Painel 3: Políticas Públicas para Estímulo a PD&I · Painel 3: Políticas Públicas para Estímulo a PD&I ... milhões de usuários de TV conectados De pessoas para máquinas 50

HUAWEI TECHNOLOGIES CO., LTD.

Painel 3: Políticas Públicas para

Estímulo a PD&I

Huawei, 11 anos de Brasil !

17/Maio/2011

Conteúdo

Telecom e Desenvolvimento Econômico

Tendências no Desenvolvimento Tecnológico

Desafios para PD&I no Brasil

Huawei: Avanços e Desafios

HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential

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› Roller e Waverman: Telecommunications Infrastructure and Economic Development: A Simultaneous Approach

Considering average 30% fixed telephony penetration in the OECD countries under investigation, it is concluded that 10% growth in fixed telephony penetration impacts +2,8% in GDP.

› Sridhar e Sridhar: Telecommunications Infrastructure and Economic Growth: Evidence from Developing Countries

Investment in fixed and mobile telephony affects economy positively in three ways: reduction of production costs, revenue potencial growth e direct and indirect employment.

› Waverman, Meschi e Fuss: The Impact of Telecoms on Economic Growth in Developing Countries

Mobile telephony, its lower cost and faster implementation has been representing a relevant role in developing economies, similarly to the role of fixed telephony in the progress of OECD rich countries between 1970 &1990.

› Estudo da ACEL (Associação das Operadoras Celulares) :

Cada REAL de receita da telefonia móvel implica 0,2 REAL de valor adicionado em outros setores da economia Brasileira

› Study from GSMA :

“10% growth of broadband penetration impacts average 0,6-0,7% in GDP”;



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Page 4

Políticas de Telecom e Seus Impactos Econômicos

Investimentos em

Redes de Telecom

Políticas Públicas

e

Regulamenttação

Crescimento

do PIB

Ganhos de

Produtividade

Crescimento da

Oferta e Demanda

de Serviços

Source: ACEL, adapted from LEWIN and SWEET

Aumento do bem

estar dos

consumidores


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Page 5

Telephony Density and GDP per Capita

R2 = 0,6752

40

60

80

100

120

140

160

180

200

0 5.000 10.000 15.000 20.000 25.000 30.000 35.000 40.000 45.000 50.000

GDP per Capita (U$)

Te

lep

ho

ny

De

ns

ity

USA

France

Germany

Korea

Brazil

Argentina

Chile

China

Telephony Density and GDP per Capita

R2 = 0,6752

40

60

80

100

120

140

160

180

200

0 5.000 10.000 15.000 20.000 25.000 30.000 35.000 40.000 45.000 50.000

GDP per Capita (U$)

Te

lep

ho

ny

De

ns

ity

USA

France

Germany

Korea

Brazil

Argentina

Chile

China

Teledensidade e PIB per Capita

Source: ITU-T


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+100% de penetração do serviço móvel, crescimento do MOU, desafio da banda

larga e IPTV como próxima onda;

PENETRATION IN BRAZIL

0

20

40

60

80

100

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

Q3

Fixed

Mobile

Pay TV

FBB

MBB

100% barrier

crossed in

2010

Accelerated

MBB growth

Stable fixed

voice market

IPTV

next

wave

Análise de Mercado: Desafio da Banda Larga e IPTV

Page 6


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Page 7

Expansão da Banda Larga: Desafio Brasileiro Atual

Acima da média Abaixo da média


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Page 8

Desafio da Banda Larga: Penetração e Velocidade

Smartphone ultrapassa PCs A tendência é que ossmartphones se tornem oprincipal dispositivo de acesso àinternet superando o PC:

Banda larga de alta velocidade:necessidade de expansão da redede fibras ópticas;

Conteúdo






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Declinío da Receita de Voz + SMS

Source：Morgan Stanley, The Mobile Internet Report, Dec, 2009

Receita de Voz Móvel$125 B$120 B$115 B$110 B

$15 B

$10 B

$105 B

2007 2008 2009E 2010E 2011E 2012E

Receita de SMS

USA

W. Europe

Depois do lançamento do iPhone, o tráfego cresceu 6500% e a receita apenas 7,7%

41% dos assinantes 3G na

França não estão satisfeitoscom o serviço, com o QoEabaixo das expectativas

20% dos usuários são

responsáveis por 80% do tráfego

Receita Declinante dos Serviços Tradicionais e

Alto Tráfego com Baixa Receita dos Serviços de

Internet

Crescimento do Tráfego Global da Banda

Larga Móvel

Page 10

http://image.baidu.com/i?ct=503316480&z=&tn=baiduimagedetail&word=UFC-Que+Choisir+logo&in=11962&cl=2&lm=-1&pn=3&rn=1&di=17722122300&ln=103&fr=&fmq=&ic=&s=&se=&sme=0&tab=&width=&height=&face=&is=&istype=


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Descolamento das Curvas A, B e C

Como alterar as curvas para uma situação lucrativa?

BA

C

Voz Web Video

Page 11

A B CCusto:Internet para video influenciando o Capex, TDM para IP o Opex

Banda:Incremento de 50-100× no tráfego, 90% de vídeo

ARPU:Valor se deslocandopara dispositivos e cloud


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B2B

B2C

IPTV

Gaming

News

E-Book

Music

……

Ubiquitous Services

Ubiquitous Network

TelematicsTelematics E-EducationE-Education

Mundo mais

inteligente e simples

Cadeia de Valor: Mudança

no Modelo de Negócios

Visão de Desenvolvimento da Indústria

Page 12

Mobile

Widget PC

Widget TV

Widget

Map Weather TicketLocation

IAASSAASPAAS

http://www.google.co.uk/


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Page 13

Mudança Radical da Cadeia de Valor

SNS

UGC

Web2.0

Video2.0

3D

HD

P2P

Tendência

1. Compartilhamento,

Colaboração, Long tail

2. Banda larga e alto tráfego

Tendência

1. Marketing Digital

2. App shop/ Content shop

3. Cloud computing

Tendência

1. Convergência de

serviços

2. All-IP

Mash up

RANFTTx

Unified Core

SDP

Nova ArquiteturaModelo de NegóciosExperiência do Usuário

http://news.mydrivers.com/img/20080104/04050091.jpg

http://www.google.co.uk/


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Novos Serviços de Telecom nos Próximos 10 Anos

De voz para dados

5.5 bilhões de usuários de BLM, 1.5

bilhão de BLF

De conectividade para conteúdo

Todas as mídias serão on line, 750

milhões de usuários de TV conectados

De pessoas para máquinas

50 bilhões de conexões (a Internet

da Coisas)

De CT para ICT

70% das empresas (especialmente

SMEs) estarão usando serviços

baseados em cloud computing

Em

2020

……

Conectado Digitalizado

Sociedade Digital

ICT

Habilitado

SME: small and medium enterprise

Page 14


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Page 15

Home Networking: além da

conectividade, extensão

da cadeia de valor

BLM : além de voz, mais SVA

M2M: Excede a população:

internet das coisas

Saturação dos

serviços de voz

Estagnação do

crescimento de usuários

Crescimento de

Banda e Receita

Mais para os

melhores clientes

ICT: além de B2C, a expansão de

verticais da indústria traz

novas oportunidades B2B:

educação, saúde, transporte,

energia, etc

Quatro Tendências de Crescimento

Conteúdo






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Page 17

PIB - BRASIL X CORÉIA

0

200

400

600

800

1.000

1.200

1.400

70 72 74 76 78 80 82 84 86 88 90 92 94 96 98 2000 2 4 6 8

CORÉIA

BRASIL

Fonte: FMI - World Economic Outlook

1970 = 100

1 - Desenvolvimento de Políticas de Longo Prazo


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Page 18

Mercado

Competitivo

Regulação

Demanda por

Inovação

Institutos de

Pesquisa e

Instituições de

Ensino

FornecedoresIncumbadoras

de empresas

Fonte de Recursos/Incentivos para Inovação

2 – Fortalecimento da Cadeia de Inovação

Comunicação


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Page 19

No Brasil, apenas aproximadamente 10 milhões de pessoas tem

graduação (menos de 10% da população adulta) e apenas pouco mais de 5

milhões está engajada em cursos de graduação (menos de 14% da

população jovem) - Simon Schwartzman, ex-president do IBGE e diretor para o Brasil do American Institute for Research

Dados da educação Brasileira:

• 5,8mi de estudantes de graduação (73% no sistema privado) em 2008, com

0,7mi envolvidos em educação a distância;

• 92K estudantes de mestrado em 2006, 77% no sistema público;

• 50K estudantes de doutorado em 2006, 91% no sistema público;- Anatel, apresentação à Abinee em 2010

Economia Brasileira apresenta crescimento contínuo. Difícil competição

por pessoas com graduação em engenharia, administração e contabilidade - Jornal da Globo

3 – Educação (I/II)


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Page 20

Tip o d e Curso / Var iação

Região Mat r ícu la % Mat r ícu la % (2007/1996)

Mest rado

Brasil 41.928 100,0 91.996 100,0 119%

Púb lica 36.597 87,3 70.483 76,6 93%

Pr ivad a 5.331 12,7 21.513 23,4 304%

Regiões

Nor t e 599 1,4 3.417 3,7 470%

Nord est e 4094 9,8 13.728 14,9 235%

Sud est e 28978 69,1 51.410 55,9 77%

Sul 6616 15,8 17.328 18,8 162%

Cent ro -Oest e 1641 3,9 6.113 6,6 273%

20071996

Tip o d e Curso / Var iação

Região Mat r ícu la % Mat r ícu la % (2007/1996)

Dout orado

Brasil 20.924 100,0 49.668 100,0 137%

Púb lica 18.947 90,6 44.992 90,6 137%

Pr ivad a 1.977 9,4 4.676 9,4 137%

Regiões

Nor t e 84 0,4 768 1,5 814%

Nord est e 414 2,0 5.577 11,2 1247%

Sud est e 18253 87,2 33.454 67,4 83%

Sul 1867 8,9 7.850 15,8 320%

Cent ro -Oest e 306 1,5 2.019 4,1 560%

Font e: Cap es/MEC.

20071996

3 – Educação (II/II)

Distribuição do PIB Brasileiro

Norte 5%

Nordeste 13%

Sudeste 57%

Sul 17%

Centro-Oeste 9%


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Page 21

utilização dos Fundos Setoriais

“Banda larga em 4 mil municípios exigirá

R$ 7 bilhões” 1

Fundos: FUST (Fundo de Universalização das Telecomunicações), FUNTTEL (Fundo para o Desenvolvimento Tecnológico das Telecomunicações) e FISTEL (Fundo de Fiscalização das Telecomunicações)(1) Declaração do Ministro Paulo Bernardo em 28 de abril de 2011

610

1215

1721

25

33

4045

2.6

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

Valor arrecadado(acumulado R$ bilhões)*

Valor

utilizado

4 – Mecanismos para Execução das Políticas Públicas

Conteúdo






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Page 23

Sustainable Growth in The Past 5 Years

As of the end of December, 2010

Serving 1/3 of the world’s

population

Serving 45 of the world's top 50

telecom operators with ~65% of

our sales from these operators

Global No. 2 telecom solution

provider

Main contributor of industry

standards

+110K employees, +45K in R&D

Revenue (Billion USD)

Huawei Technologies releases an annual report with coNSNolidated financial statements audited by KPMG

Revenue of 2006-2010 have been converted into USD from CNY based on the closing rate at the end of the corresponding year

2006 2007 2008 2009

($ 28 B)

($ 21.8 B)

($18.3 B)

($12.8 B)

($ 8.5 B)

2010

24%

2011(Target)

($ 31 B)


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World-Class Management

Integrated Product Development

Human Resources

Quality Management

consulting

Integrated Financial Services

Customer Relation Management

Since 1995 Since 2005 Since 2009

Financial Management

Leadership Development

Integrated Supply Chain

Compressed Regional Organization

Key Accounts Management

Joint Innovation Management

Solution-oriented Organization

E2E LTC Process

Operational cost reduction, efficiency enhancement and end-to-end quality delivery

Major Projects

Consultancies

Page 24


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Page 25

Customer-Centric Innovation: Our Differential

User experiences are a major driving force for innovation and key to operators’

success

We believe that business success is the ultimate measure of the value of any

technology, product, solution or process improvement

Our customer-centric innovation focuses on customer strategies and needs and

creates value for customers

User experiences are key to customers’ success

Shared Platform & Chips

Telecom Carrier Enterprise Consumer

Network Application & Software Services Devices

Four Business Units

Three Customer Segments


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Page 26

Innovation Connected to Customers

Source: WIPO (World Intellectual Property Organization)

http://www.wipo.int/pressroom/en/articles/2009/article_0002.html

2008

RankingApplicant's Name

Country

of Origin

2008 PCT

Applications

1 HUAWEI TECHNOLOGIES CO., LTD. CN 1737

2 PANASONIC CORPORATION JP 1729

3 KONINKLIJKE PHILIPS ELECTRONICS N.V. NL 1551

4 TOYOTA JIDOSHA KABUSHIKI KAISHA JP 1364

5 ROBERT BOSCH GMBH DE 1273

6 SIEMENS AKTIENGESELLSCHAFT DE 1089

7 NOKIA CORPORATION FI 1005

8 LG ELECTRONICS INC. KR 992

9 TELEFONAKTIEBOLAGET LM ERICSSON (PUBL) SE 984

10 FUJITSU LIMITED JP 983

11 QUALCOMM INCORPORATED US 907

12 NEC CORPORATION JP 825

13 SHARP KABUSHIKI KAISHA JP 814

14 MICROSOFT CORPORATION US 805

15 MOTOROLA, INC. US 778

16 BASF SE DE 721

17 INTERNATIONAL BUSINESS MACHINES CORPORATION US 664

18 3M INNOVATIVE PROPERTIES COMPANY US 663

19 SAMSUNG ELECTRONICS CO., LTD. KR 639

20 E.I. DUPONT DE NEMOURS AND COMPANY US 517

21 MITSUBISHI ELECTRIC CORPORATION JP 503

22 PIONEER CORPORATION JP 497

23 HEWLETT-PACKARD DEVELOPMENT COMPANY, L.P. US 493

24 CONTINENTAL AKTIENGESELLSCHAFT DE 485

25 THOMSON LICENSING FR 461

26 ELECTRONICS AND TELECOMMUNICATIONS RESEARCH INSTITUTE KR 443

27 THE PROCTER & GAMBLE COMPANY US 412

28 NXP B.V. NL 407

29 SONY ERICSSON MOBILE COMMUNICATIONS AB SE 402

30 BSH BOSCH UND SIEMENS HAUSGERÄTE GMBH DE 393

http://www.wipo.int/pressroom/en/articles/2009/article_0002.html


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Page 27

Global Recognition for Our Innovation Capability

* The past recipients are Reckitt Benckiser, P&G and Nokia

** The top5 innovative companies in the World of 2010 by Fast Company: Facebook, Amazon, Apple, Google and Huawei

*** The past recipients in the last 7 years are Mentor graphics, Intel, Motorola, HP, Sony, Lucent and IBM

Top 5 most innovative company**

“2009 Corporate Award” by IEEE

Standards Association***

“Corporate use of innovation”

by Economist*

Supplier of the Year 2009

Award by Vodafone

Source：Fast Company, March 2010 issue

Source：http://standards.ieee.org

Source：www.economistinnovation.com


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3 Offices and 1 Support Center in Brazil

BrazilBrasilia

Rio de janeiro

Sao Paulo

Brasilia Office

Rio De Janeiro Office

Sao Paulo Office

Campinas Campinas Supply/Support Center

Over 4000 employees in Brazil, over 80% Brazilians;

Page 28


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Campinas Center and Local Production in Brazil

Brazil

CampinasLocation: Rodovia

Anhanguera Condominio

Techno Park

Campinas

Supply

Chain

Technical

Support

Innovation

Center

Training

Center

Cooperation with Flextronics for importation and local production

In Sorocaba

Page 29


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Training Centers in LA

Training Center - Brazil:

Covering 1,850 m2

Labs over 490 m2

Capacity: over 3000

students/ year;Santa Fe, Mexico Bogota, ColombiaCaracas, Venezuela

Campinas,Brazil

Page 30


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Contribution for a Better Understanding of Broadband

in Brazil

Balanço Huawei da Banda Larga

www.huawei.com.br

Page 31


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The

Top

----------

Obrigado

Xie Xie

Thank You!

Marcelo Motta

Director - Southern LA Marketing

[email protected]

mailto:[email protected]

Documents

Painel 3: Políticas Públicas para Estímulo a PD&I · Painel 3: Políticas Públicas para Estímulo a PD&I ... milhões de usuários de TV conectados De pessoas para máquinas 50