中国：明日のエレクトロニクス業界のリーダー

EXECUTIVE SUMMARY

The growth of electronics equipment production in China has been widely described as the most fundamental shift in the world electronics industry. Moreover, China is the main beneficiary of the 2001-2002 crisis as its share of the world electronics production grew from 10% in 2000 to 18% in 2003 at an amazing rate of 15.4% per year over the period, ensuring a solid business activity in difficult times for international players. This development is actively supported by the Chinese government, whose objective is to make the national electronics industry an independent and competitive activity, pulling the development of thecountry. 

As growth of the electronics industry in more developed countries is picking up again, the question arises whether China is just a good business opportunity in difficult times, or a growing permanent threat to the established industrial base in Europe, the USA and elsewhere.

In reality the situation is more favourable. Chinas strong growth offers long-term market opportunity for electronic OEMs worldwide. Developing production in China, both for the local market and for worldwide sales, affords an opportunity for investors. This should not be seen only as competition for production in other areas than China. Electronics production continues to grow in the other regions of the world, although slower, following the market.

Table of contents

1 EXECUTIVE SUMMARY 

• 1.1 China, a new competency centre for the electronics industry 
• 1.2 Main findings and new trends 
• 1.3 Methodology and scope 

2 China: a massive consumer market and an emerging leading world power 

• 2.1 China versus the world 
• 2.2 Chinese electronics industry 

3 China supplies the world 

• 3.1 TV sets 
  • 3.1.1 Market characteristics 
  • 3.1.2 Government orientation 
  • 3.1.3 Main actors 
  • 3.1.4 2003-2008 Colour TV scenario 
• 3.2 DVDs 
  • 3.2.1 Overview 
  • 3.2.2 Market and production prospects 
  • 3.2.3 Chinese DVD manufacturers 
  • 3.2.4 The royalties issue and the development of new strategies 
  • 3.2.5 2003-2008 DVD scenario 
• 3.3 PCs and EDP 
  • 3.3.1 Overview 
  • 3.3.2 Chinese PC production 
  • 3.3.3 The Chinese PC market 
  • 3.3.4 Chinese PC exports 
  • 3.3.5 Main actors 
  • 3.3.6 Computer peripherals in China 
  • 3.3.7 Digital cameras 
  • 3.3.8 2003-2008 computer scenario 
• 3.4 Mobile phones 
  • 3.4.1 Overview 
  • 3.4.2 Market and production prospects 
  • 3.4.3 Main actors 
  • 3.4.4 Government orientation 
  • 3.4.5 2003-2008 mobile phone scenario 
• 3.5 Home appliances 
  • 3.5.1 Market and production prospects 
  • 3.5.2 Main suppliers 
• 3.6 Automotive industry and electronics 
  • 3.6.1 Light vehicle market and production prospects 
  • 3.6.2 Government regulation and Chinese entry into WTO 
  • 3.6.3 Chinese industrial base 
  • 3.6.4 Local brand strategy 
  • 3.6.5 Chinese automotive supply chain 
  • 3.6.6 2003-2008 Chinese light vehicle and automotive electronics scenario 

4 China is developing a powerful professional electronics industry 

• 4.1 Telecommunications infrastructure equipment 
  • 4.1.1 Mobile networks 
  • 4.1.2 Broadband 
  • 4.1.3 Satellite Telecommunications 
  • 4.1.4 Industrial base 
  • 4.1.5 Telecom operators 
• 4.2 Defence and aerospace 
  • 4.2.1 Military aviation 
  • 4.2.2 Civil aviation 
  • 4.2.3 Civil air traffic and airlines 
  • 4.2.4 Missiles 
  • 4.2.5 Chinese navy 
  • 4.2.6 Chinas ground forces 
  • 4.2.7 Chinas space industry 
  • 4.2.8 Military budget trends 
  • 4.2.9 Chinas defence industrial organisation 
  • 4.2.10 Electronic equipment in aerospace and defence 
• 4.3 Industrial electronics 
  • 4.3.1 Large projects go to international companies 
  • 4.3.2 The end of the joint venture era 
  • 4.3.3 Motor Drives 
  • 4.3.4 Distributed control systems 

5 China already has a significant component industry 

• 5.1 Semiconductors 
• 5.2 Passive, interconnection and electromechanical components 

6 The main Chinese companies in the electronics industry 

• 6.1 Chinese manufacturers scale and their world competitors 
• 6.2 Players in the Chinese electronics industry 
• 6.3 Company profiles