Fun with Data – Global Supply Chain
While Taiwan based Digitimes tends to be a highly promotional news source concerning CE related companies in Taiwan, on occasion they do basic research that is informative and unbiased. Over the last six months they undertook a project entailing looking at the financial reports of 4,725 publicly listed companies across 11 countries in Asia. Their Asia Supply Chain 100 ranks Asia’s top 100 hardware suppliers by sales and other financial metrics and is focused on hardware suppliers in eight industries including ICT (Information & Computer Technology) end devices and equipment, consumer electronics, motor vehicle manufacturing, medical electronic devices, semiconductor, electronics components, motor vehicle parts and equipment and electromechanical technology. However, no medical electronic device supplier made it into this year's top 100 list.
The top 100 names were primarily based in Japan, China, Korea, and Taiwan, which is of little surprise, with the two largest groups being auto/motorcycle manufacturing and ICT end device equipment suppliers. Of the top 100, most are from East Asia, with only five suppliers based in Southeast Asia, including one Indonesian company and four Indian companies. When broken down to the top 10 companies on the list, 5 are auto/motorcycle manufacturers (Toyota (TM), Honda (HMC), SAIC (600104.CH), Nissan (7201.JP), Hyundai (005380.KS)), 3 are ICT suppliers (Samsung Electronics (005930.KS), Foxconn (2354.TT), Hitachi (6501.JP)) and two are CE companies (Sony (SNE), Panasonic (6752.JP)), and while Taiwan Semiconductor (TSM) is #18 on the list, it has a profit margin of 38.7%, the highest on the list.
The top 100 names were primarily based in Japan, China, Korea, and Taiwan, which is of little surprise, with the two largest groups being auto/motorcycle manufacturing and ICT end device equipment suppliers. Of the top 100, most are from East Asia, with only five suppliers based in Southeast Asia, including one Indonesian company and four Indian companies. When broken down to the top 10 companies on the list, 5 are auto/motorcycle manufacturers (Toyota (TM), Honda (HMC), SAIC (600104.CH), Nissan (7201.JP), Hyundai (005380.KS)), 3 are ICT suppliers (Samsung Electronics (005930.KS), Foxconn (2354.TT), Hitachi (6501.JP)) and two are CE companies (Sony (SNE), Panasonic (6752.JP)), and while Taiwan Semiconductor (TSM) is #18 on the list, it has a profit margin of 38.7%, the highest on the list.
ASC100 Regional Breakdown - Source: SCMR LLC, Digitimes
ASC100 Industry Breakdown - Source: SCMR LLC, Digitimes
ASC100 Top 10 Industry Breakdown - Source: SCMR LLC, Digitimes
RSS Feed