1. INDONESIA ICT & ELECTRONICS INDUSTRY
FGD SCIENCE &
TECHNOLOGY
FORECASTING
LP4 ITB
Adi indrayanto

2. INDONESIA ICT MARKET OVERVIEW

3. INDONESIA vs ASEAN COUNTRIES
Indonesia becomes the largest spender on IT in South East Asia ranked 19th globally, growth 15% CAGR to (Source: IDC)
IT spending $10.9 billion USD in 2011,
raise 18.3% to $12.9 billion USD for 2012,
and may reach $17.8 billion USD by 2016,
mostly on Hardware (80%)
(Source: Global Business Guide Indonesia – 2013)

4. Asean ict spending in 2015 (Source: IDC)

5. Ict competitiveness (source: the global competitiveness report 2012-2013, world economic forum)

6. Global competitive index (source: the global competitiveness report 2012-2013, world economic forum)

7. Global competitive index (source: the global competitiveness report 2012-2013, world economic forum)

8. Broadband quality (source: itu 2012)

9. Internet market
Indonesia the 5th largest Internet market in Asia after China, Japan, India, and South Korea.
Internet users has grown from 2 million (2000) to more than 31 million (2010), and reach 55 million (2012).
Forecast in 2015 will be 125 million (baseline) or million (optimistic), growth rate more than 30% in the next 5 years. (source: redwing-asia)

10. Internet users by 2015 (source: redwing-asia)

11. Internet users age group
It is an emerging market, has younger audiences.
By 2011, 73% internet users are between 15 – 34 age groups, where 36% is women. It is only about 13% of total population. (source: comScore)
However, after 2011 the age group has grown over the past two years. (source: redwing-asia)
The user base is relatively spread evenly across all age groups.
Potential growth is still very high.

12. Users demographic (Source: National Statistics Agency)
More than 30 years span of demographic bonus

13. Mobile internet
Mobile (wireless) infrastructure is more developed compare to fixed (wired) infrastructure, cover 90% of Indonesian’s population.
In 2010, there are more than 200 million mobile cellular subscriptions, and 15 million of them with broadband access.
63% internet users have adopted mobile internet.
The highest level of mobile phone ownership is in 8 – 24 years old, with 80% penetration.
Indonesia among the highest ranks in the world for mobile browsing intensity (633 pages per month/person).
(Source: Market Alert No. 2/2011 by MATRADE Jakarta)

14. Mobile users statistic (source: mastel ict outlook 2012)

15. Primary Reasons
Three primary reasons why mobile internet market is big in Indonesia:
Price
Mobile (wireless) has many cheaper internet packages compare to wired broadband internet (mostly on corporate market).
Infrastructure
Mobile infrastructure is more developed for last miles internet access, cover about 90% of populations, suitable for achipelago country with huge amount of islands ( islands, only 6000 inhabited). Wired broadband is more concentrated in urban areas.
Mobile penetration (9%) is higher than wired broadband internet (3%)
(Source: AT Kearney & GSMA 2011)

16. Mobile penetration (Source: AT Kearney & GSMA 2011)

17. MOBILE OPERATORS (Source: telkom 2010)

18. Mobile frequency bands (Source: ditjend sdppi kemkominfo)
Current Situation:
CDMA Operators:
4 < 2 x 5 MHz, 1 operator 2 x 11.9 MHz
GSM/UMTS/HSPA Operators:
2 2 x 40 MHz, 2 2 x 25 MHz, 1 operator 1 x 20 MHz
2 operators do not have 900 MHz (coverage)
In 1.8 GHz & 2.1 GHz some portions of band do not contiguous
Mixed Band Plan: GSM 900 vs CDMA 850, UMTS 2100 vs PCS 1900

19. Primary Reasons ... Three primary reasons ... : Culture
Indonesian spend about 17.2 online hours/month.
Internet usages (% of internet users):
42% ;
39% reading newspapers;
29% searching information of products and services;
27% reading magazines;
23% chatting;
50% do online shopping, only1% spending their online time for shopping;
35 million has account in Facebook (2nd largest Facebook users in the world);
3rd highest number of tweets in the world.
(Source: Market Alert No. 2/2011 by MATRADE Jakarta)

20. INDONESIA MOBILE PHONES MARKET trendS

21. CURRENT MARKET CONDITION
The Middle-lower Segment, in Second and Third tier cities, has long been the Biggest Market for Feature Phones, especially Local Brands
Feature Phones sold More Units, around 84 Percent of the Market
Local Brands, Cross and Mito, are the Top Five Mobile Phone Brands alongside Nokia, Samsung and Research in Motion (RIM) – (Source: IDC)
Most Local Brands were Manufactured in China

22. LOCAL BRAND CROSS CASE CROSS was Founded in 2008
In Year 2012 Sales Grew Two-fold, in Runner-up Position after Nokia (the Third is Samsung, the Fourth is MITO, and the Fifth is Blackberry)
The Biggest Market is in Java (Jawa Island) with 55 Percent of Sales
Offered at least 45 Models of Featured Phones
Introduce 5 New Models every Month (Indonesians change their phones every 9 months on average)
Introduce 7 Android Smartphones with Price Less than $155

23. INDONESIAN CONSUMERS
61 Percent of the Population is Middle Class (Source: BI)
90 Million People will enter the Consumer Class, with an Annual Net Income of US$3,600 by 2030 (Source: McKinsey)
Population: 240 million, 55% under 30 years old
96% of Indonesians Use Social Media
12% of Global Tweets from Indonesia (Indonesia the 4th Largest Twitter Country in the World)
87% Twitter Messages are sent via Mobile Phones
Indonesia is also the 4th Largest Facebook Country

24. MARKET FACTS Connected mobile devices: 280 million
3G subscriptions: 30 milion
Mobile phone ownership: 80%
Smartphone Penetration: 24%
PC or Laptop Owners: 5%
Some of the Cheapest Mobile Tariffs in the World
50% Mobile Sold Below $50, 85% Mobile Sold Below $100, 3% Mobile Sold Above $250 (Source: IDC)
Average Price of Mobile Sold: $90
Market Circulation 3.5 million units phones per months (100 local brands)

25. MARKET FACTS

26. IMPORT HANDPHONE KONTRIBUSI DEFISIT NERACA PERDAGANGAN INDONESIA
Nilai Import Handphone Rp 29 Trilyun
31% dari Total Defisit Neraca Perdagangan Indonesia Sebesar US$ 8 Milyar
2013, Import HP Sebesar 15 Ton Unit
(Source: Majalah ICT)

27. MODEL EKOSISTEM INDUSTRI TIK
INDUSTRI PERANGKAT, OPERATOR, HINGGA KONTEN

28. STRUKTUR INDUSTRI TIK (source: mp3ei)
Content Industry
(digital publishing, e-comerce, animation, etc)
Layer 0
Software & Telematic Applications
(e-Gov, e-Health, e-Education, etc)
Layer 1
Internet Service Provider
Layer 2
Network (Infrastructure) Provider
Layer 3
Integration, Installation & Maintenance
Layer 4
ICT Devices Manufactures (OEM, ODM)
Layer 5
ICT Components Industry
Layer 6
Component Materials Industry
Layer 7

29. INDUSTRI NETWORK & SERVICE PROVIDER (source: mp3ei)
Content Industry
(digital publishing, e-comerce, animation, etc)
Layer 0
Software & Telematic Applications
(e-Gov, e-Health, e-Education, etc)
Layer 1
Internet Service Provider
Layer 2
Network (Infrastructure) Provider
Layer 3
Integration, Installation & Maintenance
Layer 4
ICT Devices Manufactures (OEM, ODM)
Layer 5
ICT Components Industries
Layer 6
Component Materials Industries
Layer 7
Broadband Infrastructure & Service Providers Ecosystem

30. INDUSTRI SOFTWARE, APLIKASI & KONTEN (source: mp3ei)
Software Applications & Contents
Ecosystem
Content Industry
(digital publishing, e-comerce, animation, etc)
Layer 0
Software & Telematic Applications
(e-Gov, e-Health, e-Education, etc)
Layer 1
Internet Service Provider
Layer 2
Network (Infrastructure) Provider
Layer 3
Integration, Installation & Maintenance
Layer 4
ICT Devices Manufactures (OEM, ODM)
Layer 5
ICT Components Industry
Layer 6
Component Materials Industry
Layer 7

31. INDUSTRI PERANGKAT TELEMATIKA (source: mp3ei)
Content Industry
(digital publishing, e-comerce, animation, etc)
Layer 0
Software & Telematic Applications
(e-Gov, e-Health, e-Education, etc)
Layer 1
Internet Service Provider
Layer 2
Network (Infrastructure) Provider
Layer 3
Integration, Installation & Maintenance
Layer 4
ICT Devices Manufactures (OEM, ODM)
Layer 5
ICT Components Industry
Layer 6
Component Materials Industry
Layer 7
ICT Equipment Industry
Ecosystem

32. VALUE CHAIN INDUSTRI ELEKTRONIKA
Efek dari modularity produk

33. VALUE CHAIN INDUSTRI PERANGKAT TIK (source: PUSAT MIKROELEKTRONIKA ITB)

34. VALUE CHAIN INDUSTRI KOMPONEN (source: PUSAT MIKROELEKTRONIKA ITB)

35. INDUSTRI KOMPONEN ENTRY BARRIER (source: PUSAT MIKROELEKTRONIKA ITB)

36. VALUE CHAIN ODM/OEM (source: PUSAT MIKROELEKTRONIKA ITB)

37. ODM/OEM ENTRY BARRIER (source: PUSAT MIKROELEKTRONIKA ITB)

38. VALUE CHAIN MANUFAKTUR ELEKTRONIKA (source: PUSAT MIKROELEKTRONIKA ITB)

39. MANUFAKTUR ENTRY BARRIER (source: PUSAT MIKROELEKTRONIKA ITB)

40. PEMETAAN SDM - INDUSTRI TIK (source: mp3ei)

41. PEMETAAN SDM - INDUSTRI TIK (source: mp3ei)

42. VALUE CHAIN MODULARITY (source: GANGNES, ASSCHE, 2011)
Horizontally Specialized
Vertically Integrated

43. VALUE CHAIN MODULARITY (source: PUSAT MIKROELEKTRONIKA ITB)

44. VALUE CHAIN MODULARITY (source: PUSAT MIKROELEKTRONIKA ITB)

45. CONTOH LEAD FIRMS (Source: Sturgeon & Kawakami, 2010)No
Segmen Pasar
Jenis Produk
Lead Firms 1
Komputer
PC (dekstop, notebook, netbook), embedded computers
IBM, Fujitsu, Siemens, HP, Dell, Apple, Acer, Lenovo 2
Peripheral Komputer
Printer, Fax, Scanner, Mesin Photocopy
HP, Xerox, Epson, Kodak, Cannon, Lexmark, Acer, Fujitsu, Sharp 3
Consumer electronics
TV, Home HiFi, portable audio&video, game consoles, toys, musical equip., mobile phone handset
Philips, Toshiba, Sony, Sharp, Apple, Nintendo, Microsoft, Samsung, LG, NEC, Matsushita, Hitachi, HTC, Politron 4
Networking
Public & private communication network, internet, mobile phone infrastructure
Alcatel, Nortel, Cisco, Motorola, Juniper, Huawei, Ericsson, Nokia

46. CONTOH CONTRACT MANUFACTURER (Source: Sturgeon & Kawakami, 2010)No
Negara
Jenis Service
Contract Manufacturer 1
Taiwan, China
EMS
Foxconn (Hon Hai) 2
ODM
Quanta Computer 3
Compal Electronics 4
Canada
Celestica 5
US & Singapore
Flextronics 6
Japan
SIIX 7
Luxembourg
Elcoteq 8
Germany
Zollner Elektronik 9
Singapore
Beyonics 10
Venture 11
Indonesia
SatNusa

47. CONTOH PLATFORM LEADER (Source: Sturgeon & Kawakami, 2010)No
Segmen Pasar
Jenis Produk
Firms 1
Komputer Chipset
PC dekstop, notebook, netbook
INTEL 2
Komputer, Consumer Electronics
PC desktop, tablet, portable audio & video, mobile phone handset
APPLE 3
Audio & Video Chipset
CD, DVD, DVR, HDTV
MediaTEK

48. NILAI TAMBAH DALAM VALUE CHAIN (Source: Mudambi, 2008)
Contract Manufacturer
Platform Leader
Lead Firms

49. ADDED-VALUE PADA VALUE CHAIN INDUSTRI ELEKTRONIKA
FENOMENA SHAN ZHAI – PELAJARAN DARI CHINA

50. Value Chain mobile phones (SOURCE: DTI, 2012)

51. GLOBAL MOBILE PHONE INDUSTRY VALUE 2010 (SOURCE: DTI, 2012)

52. CONTOH BOM PHONES BB CURVE 8300 (SOURCE: DEDRICK, KRAEMER, LINDEN, 2010)

53. PERBANDINGAN BOM 3 MEREK MOBILE PHONES (SOURCE: DEDRICK, KRAEMER, LINDEN, 2010)

54. SHANZHAI MOBILE PHONE VALUE CHAIN (SOURCE: DIGITIMES, 2009)

55. BIAYA SHANZHAI VS MEREK INTERNASIONAL (SOURCE: DIGITIMES, 2009)

56. STRATEGI PENINGKATAN NILAI TAMBAH
Bergerak dari Nilai Tambah Rendah ke Nilai Tambah Tinggi

57. CONTOH PERSENTASI BIAYA KOMPONEN 30 GB IPOD (SOURCE: DEDRICK, KRAEMER, LINDEN, 2008)

58. CONTOH MARGIN nilai tambah (SOURCE: DEDRICK, KRAEMER, LINDEN, 2008)
HP NC6230 Notebook
Video 30 GB Ipod

59. BERKEMBANG MELINGKUPI VALUE CHAIN LAIN (Source: PUSAT MIKROELEKTRONIKA ITB)

60. TEACHING FACTORY INTERAKSI DUNIA AKADEMIK & INDUSTRI
ODM/OEM Industri Perangkat
ODM Industri Komponen
Industri Komponen
Perguruan Tinggi & Politeknik
Electronics Manufacturing Service (EMS)
TECHNOPARK

61. PEMETAAN SDM - INDUSTRI TIK (source: mp3ei)
Peran ITB

62. NILAI TAMBAH DALAM VALUE CHAIN (Source: Mudambi, 2008)
Contract Manufacturer
Platform Leader
Lead Firms
Peran ITB

63. KORIDOR EKONOMI – INDUSTRI TIK (source: PUSAT MIKROELEKTRONIKA ITB)

64. INTERNATIONAL HUB – INDUSTRI TIK (source: PUSAT MIKROELEKTRONIKA ITB)

65. KESIMPULAN & USULAN
Industri Elektronika Dunia Saat Ini Value Chain nya Terfragmentasi
Trend Pergerakan Industri Elektronika Dunia, untuk beberapa Value Chain nya, Bergerak ke Negara Berkembang  Low Labours, Emerging Markets
Industri Elektronika Indonesia Tidak Bisa Lepas dari Value Chain Industri Elektronika Dunia
Industri Dalam Negeri (IDN) Indonesia masih Terisolasi dari Value Chain Industri Elektronika Dunia

66. KESIMPULAN & USULAN
Pemerintah Indonesia Belum Memiliki Strategi untuk Mengembangkan Industri Elektronika
ITB WAJIB Membantu Pemerintah untuk Menyusun Strategi Pengembangan Industri Elektronika
ITB Sebaiknya bukan Hanya Kontribusi pada Pembentukan SDM dan Penguasan Sains & Teknologi saja Tetapi Juga perlu Kontribusi pada Penyusunan Kebijakan Industri Elektronika dan Pembentukan Value Chain Industri Elektronika di Indonesia

67. KESIMPULAN & USULAN
Fokus Teknik Elektronika Umumnya Masih Pada Pengembangan SDM dari Sisi “Hardcore” Engineering (Tukang), Siapa Yang Memikirkan Industri Elektronika dan Kebijakan Industri Bidang Elektronika di Indonesia?
Kerjasama Multi-Disiplin di ITB Perlu DIPERKUAT
Ada Program Studi Multi-Disiplin yang Fokus pada Industri Elektronika dan Kebijakan Industri Elektronika

68. PUSAT MIKROELEKTRONIKA ITB
THANK YOU
PUSAT MIKROELEKTRONIKA ITB
JL. GANESHA 10, BANDUNG /