SAMSUNG010605BJ-kickoff2CONFIDENTIALMobileHandsetCompetitorAnalysis:SiemensSAMSUNGELECTRONICSCHINA(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-SIEMENSStrategyProduct/marketValuechainstrategyOrganization&ownershipFinancialperformance•WhatdoesSiemensaimtobein2005inmobilecommunication?•HowareSiemens’sproductandvaluedeliverysystemstrategiesdifferentfromitscompetitors’?•WhatwillbeSiemens’sfutureproductsandwhichsegmentsofthemarketwillittargetat?•InwhichsegmentofthemarketisSiemensstrongorweak?•WhatisthekeysuccessfactorsforSiemenstopickupmarketsharequicklysince1999?•HowdoesSiemens’sdistributionchanneldifferfromitscompetitors’?•HowcapableisSiemensinR&D,manufacturing,salesandmarketing?•Withabroadproductportfolio,howdoesSiemensorganizeorreorganizeitself?•HowdoesSiemensperformandisitsperformanceexpectedtoimprovefurther?SAMSUNG010605BJ-kickoff24BACKGROUNDINFORMATION1.Backgroundinformation•Location•Registeredcapital•Managementteam•Equitystructure•Startingyear•Numberofemployees•Eraanalysis4.Valuechainstrategy5.Organizationandownership6.Financialperformance•Focuson–Marketing,advertisingandpromotion–Distribution(chann...