《亚洲科技趋势：人才、中印、核心商务区、人工智能（英文版）》由会员分享，可在线阅读，更多相关《亚洲科技趋势：人才、中印、核心商务区、人工智能（英文版）（35页珍藏版）》请在金锄头文库上搜索。
1、 Andrew Haskins Executive Director | Research | Asia Michael Bowens Executive Director | Regional Tenant Representation | Asia Four terms describe an appropriate strategy for technology occupiers in Asia: talent, Chindia, CBD, artificial intelligence (AI). Acquiring talent is the greatest challenge
2、facing the sector. Talent is concentrated near specific cities in key markets, notably China and India. These markets offer the highest growth potential, but more importantly exposure to China is vital to appreciating new developments in e-commerce, mobile internet and AI. To retain talent, technolo
3、gy groups need to move toward the CBD or CBD fringe; campus sites are unlikely to attract skilled staff for key future roles. AI threatens demand for space, but will support high-value human roles and fuel productivity. This will drive future growth and returns for technology companies. Executive Su
4、mmary Talent Based on interviews held by Colliers with technology companies in Asia, acquisition of talent is their greatest challenge, ranking far ahead of other constraints. The occupiers in our study have particular respect for Beijing/ North China as a source of talent, together with Shanghai/Ea
5、st China and India (notably Bangalore). Talent is getting younger, with millennials the top or joint top employee age group for two-thirds of the companies. Chindia China and India offer the highest growth potential over ten years. We think it vital for technology groups to have exposure to China to
6、 understand the developments in a dynamic market leading Asia in e-commerce, mobile internet and AI. We advise technology groups to consider location in Shanghai or Beijing (or, on a medium-term view, Chengdu) in addition to currently dominant South China. In India, Hyderabad is emerging as a strong
7、 alternative to Bangalore with lower rents. CBD We think technology groups need to move towards the CBD or CBD fringe to find and retain talent in R fastest growth in social media, app-based services, specialised chips . 5 Key findings from interviews . 7 Country and growth strategy . 8 Economic pro
8、spects in Asia firm . 8 India and China offer greatest long-run growth potential . 10 Relative US dollar weakness good news for Asia and a vote of confidence in China . 10 Essential to have a strategy for China as an increasing technology leader . 11 Location strategy . 13 Sales and marketing, R and
9、 we expect the attractions of the CBD and CBD fringe to strengthen further over time. Business parks on city outskirts retain their attractions, especially for smaller companies and start-up operations. However, we expect out-of-town campus facilities to be increasingly limited to manufacturing unit
10、s. Artificial intelligence threatens long-run demand for space by technology occupiers, notably outsourcing groups. However, AI will also aid high-value human roles and drive productivity. The convergence of AI, the Internet of Things and alternative workplace solutions is set to cut costs, boost gr
11、owth and returns, and enhance the well-being of staff across many sectors, but perhaps especially technology. No unified tech sector; fastest growth in social media, app-based services, specialised chips We should make clear at this point that there is, of course, no such thing as a unified technolo
12、gy sector. The technology occupiers in our study operate in quite different markets and consequently show widely differing rates of revenue growth. We would group the companies into the following technology market sub-sectors: Hardware manufacturing Three companies fall into this category: a manufac
13、turer of PCs and smartphones, a producer of smartphones, and an international manufacturer of telecommunications network equipment. In simple terms, the PC industry has been under pressure from the shift to mobile internet and the popularity of smartphones. The smartphone business is dominated by Ap
14、ple of the US and Samsung of South Korea at the high end, but hard at their heels are several Chinese smartphone producers which have seen market share trends shift dramatically. The telecommunications infrastructure market has stagnated globally due to the completion of investment in 4G mobile netw
15、orks and a general delay before the transition to 5G. One of the three companies hopes to achieve compound annual revenue growth of over 50% over the next few years, while another is currently shrinking. Integrated circuit design and production Two companies fall into this category: a large supplier
16、 of integrated circuits, and a designer of specialised chips for mobile and entertainment markets. Again in very simple terms, the IC business has been shifting for many years from dependence on the PC industry for growth to dependence on mobile communications and other new applications. One of these t
