SAMSUNG010605BJ-kickoff2CONFIDENTIALMobileHandsetCompetitorAnalysis:EricssonSAMSUNGELECTRONICSCHINA(SECChina)August20,2001Thisreportissolelyfortheuseofclientpersonnel.Nopartofitmaybecirculated,quoted,orreproducedfordistributionoutsidetheclientorganizationwithoutpriorwrittenapprovalfromMcKinsey&Company.ThismaterialwasusedbyMcKinsey&Companyduringanoralpresentation;itisnotacompleterecordofthediscussion.SAMSUNG010605BJ-kickoff22OVERVIEWOFCOMPETITORANALYSISFRAMEWORK1.Backgroundinformation•Location•Registeredcapital•Managementteam•Equitystructure•Startingyear•Numberofemployees•Eraanalysis4.Valuechainstrategy5.Organizationandownership6.FinancialperformanceFocuson•Marketing,advertisingandpromotion•Distribution(channelandsalesforce)•Organizationstructure•Ownershipstructure•Sales•Profit2.Strategy3.Product/market•Mission•Vision•Corporatestrategy•Marketposition•Keyproductofferings•Keycustomers•Valueproposition•Geographicfocus•PricingSAMSUNG010605BJ-kickoff23KEYISSUESTOPROBE-ERICSSONStrategyProduct/marketValuechainstrategyOrganization&ownershipFinancialperformance•WhatwillbeEricsson’sstrategicfocusforthenext5years?•HowwillEricssonsecureitsleadingpositioninmobileinfrastructure?•WhatproductswillEricssonbefocusingon?•WhichmarketsegmentwillEricssonbeinterestedin?•WillEricssonbecomeanichemarketplayerinmobilehandset?•HowdoesEricssonsecureitsleadershipintechnology?•HowdoesEricssonimproveitslocalproductioncapability?•HowareEricsson’smobilehandsetsdistributed?•HowdoesEricssonorganizeitsJVsandWOFEs?•WhatfunctionsdoesEricssonChinacentralize?•HowgoodisEricsson’srecentfinancialperformance?•HowwillEricssonimproveitsperformanceinthefuture?SAMSUNG010605BJ-kickoff24BACKGROUNDINFORMATION1.Backgroundinformation•Location•Registeredcapital•Managementteam•Equitystructure•Startingyear•Numberofemployees•Eraanalysis4.Valuechainstrategy5.Organizationandownership6.Financialperformance•Focuson–Marketing,advertisingandpromotion–Distribution(channelandsalesfo...