ucsc 2012 ism mingchao seagate
TRANSCRIPT
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
1/18
Sales Operations and Supply ChainManagement at Seagate
Ming Chao, International Trade Americas ManagerMike Ruggiero, Senior Sales Operation Analyst
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
2/18
Introduction
Seagate Overview
Industry Trends
Current Dynamics
Samsung Integration Thailand Flooding
Brazil / Latin America
Table of Contents
2
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
3/18
Ming Chao UC Santa Cruz ISM 04
Santa Clara University MBA 10
Joined Seagate since 2005
Currently International Trade Manager responsible for Americas region
Mike Ruggiero
Introduction
3
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
4/18
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
5/18
Seagate Global Presence
5
Oklahoma City, OK Teparuk & Korat, Thailand
Paris, France
Longmont, CO
Dublin, Ireland
Wuxi, China
Marlow, UK
Munchen, Germany
Shanghai, China
Tokyo, JapanBeijing, China
Delhi, India
Shrewsbury, MA
Suzhou, China
Taiwan
Amsterdam, Netherlands
Shakopee, MNBloomington, MN
Fremont, CA
Cupertino, CA
Science Park, Singapore
Johor & Penang, Malaysia
Woodlands, Singapore
Sydney, Australia
Ang Mo Kio, Singapore
HQs, Admin and/or Sales
Design
Customer Support
Drive & Component Mfg
Springtown, N. Ireland
Scotts Valley, CA
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
6/18
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
7/18
Total Industry Units Shipped*
7
Retail
Notebook
Enterprise
Desktop
Consumer Electronics
CY00 CY01 CY02 CY03 CY04 CY05 CY06 CY07 CY08 CY09 CY10
700
600
500
400
300
200
100
0
Millions
Source: Seagate Market & Competitive Intelligence
* represents HDD and SSD
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
8/18
Industry Trends
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
9/18
Opportunities Demand More Storage
Significant Architectural Change Cloud
Mobility
Hardware Integration
Open Source Componentsand Software
Direct Customer Purchases
Emerging Markets
9
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
10/18
Overone billionweb pages
350,000iPhone apps
Over100,000Android apps
10,500radio stations5500magazines
More than 300TV networks
The Cloud... Today
10
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
11/18
Brazilwill have worlds 3rd largestPC install base by 2015, up from 6thin 2010
Asia has halfthe worlds 2 billioninternet users, yet only 24%internet penetration
Asia storage market in 2020 will be 50%bigger than entire globalstorage marketin 2009
Emerging Markets
11
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
12/18
Current Dynamics
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
13/18
Samsung combining its hard disk drive (HDD) operationsinto Seagate
Extending and enhancing existing patent cross-license agreementbetween the companies
A disk drive supply agreement under which Seagate will supply diskdrives to Samsung for PCs, notebooks and consumer electronics
Samsung will provide Seagate with its market-leading semiconductorproducts for use in Seagates enterprise solid state drives (SSDs),
solid state hybrid drives and other products
Expanded cooperation between the companies to co-developenterprise storage solutions
Samsung receiving significant equity ownership in Seagate A shareholder agreement under which an executive of Samsung will
be nominated to join the Seagate Board of Directors
The European Commission has approved the transaction.
Seagate and Samsung Expand TheirStrategic Relationship
13
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
14/18
Thailand Flooding
14
The slow recovery here is having global consequences. Before the floods,Thailand produced about 40 percent to 45 percent of the worlds hard disk
drives, the invaluable and ubiquitous storage devices of the digital age.
The upshot for consumers worldwide is that they may face a prolongedperiod of higher prices for hard drives. In the United States, certain modelsare currently 40 percent to 50 percent more expensive than before the floods,levels that may remain for several months, analysts say.New York Times 1/21/2012
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
15/18
Brazil Manaus Free Trade Zone
15
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
16/18
Manaus Free Trade Zone Issues:
16
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
17/1817
-
7/31/2019 Ucsc 2012 Ism Mingchao Seagate
18/18
Brazil Rankings (out of 183 countries 2011)
18