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Wednesday 27 October 2021
Industry watch: How to estimate added value of enterprises
GDP is an important criteria to measure a country's income and social structure. GDP is the concept of added value. The total amount of GDP is equivalent to the total added value...
Tuesday 26 October 2021
Industry watch: How do you know something without personal experience?
Many people can talk about digital transformation, but only a handful of them can put it into practice.
Monday 25 October 2021
Industry watch: The Chinese community
Chih-Kai Cheng, a friend of mine in venture capital business in the US, has remarked that the ethnic Chinese in Silicon Valley have a broad vision but lack practical experience in...
Friday 22 October 2021
Industry watch: Sharing, reciprocity for win-win partnerships
Over the past 36 years, I have learned quite a few lessons from Taiwan's electronics industry development. One of them is that only through "sharing" and "reciprocity" can we achieve...
Wednesday 20 October 2021
India: Five major players contribute 87% of information services industry revenue
Since moving into the new economic era in the 1990s, India has chosen the information service sector as its core industry. Much of the loans and subsidies from the World Bank have...
Tuesday 19 October 2021
India: Key roles of 3 major telecom service providers
India's three major telecommunication companies account for 90% of the business opportunities. Vodafone's market share is declining. The fastest-growing player is Reliance Jio, which...
Monday 18 October 2021
India: Government policies for EV
The most crucial for electric vehicles (EV) is the external ecosystem, or more precisely the infrastructure which is often closely linked to the government's various supporting measures...
Wednesday 13 October 2021
India: Disorienting administrative disorder
Before studying India's electric vehicle (EV) market, you may need to understand the Indian modes of transportation. According to NSSO, 62.3% of Indians prefer public transport such...
Tuesday 12 October 2021
India: Business opportunities for four-wheeled vehicles
Who is the leader in the Indian car market? Suzuki accounts for almost 50% market share of the world's fifth-largest market of 2.71 million cars per year. Suzuki is not a top-tier...
Friday 8 October 2021
India: Low labor cost doesn't necessarily mean low operating cost
India's per capita income is far lower than China's. Raw materials such as steel, coal and cotton are produced in India and shipped to China with processed products sold back to India...
Thursday 7 October 2021
India: An EV aspiration
It may be difficult to understand India. I've been to India almost 20 times, but this is the first time that I've tried to explore India from the perspective of electric vehicles...
Monday 4 October 2021
Samsung and Korea: Northern Policy at turning point
In 1988, South Korean president Roh Tae-woo proposed the "Northern Policy" under an atmosphere of East-West reconciliation, intending to build ties with the Soviet Union and China,...
Friday 1 October 2021
Samsung and Korea: Which side to take in US-China trade war?
China accounts for 60% of the global semiconductor market, with 61% of South Korea's semiconductor exports expected to go to China in 2021. Similar export patterns apply to Taiwan...
Wednesday 29 September 2021
Samsung: The possibility of a 'star alliance'
Samsung sold nearly 300 million handsets in 2019, a number Samsung regards as its last line of defense, hoping to sell no less than 300 million handsets a year to sustain its business...
Tuesday 28 September 2021
Samsung: A sworn enemy of Taiwan firms?
Is Samsung a sworn enemy of Taiwanese businessmen? From the wafer foundry point of view, the answer is perhaps "yes." From the perspectives of other products, then it needs to be...