Interpretation of America′s acquisition of Toshiba: finally satisfied it was "Dad"? -The United States, Toshiba-IT information
American acquisition of Toshiba′s white business is finally settled. On March 30 announced the formal signing, beautiful to 53.7 billion yen (about 473 million yuan) get the Toshiba home appliances (full name: Toshiba Electronics Corporation) 80.1% shares.
Through this acquisition, the United States will receive 40 Toshiba brand worldwide use, a number of technical patents and global market channels.
However the deal for us, is it worth it? Or does it mean that a collapse in the Japanese household appliance′s full line of it? First of all, we got to look good.
Cooperation programmes showed that Toshiba home appliances will continue to develop, manufacture and sell white Toshiba brand products, including air conditioners, refrigerators, washing machines, vacuum cleaners and other small appliances products. Beauty can be the total of the following:
One, the United States will be allowed in the field worldwide use Toshiba Toshiba′s home appliance brand, for a period of 40 years.
Second, the United States will be in Japan and the United States and other overseas more than 5000 patents, and Toshiba has other patents are related to the rain home appliances business license.
Third, the supply chain network and channel advantage in overseas markets.
Four, Toshiba′s production capacity and technology levels.
In the deal, however, the United States actually gained business holdings of the Toshiba white, rather than the product, control of technology. Core technology will be the Japan household electrical appliance enterprises capital of nirvana.
Electrification is not equal to die
Continuing depreciation of the yen has never been good at operations and marketing, Japanese household electric appliance enterprises external problem facing risk situations.
Toshiba fiscal year 2015 reported overall performance losses from 550 billion yen (about 31.46 billion yuan) was expanded to 710 billion yen (about 40.612 billion yuan). Since the accounting scandal, Toshiba has been accelerating the pace of massive restructuring.
Coincidentally, after Toshiba to 196 million Yuan RMB price selling TV factories in Indonesia to Skyworth; sharp, Hon Hai agreed to be acquired; sharp Sanyo brand black cast to CHANGHONG, white threw to Haier.
However Japanese companies to electric operation to be buyers of Chinese enterprises do not represent traditional Chinese home appliance manufacturers have achieved Japan the absolute transcendence of the Giants. Japan home appliances launched manufacturing and sales, rather than on technology and development.
Analogy in the cell phone industry′s most simple example, although other than the Sony didn′t do too well, Japanese mobile phones have faded out of sight. But most cell phones currently on the market still camera from Sony, and the iPhone also has half of its components from Japan manufacturers.
Hold the core technology of Japan consumer electronics giant has long been conscious of B2C shrink the sunset industries, turned to look more intently into the B2B field.
Panasonic, for example, in December last year, Panasonic announced the purchase of United States United States commercial refrigerated food display cases, century of refrigeration equipment manufacturing giant. Restless Tesla EV global, internal battery technologies from Panasonic.
This is similar to the 2004 IBM Lenovo sold PC business. 2011 IBM software business generate $ 25 billion for the company in total revenues, total revenues of 23%; in 2013 to reach $ 29.1 billion; 2015 IBM said software revenue accounted for about half of the company′s total revenue. IBM to achieve transformation.
Disk access is finally satisfied or happy when Dad?
From Aon-Kang of the air-conditioning industry white paper on display at 2016, 2015 Chinese air conditioning market in overall retail sales was 137.4 billion yuan, down 4.8%; overall retail sales of 41.7 million units, down 1.1%. By the end of 2015, industry stock topped 40 million units, equivalent to the sum of domestic air conditioner sales a year.
Globally, air conditioning in the Brazil, Russia, India and China, the so-called BRIC market growth slowed sharply, lackluster. Decline in global air conditioning market in 2015 to 3.6% end, inventory the huge burden of becoming the air conditioning industry.
Although macroeconomic is not busy, poor consumer demand, weather and other factors, but the product homogeneity seriously, endless price war is still low sales, retail sales rose two main reasons.
In 2015, the quarter of Chinese household electrical appliance enterprises are running at a deficit, revenues declined. As far as the United States, appear in the 2015 fiscal year that has just released annual report, operating income of 138.4 billion, fell by 2.28%.
Experienced in the year 2015 after a year of home appliance price war, manufacturers realize that little, so in AWE of home appliance exhibition in early March, have been offering quality, high-end strategy and announced that sunk three or four urban and rural markets. And the recent acquisition of heat is the layout layout of one of the global market.
Continue with the United States, for example, reported the overseas business group revenues accounted for about 40% of the beauty, only 1/3 from overseas business brands, other is OEM. Overseas business has reached a considerable proportion, but revenue only inched up 0.01% from last year.
After the acquisition of Toshiba′s white business, short-term revenue growth, product quality improvement, get rid of the OEM′s image abroad, to enhance product competitiveness on the domestic and international markets. While facing the difficulties of multi-branding, integration of local channel.
But in the long run, Toshiba and other Japanese companies sell home appliances business to us domestic enterprises, was give a man a fish and non-fish. Angle wants to narrow the gap and catch up with the Japanese and Korean enterprises, Chinese household electrical appliance manufacturers still need to increase investment in research and development, core technology!
解读美的收购东芝：终成眷属还是“喜当爹”？ - 美的,东芝 - IT资讯
美的收购东芝白电业务终于尘埃落定。3月30日下午双方宣布正式签约，美的以537亿日元(约4.73亿人民币)获得东芝家电(全称：东芝生活电器株式会社)80.1%的股份。
通过此项收购，美的将在全球范围内获得40年东芝品牌使用权、一批技术专利和全球市场渠道。
然而这项交易对于美的来说是否物有所值？又是否意味着日系家电的全线崩盘呢？首先，我们要先看看美的得到了什么。
合作方案显示，东芝家电将继续开发、制造和销售东芝品牌的白电产品，包括空调、冰箱、洗衣机、吸尘器以及其他小家电产品。美的可得到的共有以下几点：
一、美的将会被许可在东芝家电领域全球范围内使用东芝品牌，期限为40年。
二、美的会获得在日本、美国等海外超过5000项专利技术，以及东芝拥有的雨家电业务有关的其他专利被许可权。
三、海外市场供应链网络以及渠道优势。
四、东芝的产能与工艺水平。
然而本次交易中，美的实际获得的是东芝白电的业务控股权，而并非产品、技术的控股权。而核心技术将是日本家电企业涅槃的资本。
去电器化不等于消亡
日元持续贬值加之向来不擅长运营与营销，日系家电企业面临外忧内患局面。
东芝2015财年财报显示，整体业绩亏损已经从5500亿日元(约314.6亿人民币)扩大到了7100亿日元(约406.12亿人民币)。假账丑闻曝光以来，东芝一直在加快大规模重组的步伐。
无独有偶，此前东芝以1.96亿元人民币价格将印尼队电视机工厂出售给了创维；夏普同意被鸿海收购；夏普将三洋品牌黑电抛给长虹，白电扔给海尔。
然而日企去电器化经营被中国企业接盘并不代表中国家电厂商已经实现对传统日本巨头的绝对超越。日本家电推出的是制造和销售，而并非技术与研发。
类比个手机行业中最简单的例子，虽然除过得不怎么样的索尼以外，日系手机基本已经淡出了人们的视线。但目前市场上大多数手机摄像头依旧来自索尼，而iPhone上也有一半的元器件来自日本制造商。
掌握着核心科技的日本消费电子巨头早已有意识的收缩夕阳的B2C产业，转而将目光更为专注地投向B2B领域。
以松下为例，去年12月，松下宣布收购美国美国商用冷藏、冷冻设备百年制造巨头哈斯曼公司。而火热全球的特斯拉电动汽车，内部电池技术依旧来自松下。
这一点十分类似2004年IBM向联想抛售PC业务。2011年IBM软件业务总共为公司带来250亿美元营收，占总营收的23%；2013年达到291亿美元；2015年IBM方面表示，软件收入要占到公司总营收的一半左右。IBM以此实现转型。
接盘侠是终成眷属还是喜当爹？
来自中怡康《2016年度空调行业白皮书》显示，2015年中国空调市场整体零售额为1374亿元，同比下降4.8%；整体零售销量为4170万台，同比下滑1.1%。截至2015年底，行业库存总量已突破4000万台，相当于国内空调一年销售总和。
全球范围内，空调在巴西，俄罗斯，印度和中国，所谓的金砖四国市场增长率大幅放缓、表现乏善可陈。全球空调市场2015年以3.6%的降幅结尾，库存成为空调行业的巨大负担。
虽然外有宏观经济不旺、消费需求不畅、天气等因素影响，但产品同质化严重、无止境的价格战依旧是销售量、零售额两低主因。
2015年，中国家电企业季度财报也纷纷出现亏损、营收下滑状态。而就美的而言，在刚刚发布的2015财年年度财报中显示，营业收入1384亿，同比下跌2.28%。
在经历了2015年一年的家电价格战之后，厂商们意识到收效甚微，于是在3月初的AWE家电展上，纷纷推出精品、高端化战略，并宣布下沉三四线城市以及农村市场。而近来的收购热也是布局全球市场扩大布局的方法之一。
继续以美的为例，财报显示，美的海外业务占集团营收40%左右，海外业务仅有1/3来自自主品牌，其他都是代工。海外业务已经颇具比例，但营收比去年仅微增0.01%。
在收购东芝白电业务后，短期内可实现营收的增长、产品品质提升、摆脱代工的海外形象，从而在国内外市场上提升产品竞争力。但同时也要面临多品牌、本地渠道整合的难点。
而在长远角度来看，东芝等日企出售家电业务给美的等国产企业，是授人以鱼而非渔。在产品角度想缩短并赶上与日韩企业的差距，中国家电厂商依旧需要加大研发的投入，掌握核心科技！