LXXXI Asamblea Nacional “La Globalización: Retos y oportunidades” México Japón E. U. A. Michael S. Inoue, Ph.D. Presidente, Sociedad Japonesa de San Diego y Tijuana (JSSDT) Senior Advisor, Kyocera International, Inc. (KII) A Former Professor, Oregon State University Objetivo #1 • Identificar las oportunidades, los retos y las amenazas que la globalización plantea en particular a los empresarios (Kyocera Mexicana, SA de CV) y en general para el desarrollo de México (y Japón). Objetivo #2 • Urgir a los responsables de las decisiones nacionales, a los políticos y en general a los mexicanos (japonés) a que unamos esfuerzos en pro de la competitividad como una fórmula indispensable para afrontar los retos y amenazas que plantea la globalización. Objetivo #3 • Proponer a la sociedad puntos de consenso indispensable en México (Japón y Kyocera) para hacer posible el incremento de la competitividad y en consecuencia abatir la pobreza en un mundo crecientemente globalizado. Objetivo #4 • Llamar a los empresarios mex ican os (Kyocera) para que se unan a los que ya están en Coparmex (e.g. JETRO) en la búsqueda de la economía competitiva y socialmente responsable que necesita el país (Japón) frente a la globalización. ¿Qué es precisamente la globalización? (Case of Japan) 1549 Francisco de Javier 8/15/1549; a Mexican missionary included in 26 Martyrs of Nagasaki (2/5/1597) 1650 Isolation 1817 Commodore Matthew Perry visits Japan 1882 Japanese Navy visits San Diego, Acapulco 1900 Colonialization (Manchuria, Korea, Taiwan, …) 1940 Militarism 1945 End of WWII; survival (imitations); Protectionism 1959 Economic boom; Acquisition of foreign companies 1998 Bubble bursts ¿Qué es precisamente la globalización? Stage 0 Isolation and Protectionism Stage 1 Regional and inter-state commerce Stage 2 Colonialization (Foreign capital, technology) Stage 3 Bilateral commerce Stage 4 International companies Local production by foreign subsidiaries Multinational corporation Local R&D, product design Global corporation A group of multinational companies Stage 5 Stage 6 ¿Qué es precisamente la globalización? (Case of Kyocera) 1959 Dr. Kazuo Inamori establishes Kyocera in Kyoto with 27 employees, US$10,000 in capital. Sales: $5K/mos. 1965 Texas Instruments (‘65), IBM(‘66) place orders. 1969 Kyocera International, Inc. established in Sunnyvale, CA. 1972 KII Production in San Diego, (1st Japanese Mfg in CA) 1976 ADR listed on NYSE 1984 Established KDDI (then DDI) 1990 Merged AVX, the first stock swap merger of a Japanese company with a foreign company 1995 20% listed AVX on NYSE $1B sales, Profit grew x5 2000 Established Kyocera Wireless Corp.(from QUALCOMM) Introducing Kyocera Corporation (1) Founded : April 1959 Headquarters : Kyoto, Japan FY00 Sales : 1.285 Trillion Yen (about $10.2 Billion) General Facts : >80% of sales derived from telecom, information processing and Internet-related businesses Leading Products : Telecom & information equipment (wireless phones, copiers, printers, faxes); advanced ceramics; electronic components; semiconductor packages; solar power systems; cameras Introducing Kyocera Corporation (2) Workforce: Approximately 42,000 worldwide Research and Development Centers: Central Research Center, Kagoshima Yokohama Research Center, Yokohama Keihanna Research Center, Kyoto Kyocera Mita R&D Center, Osaka Advanced Ceramics Technology Center, Vancouver, WA, U.S.A. Advanced Products Technical Center, Myrtle Beach, SC, U.S.A. Israel Research Center, Jerusalem, Israel Manufacturing Plants: Japan: ROW: 61 18 43 Named by IndustryWeek among “The World’s 100 Best-Managed Companies” Strategic Market Directions Fine Ceramic Group Share of Kyocera Group’s FY01 Net Sales: 28.3% FY01 sales: ¥363 billion ($2.881 billion) up 34.0% Fine Ceramic Parts Semiconductor Parts Consumer-related Products Electronic Device Group Share of Kyocera Group’s FY01 Net Sales: 30.6% FY01 sales: ¥393 billion ($3.116 billion) up 46.6% Electronic Components Equipment Group Share of Kyocera Group’s FY01 Net Sales: 36.3% FY01 sales: ¥467 billion ($3.709 billion) up 117.3% Telecommunications Equipment Information Equipment Optical Instruments Business Segment Information March 2001 Business Segment %to Net Sales +/- 363,026 28.3% 34.0% 104,765 197,103 61,158 8.2% 15.3% 4.8% 45.8% 39.4% 5.9% Amount Fine ceramic-related business Fine ceramic parts Semiconductor parts Consumer-related products % Change Semi 34.0% Fine Cer Electronic devices-related business Consumer 30.6% 46.6% Sales of components for the telecommunications and information processing industries showed very strong despite a slowing toward the end of the second half. Increased sales of Kyocera and AVX Corporation, a U.S. subsidiary were seen in ceramic and tantalum capacitors; timing devices, such as temperature-compensated crystal oscillators (TCXOs) and connectors of Kyocera Elco Corporation, a Japanese subsidiary. 467,362 36.3% 117.3% 273,519 160,175 33,668 21.2% 12.5% 2.6% 112.3% 239.6% -13.9% Because this fiscal year included a full 12 months of sales from two new subsidiaries engaged in the equipment business (KWC and Kyocera Mita), the company’s total revenue from information and telecommunications equipment rose substantially. Outside Japan, the Company achieved stronger sales of PHS-related products, such as base stations and handsets. 392,700 30.6% Equipment-related business Telecommunications equipment Information equipment Optical Instruments 36.3% This segment’s revenue rose significantly. The greatest growth occurred in sale of electronic surface-mount device (SMD) packages for mobile communications handsets; semiconductor parts for optoelectronic devices; fine ceramic parts, including ferrules and isolators, for fiber-optic networks. Steady expansion in sales of consumer-related products, such as solar energy systems, cutting tools, and jewelry. Telcom Info Optical Global Manufacturing THE AMERICAS 20 Manufacturing Plants San Diego, CA CDMA wireless phones San Diego, CA Semiconductor packages Beaverton, OR Semiconductor packages Mountain Home, NC Structural ceramic parts Vancouver, WA Structural ceramic parts Scottsdale, AZ Solar energy products Irvine, CA Carbide Cutting Tools Biddeford, ME (AVX) Electronic components Colorado Springs, CO (AVX) Electronic components Conway, SC (AVX) Electronic components Myrtle Beach, SC (AVX) Electronic components Raleigh, NC (AVX) Electronic components Olean, NY (AVX) Electronic components Sun Valley, CA (AVX) Electronic components Tijuana, Mexico Semiconductor packages Chihuahua, Mexico (AVX) Electronic components Juarez, Mexico (AVX) Electronic components San Salvador, El Salvador (AVX) Electronic components Sao Paulo, Brazil Optical instruments Manaus, Brazil (AVX) Electronic Components Provincia de Buenos Aires, Argentina Solar energy products Global Manufacturing JAPAN Hokkaido Kitami Fukushima Tanagura Chiba Sakura Nagano Okaya Tokyo Ohme Mie Ise Mie Tamaki Shiga Kagoshima Sendai Kagoshima Kokubu Kagoshima Hayato Kyocera Elco Corp. Kyocera Optec Co. Ltd. Kyocera Mita (5 plants) 18 Manufacturing Plants Optical ceramics, telecom equipment, electronic components Telecom equipment Solar systems Optical instruments, electronic components Optical lenses Solar power systems Laser printers Semiconductor packages, electronic components, structural ceramic components, solar products Semiconductor packages, electronic components, structural ceramic parts Semiconductor packages, electronic components, structural ceramic parts Electronic components Electronic connectors Optical instruments Copiers and facsimile equipment Global Manufacturing EUROPE / MIDDLE EAST Paignton, England (AVX) Newmarket, England (AVX) Biggleswade, England (AVX) Coleraine, N. Ireland (AVX) Larne, N. Ireland (AVX) Betzdorf, Germany (AVX) Seurre, France (AVX) Beaune, France (AVX) Saint Appolinaire, France (AVX) Lanskroun, Czech Rep. (AVX) Uherske Hradiste, Czech Rep. (AVX) Jerusalem, Israel (AVX) 12 Manufacturing Plants Electronic components Electronic components Electronic components Electronic components Electronic components Electronic components Electronic components Electronic components Electronic components Electronic components Electronic components Electronic components Major Operating Subsidiaries and Affiliates COMPANY DDI Corporation Cellular Telephone Companies DDI Pocket Telephone Companies Taito Corporation Kyocera Multimedia Corporation Kyocera Leasing Co., Ltd. Kyocera Communication Systems Co., Ltd. Kinseki, Ltd. Kyocera Elco Corporation Kyocera Wireless Corp. S.K. Teletech Co., Ltd. Kyocera Mita Corp. AVX Corporation PRODUCT / SERVICE Telecommunications common carrier Mobile and portable telephone services PHS communication services Amusement and leisure Multimedia services Leasing services Telecom & information systems services Electronic Components Electronics Connectors CDMA wireless phones CDMA wireless phones Copiers, faxes Electronic components Triángulo de Braham H. Maslow (1908-1970) sobre las necessidades humanas (Inoue, Murray y Blanco, p.28) Creatividad Auto Estima Pertenencia Segridad Necesidades Fisiológicas National Development Arts, sciences Sovereignty Autonomy Education, social development Security (Laws and Order) Food, Clothing, Shelter, Energy Maslow’s Triangle for a Global Corporation Co. Morality Mission Co. Structure Inspired Leadership Dedicated Workforce Safety, security, compensations Maslow’s Triangle for Kyocera “Respect the Divine And Love People” Amoebas Co. Motto Philosophy Co. Structure Inspired Leadership Dedicated Workforce Kyocera Philosophy “Formula for Safety, security, profit, compensations Success” Maslow’s Triangle for a Corporate Location Technology Logistics Infrastructure Quality labor cost Prospect for profitability, Safety, security, water, food, housing Kyocera Formula for Success The Result of our work Or of our life = Ability (0~100%) x Effort (0~100%) X Attitude (-100%~100%) Kyocera Philosophy P.A.S.S.I.O.N. Dr. Kazuo Inamori, Founder Kyocera & KDDI • Purpose/Profit • Ambition • Sincerity • Strength • Innovation • Optimism • Never Give Up Global Prosperity and Happiness Mexico, Japan and EUA can lead the world Kyocera Corporation Consolidated BUSINESS OVERVIEW For the year ended March 31, 2001 Presentation Outline 1. 2. 3. 4. 5. 6. 7. 8. 9. Introducing Kyocera Corporation Strategic Market Directions Business Segment Information Global Manufacturing Organization The “Inamori Group” North American Operations Fiscal 2000 Sales by Product Line Major Operating Subsidiaries & Affiliates Kyocera Strategy Products for Telecommunication Environment Quality of Life