
Wireless
Everywhere
Charuek Hengrasmee
Electrical and Electronics Institute
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Charuek Hengrasmee
Electrical and Electronics Institute
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Charuek Hengrasmee
(What Drive Change)
• Expected economic growth &
sustainability
• Trade Agreements & TBTs
• Need for future sustainable
environment
• Tightened standards, quality & more
environmental-friendly Product
performance / mfg. process
Electrical and Electronics Institute
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Charuek Hengrasmee
• Changes have been globalized and
very dynamic
• More gap on Technology
Development / “Digital Divided”
• Product differentation / innovation
• Less energy used / Self chargeable
• Small size / higher performance
product
Electrical and Electronics Institute
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Charuek Hengrasmee
Electrical and Electronics Institute
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Charuek Hengrasmee
Product trend
Watch
Portable AV
Mobile phone
Notebook
Computer
Digital camera
Flat screen
Product Trend
2002
2008
2012
weight
volume
weight
Volume
weight
volume
weight
50 g
35 cc
75 g
100 cc
100 g
100 cc
2000-4000 g
30 g
10 cc
50 g
65 cc
50 g
55 cc
1500-2500 g
10 g
5 cc
40 g
40 cc
30 g
45 cc
1000-2000 g
volume
weight
volume
3000-5000 cc
170 g
150 cc
2000-2500 cc
100 g
60 cc
1000-1500 cc
5o g
30 cc
weight
volume
4000-5000 g
5000 cc
3000-4000 g
3000 cc
1000-3500 g
2000 cc
Electrical and Electronics Institute
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Charuek Hengrasmee
Predictions of average weight and volume for compact gear
200
Digital cameras
Casio EXLIM digital camera
Mobile phones and PDA
Necklace-style equipment
150
weight
volume
100
Siemens XELIBRI
mobile phone
50
Citizen SPOT-compliant
terminal prototype
0
2002
Electrical and Electronics Institute
2006
17
2012
Charuek Hengrasmee
• Shortened Product Life Span / Cycle
• Economy of Speed : time-to market /
just-in-time process
• Quality & Standards
• Costs minimization
• Investment & Justification
• Increasing Industry Competitiveness
Electrical and Electronics Institute
18
Charuek Hengrasmee
Market demands
drive :
• Cost
competitiveness
• Speed of product
innovation &
differentiation
• Product quality &
standards and
related
environmental
requirement
Electrical and Electronics Institute
Those then create
pressure on :
• Technology & Skill
Development
• Investment
(Resilience & cost
justification)
• Supply Chain
Management
19
Charuek Hengrasmee
Key Issues
•Technology Driven
• Investment Intensive
• Short Product Lifecycle
- Form / Design
- Function
• Size of Market
• Economy of Speed
• Competitive Advantages
Q – Quality
C – Cost
D – Delivery
E – Engineering
S – Service
M – Management
Electrical and Electronics Institute
Electronics Electrical
high
high
Medium / Low
Medium / Low
high
high
high
high
high
Medium / Low
high
high
high
high
high
high
high
high
high / Medium
high
high
high
high
high
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Charuek Hengrasmee
US$ billion
1,584
1600
1,316
1400
1200
1,128
1,180
2000
2001
1,440
1,047
1000
800
600
400
200
0
1999
2002
2003
2004
Source: Cahners Group (2002)
Electrical and Electronics Institute
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Charuek Hengrasmee
US$ billion
600
500
400
300
200
100
0
1999
America
2000
2001
Europe
2002
Japan
2003
2004
Asia Pacific
Source: Cahners Group (2002)
Electrical and Electronics Institute
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Charuek Hengrasmee
World electronics production
Electrical and Electronics Institute
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Charuek Hengrasmee
Source : ZVEI-Be(2002)
Electrical and Electronics Institute
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Charuek Hengrasmee
E&E Manufacturers in Thailand 2003
• Total
– Electrical and parts
• Small
• Medium
• Large
• Not specified
– Electronics and parts
• Small
• Medium
• Large
• Not specified
– Supporting & Services
Electrical and Electronics Institute
2,187
414
78
41
8
421
138
111
5
971
25
Manpower in EE
Electrical
63,082
Electronics
254,599
Total
317,681
Charuek Hengrasmee
E&E Manufacturers in Thailand 2003
49 Mfg
North
North
Eastern
1,824 Mfg
51 Mfg
Central
East
254 Mfg
South
Electrical and Electronics Institute
9 Mfg
26
Charuek Hengrasmee
STRUCTURE OF THAI E&E INDUSTRY
No.of Factories
S
M
L
Total
Assemblers
Foreign&JV
Parts Suppliers
Foreign&JV
Electrical and Electronics Institute
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= 1,586
= 326
= 249
= 2,161
Local
Local
Charuek Hengrasmee
FDI Trend
Billion Baht
40
36
32
35
30
25
19
20
18
15
15
10
11
10
8
7
5
3
5
5
6
3
1
2
2
1
0.45
0.51 0.03
0.03
0.44
0.21
0
USA
Europe
Japan
Singapore Taiwan
1997
Electrical and Electronics Institute
1998
28
Korea
Hongkong
Other
1999
Charuek Hengrasmee
Import – Export 1996-2003 (YTD)
Billion Baht
800
700
600
500
400
300
200
100
0
1996
1997
1998
Ex : Electrical
1999
2000
Ex : Electronics
2001
Im : Electrical
2002
2003(JanJun)
Year
Im : Electronics
Source : Customs Department
Electrical and Electronics Institute
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Charuek Hengrasmee
Top 5 Export Product
Electronics
Billion baht
400
300
200
100
Year
0
1996
1997
1998
1999
2000
2001
2002
2003(Jan-Jun)
Automatic data processing machines and part thereof
Electronic intergrated circuits
Diodes,transistors and semi-conductor device
Teleprinters ,Telephone sets and parts thereof
Printed circuits
Source : Customs Department
Electrical and Electronics Institute
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Charuek Hengrasmee
Top 5 Export Product
Electrical
B illion B aht
80
60
40
20
0
Year
1996
1997
1998
1999
2000
2001
2002
2003
(Jan-Jun)
Air conditioning machine and parts thereof
Radio-broadcast receivers,television receiver and parts thereof
Electrical apparatus for switching or protecting circuits
Electric motors and generators
Video recording, and parts thereof
Source : Customs Department
Electrical and Electronics Institute
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Charuek Hengrasmee
- Industrial Restructuring Plan
( 1998 by MOI )
- Technical Assistance for the
Restructuring of Thai E&E
Industries (2001 by JODC /
EEAIC – FTI / EEI)
Electrical and Electronics Institute
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Charuek Hengrasmee
Strength
- Well developed Appliance Industry
- Strong / “High Touch” skill in Electronics
Assembly
Supports / Development Needs
- Design & Development Capability
- Technology Transfer Road Map
- Supplier Development : Productivity, Quality
& Management
Electrical and Electronics Institute
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Charuek Hengrasmee
Strength
- HR skill
- Political Stability & Investment
Environment
Supports / Development Needs
- Quality SCM
- Productivity Enhancement Training to
minimize cost
Electrical and Electronics Institute
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Charuek Hengrasmee
Building of Thai E&E Industry Competitiveness
Enhancing of International
Competitiveness
Development of High ValueAdded Products
Improving of Industrial
Standards and Product Quality
Assemblers
Increasing of local
Procurement
Production of High value
Products
Development of
Subcontracting System
Local Parts Suppliers
Information Exchange
Technology &
Management Development
Electrical and Electronics Institute
Development of Design
Capability
Manpower
Development
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Market
Development
Charuek Hengrasmee
Food
Tourism
Jewelry
TEXTILE
Electrical and Electronics Institute
Electronics
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Charuek Hengrasmee
Short Term
- Production Improvement
(Q,C,D,E,S,M)
- Technology Foresight Study
- Partnership Development
Medium & Long Term
- Technology Transfer
- R&D
Electrical and Electronics Institute
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Charuek Hengrasmee
JICA
Jetro
TNCs & MNCs
AFF.
Etc.
?
JV
Key Players :
?
DEVELOPED
COUNTRIES
Gov. Local SMEs
FTA,
WTO,
APEC,
ASEAN
Local SMEs
GOV.
DEVELOPING
COUNTRIES
Potential area of cooperation / partnership development
Electrical and Electronics Institute
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Charuek Hengrasmee
• “Affordable / Systematic” Technology
Transfer & Development
• Management of Logistics & Supply
Chain
• Mutual Benefits / Potential Areas
Identified
• “Fruitful” dialogue : either bi-lateral
or multi-lateral on :
FTA, MRA, NTBs & TBTs issues
Electrical and Electronics Institute
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Charuek Hengrasmee
Thank You
Kob Khun Krub
Electrical and Electronics Institute
40
Charuek Hengrasmee