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Fórum Brasil-Coreia - Sergio Bampi Fórum Brasil-Coreia - Sergio Bampi Presentation Transcript

  • Actions for Electronics and Microelectronics Industry in the Southern Cone Sergio Bampi Federal University of Rio Grande do Sul Porto Alegre, Brasil
  • Outline
    • Electronics Industry – Global view
    • Electronics industry – Brazil
    • Action Recommendations
    • Conclusions
  • 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 View slide
  • Recent Scenario
    • Accelerated growth
    • in East Asia
    • Brazil – 2nd tier position
    • (2.3% of World production)
    • Manufacturing moved to
    • China
    • Spatial fragmentation
    • Where is the value added?
    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% View slide
  • Understand the World value Chain : Production & Engineering
    • Extreme SPATIAL FRAGMENTATION and specialization in the VALUE CHAIN
    • VALUE ADDED ATHE BEGINNING and the END of the PRODUCTION CHAIN IS NOT NECESSARILY CAPTURED BY THE PRODUCER COUNTRIES.
    • ELECTRONICS: Part of the IT value chain (IT services)
    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    
  • Electronics & Micro-Electronics Drivers & Market Growth Source: SIA Japan
  • Brazil - Scenario in IT goods
    • IT Goods, Automation and End-User Communication:
    • > 73% locally assembled or produced
    • Informatics (Computers, printers):
      • Only 10.5% are imported
    • Industrial Automation Hardware
      • 60% imported
    • TELECOMM infra-structure Equipments :
      • 26% are imported
    • 90.2% of the components ( in value) are imported.
    Current Scenario: Local Assembly of final goods is made with international quality standards. Mostly to serve de domestic/South American market.
  • Brazil - EE Industry Sales R$ (Currency) Bi 2007: US$ 57 Bi 2008: US$ 67 Bi 2010: US$ 70 Bi 9% avg.
  • 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
  • ACTIONS RECOMMENDED
    • Enhance/Create programs for System-on-Chip / Systems Design / Chip-Design Training
    • Top-level ENGINEERING EDUCATION in reasonable numbers
    • Recognize the interplay of:
      • A highly segmented Industry
      • Products and new services, unique for the South American market
      • S pecialization is prerequisite for entry into the market
    • Capture the productivity gains from deep specialization in the electronics chain
    • New incentives for components/assemblies not in PADIS ( PACE proposed by ABINEE)
  • ACTIONS RECOMMENDED
    • STATE-led actions (at federal and state levels):
      • Create subsidies , differentiating according to
      • Level 0 : Efficient electronics manufacturing
      • Level 1 : Embedded software (Platform-based “design”)
      • Level 2 : Component back-end (Package, Assembly, Test)
      • Level 3 : Electronics Designed locally
      • Level 4 : Case-by-case for FDI (foreign direct investment)
  • ACTIONS RECOMMENDED
    • Evaluate the current market drivers :
      • Consumer electronics and wireless communication fastest growth;
      • Very competitive, global platforms (HIGH BARRIER).
    • Future drivers :
      • Ubiquitous computing, always-on, everywhere
        • CONVERGENCE - digital life
      • Transportation : substitution of “oil economy”
      • Energy efficiency
      • Security, social safety and health
    • State support to innovation chain:
      • From seed capital, angel capital, finance/support innovation, to tax breaks.
      • Support to start-ups linked to the value chain.
  • 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
    • Technology Convergence makes competion more difficult
    • Barriers for entry in IT goods value chain increases with time.
    • Lack of local innovation in Electronics is a limiting factor
    CONCLUSIONS