Management Journal : vol.12 PwCStrategy& 2014 3 31www.strategyand.pwc.com.
vol.12 2010 WINTER Contents Management Journal 3 4 8 12 M&A 16 21 24 1000 31 1
PwCStrategy& 2014 3 31www.strategyand.pwc.com. masahiro.kishida@booz.com 15 CDS CDS CDS CDS CDS CDS CDS M&A M&A 10 3
PwCStrategy& 2014 3 31www.strategyand.pwc.com. 1 1 2 3 4
paul.leinwand@booz.com cesare.mainardi@booz.com masahiro.kishida@booz.com CEO 15 500 1 Cut Costs, Grow Stronger: A Strategic Approach to What to Cut and What to Keep HSBC 5
2 Cut Costs, Grow Stronger: A Strategic Approach to What to Cut and What to Keep 3 EBIT Cut Costs, Grow Stronger: A Strategic Approach to What to Cut and What to Keep 6
Cut Costs, Grow Stronger: A Strategic Approach to What to Cut and What to KeepHarvard Business Press, 2009 www.strategybusiness.com/ccgs_book BMW P&G P&G P&G 2 3 EBIT Reprint Number: 09501 7
PwCStrategy& 2014 3 31www.strategyand.pwc.com. Capability 3 CDS 1990 15 20 EMS EMS Foxconn6 ITR&D 8
shunsuke.imamura@booz.com 8 KFS KFS 9
1 A B C 3A BC CDS CDS EVA KFS KFS KFS 2 10
KFS 2 1 1 2 1 B 1d 3 11
PwCStrategy& 2014 3 31www.strategyand.pwc.com. CDS 80 90 09/3 NEC 20002 1 IR GE Siemens M&A 4 1 2 Siemens200 12
shunsuke.imamura@booz.com 8 4 3 4 CDS CDS 09/3 7 CDS 1 2 3 5 12 13
IT IT 5 IT 3 IT IT IT CDS 09/3 TVEMS Foxconn 12 11 PlayStation3 SCE TV CDS TV Apple Apple PC Mac ipod iphone itms iphone EMS Apple 14
CDS EMS CDS CDS CDS CDS CDS 15
PwCStrategy& 2014 3 31www.strategyand.pwc.com. 2 3M&A M&A M&A 30% M&A M&A M&A M&A 2000 M&A 2 2000 1 M&A 2000 BSE M&A 08M&A M&A 20 08 2 1509 35 2 M&A 2000 815 M&A04 M&A 13 4% 16
ryutaro.sato@booz.com 1 M&A M&A M&A M&A 2M&A M&A 2 17
2 M&A M&A M&A M&A M&A M&A M&A M&A 2 M&A M&A M&A M&A 2009 5 M&A 18
M&A M&A M&A M&A M&AM&A M&A 2. M&A 3. Take Give M&APMI 3 1. M&A M&A M&A PMI 19
PMI Take PMI Give 25 M&A M&A 20
PwCStrategy& 2014 3 31www.strategyand.pwc.com. 510 1980 21
masayuki.sekine@booz.com 10 1 GE Merge Ahead GE 1990 GE 1 GE GE 100 GE 30 22
23 GE GE 1 GE GE
1000 PwCStrategy& 2014 3 31www.strategyand.pwc.com. 1 R&D 2009 1000 GI1000 2008 R&D5.710 6.5 1 GI100020088.6 34R&D 32 R&D 90 2 GI1000 20095 1000 2009R&D 230 300 R&D R&D GI1000 41 2008 20 R&D 10.73.2 2009 20091 522 R&D7.4 18.5R&D R&D3 24
barry.jaruzelski@booz.com kevin.dehoff@booz.com kazutoshi.tominaga@booz.com H 20 15 1 R&D R&D 2008 2008 2 R&D 43R&D 32 3 1. 2. R&D 3 R&D 100 R&D 3. 25
R&D 3 44R&D 20 40 40 R&D10 92008 59 R&D6 10 82008R&D 4% R&D 4 R&D GI100031 2008 R&D 5 290R&D2009 2009 702009 GI1000 2008R&D 5,320 20075.7 2006200710 6.515 2006200710 1000R&D 3.6 5 R&D 43 63 Pitney Bowes R&D 26
4 10 5 R&D R&D 27
Applied Materials IBM 1 3 IBM Kraft Foods R&D 1 R&D 410 1 6 (Harman International) 30 75 13 28
6 1 2 31 1GM 2009 R&D GM R&D GM GM R&D ROI 40 R&D 31 40 R&D ROI 40 70 80% R&D R&D 29
R&D ROI R&D Reprint Number: 09404 R&D 2008R&D 1000 R&D 20012008 R&D 9 5 R&D R&D 230290 R&D R&D 2,300 1000 R&D44 49 3813 1 30
PwCStrategy& 2014 3 31www.strategyand.pwc.com. 31
kishimoto.yoshiyuki@booz.com 20 AB A 1 32
33 CRM
2 CRM 2 34
CMO CMO ROI ROI CMO CMO CMO ROI ROI CMO PHP 5 1950 35
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