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Asia の調査 5/10〜5/17:インドに流れ込む資本と、中国から溢れ出る資本

Posted in Asia Weekly, Telecom by agilecat.cloud on May 18, 2015
ついに中国系銀行が、インドのテレコムに資本参加を開始する・・・
 
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先週のことですが、インドの大手モバイル・キャリア Bharti Airtel が、China Development Bank と Industrial and Commercial Bank of China から、今後の数年間にわたって $2.5 billion もの出資を受けるというニュースが報じられていました。 2013年の時点でインド政府は、100% 外資のモバイル・キャリアを認めているので、このような資本の流れが生じても当然なのですが、こんなに早く中国資本が流入するとは思ってもいませんでした。
 
The_ship_like_building_of_Airtel_headquarterWikipedia
 
また、Alibaba マネーもインド市場に流れ込んでいるようです。まず、インドの Xiaomi とも言える Micromax に、そして、コマース市場で Flipkart を追いかける Snapdeal に出資していくようです。 後者の Snapdeal に関しては、Softbank も絡んでいるようです。 また、台湾勢としては、Foxconn が巨額の投資を予定しているようです。
 
5/10: Alibaba in talks to buy US$1.2bil stake in Micromax: sources
3/12: Snapdeal, Alibaba in talks for $1 billion funding: Sources
3/27: SoftBank eyeing stake in Micromax: Report
4/17: Foxconn plans US$3.5bn investment in India: report
 
その他の、ちょっと面白い話題としては、Alibaba からの Snapchat への出資が挙げられますが、Tata グループのボスが Xiaomi に出資するという展開には驚きです。 すでに、中国のスマホ市場は飽和点に近づいており、この Xiaomi 以外にも OnePlus などがインド市場にシフトしているように思えます。 これからも、中国とインドの間で、大きな資本の移動が生じるのでしょうね。
 
3/12: Alibaba invests $200M in Snapchat
4/28: Xiaomi gets a new investor: Indian tycoon Ratan Tata
5/2: Ratan Tata buys stake in Xiaomi
 
その他の大規模投資としては、以下のものが挙げられます。
 
1/20: Xiaomi to buy stake in software firm Kingsoft from Tencent
2/2: Alibaba Invests US$10 Million in Android Console Ouya
2/2: First Xiaomi, now Alibaba: Ouya takes another step into China with $10M deal
3/3: Alibaba to set up venture capital fund in Taiwan
4/9: More deals ahead? China fund buys Silicon Valley chip maker
5/18: Hutchison Whampoa To Sell 33% UK Telecom Assets For GBP3.1 Billion
 
そして、アメリカの大手は、アジア市場に対してと言うか、主としてインド市場に対して、以下のように取り組んでいます。
 
2/19: Google Capital goes overseas, will set up shop in India
3/12: Amazon plans to invest Rs 1,155 crore to build its presence in India
4/5: Microsoft promises $16M in cloud services and support for 100 Chinese startups
4/12: Apple looks at increasing investments in India
4/16: VMware to invest $500 mn in India by 2017
 
以下は、今週の Top-10 です・・・
 
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① 4/4: Chinese web-surfers may face problems using Mozilla Firefox
ChinaBEIJING: Mozilla, creator of the popular Firefox web browser, said on Thursday it would follow Google and no longer recognize new certificates of trust issued by a Chinese internet agency. Google’s Chrome and Mozilla’s Firefox are some of the world’s most widely used browsers, and the moves could disrupt users accessing a broad range of Chinese web sites.
 
② 1/25: Digi introduces new logo and strategy
MalaysiaDigi Telecommunications Sdn Bhd has just embarked on a rebranding exercise by introducing a new logo along with a new strategy. According to Albern Murty, chief operating officer of Digi, the company has identified three strategic pillars on which to strengthen its business, namely by providing Internet for all at an affordable price, by being a source of inspiration for its customers and by increasing the efficiency of its operations.
 
③ 5/5: TSMC InFO-WLP technology to generate significant revenues starting 2016
TaiwanTaiwan Semiconductor Manufacturing Company’s (TSMC) backend integrated fan-out (InFO) wafer-level packaging (WLP) technology will start contributing significantly to the IC foundry’s revenues in 2016, according to industry sources. TSMC’s in-house developed InFO-WLP technology is expected to attract many orders including orders from Apple in 2016, said the sources. Qualcomm, MediaTek and Huawei are all pinpointed as potential customers of TSMC’s IC backend business.
 
④ 5/9: Newcomer to build 500 Ooredoo towers
MyanmarThe build-and-lease contract is for a period of 18 months, according to the statement. This is a relatively modest rollout plan compared to other towers companies operating in Myanmar. Pan-Asia Towers, for instance, signed in early 2014 to build 1250 towers for Ooredoo as part of its phase one program, which is already complete. A report by IFC and GSMA estimates that more than 17,000 telecommunication towers will need to be set up by 2017 to cover 70 percent of Myanmar’s population.
 
⑤ 5/10: China to start punishing Taobao shops with fake product reviews
ChinaThe world of C2C ecommerce on sites like Taobao revolves around user-written product reviews. It’s one of the first things customers check before buying an item, and good or bad reviews also help determine where a shop’s products end up in the rankings when users do a search. That system has led to widespread fakery: merchants posting positive-but-fake user reviews on their own products.
 
⑥ 3/13: The PS4 will finally launch in China on March 20
JapanSony’s next-gen gaming console, Playstation 4, has a release date in China. Again. The console, which was originally slated for release in the Middle Kingdom in early January, saw its launch postponed indefinitely for reasons that were not disclosed. Now, the device has a new China launch date: March 20.
 
⑦ 4/27: Smartphone AP shipments in China to grow over 17% sequentially in 2Q15
ChinaShipments of smartphone-use application processors in China are expected to reach 122 million units in the second quarter of 2015, up 17.6% sequentially and 18.4% on year, according to Digitimes Research. Among the top-three AP suppliers in China, MediaTek, which saw its market share slide to 46.8% in the first quarter of 2015 due to competition from Spreadtrum Communications in the 3G segment, is expected to ramp up its share to 48.4% in the second quarter, buoyed by rising shipments of LTE and 3G products, said Digitimes Research.
 
⑧ 1/23: Taiwan server ODMs may benefit from Project Scorpio 2.0
TaiwanTaiwan-based server ODMs including Quanta Computer, Wistron and Inventec may obtain orders arising from the beginning of Project Scorpio 2.0, the second version of a project to boost low-cost and highly scalable data center infrastructure jointly by China-based Internet service operators Baidu, Alibaba and Tencent through collaboration with Intel, in September 2014, according to Taiwan-based supply chain makers.
 
⑨ 4/17: TSMC hopes to build wholly-owned 12-inch fab in China
TaiwanTSMC would prefer to set up its own 12-inch wafer fab in China, and management is evaluating the feasibility “aggressively,” according to the Taiwan-based contract chipmaker. There is no time-frame for when TSMC would build a 12-inch fab in China, said the company during an April 16 investors conference. TSMC has been advised by some of its major clients to set up 12-inch wafer facilities in China, and believes that having a local fab for advance-node manufacturing in the region could help it accurately grasp customers needs, the chipmaker indicated.
 
⑩ 4/19: Android Wear is useless in China, so Baidu just created its own smartwatch OS
ChinaBaidu, China’s top search engine company, has just taken the wraps off of its own smartwatch OS. It’s called DuWear. Because pretty much every single Google service is blocked in China, Android Wear with its baked-in Google services is useless in China. That seems to have prompted Baidu to take a stab at it making its own. Kaiser Kuo, Baidu’s director of international communications, tells Tech in Asia that a “major manufacturer” is going to make a smartwatch that uses DuWear and it’ll be available to buy in June.
 
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cna_6中国主導の AIIB に関して、いろいろな憶測が飛び交っていますが、こうしてみると、すでに民間レベルで海外投資が進んでいる様子が窺えます。 もちろん、これからのアジア諸国は、インフラへの膨大な投資を必要とするでしょうし、モバイル・ネットワークやクラウド・サービスが機能するためにも、強固なインフラが重要になります。 日本政府は ADB へのテコ入れにより、AIIB と対峙していくようですが、ここ暫くは買い手市場なのでしょうね。 その意味でも、China Development Bank と Industrial and Commercial Bank of China による Bharti Airtel への出資が、どのような影響をもたらすのかと考えると、とても興味深いです。 _AC Stamp
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