Global Themes

On Globalization & Venture Capital

If any more evidence was needed re. “Globalization”

…here it is.

From “Who Captures Value in a Global Innovation System?” – The case of Apple’s iPod, this table that details “the geography of $190 of the captured value in a single $299 video iPod” (Thanks, Jason).

Apple iPOD Innovation 

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and from “Dreamliner 101: All About the Boeing 787“, this picture showing where the parts for 787 come from.

Boeing 787 Parts

September 19th, 2007 Posted by | Global Competition, Globalization, Technology & Innovation, USA and Asia | 3 comments

3 Comments »

  1. Shantanu, shame on you posting the above on the Ipod teardown and not pointing out the Broadcom chip is the Alphamosaic chip from Cambridge and that the report also misses the Wolfson chip and Philips chips (see https://jefferies.bluematrix.com/docs/pdf/31086.pdf ).

    Yes the Ipod has lots of Asian parts, but much of the Silicon is European in origin or architecture (Alphamosaic, ARM).

    Also note this trend to Europe has accelerated with the iPhone – see http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2007/06/28/cniphone128.xml&DCMP=ILC-traffdrv07053100

    On the US parent company taking the ‘value’ it’s nice to see European Tech companies spent as much acquiring US companies as US Co’s who bought European one’s this year. The tide is turning. see http://www.the451group.com/report_view/report_view.php?entity_id=49929&dealbook=refer

    And the IPod was designed by a Brit! http://www.theregister.co.uk/2004/02/12/ipod_designer_voted_uks_most/

    Comment by simon | September 21, 2007

  2. Simon,

    I stand corrected! and thanks for the links I will have a look through them – especially the451 report – Very interesting…

    Comment by Shantanu Bhagwat | September 21, 2007

  3. Yes the Ipod has lots of Asian parts, but much of the Silicon is European in origin or architecture (Alphamosaic, ARM)…Also note this trend to Europe has accelerated with the iPhone

    By the way, this was not meant to be a Asia vs. Europe (or vs. anyone) post :-)

    Comment by Shantanu Bhagwat | September 21, 2007

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