Fórum Brasil-Coreia - Sergio Bampi

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Fórum Brasil-Coreia - Sergio Bampi

  1. 1. Actions for Electronics and Microelectronics Industry in the Southern Cone Sergio Bampi Federal University of Rio Grande do Sul Porto Alegre, Brasil
  2. 2. Outline <ul><li>Electronics Industry – Global view </li></ul><ul><li>Electronics industry – Brazil </li></ul><ul><li>Action Recommendations </li></ul><ul><li>Conclusions </li></ul>
  3. 3. Electronics Industry (2005-2008) – Before the Crisis Source : (OECD, 2008a) & Reed Electronics Research data Production (US$ Mi) S. Bampi COUNTRY 2005 * 2008* Average Yearly growth (%) China 265.641 413.114 15,9 USA 267.943 282.376 1,8 Japan 191.569 184.137 -1,3 South Korea 97.641 94.355 -1,1 Germany 70.859 81.477 4,8 Malasia 49.516 63.383 8,6 Singapore 50.175 52.500 1,5 Taiwan 41.331 51.171 7,4 M é xico 34.980 46.995 10,3 Brazil 21.184 37.753 21,2
  4. 4. Recent Scenario <ul><li>Accelerated growth </li></ul><ul><li>in East Asia </li></ul><ul><li>Brazil – 2nd tier position </li></ul><ul><li>(2.3% of World production) </li></ul><ul><li>Manufacturing moved to </li></ul><ul><li>China </li></ul><ul><li>Spatial fragmentation </li></ul><ul><li>Where is the value added? </li></ul>S. Bampi Production of Electronics Goods – World 07 (Billions Euros and %) 252,616 155,588 178,422 49,122 241,028 321,228 Europa 253 Bn€: 21,1% América do Norte 241 Bn€: 20,1% Japão 156 Bn€: 13,0% China 321 Bn€: 26,8% Outros da Ásia-Pacífico 178 Bn€: 14,9% Resto do Mundo 49 Bn€: 4,1%
  5. 5. Understand the World value Chain : Production & Engineering <ul><li>Extreme SPATIAL FRAGMENTATION and specialization in the VALUE CHAIN </li></ul><ul><li>VALUE ADDED ATHE BEGINNING and the END of the PRODUCTION CHAIN IS NOT NECESSARILY CAPTURED BY THE PRODUCER COUNTRIES. </li></ul><ul><li>ELECTRONICS: Part of the IT value chain (IT services) </li></ul>Eng Eng  PHYSICAL PRODUCTION   Eng S. Bampi Distribution, Marketing and Services (CS) Assemby, Final Test Parts fabrication Design of parts, subassemblies, and components Product Design 4 1 2 3 5    
  6. 6. Electronics & Micro-Electronics Drivers & Market Growth Source: SIA Japan
  7. 7. Brazil - Scenario in IT goods <ul><li>IT Goods, Automation and End-User Communication: </li></ul><ul><li>> 73% locally assembled or produced </li></ul><ul><li>Informatics (Computers, printers): </li></ul><ul><ul><li>Only 10.5% are imported </li></ul></ul><ul><li>Industrial Automation Hardware </li></ul><ul><ul><li>60% imported </li></ul></ul><ul><li>TELECOMM infra-structure Equipments : </li></ul><ul><ul><li>26% are imported </li></ul></ul><ul><li>90.2% of the components ( in value) are imported. </li></ul>Current Scenario: Local Assembly of final goods is made with international quality standards. Mostly to serve de domestic/South American market.
  8. 8. Brazil - EE Industry Sales R$ (Currency) Bi 2007: US$ 57 Bi 2008: US$ 67 Bi 2010: US$ 70 Bi 9% avg.
  9. 9. Brazilian Electronics Industry 1 Source: PINTEC/IBGE 2005 (aggregated by CNAE de 03 dígits) 2 Source: PIA/IBGE 2006 (CNAEs , own ellaboration) Industry type (subsystem) #N of Companies 1 Net Sales 1 (R$ K) Personnel (2005) Personnel 2 (2006) 30 – Electrical, Electronics Components 326 3.949.732 27.768 15.898 31 – Consumer Electronics 793 24.166.719 90.320 106.823 32 – Telecomm Equipment 176 22.874.574 28.516 37.901 33 – Informatics Goods , Automation 413 11.124.351 37.566 48.771 TOTAL 1,708 62.115.376 184,170 209,393
  10. 10. ACTIONS RECOMMENDED <ul><li>Enhance/Create programs for System-on-Chip / Systems Design / Chip-Design Training </li></ul><ul><li>Top-level ENGINEERING EDUCATION in reasonable numbers </li></ul><ul><li>Recognize the interplay of: </li></ul><ul><ul><li>A highly segmented Industry </li></ul></ul><ul><ul><li>Products and new services, unique for the South American market </li></ul></ul><ul><ul><li>S pecialization is prerequisite for entry into the market </li></ul></ul><ul><li>Capture the productivity gains from deep specialization in the electronics chain </li></ul><ul><li>New incentives for components/assemblies not in PADIS ( PACE proposed by ABINEE) </li></ul>
  11. 11. ACTIONS RECOMMENDED <ul><li>STATE-led actions (at federal and state levels): </li></ul><ul><ul><li>Create subsidies , differentiating according to </li></ul></ul><ul><ul><li>Level 0 : Efficient electronics manufacturing </li></ul></ul><ul><ul><li>Level 1 : Embedded software (Platform-based “design”) </li></ul></ul><ul><ul><li>Level 2 : Component back-end (Package, Assembly, Test) </li></ul></ul><ul><ul><li>Level 3 : Electronics Designed locally </li></ul></ul><ul><ul><li>Level 4 : Case-by-case for FDI (foreign direct investment) </li></ul></ul>
  12. 12. ACTIONS RECOMMENDED <ul><li>Evaluate the current market drivers : </li></ul><ul><ul><li>Consumer electronics and wireless communication fastest growth; </li></ul></ul><ul><ul><li>Very competitive, global platforms (HIGH BARRIER). </li></ul></ul><ul><li>Future drivers : </li></ul><ul><ul><li>Ubiquitous computing, always-on, everywhere </li></ul></ul><ul><ul><ul><li>CONVERGENCE - digital life </li></ul></ul></ul><ul><ul><li>Transportation : substitution of “oil economy” </li></ul></ul><ul><ul><li>Energy efficiency </li></ul></ul><ul><ul><li>Security, social safety and health </li></ul></ul><ul><li>State support to innovation chain: </li></ul><ul><ul><li>From seed capital, angel capital, finance/support innovation, to tax breaks. </li></ul></ul><ul><ul><li>Support to start-ups linked to the value chain. </li></ul></ul>
  13. 13. R&D activities in Brazil in 1990´s were kept mostly at public Universities 2002 – 2011 : A restart of the MICROELECTRONICS industry in Brazil Innovation, entrepreneurship and technology development are key priorities for electronics & Microelectronics Strict regulations hinder technology development, innovation and cooperation between industry and top R&D institutions in BRAZIL. New Science, Technology and Innovation Bill for Public Institutions is being discussed at the Congress today (2011). CONCLUSIONS
  14. 14. <ul><li>Technology Convergence makes competion more difficult </li></ul><ul><li>Barriers for entry in IT goods value chain increases with time. </li></ul><ul><li>Lack of local innovation in Electronics is a limiting factor </li></ul>CONCLUSIONS

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