电信业价值链研究报告.ppt

Volatility Amplification in the Supply Chain:“The Bullwhip Effect” Automotive Power Dynamics of Technology Value/Content Vertical Industry Structure with Integral Product Architecture Controlling the Channel Through Closeness to Customers: consumer research, pricing, promotion, product development Battle for Channel Control - Proprietary Systems v. Closeness to Customers Volatility Amplification in “The Bullwhip Effect” and Clockspeed Amplification in “The Speedup Effect” In/Outsourcing: Sowing the Seeds of Competence Development to develop dependence for knowledge or dependence for capacity Strategic Make/Buy Decisions: Assess Critical Knowledge Product Architecture Strategic Make/Buy Decisions: Also consider Clockspeed Supply Base Capability Sourcing Strategy Decision Tree - High Customer Importance Path Sourcing Strategy Decision Tree - Low Customer Importance Path Actual knowledge work compared to outcome of Decision Framework Matching Supply Chain Strategies with Products International Technology Roadmap for Semiconductors ‘99 Optical Networking is Keeping Up! Can Telecom learn from Sematech?  “Coffee Donuts” plus Technology Focus Collaborative Supply Chain Development can support Shared Costs and Shared Learning in a fast-clockspeed environment Media Value Chain (C. Thompson R. Berryman, MIT) Wireless Value Chain clockspeeds Value Chain of Mobile Virtual Network Operator (MVNO) Mobile Industry Evolution: THE DOUBLE HELIX MODULAR PRODUCT HORIZONTAL INDUSTRY INTEGRAL PRODUCT VERTICAL INDUSTRY PRESSURE TO INTEGRATE PRESSURE TO DIS-INTEGRATE ORGANIZATIONAL RIGIDITIES HIGH- DIMENSIONAL COMPLEXITY NICHE COMPETITORS PROPRIETARY SYSTEM PROFITABILITY SUPPLIER MARKET POWER TECHNICAL ADVANCES Are we moving horizontally and towards modular products? ATT Motorola Sprint, ATT, Cingular, Voicestream, BT,DT,FT, Flextronics EMS GPRS, 3G, IP Nokia, Ericsson, Motorola, Siemens, Sanyo, Panasonic, Cisco, Nortel, Qualcomms CDMA, W-CDMA, CDMA 20