2. US$27 billions Global Distributors
2011
Operating History
& Current Position....
Taiwan 1975 No.1
USA 1992 No.3
HK / China 1997 No.2
Australia
(New Zealand)
1998 No.2
Thailand 1999 No.1
India 2005 No.2
Middle East/Africa 2005 No.1
Turkey 2010 No.2
Across 30 countries, 184 offices
SYNNEX APAC Group : Taiwan (HQ), HK, China, Australia, NZ, Thailand
Redington Group : India, Srilanka, Middle East, Africa, Turkey
SYNNEX USA Group : Canada, USA, Mexico
5. H1 2012 Top 10 categories’ revenue
Top 10 categories : H1 2012
6,782,866,390
6,800,000,000 +17.73%
6,600,000,000
6,400,000,000
6,200,000,000 5,761,578,821
Top 10
6,000,000,000
5,800,000,000
5,600,000,000
5,400,000,000
5,200,000,000
Y2012 Y2011
6. Preliminary Worldwide PC Vendor Unit
Shipment Estimates for 2Q12 (Units)
Table 1: Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2Q12
(Units)
Company 2Q12 2Q12 2Q11 2Q11 Market 2Q12-
Shipments Market Shipments Share (%) 2Q11
Share (%) Growth (%)
HP 13,036,548 14.9 14,838,734 16.9 - 12.1
Lenovo 12,820,301 14.7 11,160,303 12.7 14.9
Acer 9,646,383 11.0 9,315,341 10.6 3.6
Dell 9,349,212 10.7 10,570,007 12.1 - 11.5
ASUS 6,120,957 7.0 4,416,125 5 38.6
Others 36,495,872 41.7 37,256,607 42.6 - 2.0
Total 87,469,273 100.0 87,557,116 100 - 0.1
Note: Data includes desk-based PCs and mobile PCs, including mini-notebooks but not media tablets
such as the iPad.
Source: Gartner (July 2012)
7. 2Q 2012 Media Tablet shipments
Top 5 Vendors, Worldwide Media Tablet Shipments, Second Quarter
2012 (Preliminary) (Unit Shipments are in thousands)
Vendor 2Q12 Market 2Q11 Market YoY
Shipments Share Shipments Share2 Growth
1. Apple 17,042 68.2% 9,248 61.5% 84.3%
2. Samsung 2,391 9.6% 1,099 7.3% 117.6%
3. Amazon 1,252 5.0%
4. ASUS 855 3.4% 397 2.6% 115.5%
5. Acer 385 1.5% 629 4.2% -38.7%
Others 3,067 12.3% 3,668 24.4% -16.4%
All Vendors 24,994 100.0% 15,042 100.0% 66.2%
Source: IDC Worldwide Quarterly Media Tablet Tracker, August 2,
2012.
8. Worldwide Sales of Media Tablets to
End Users by OS
Table 1: Worldwide Sales of Media Tablets to End Users by OS
(Thousands of Units)
OS 2011 2012 2013 2016
iOS 39,998 72,988 99,553 169,652
Android 17,292 37,878 61,684 137,657
Microsoft - 4,863 14,547 43,648
QNX 807 2,643 6,036 17,836
Others 1,919 510 637 464
Total Market 60,017 118,883 182,457 369,258
Source: Gartner (April 2012)
9. Top Smartphone Operating Systems,
Shipments, and Market Share
Top Smartphone Operating Systems, Shipments, and Market Share,
Q2 2012 (Units in Millions)
Operating Q2 2012 Q2 2012 Q2 2011 Q2 2011 YoY
System Shipments Market Share Shipments Market Share Change
Android 104.8 68.1% 50.8 46.9% 107%
iOS 26.0 16.9% 20.4 18.8% 28%
BlackBerry OS 7.4 4.8% 12.5 11.5% -41%
Symbian 6.8 4.4% 18.3 16.9% -63%
Windows Phone 5.4 3.5% 2.5 2.3% 115%
Linux 3.5 2.3% 3.3 3.0% 6%
Others 0.1 0.1% 0.6 0.5% -80%
Grand Total 154.0 100.0% 108.3 100.0% 42%
Notes: Smartphone OS shipments are branded shipments and exclude OEM sales for
all vendors. Unbranded phones, also referred to as "White Phones", are included.
Source: IDC Worldwide Mobile Phone Tracker, August 8, 2012
18. IDC: Top 10 key ICT predictions in 2012
for Thailand
1. Sustained spending in Thailand’s ICT industry
2. Mobile Data Services to lead Telecommunication spending
3. Consumerization: The New World Order
4. Clear skies ahead for Cloud Computing
5. Knock the door please – May FTTx come in?
6. Battle between smart devices and PCs continues in 2012
7. Providers will actively expand Wi-Fi services for 3G offload
8. Business Continuity and Disaster Recovery
9. Customer Centricity – Beyond Traditional CRM
10. Growing demand for big data analytics
19. 1. Sustained spending in Thailand’s ICT
industry
• IDC expects the total ICT spending in 2012 to
post a YoY increase of 10.4%, reaching close to
US$16.8 billion
6. Battle between smart devices and
PCs continues in 2012
• IDC forecasts that the shipment of smart
devices in 2012 will be 6.7 million units
compared to only 4.1 million PC units
20. Internet in Thailand updated :
3G, FTTH
• A 3G UMTS/HSDPA network was launched in Bangkok and
its vicinity in December 2009 with speed up to 7.2 Mbit/s
on the 2100 MHz band.
• In the late 2011, TOT released 3G on HSPA+ technology
covering all areas in Bangkok with the speed of up to 42
Mbit/s.
• Major mobile network operators in Thailand also have
released their 3G services on the 850 MHz and 900 MHz
bands
• These networks are scheduled to be switched to HSPA+ in
the middle of 2012
• There are initiatives to offer mainstream FTTH (Fiber to the
Home) providing bandwidth of up to 100 Mbit/s
From Wikipedia, the free encyclopedia
22. OverVIEW q2/12 and h1/12
• IT Market is doomed to slow growth and is expected to
grow by 0-2%
• Synnex posts 3.31% YoY sales growth for Q2/2012 and
7.58% for 1H/2012
• The net profit margin of Q2/2012 was 1.46% and 1.53%
for H1/12
• The increase in SG&A expenses was due to personnel
expenses and operating expenses but they were under
control.
• Inventories rise higher and customers
are paying more slowly.
28. H1/2012 - ASSET Unit: Million Baht
H1/10 H1/11 H1/12
Cash 160 86 106
Accounts Receivable 2,169 2,964 3,185
A/R Days 43 50 48
Inventories 1,188 1,642 1,948
Inventory Days 23 31 33
Others 122 268 380
Total Current Asset 3,639 4,960 5,619
Total Non-Current Asset 392 406 364
Total Asset 4,031 5,366 5,983
29. H1/2012 - liabilities Unit: Million Baht
H1/10 H1/11 H1/12
Current Liabilities
Bank Loan 1,293 1,882 1,612
Loan/Equity 0.97 1.23 0.93
Accounts Payable 1,128 1,682 2,253
A/P Days 20 27 31
Others 147 232 204
Total Current Liabilities 2,568 3,796 4,070
LT Loan 110 - 145
Other 20 37 39
Total Non-Current
130 37 185
Liabilities
Total Liabilities 2,699 3,833 4,255
30. H1/2012 - equity Unit: Million Baht
H1/10 H1/11 H1/12
Shareholders’ Equity
Paid-up Share Capital 688 691 697
Share Premium 326 334 339
Retained Earning 317 507 692
Total Shareholders’
1,331 1,532 1,728
Equity
Total Liabilities and
4,031 5,366 5,983
Equity
31. Outlook for H2/2012
- Smartphone and 3G Trends
- Growth driven by Windows 8
- New product launching
32. Outlook for H2/2012
- Expansion IT Business in
Republic of the Union of Myanmar
- Efficiency in negotiating with
vendors on Sales target,
profit and inventory
- Cost saving