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Disconnected ICT Supply Chains
COVID-19 is decimating the global economy and reshaping the ICT ecosystems. Digitimes president Colley Hwang's new book, Diconnected ICT Supply Chains: New Power Plays Unfolding, sheds light on post-pandemic situations the ICT supply chains face.
IN THE NEWS
Friday 3 July 2020
3x3 grid reference for industry developments
There are many factors that should be taken into consideration when doing market research. To better assess supply chain changes, let's first draw a 3x3 grid that offers a clear framework on all key information. Across the diagonal of the grid, we put the fundamental factors that will affect the ICT industry's integrity and influence...
Thursday 2 July 2020
ICT industry structure
To give a clear picture of the ICT industries, we can divide them into five major market segments - communication, computing, home appliances, automotive electronics, and industrial automation/defense. For example, computing and communication contribute about 65-70% of the ICT sales, with consumer electronics, automotive devices, and industrial control each accounting for about 10%...
Tuesday 30 June 2020
Why China matters
China has a population of 1.4 billion in 2020. China's GDP would reach US$15.7 trillion according to CIA estimates. If China could maintain its target of a 6% growth, its GDP would be close to 80% of America's US$20 trillion. CIA even projected that China's GDP would climb to US$38.2 trillion by 2040, far surpassing America's US$28.8 trillion...
Wednesday 24 June 2020
Disconnected ICT Supply Chains
When Chinese president Xi Jinping declared war on COVID-19, I knew the outbreak in China must have been very grave. At the time, many Taiwanese CEOs and managers had returned home from China for the Lunar New Year break...