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1、 () 15, 200X s , “ , , ” , a a a , , , a , . “ ” “ .” . . , . A a “ ” “ .” , . s a , : S A . , 1990 - 20000204060801001201409091929394959697989900 (M) 75% 40%: , , , , . 5% 1996 2000.: , ($B)347111727516889118156 36% s 2000. , 1991 - 20000102030405060708091929394959697989900 () 170% 86%:0.050.1770.6
2、381.573.636.8513.2324.9843.875 () : (, , , ), (, , , ) (, , , , , , , , , ): 0%100%199019962000F 0.28.5370.51777 (M) (M)1.233125 , , a a a , , A , , , A , & & 21543 6 3G 3 . 2G 2.5G 3G a 12345 S 1 ( 3 . ) 3 ( 5 - ) , , , , , , , , , , , , 25% 35% 49%V V: , , , A 3+ MNCMarketCNC s ( ) : . . :
3、 , 010203040509/966 010203040503/96 s s . . 93868382797776714171820212002040608010098990001(E)02(E)03(E)04(E) (%) 62573720103171014336311016050100150200250300350400990001(E)02(E)03(E)04(E) %: , . , # 18%(1) (1) ()s , 12% 40% , 3G2 G(28.8) ( , ) ( )3 G(3842) ( , )( , , ) 20003X ( )2.5 G(64144)20001X2
4、000/20012001/2002 a 010203040506020002001200220032004200520062007200820092010OVUM 1998ForresterYankeeDataquest 0999Strategy Analytics 0799010203040506020002001200220032004200520062007200820092010 %(1) %(1) (1) : , 200018( , )1614121086420. 31, 1999. 31, 2000. 31, 2001. 31, 2002: , & . 1999: . 20
5、00. 1999 20K . 2000 4.8M (). 200110M (). 200215M () 2001 A : (1) : ( ); 020406080100, , , 0204060801000204060801001G2G3G (1) :(%)(%)(%) .Middle layer/packagingInfra-structure/distributionNetworkdeviceUserdeviceBroadcasting/MediaTelecommunicationPC/InternetOthersContentFilmWeb site/e-commercePCsoftwa
6、reMobilephoneTelephoneGamingVisualAudioPC hardwareSet-top boxTransmission SatelliteCATVTerrestrialMobile carrier todayPhotographyMappingCar(Navigation/ITS)BooksBroadcastingPortalValue added servicesInternettelephonyPBXSwitchLAN WANequip-mentSecurityECrelatedISPECrelatedRadioLongDist-anceRegi-onalAcc
7、-ess . & A A B B A B C D 1G2G3G () ( ) ( , ) A: 01020304050607080051015 * s : , (1996 - 2000)(%) ( 100 ) I * . (.) 50% 10%$100M , , s , a a 中国最大的资料库下载中国最大的资料库下载 :A a - : s , a : s & a s .(1) : ? ? ?. (1) a , & 3 . , . & 321 - ( ) 123 1 3 5-6 3-4 23456789101112 I: s ( ) , 1 I: 123 s I
8、 : & -. -. , -. . , & - . , . , . a - - - - , & 2 : (I)4 ( ) 56789 I : ()456789 & ( ) & s , & : (I) 1: 2: 3: , , 4: , , , , . , , 5: 6: I () (1) -40-30-20-10010203040 . 1 1990-2000(1)-2 (%, 1990-2000)500 employees in 1990 () . ? , , () ( ) ( ) = 3 5 10 : . ( ) 3 : 101112 (s)
9、, I , a () P. (1) C. 100% 100%300%(1) a # # 123 , , , , . A (50% ) s , a , :s s A . , 1963. I : . , s . : s a , , a : : 48 : 2,500 ZD So 1,000 s : : (. ) & 33.544.533.54 (1-5 ): 1999 558 100 . (1-5 ) , a s “ ”“ ”“ : ”“ ”“ . ”“ ”“ : .“ ”“ ”“ ” 250 150 75 . . : 1970s1980s1990s B2B .3 33 33 33 33 3
10、3 33 33 33 33 33 33 3X XX XX XX XX XX XX XX XX XX XX XX XX XX XX XX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX & 3 33 33 33 33 33 33 33 33 3X XX XX XX XX XX XX XX XX XX XX XX XX X A a A A A s a , a 3G ( ) ( ) , , 1980s 1987. 1990, s 70 50 s s , , , s 798090 85 ( ) 27 42
11、9596 . 100 30-40% 60-70% 979899 3 Financial Services One of 2 Stock Exchanges in China Major Chinese commercial banks and National banks One of the leading global banksTelecom & Hi-Tech One of the leading telecoms in China Major e-commerce and telecom player in Hong Kong One of the leading finan
12、cial websites One of the major e-commerce incubators 3 & & Consumer Goods Leading conglomerates in China Leading global consumer goods company from EU & US in China Global spirit company s , P. a s . 1982 1989. . 1995 s . . a . , , , , , . , , a , , a . a , , , : a s . 1990 a 1997 . a s
13、a . a , , . : a , a a - , , a a . a , a . C. a , s . s . , , , . : a , ; , 26 a , a , a , a a , a a , a “ ” a “ ” a , , , a , , , ; a . s . a . , W. . . a 1989-1990 C. . , D, . a , a . , . . s a ; a ; a s ; a MARY BARLOWOrganisational Practice Area Specialist Mary is an organisational specialist foc
14、using on the areas of leadership, executive teamwork, change management, culture change and strategic HR. Mary has had a broad range of experience in major change projects and has worked for clients across a broad range of geographies. Highlights of Marys experience include:Leading the change manage
15、ment aspects of an accelerated change project for one of the major oil companies in New Zealand (Mary is currently supporting a similar project for the same company in Greece)Working with the top management group of a major Thai financial institution to enhance their leadership capability to effecti
16、vely execute large scale change throughout the organisationDesigning and supporting implementation of a culture change program for two Australian financial institutionsSupporting a major change project for one of Malaysias largest companies where ten joint client/BCG teams were redesigning the busin
17、ess for future successSupporting a major change project with a New Zealand state-owned enterprise over an 18 month periodDesigning and supporting a culture change program for an Australian government entity spanning 18 monthsDeveloping and implementing behavioural measures of performance in a major Australian financial institution Mary has just completed an internal BCG project aimed at enhancing BCGs change management capability globally. Background: Mary commenced her career teaching Mathematics to Applied Science and Engineering students. She worked
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