BCG-高通中国服务器市场战略规划EN-20150409.pptx

1、1 Controlled Distribution DO NOT COPY Confidential and Proprietary Qualcomm Technologies,Inc.INTERNAL USE ONLY NO PUBLIC DISCLOSURE PERMITTED China Server Market&Strategy Study BCG China April,2015 2 Controlled Distribution DO NOT COPY Confidential and Proprietary Qualcomm Technologies,Inc.INTERNAL

2、USE ONLY NO PUBLIC DISCLOSURE PERMITTED Objectives for today Our server strategy needs to address not only our economic needs of building a new business but our non-market needs in China We have aligned on the attractiveness of the Chinese server market and the influence that the government can exer

3、t upon it We still need to address the following questions to outline our strategy for Servers in China:Which steps of the value chain are critical for us to focus on?What type of partnership/business model should we strive to have?Who are the target candidates for a partnership?and what do they bri

4、ng to the table?Where(geographically)should we base our business?We have put together a fact base as a guide for our discussion,but todays discussion should be a constructive white-boarding session We also need to align on what to present to the next Steering Committee 3 Controlled Distribution DO N

5、OT COPY Confidential and Proprietary Qualcomm Technologies,Inc.INTERNAL USE ONLY NO PUBLIC DISCLOSURE PERMITTED Weve addressed most of your requests from our previous communications China server ecosystem(hardware and software)landscape Potential pools of money put to play in China on data centers P

6、otential options of business models for QCs server business in China Potential partners in China Economic view on select regions of China Deep dive on potential software and security chips partnership Topic Our progress Source:BCG analysis Need more info on QCs offerings 4 Controlled Distribution DO

7、 NOT COPY Confidential and Proprietary Qualcomm Technologies,Inc.INTERNAL USE ONLY NO PUBLIC DISCLOSURE PERMITTED Tentative agenda for working session Topics Time(minutes)Overall China Strategy project context 10 China server ecosystem Demand side(recap)Supply side dynamics and opportunities 30 Pote

8、ntial paths to jump start QC server business,in china Partnership structures lessons from other MNCs How can we work with/leverage the IC fund 60 Guizhou commitment and other location options Regional overviews 30 Discussion on potential partner options in China Value chain overview Software segment

9、 Security chip segment 60 Next step Path to create the roadmap What to present in next steering committee 20 5 Controlled Distribution DO NOT COPY Confidential and Proprietary Qualcomm Technologies,Inc.INTERNAL USE ONLY NO PUBLIC DISCLOSURE PERMITTED Summary of our key messages Recap:China is a very

10、 important market for QCs ARM server business,and Govt exert large influence on the server market There has already been an on-going war between different server CPU architecture in China with multiple possible disruptive scenarios;QC has to act quickly with proper strategy Partner with local ecosys

11、tem players can be a suitable strategy for QC to play in Chinas server market,and QC could further leverage China as a platform to expand its server business globally Design and exporting ARM server chip by ourselves to China is not a viable option,given the immature ARM server ecosystem Developing

12、the ecosystem in US and selling the full package to China would be slow due to Govt cyber security concern Partnering with local players could gain Govt endorsement and help QC jump start server business in China Two possible big plays for QC to gain support from Chinese Govt and leverage IC funds t

13、o stimulate the ecosystem build up Option#1:Establish non-equity industry alliance with ecosystem players and pitch for IC funds investment in our allies Option#2:Create one or a series of JVs with local partners along the value chain and invite Govt IC funds to invest Before we made a decision on w

14、here to base our China server business,here are some key considerations for working with Guizhou Guizhou province is still an undeveloped area lacking local talent pool and foreign investments,yet local economy is developing fast Guizhou government(officials)has strong ambitions and political capita

15、l to build a local cloud and big data industry cluster Local government has expressed high hope and expectation for QC to collaborate with them(Preliminary)Key discussion points 6 Controlled Distribution DO NOT COPY Confidential and Proprietary Qualcomm Technologies,Inc.INTERNAL USE ONLY NO PUBLIC D

16、ISCLOSURE PERMITTED Agenda Opening:Overall China project context China server market overview Demand side:large potential and highly influenced by government Supply side:server architecture war already happening and potential disruptive scenarios China market entry strategy Discussion on QCs capabilities and expectations from ecosystem partnership Business model and local partnership study Discussion on Guizhou commitment and other location options Potential partners deep dive:software and secur