瑞信-亚太地区科技行业-供应链生态系统小册子-2021.9.17-110页.pdf

17 September 202 1 Equity Research Asia Pacific ASEAN Technology Sector Supply chain ecosystem booklet Technology Hardware Equipment | Supply Chain Research Figure 1: Distribution of listed technology (semiconductor) companies in ASEA N Research Analysts Danny Chan 60 3 2723 2082 danny.chan@ Source: Company data, Credit Suisse estimates A handbook on ASEAN’s technology supply chain ecosystem. In this booklet, we present the players in the A S EA N technology competitive landscape. We have identified 46 players spanning across different sub-segments of the tech landscape in A S EA N. T his list includes covered and non-covered names. We profile their business strategies, and recent financial metrics, for ease of reading. We also provide an update on every company’s most recent results and fund flows (for Malaysian companies only). ASEA N well positioned as a hedge for global tech supply chain. As the world continues to think about diversifying their supply chain post COV ID- 19, A S EA N is well positioned to capture this movement. Among the 46 listed technology (semiconductor) companies which we discovered, we note that most of them are downstream EMS companies, forming 4 4 % of the lot, though it is also interesting to note that 59 % of these listed companies are located in Malaysia. Equipped with a strong foundation already, we believe there is scope for A S EA N to move up the value chain over time as capital continues to flo