麦肯锡 三星竞争对手分析 .ppt

SAMSUNG010605BJ kickoff2 CONFIDENTIAL MobileHandsetCompetitorAnalysis Nokia SAMSUNGELECTRONICSCHINA SECChina August20 2001 Thisreportissolelyfortheuseofclientpersonnel Nopartofitmaybecirculated quoted orreproducedfordistributionoutsidetheclientorganizationwithoutpriorwrittenapprovalfromMcKinseyitisnotacompleterecordofthediscussion 1 北斗成功社区BeiDouW成功 励志 财经 职场 创业 管理 理财 修身助您解决成长中的问题不知道您是否有这种感觉 1 网络上太多娱乐的内容 互联网和电脑对我的意义难道仅是娱乐吗 这样只会在享乐中沉迷下去 难以成长 我们需要更多的学习资料和教育资源 2 资料虽难得 但是整理更难 网上的教育资料大部份都很乱 不好的或不够好的资料看了令人沮丧 令人失去信心 令人失去学习的兴趣 3 能够稳定下载的地方太难找 要么连接无效 要么收费 要么内部分享 要么需要配合各种高技术手段 可能花了很多时间在找寻 最后还是一无所获 还不快来看看 Successishere CONSULTING SAMSUNG010605BJ kickoff2 2 OVERVIEWOFCOMPETITORANALYSISFRAMEWORK 1 Backgroundinformation LocationRegisteredcapitalManagementteamEquitystructure StartingyearNumberofemployeesEraanalysis 4 Valuechainstrategy 5 Organizationandownership 6 Financialperformance FocusonMarketing advertisingandpromotionDistribution channelandsalesforce OrganizationstructureOwnershipstructure SalesProfit 2 Strategy 3 Product market MissionVisionCorporatestrategyMarketposition KeyproductofferingsKeycustomersValuepropositionGeographicfocusPricing SAMSUNG010605BJ kickoff2 3 KEYISSUESTOPROBE NOKIA Strategy Product market Valuechainstrategy Organization ownership Financialperformance HowdoesNokiapositionitselfnowandin2005 WhatareNokia sproductandvaluedeliverysystemstrategiesthatdifferentiateitselffromitscompetitors Howdoesitscurrentmarketpositionhelpachieveitsgoal WhatisNokia skeyproductofferingsandhowdoesNokiadifferentiateitsproductsfromitscompetitors WhatcustomersegmentsisNokiatargetingat InwhichgeographicareasisNokiastrongorweak HowdoesNokia sproductdevelopmentmeetcustomerrequirement HowdoNokia sdistributionchannelsdifferfromitscompetitors WhydoesNokialaunchexclusivespecialistshops HowdoesNokiaprovidecustomerservices HowmuchdoesNokiainvestinJVsandWOFEsinChina andwhatarethemaindrivers HowdoesNokiaorganizetoenabletheJVsandWOFEstoworktogether HowstrongisNokia sperformanceandwhatarethemajorcontributors WhatisNokia sperformancetrend SAMSUNG010605BJ kickoff2 4 BACKGROUNDINFORMATION 1 Backgroundinformation LocationRegisteredcapitalManagementteamEquitystructure StartingyearNumberofemployeesEraanalysis 4 Valuechainstrategy 5 Organizationandownership 6 Financialperformance FocusonMarketing advertisingandpromotionDistribution channelandsalesforce OrganizationstructureOwnershipstructure SalesProfit 2 Strategy 3 Product market MissionVisionCorporatestrategyMarketposition KeyproductofferingsKeycustomersValuepropositionGeographicfocusPricing SAMSUNG010605BJ kickoff2 5 NOKIAISRELATIVELYALATE COMERTOCHINA HOWEVERITHASGROWNRAPIDLYTOBECOMEAMARKETLEADERINMOBILECOMMUNICATION Background Implication LeaderinmobilecommunicationgloballyandinChinaAlthougharelativelylater comertoChina hasinvestedheavilyinitsChinesebusinessFocusedproductlineswithNokianetworkofferingmobile broadbandandIPnetworkinfra structure andNokiamobileofferingmobilehandsets Source NokiaPressRelease SAMSUNG010605BJ kickoff2 6 STRATEGY 1 Backgroundinformation LocationRegisteredcapitalManagementteamEquitystructure StartingyearNumberofemployeesEraanalysis 4 Valuechainstrategy 5 Organizationandownership 6 Financialperformance FocusonMarketing advertisingandpromotionDistribution channelandsalesforce OrganizationstructureOwnershipstructure SalesProfit 2 Strategy 3 Product market MissionVisionCorporatestrategyMarketposition KeyproductofferingsKeycustomersValuepropositionGeographicfocusPricing SAMSUNG010605BJ kickoff2 7 NOKIAPOSITIONSITSELFASALEADINGPRODUCTANDSYSTEMSUPPLIERINTHEFASTGROWINGMOBILECOMMUNICATIONINDUSTRY Vision Toleadmobilecommunicationthroughtheintegrationofmobilitywithinternetandtheinnovationofnewservicemodels Strategy FocusesonmobilecommunicationproductsandaimstobeatotalsolutionproviderinmobilecommunicationRegularlyintroducesconsumer orientedproductswithemphasisondesignsandfunctions BuildsstronglocalalliancethroughJVswithChinesepartnersandR DcenterswithChineseuniversitiesBuildsexclusivespecialistshopstobringone stepsolutionstoendusersBuildsfixedandmobileservicestationswithwidegeographiccoverageincludingruralareas Source NokiapressRelease SAMSUNG010605BJ kickoff2 8 NOKIAHASCAUGHTUPWITHMOTOROLAASMARKETLEADERSINMOBILEHANDSETSSINCE1999 Monthlymarketsharedevelopment Percentofmarketinunitssold 98 99 Jan 00 Dec 00 Nokia Motorola Siemens Ericsson Source IDC McKinseyAnalysis SAMSUNG010605BJ kickoff2 9 UNLIKEITSCOMPETITORS NOKIA SMARKETSHAREISTHESAMEAMONGSTNEWANDREPURCHASEBUYERS Others Nokia Ericsson Siemens Motorola RepurchaseBuyers NewBuyers Totalmarket Percentofunitssold 20004Q 25 75 ofMarket 100 Definition Newbuyer neverboughtmobilephonebeforeRepurchasebuyer boughtmobilephonebefore Source IDC McKinseyanalysis SAMSUNG010605BJ kickoff2 10 AMONGREPURCHASERS NOKIA SCHURNRATEISHIGH BUTATPARWITHMOTOROLA Percent 2000 Ericsson Nokia Alcatel Others Siemens BrandboughtbypreviousNokiaowners Motorola Samsung Motorola Alcatel Others Siemens BrandboughtbypreviousMotorolaowners Nokia Samsung Ericsson Source McKinseyanalysis SAMSUNG010605BJ kickoff2 11 PRODUCT MARKET 1 Backgroundinformation LocationRegisteredcapitalManagementteamEquitystructure StartingyearNumberofemployeesEraanalysis 4 Valuechainstrategy 5 Organizationandownership 6 Financialperformance FocusonMarketing advertisingandpromotionDistribution channelandsalesforce OrganizationstructureOwnershipstructure SalesProfit 2 Strategy 3 Product market MissionVisionCorporatestrategyMarketposition KeyproductofferingsKeycustomersValuepropositionGeographicfocusPricing SAMSUNG010605BJ kickoff2 12 Nokiahasanarrowproductportfoliofocusingonmobilecommunicationproducts andmobilehandsetisNokia skeyproductofferingNokiaoffersconsumer orientedhandsetswithemphasisondesignsandfunctions targetingmediumandlowendcustomers ItsmaincustomersegmentsaretheyoungandfashionableNokia sfashionphonesarerelativelystronginmajorcitiesandthesouthregion howeverNokiaisrelativelyweakinthefourth tiercities KEYMESSAGES PRODUCT MARKET SAMSUNG010605BJ kickoff2 13 MOBILEHANDSETISNOKIA sBIGGESTPRODUCTOFFERINGANDITSESSENTIALPARTOFTOTALSOLUTIONSINMOBILECOMMUNICATION Nokiamobilehandsets Nokiaproductofferings Nokianetwork Products Nowandfuture Nokia3310foryoungpeopleNokia8210forfashionchaserNokia6210WAPforbusinessprofessionalNokia7110WAPwithfullChineseinterfaceNokia9210aspersonnelcommunicatorNokia8310 6310forGPRSandWAP MobilenetworkBroadbandnetworkIPnetwork Largestmobilehandsetsupplierintheworldwithaboveaveragegrowthinsalesandmorethan30 globalmarketshareViewsmobilehandsetasadigitalconvergencepointformultimediaservicesSupportsbluetoothbetweenmobilehandsetandPCinNokia6310formobileprofessionalDevelopWCDMAhandsetswithDoCoMoDevelopshomenetproductssuchasmultimediaterminalsinNokiaZhongxin ProvidesmultimediaservicenetworksolutionsforoperatorsandISPenteringthemobilecommunicationfieldsNokianetworkcoversmanycitiesandareasinChinaincludingBeijing Shanghai HongKongandTaiwanetc Aimstobeatotalsolutionproviderformobilecommunication SAMSUNG010605BJ kickoff2 14 NOKIAEMPHASIZESONCONSUMER ORIENTEDDESIGNSANDFUNCTIONS Fashion Business Basic Fun Changeablecover Sub 100g Voice dial Recording Vibration Tri band WAP Built inmodem IR port Chineseinput Li Ionbattery SMSmessaging Games Composable downloadableringertone 8210 6210 P7689 L2000 V998 L2000WWW Fashion Classic PriceinChina RMB 2652 2878 2369 1800 1435 1452 Equivalentfeatures Nokiamorefun fashionvs Motorolamorefunctions Motorolaofferslowerpricemodelswithsimilarfeatures tri bandandWAP Nov 2000price KeyDifferences SAMSUNG010605BJ kickoff2 15 WITHINCHINA NOKIA sFASHIONPHONESPERFORMBETTERINSOUTHCHINAANDLARGECITIES Northregion Eastregion Southregion Chinaaverage Beijing Shanghai Shenzhen Guangzhou Marketshare Percent 2000 Source McKinseyAnalysis SAMSUNG010605BJ kickoff2 16 Tier1 Tier2 Tier3 Tier4 Nokia Motorola Others NOKIAISRELATIVELYWEAKINTHEIMPORTANT4THTIERCITYMARKET Percentmarketshare 2000 Ericsson Siemens 18 19 23 40 Tiersizeas oftotal 100 Millionunits 6 7 7 0 8 5 14 8 Source McKinseyAnalysis SAMSUNG010605BJ kickoff2 17 Source RetailAudit McKinseyanalysis ANDTHISWEAKNESSIN4THTIERCITIESSPANSMOSTPROVINCES InnerMongolia Hunan Yunnan Anhui Guangdong Fujian Zhejiang Heijongjiang Jilin Henan Jiangxi Hebei Shanxi Liaoning Sichuan Shandong Jiangsu Shanxi Hubei Gansu Guizhou Percentmarketshare Nokia MarketsharePercent Province Tier1 2 3city Tier4city SAMSUNG010605BJ kickoff2 18 VALUECHAINSTRATEGY 1 Backgroundinformation LocationRegisteredcapitalManagementteamEquitystructure StartingyearNumberofemployeesEraanalysis 4 Valuechainstrategy 5 Organizationandownership 6 Financialperformance FocusonMarketing advertisingandpromotionDistribution channelandsalesforce OrganizationstructureOwnershipstructure SalesProfit 2 Strategy 3 Product market MissionVisionCorporatestrategyMarketposition KeyproductofferingsKeycustomersValuepropositionGeographicfocusPricing SAMSUNG010605BJ kickoff2 19 Nokiaisnotregardedasatechnologyleader ascomparedwithMotorola however itspendsagreatamountofeffortinunderstandingcustomerrequirementsandtailorsitsproducttomeettheserequirements NokiaemploysPTAC CellStar BeijingTelecommunicationEquipmentFactory BrightPoint ExpressFortune andTechGloryasthefirst tierresellerstodistributehandsetsthroughauthorizedstoresandcounters Thedistributionchannelsarerelativelyflat Whileitsretailshopsaregrowingrapidlytoapproximately900aroundthecountry Nokiaalsodevelopsexclusivespecialistshopsinordertoprovide one step solutionstoendusersNokiaimplementsahighlyefficientcustomerservicesystemwith250servicestationsandmobileservicestationsforruralareas Itprovidesgoodpre andaftersalesservice KEYMESSAGES VALUECHAINSTRATEGY SAMSUNG010605BJ kickoff2 20 NOKIAISSTRONGATMARKETING SALESANDSERVICE BUTWEAKATTECHNOLOGY StrengthsLeversforimprovement EstablishedR Dcenterin98 99inBeijingforChinamarket with150researchstaffStronginlowenddevelopmentGoodproductqualityanddesignWeakerpositioninhighendsegmentandhighendtechnologyPositioninlowendunderattack ScalablelocalproductionOptimizedlogistics Country widedistributionchannelsandstrongchannelmanagementHighretailerspreferenceLowerratingofretailsupportRetailerpreferencenottranslatingintohighermarketshare StrongbrandawarenessandpreferencePromotes technologybasedonpeople AwarenessandpreferencelowerthanMotorolaBrandinyoungmarketunderattackLowtechnologyimage Highlyefficientcustomerservicesystemwith250servicestationsandmobileservicestationsforruralareasGoodpre andaftersalesservice e g onehourrepair service SAMSUNG010605BJ kickoff2 21 onNokia onMotorola NOKIAHASREPUTATIONGAPASTECHNOLOGYLEADER ANDTARGETDIFFERENTCUSTOMERSEGMENTSFROMMOTOROLA Nokiahasgoodproductdesigns Nokiaphonesareforfemaleoryoungerpeople Nokiaissecondtoupgradeproducts Motorolaproductsaremoreformal Motorolaalwaysintroducesnewtechnologytothemarketfirst Loyaluseriswhite collarworker ontechnologyleadershipandinnovation ondesign ontypicalloyalusers SAMSUNG010605BJ kickoff2 22 NOKIADISTRIBUTESTHROUGHSIXFIRST TIERRESELLERSANDDEVELOPSEXCLUSIVESPECIALISTSHOPS NokiaChannelStructure LateentrytotheChinamarketwithlesshistoricoverheadFlatdistributionchannelsDevelopsexclusivespecialistshopsProvidesafter saleservices Source ChinaComputerJournal Vendor 1st tierresellers Consumers 2nd tierresellers Retailers retailchainstores 6 3 91 22 33 36 6 33 58 RationalesNokiaemploysPTAC CellStar BeijingTelecommunicationEquipmentFactory BrightPoint ExpressFortune andTechGloryasits6first tierresellersNokiarequiresresellerstoreportthepromotionplanandproductorderingplansaquarterinadvance andsincethedemandforhandsetstendstofluctuateacrosspromotionalprograms thisinflexiblestrategygenerallylimitsthepotentialgainwhenmarketdemandchangesacrosspromotionsCloseto900retailshopsandcounterscountry wide with50 growthfrom1999Formexclusivespecialistshoptoprovideone stepsolutiontoendusers SAMSUNG010605BJ kickoff2 23 ORGANIZATIONANDOWNERSHIP 1 Backgroundinformation LocationRegisteredcapitalManagementteamEquitystructure StartingyearNumberofemployeesEraanalysis 4 Valuechainstrategy 5 Organizationandownership 6 Financialperformance FocusonMarketing advertisingandpromotionDistribution channelandsalesforce OrganizationstructureOwnershipstructure SalesProfit 2 Strategy 3 Product market MissionVisionCorporatestrategyMarketposition KeyproductofferingsKeycustomersValuepropositionGeographicfocusPricing SAMSUNG010605BJ kickoff2 24 Nokiahas7JVand1WOFEinChina amongwhichNokiaBeijingandNokiaDongguanaremanufacturingmobilehandsets NokiaBeijinghasannualproductioncapacityof30millionunitsin2001 ThemaindriversforNokiatosetupJVsandWOFEsinChinaincludebuildinglocalalliances localizingmanufacturingtomeetdomesticmarketdemandandincreaseexports andtechnologytransferencouragedbytheChinesegovernmentWithanarrowproductportfolio Nokia sorganizationisproductfocusedwithcoordinatedsalesandmarketingeffortacrossJVsthatmanufacturethesameproducts KEYMESSAGES ORGANIZATIONANDOWNERSHIP SAMSUNG010605BJ kickoff2 25 NOKIAHAS7JVsAND1WOFEINCHINA AMONGWHICH2JVsAREDEVOTEDTOMOBILEHANDSETS Maindrivers BuildssuccessfulalliancewithChinesepartnersLocalizesmanu facturingformajorproductsMeetsdomesticmarketdemandandincreasesexportsRealizestechnologyandskilltransferindevelopment manufacturingandmanagementHelpsChinesepartnersimprovecompetitivenessinChinaandglobally NokiaBeijing Hangxingtelecom Establishedyear Productoffering 1995 1995 1997 1994 2000 1999 1998 GSMsystemandequipmentMobilehandsets Mobilehandsets GSM900 1800networkservices Mobileswitches Wirelessapplicationssolutionsandservices Digitalmultimediaterminals GSMbasestationCellularnetworktransmissionproducts 50 withShouxin 70 WithDongguanWanxin WithFujianmobile WithBeijingHangxing WithDongruan WithZhongxinandbroadcastingscienceinstitute 100 SAMSUNG010605BJ kickoff2 26 NOKIA sORGANIZATIONISMAINLYPRODUCTFOCUSEDWITHANARROWPRODUCTPORTFOLIOANDCOORDINATEDSALESANDMARKETING Nokiainternational Marketing Manufa cturing SalesandServices Manu facturing R D Service Manufa cturing SalesandServices R D Impleme tation SalesandServices Manufa cturing SalesandService