KINH Te TH^ Giai - KHU VyC
Thi tripang thiet bj vien thong the giOT va mot vai nhin nhan ve phan khuc dien thoai thong minh
TS. PHAM N G O C LANG
Cdng nghe vien thdng cho din nay dugc nhin nhdn nhu mot trong nhicng linh vuc phdt trien ndng ddng hdng ddu cua nen kinh te the gidi vdi tdc do fang trudng mgnh me vugt xa nhiiu linh vice dich vu truyen thdng khdc. Gdn vdi sic gia tdng cd vi lugng vd chdt cua hogt dong vien thong toan cdu, thi trudng thiet bi vien thdng eung eo nhu-ng bien chuyen het sice soi dong. Mac dit, nen kinh te thi gidi trong nhicng ndm gdn day gap nhiiu khd khdn vdi cdc no luc khdc phtAC khung hodng, die bdo ve chi tiiu cho trang thiet bi viin thong cita cdc qudc gia tren the giai diu td ra lac quan vd thice te giai doan phdt trien 2010 - 2015 da vd dang minh chung cho dieu ndy.
Tir khoa: Thi trudng thiit bi viin thong, dien thogi thong minh, the gidi 1. So- iu-ffc ve thi trirdng thiet bi vien thdng
the gioi
Trong bao cao mdi day cua Inforneties', td chiic nghien ciiu thj trudng nay nhan dinh rSng thi trudng thiet bi vien thdng va dii lieu toan c4u cd thd dat gid tri 218 ty USD vao nam 2017. Bao cao ciing dy kien cac nha cung cap dich vu se chi tieu tdng cdng khoang 1 nghin ty USD cho trang thiet bi vien thdng va dii lieu trong giai doan 2013 - 2017. Thyc td cho thdy, mac dii nhidu qudc
"Vijn H i n lam Khoa hpc v i Cong nghf Vi^t Nam 'Telecom and Datacom Nelworfc Equipment and Software " Report, Infonelics 2013.
gia tren the gidi dang gap khd khan vd kinh te va idc dp tang trirdng ciia cae thi trudng Idn nhu My, Trung Qudc dang cham lai nhung sd lieu thdng ke cua cac td chuc phan tich thi trudng ddu chi ra rSng thi trudng thiet bi vien thdng vSn duy tri duoc tdc dp tang trudng cao dya tren co sd tdc dp gia tang nhanh chong cua sd ngudi thue bao dich vu thdng tin di ddng tren khip thd gidi (xem Bangl). Trong ITnh vuc thidt bi vien thong, thi trudng dien thoai thdng minh la mdt trong nhiing ITnh vuc duoc quan tam nhieu nhat.
NhOng vin di KINH i t VA CHiNH TR! TWt GIOI So 3{227) 2015 -
Thj tnjdng thiet bj viin thdng th§ gidi va mdt vai nhin nhan... Pham NgocLgng Bdng 1: Tang t r u d n g thue bao dien thoai di dong toan cau qua cae nam
Bcm vi: Triiu thue bao
2010 2011 2012 2013 2014 2015' 2016' 2017'
Tong thue bao dien thoai di dong
5.157 5.747 63.226
6.639 6.999 7.331 7.670 8.007
Thue bao dien thoai thong minh
490 763 1.178 1.693 2.267 2.841 3.373 3.892
T h u e bao dien thoai th6ng minh trong tong s6 (%)
9 13 19 26 32 39 44 49 Ghi chii: So lieu die bdo.
Nguon: So lieu ciia Gartner vd Credit Suis.'ie, 2014.
Sd lieu ciia Bang 1 cho thay, tdc dp tang trudng het sue nhanh chong ciia sd luang thue bao dien thoai di dpng toan cau. Neu trong nam 2010. toan thd gidi co khoang 5,1 ty thue bao di dpng thi dy bao den nam 2017, con sd nay se la hem 8 ly thue bao. Quan trpng hem, cd tdi 49%
sd thue bao nay sii dung cac loai dien thoai thdng minh (smartpbone). Day la can cu quan Irpng cho thay tiem nang ciia thi trudng thidt bj vifin thdng vdi ddi hoi cao ve cac loai linh kien phiic lap va cd ham lupng cdng nghe cao phuc vu nhu cau ngay cang Idn cua ngudi tieu diing
Bieu do I:
toan cau. Ngay tii nam 2010, du bao ciia bo phan nghien ciiu thupc Tap doan Gartner dS chi ra rang doanh sd ban thiet bi vidn thdng toan cku CO thd len tdi 85,4 ty USD vao nam 2015 va mtic gia tang manh nhdt la thi frudng Trung Qudc va mdt sd nude chau Au. Cung vdi nhan dinh cua Gartner, td chiic Infonetics ciing danh gia rang thi trudng chau A - Thai Binh Duong seticp tuc dan dSt cac xu hudng phat tridn ciia the gidi trong hang thap ky sip tdi. Khu vuc nay se ddng gop hon 1/3 tdng ehi tieu eiia th£
gidi cho dich vu vien thdng vao nam 2017.
Tang truoTig doanh thu dien thoai di dong toan chu
Ban vi: Ty USD 328^95—3ZW)7
*Ghichit: 2015 - 201-lddubdo
\gudn: .So lieu ciia Gartner vd Credit Suisse, 2014.
NhOng vin di KINH Tfe VA CHJNH TRj THt GIOI S6 3(227) 2015
Pham Ngoc Lang Thj tru'dng thiet bj viin thong thd gidi va mot vai nhin nhan..
2. Thj tnrdng dien thoai thong minh va su thong tri cua mpt so taip doan Idn
Dien thoai thong minh (smartpbone) la rapt khai niem thdi thuang mdi xuat hien trong thdi gian chua lau. Du vay, dien thoai thdng minh da trd thanh mpt hop phan khdng the thieu va ngay cang quan trong ciia thi trudng thiet bi vien thong the gidi. Dien thoai thdng minh duac hieu la mpt loai dien thoai di dpng vdi he dieu hanh di dpng tien tien. Mpt chiee dien thoai thdng minh dien hinh se tich hap cac tinh nang ciia mpt dien thoai ddng vdi tinh nang ciia cae thiet hi di dpng phd bidn khac, chang ban nhu thiet bj ky thuat sd ho trp ea nhan (PDA)^, chuong trinh, ling dung nghe nhin da phuong tien, he thdng dinh vi toan cau. H4U het cac dien thoai thdng minh deu cd giao dien cam iing man hinh, cd may anh ky thuat sd va cd the sii dung duple cac ling dung ciia ben thii ba. The be dien thoai thdng minh ke tu nam 2012 trd di da tich hap them trinh duyet web qua dudng truyen bang thdng rdng di ddng tdc dp cao 4G LTE, cac cam ung ddng v^ ca che thanh toan di ddng.
Tinh den hien tai, sy ra ddi va phat trien manh me ciia cac the he dien thoai thdng minh duac nhin nhan nhu mot cupc each mang vd tien khoang hau hong ITnh vuc thiet bi vien thdng.
Tim hieu kj ban ve su tiep can ciia ngudi sir dung vdi cac loai thiet bj di dpng thong minh cho thay mpt sd dac diem dang chii y lien quan tdi sy phat trien ciia phan mem va cac be dieu hanh:
- Y tudng ve phat yien dien thoai thdng minh hidu d goc dp la mdt loai thiet hi ket hpp giiia dien thoai va may tinh thyc ra da dupe Theodore Paraskevakos^ dua ra tir nam 1971 va dang ky bao hd phat minh tii nam 1974. Cho den nam 1993, phat minh nay mdi dupe thuang mai hoa va dem ra chao ban. Ong cung la ngudi dau tien dua ra khai niem ve viec tich hpp man hien thi
' Thiet bi ky thuat so h6 trg ca nhan (PDA - Personal Digital Assistant) !^ cac thiet bi cam tay diroc thiet ke nhu mot cuon s6 tay ca nhan vh ngily c^ng lich hgp them nhieu chiic nSng Mot PDA CO ban thuang c6 dong ho, so lich, so dia chi, danh sdch viec can l^m, so ghi nha v^ may tinh bo tiii.
Theodore Paraskevakos (sinh ng^y 25/3/1937) la mot nha ph&{ minh, nh& sdng che ngir&i Hy Lap voi nhieu dong gip Idm trong phSt tri6n cong nghe truyen dQ' lieu dign tir thong qua dutiig dien thoai.
thdng minh va kha nang xu ly du' lieu vao mdt chide dien thoai. Tir nam 1971. sang kidn nay cua Paraskevakos da dupe gidi thieu cho hang Boeing va dupe chuyen giao de xay dung, phat tridn cac thidt hi truydn d^n va tidp nhan du- lieu, tao ra each thiic bd sung trong viec ket ndi thdng tin vdi eae thidt bi didu kien tir xa. Tuy nhien, cac ling dung thiet bi ky thuat sd hd trp ca nhan (PDA) liic dd van chua dupe chii y tdi, dac biet la chua cd iing dung PDA trong cac thiet hi khdng day didn hinh cua dien thoai thdng minh.
Ddn cudi nhung nam 1990, nhieu ngudi sir dung dien thoai di ddng van mang theo cac thiet bi PDA rieng biet, sir dung cac he dieu hanh the he d4u tien nhu Palm OS, Blackberry OS hoac Windows CE/Pocket PC. Cac he dieu hanh nay phai nhieu nam sau mdi dupe phat trien trd thanh he dieu hanh di ddng (mobile operating systems).
- Nam 1996, Nokia da cho ra ddi phien ban dien thoai truyen thdng Nokia 9000 Communicator yong do da tich hpp PDA dya tren he dieu hanh GEOS V3.0 do Tap doan Geoworks. Hai thiet bi dupe tich hop vdi nhau (dien thoai di ddng va PDA) trong thiet ke ndi tieng dupe biet tdi vdi ten gpi la thiet ke vd sd (clamshell design). Cac tinh nang mdi duoc tich hiTp bao gom email, lich, sd dja chi, may ttnh bd tiii va sd tay vdi trinh duyet web dya tren co sd van ban ciing kha nang giii va nhan fax. Tiep dd, nam 1999, Tap doan Qualcomm cung cho ra ddi phien ban dien thoai thdng minh ky thuat sd dua tren cdng nghe CDMA tich hpp Palm PDA va kha nang ket ndi internet, dupe biet tdi vdi ten gpi pdQ Smartpbone''. Nam 2000, phien ban didn thoai Ericsson R380 cung dupe Tap doan Ericsson cdng bd va day la Ihidt bi dau tien dupe thuong mai hoa vdi ten gpi "dien ihoai thdng minh"^ Day cOng la dien thoai kdt hpp PDA, ed kha nang trinh duyet web va dac biet la ed cam ung man hinh han chd. Kd tir thdi diem nay, cdng nghe dien thoai thdng minh da tien dupe mdt budc dai. tao ra nhiing dot pha
•* Theo thong tin lu cong thong tin http://\vWW,qualcomm com
^ Thong tin cua Mobile Magazine,"Ericsson infroduces the new r380e", 2001. hltp://www. mobilcmag.com /2001/09/25/ericsson-introduccs-lhe-new-r380c
NhOng van di KINH T ^ VA CHiNH TRI T H i G i a i So 3(227) 2015 -
Thi tru'dng thidt bj vi^n thdng thd gidi va mpt vai nhin nhan.. Pham Ngoc Lang Idn yong su phat tridn ciia thi trudng thidt bi
vien thdng the gidi.
- Dien thoai thdng minh trudc khi ed he dieu hanh Android, iOS va Blackberry chii yeu chay tren he dieu hanh Symbian do Tap doan Psion phat tridn. Day la he dieu hanh thdng dung nhat tren the gidi mdt thdi va chi den cudi nam 2010, cac be dieu hanh mdi tien tien hon mdi ra ddi de thay the Symbian.
- Nam 2007, Tap doan Apple Inc. lan dau tien gidi thieu ra thi trudng san pham iPhone - mdt trong nhiing dien thoai thdng minh dau tien su dung giao dien da cam iing man hinh. Dien thoai thdng minh iPhone nbanh chong tao an tuong mdi vdi vide su dung man hinh Idn, dung ngdn tay cham de dieu khien true tiep thay cho each sir dung truyen thdng la thong qua ban phim hoac cac niit dieu khien kieu thdng thudng. Nam 2008, thi trudng tidp tue tidp nhan ddng dien thoai dau tien sir dung he didu hanh Android vdi ten gpi HTC Dream (cdn gpi la dien tho^i T-Mobile GI). Android la pbin mdm ma ngudn md do Andy Rubin lap ra va bien do Google sd bilu. Mac dii trong nhinig nam dSu, Bieu do 2: Bien dong thi phan toan c^u trong u-ng
vide sir dung Android tuang ddi han chd nhung kd tir sau nam 2010, day la chuong trinh phIn mdm giii vi tri thdng tri tren thi trudng thd gidi.
Didm lai cac dau moc phat trien ndi bat ciia thi trudng dien thoai thdng minh cho thiy mpt xu hudng mdi ke tir sau sy kien iPhone ra doi va Android dupe iing dung rdng rai. Cac phien ban dien thoai trudc do nhanh chdng bi bd qua va cac hang cdng nghe tap trung cho cac he dieu hanh mdi. Dien hinh la Microsoft bit diu he didu hanh mdi gpi la Windows Phone. Nokia tir bd Symbian va hop tac vdi Microsoft dd sir dung Windows Phone trong cac dien thoai thdng minh ciia minh. Tap doan Hewlett- Packard thi mua he didu hanh webOS do cdng ty Palm phat tridn va sau do ban cho LG Electronics dd sir dung trong ti vi thdng minh LG. Tap doan Blackberry ddng thdi ciing phat tridn mpt platform mdi la Blackberry 10. Cac ddng thai dieu ehinh lien tue nay cua nhung tap doan Idn tao ra sy canh tranh khdc liet yen thj trudng vidn thdng toan cau vao gop phan g3y ra nhiing ehuydn dich Idn eiia ca ckn thi trudng, CO cau doanh thu va cac day truydn cdng nghe.
dung he dieu hanh eua dicn thoai thong minh
Nguon: Theo sd lieu thdng ke cua Gartner.
Bieu dd 2 la minh hpa ro rang vd sy ehuydn dich cua thi trudng thd gidi trong img dung cac he dieu hanh dien thoai thdng minh trong do thay rd nhat la he didu hanh Symbian tir vi thd khdng chd thj trudng da nhanh chong bi bai bd dc nhudng chd cho Android. Ngoai ra, cae he didu hanh khac cung dupe phat tridn va la cac lua chpn thay thd dd canh tranh vdi Android. Su ra ddi cua eae phien ban dien thoai cd man binh
cam Omg Idn dupe thdy la da cd tac ddng rk Idn tdi each thiic thidt kd va san xudt dien thoai thdng minh. Trudc nam 2007, hku hdt dien thoai deu cd ban phim hoac niit bim dang QWERTY va cac thidt kd chi chii trpng vao dang trupt, gap hoac cac hinh thiic bd tri tinh nang, nut him khae. Kg tir nam 2010, man hinh cam ling Idn da trd thanh thidt kd vugt ydi dupe ca thd gidi lya chpn.
NhQ-ng van di KINH TE VA CHINH TRj T H ^ G i d l So 3(227) 2015
Pham Ngoc Lang Thi trudng thi§t bj vidn thong tha gidi va mdt vai nhin nhan-
Bdng 2: Bien dpng ve so lu-ong dien thoai thong minh dirffc cac tap doan ban ra tren thi t n r d n g toan cau
Dan vi: Nghin chiic dien thogi Smartpbone units rooO) 20O9 2010 2011 2012E 2 0 1 3 E Apple
S a m s u n g Nokia HTC M o t o i o l a Sony
R e s e a r c h in M o t i o n L G
Others
25,090 5.871 70,47S 10,812 2.572 1.413 0 34,3^7
593 ''9.116
46,598 25 4 3 5 102.167
2 4 631 13 6 6 7 10 2 7 7 386 49 6 5 2
5.587 19 038
39.263 38,274 34.614 42,997 17.352 19.629 15,636 51.542 18.995 44.078
-35.242 208.149 37.237 32,415 IS.651 22,541 27.948 33.153 25,836 -.72,99'.
190,700 315,315 18.532 4^.035 15.079 17.176 45.144 25.29E 35,025 269.229
T o t a l 297.439 472.379 716.283 975.534
Trong ddsu-dung Android 3-'?'93 67 224 220.671 Nguon: So liiu cita Gartner vd Credit Suisse.
Bdng 3: Bien dpng thj phan ban hang cua cae hang san xuat dien thoai
479.355 671.418 thdng minh toan eau
Dan vi: % thj phdn S m a r t p h o n e unit ^tare CM^
A p p l e S a m s u n g N o k i a H T C M o t o r o l a S o n y Huawer R e s e a r c h i L C5 Others
2 0 % 0<5^
1 1 % 16%
3 4 % e%
5 % 3 % C%
1 7 % 6%
19%
i a % 1 8 % 9 % 4 % 4 % 3 % 11 % 4 %
19%
2 9 % 5%
5%
3 % 3 % 4 % 5%
4 % 2 ^ %
2 0 % 2 % 3°/r 2 % 2 % 5 % 3 % A°/r 2 8 % T o t a l
Trong dd su dung Android -^"^
Nguon: Sd lieu cua Gartner vd Credit Suisse.
Cung vdi sy phat trien eua cac he dieu hanh, cac tap doan vien thdng Idn trdn the gidi eung tiep tuc giii vi tri khdng ehe ve sd lupng dien thoai thdng minh ban ra trong cac nam. Sd lieu thdng ke ciia Gartner va Credi Suisse da dua ra biic tranh toan canh vd tdc dp tang trudng sd lupng dien thoai thdng minh toan thd gidi gan vdi cac ten tudi ndi tieng nhu Apple, Samsung, Nokia, HTC, v.v. Sd Hdu thdng kd ciia Bang 2 va 3 cho thay, sy bidn dpng rat Idn ciia tbi phan ciing nhu sd lupng dien thoai thdng minh ma cac tap doan Idn trdn the gidi ban ra qua cac nam.
Mpt sd dac diem ndi bat nhat cd the thay qua btie tranh eiia thi trudng thidt bi vidn thdng la:
- Chi mdt sd it tap doan Idn da khdng chd hau nhu toan bd thi phan thd gidi. Cac ten tudi do vd cp ban van giii dupe vi tri hang dau trong suot nhidu nSm.
2 3 % 4 7 % G 7 %
- Bien ddng thi trudng cung cho thay tdc dp tang trudng dang kinh ngae eiia cac "ten tudi"
nhu Samsung va Huawei. Cu thd, nam 2009, Samsung ehi chiem 3 % thi phan toan eau nhung den nam 2013, con so nay da Idn tdi 32%, dua Samsung trd thanh tap doan sd 1 thd gidi vd thi phan dien thoai thdng minh. Ciing vdi do. Tap doan Huawei ciia Trung Qudc con gay kinh ngac ban: Den nam 2010, thi phSn ciia Huawei chi la 0% nhung chi trong vong 3 nam, tap doan nay da chiem tdi 5% thi phan toan cSu va tdc dp nay dupe nhin nhan la van tidp tuc dupe gitr viing cho giai doan ddn nam 2020.
- Kd tir nam 2007, Apple Inc da tao ra mdt cupc each mang tren thi trudng toan eSu vdi san pham iPhone iing dung cdng nghe mdi vdi kidu each thiet kd hien dai, bap din ngudi sir dung va cac tinh nang mdi, cd dp tien dung cao. Cimg NhOng vin di KINH T 6 VA CHINH TR! T H 6 Giai S6 3{227) 2015 -
Thi tofdng thi6t bj vi6n thdng the gidi va mdt vai nhin nhan.. Pham Ngoc Lang^
vdi sy thanh cdng nay, thi phan cua Apple da tang trudng tdt va dat dupe eon sd an tupng 20% vao nam 2013. Du vay, khi so sanh trong cac tap doan hang dku thi su biing no eua Samsung va Huawei mdi thyc su la cau truyen thAn ky.
3. Xu the phat tri£n internet di dpng va dau t u Idn vao ha tang vien thong
Ngay 27 thang 1 nam 2015, td chiic ngbidn ciiu didu tra thi trudng Gartner du tinh, nam nay cac nha kinh doanh vidn thdng toan cau se dau tu 43,36 ty USD cho phuong dien phat trien giai phap ca sd mang internet di ddng, tang 8%
so vdi nam trudc, dieu nay chu yeu cd loi cho nhidu qudc gia bat dau xay dung mang ludi 4G.
- Nam nay cac doanh nghiep vidn thdng ban dia chau Au se tien hanh hdi nhap quy md Idn, dan ddn viec thu mua thidt bi vien thdng bi cham hoSe dung lai, ddng thdi vide bd tri 4G ciia My va Trung Qudc ciing co ban hoan thanh.
- Tuy nhien, td chiic nghien ciiu dieu ya thi trudng cho rang, ehi tdng the cho phuang dien mang di dpng va cd dinh se lidn tidp tang trudng nam thii hai, bdi vi da sd cae doanh nghiep kinh doanh toan cau mudn md rpng pham vi phu song mang 4G, nham dap iing su gia tang ciia nhu cau xem video va phd cap dien thoai thdng minh vdi nhu eau luu lupng dii lieu ma nd mang lai. Cho dii xay dyng ca ban mang ludi 4G eiia My, Nhat Ban, Han Qudc hoan thanh, hang muc ky thuat nay cang duac trien khai tai Ddng Au, chau My Latinh va chau Phi vdi tdc dp nhanh. Gartner du tinh, nam nay cac nha kinh doanh toan cau se dau tu 43,36 ty USD de eai tien giai phap eo sd mang intemet di ddng, bao gdm tram ea sd vd tuyen dien truydn thdng va tram co sd md hinh nhd kidu mdi v.v. Ddng thdi vdi do, dudi su din dat cua trien khai cap quang bang thdng rdng, dku tu cho mang cd dinh ciing se dat 10,33 ty USD, tang 7,7% so vdi nam trudc.
- An Dp se trd thanh mpt didm sang etta thi trudng thidt bi vien thdng, chi tieu ca nam cd thd se tang 5%. Sau khi chinh sach didu tidt ciia chinh phii An Dp vdi giay phep kinh doanh di dpng ro rang, cac nha kinh doanh Idn ciia An Dp deu kd hoach gia tang dau tu cho phuong dien mang ngu am va dii lieu. Mky nam trudc,
do Chinh phu An Dp da trien khai sau sac cupc didu ya ve cae hanh vi tham nhiing trong qua trinh cdp giky phep kinh doanh di dpng, giao dich thuang mai ve thidt bi vidn thdng tren thi trudng An Dp dudng nhu ciing diing yen. Nha phan tich cho rgng, thdi gian dai gin day dau tu cua An Dp ludn thdp han miic phd thong, vi vay ed yeu cau bi han che rat manh me.
- Vd phuang dien dien toan dam may, day la xu thd Idn, la cupc choi Idn mang tinh toan cau gop phin md ra mpt chan trdi mdi ca ve khoa hoc va cupc sdng. Tuy rang dien toan dam may con dang d vao giai doan phat tridn thai ky diu, thi trudng van cdn bi ban che, cac nha kinh doanh vin cd kha nang thu duoc loi nhuan idn tir ITnh vyc dien toan dam may t o n g tuang lai.
Dd cap ddn van dd dich vu dam may va tinh tin cay cua nd, con ngudi ngay cang y thiic ro hon vd gia tri ciia mang, ddi vdi cac nha kinh doanh day ndi chinh la mpt dau hieu tot.
- Bao cao Ovum cdng bd gan day bieu thi, cac nha kinh doanh di dau trong ITnh vyc vien thdng da bat dau tim kiem con dudng phat trien dien toan dam may khac biet hoa. Vi du ndi, hp cang quan tam dam may hdn hpp va dam may tu hiru, khidn khach hang di chuyen sang phuong thirc uy quyen quan 1^ va hiep ddng, hpp tae vdi cac dng triim kinh doanh phat trien dam may cdng cdng dd dam bao tuyet ddi ket ndi giira cac mang ludi dam may. Nha kinh doanh vidn thdng ty dat vi tri eua minh vao la ddi tac hgp tae, hy vpng can cii vao ydu eau de chuyen ddi lugng cdng vide vao dam may cdng cpng, dam may hdn hgp va dam may tu hiiu.
4. Mot vai nhin n h a n , danh gia Cd nhidu danh gia khac nhau ve tbi trudng thiet bj vien thdng thd gidi nhimg nhin tdng the, cac didn bidn gan day ddu rdt kha quan. So bp ed thd thay mot sd dac didm dang quan tam ciia thi trudng thidt bi vidn thdng thd gidi nhu sau:
- LTnh vuc vien thdng va cdng nghe thdng tin ed xu hudng phat tridn vira nhanh vd sd luang va vira di vao chieu sau. Cac trang thiet bj eang ngay cang phiic tap, cd ham lupng cdng nghe cao va thi phdn do mpt sd lupng nhd cac tap doan toan cau nam giir.
-NhO'ng vin di KINH T^ VA CHINH TRI THt Giai S6 3(227) 2015
Pham Ngoc Lang Thj tru-dng thiet bj vi§n thdng the gidi va mot vai nhin nhan...
_ - Nen kinh te the gidi cac nam tir nam 2008 den nay lien tuc bat on vdi nhieu hau qua nang nd eiia dgt khiing hoang va suy thoai, sy kho khan, tri Xcz cua cac nude phat trien chau Au va tdc dp tang trudng cham lai ciia ndn kinh td Trung Qudc.
Tuy nhidn, bidu hien suy tram ciia kinh td thd gidi ddi vdi ITnh vyc thidt bi vidn thdng khdng Idn.
Trong nhieu trudng hpp, xu hudng tang trudng lai thang the va nhieu hang vidn thdng Idn tham chi cdn cd tdc dp tang trudng vupt bac trong thdi ky ma kinh td the gidi gap khd khan.
- Trong ITnh vyc thidt bi vidn thdng, san xuat va cung ling dien thoai thdng minh dang la ITnh vuc het siic tiem nang vdi tdng gia tri thi trudng dugc udc tinh cd thd Idn tdi 326 ty USD vao nam 2017 (Bao cao ciia Gartner & Credit Suisse, 2014). Du bao eiia hau het cac td chirc phin tich thi trudng ddn dau nam 2015 deu khang dinh xu hudng phat tridn ciia thi trudng vidn thdng toan cau. Dieu nay cho thay ea hdi tiem tang rat Idn cho cac ben tham gia thi trumg
- Hgp tac se la khuynh hudng lya chpn ciia nha kinh doanh trong phat tridn dam may hien nay. Nhin tir djch vu ICT, cdng ty vien thdng tuy khdn^ phai la ddi tac hgp tac dupe tin nhiem nhat, nhung hp each khong xa vi tri dan dau. O rat nhidu qudc gia, nha kinh doanh vien thdng cd uy tin thuong hieu khdng thd nghi ngo, diem nay chinh la sy ngudng mp doi vdi dng triim trong nganh IT. Cac nha kinh doanh hi Id mat tam ve tau dam may cdng hiiu vin cdn ed the dya vao uu thd ket ndi giiia cae man^
ludi dam may cdng cdng - bdn hgp - tu bun de hgp tac vdi doanh nghiep, ciing nhau xay dyng nen tang dich vu dam may. Nhat la d phuong dien mang doanh nghiep, nha kinh doanh khdng cd dii tich liiy trong cac phan nganh dpc khac
nhau, ndu mudn phat tridn nhanh, hop tac h d thanh tat ydu.
- Khu vyc chau A - Thai Binh Duang dupe nhin nhan vin se la thi trudng cd tdc dp tang trudng cao nhdt trong nhiing nam tdi. Ddng luc tang trudng ciia khu vyc nay the hien d boat ddng dau tu, ning cdp len 3G va LTE ciia cac qudc gia nhu Trung Quoc, An Dp, iing dung LTE tai Australia, Nhit Ban, Han Qudc ... Vide ning cdp cdng nghe se dan tdi nhu ciu ngay cang cao vd dien thoai thdng minh va chac chin, thi trudng chiu A - Thai Binh Duong vin se tidp tue la diem ndng ciia the gidi vd tdc dp tang trudng doanh thu eiia cac hang vien thdng.
Tom lai, mac dii co hpi doanh thu va lgi nhuan ciia cac hang vidn thdng la rat tiem nang nhung thi trudng toan cau ddng thdi cung diing trudc cac thach thiic Idn, Dd la vide eae doanh nghiep Trung Qudc dang nd luc vuan ra chiem ITnh thi trudng va hien tuang Huawei la mdt vi du didn hinh. Ciing vdi su gia tang hoat ddng ciia cac doanh nghiep Trung Qudc, siic ep ve gia ca la rat Idn do chien lupc chii dao cua eae doanh nghiep nay la eanh tranh ve gia. Dieu nay chac chan se din tdi mire giam nhit djnh vd gia cac thidt bi vidn thdng va su thay ddi Idn ve thi phan ciia cac tap doan hang diu trong thdi gian tdi. Khdng ehi d pham vi qudc td, ngay ea ddi vdi Viet Nam thi thue td nhung nam qua ciing cho thiy su vuon len cua Huawei la dang kinh ngac va doanh nghiep nay dang chiem ITnh vi tri ngay cang quan trpng ngay tai thi trudng Viet Nam. Day la mpt trudng hgp dac biet va thue sy can cd phan tich, danh gia ehuydn sau de ed nhin nhan diing trong phat trien thi trudng thiet bj vien thdng va ed each iing xir phit hgp khi hpp tac vdi tip doan khdng Id nay*
Tai Hcu tham khao:
Allison Boceamazzo (2014): Predictions Strong for Global Telecom Equipment and Software Markets, tollfreeforwading.com, February 12.
Thdng tin va dii lieu tir cdng thdng tin http://www.qualcomm.com
Thdng tin ciia Mobile Magazine, ''Ericsson Introduces the New r380e'\ 2001.
http://www.mobilemag.com/2001/09/25/ericsson-introduces-the-new-r380e So lieu thdng ke trong bao cao thudng nien ciia Gartner va Credit Suisse
Sd lieu v^ mdt sd nhin dinh cua Informa Telecom &Media, Jeff Wilson, 2014 Report.
NhOng van di KINH T^ VA CHINH TRj TH^ GIOI So 3(227) 2015 -
