Zhang Fei Fei
In April the middle ten days of a month, yin Fuse this (a disturbance tha the most popular canon ef 15mm t the newest money the best selling memory card digital cameras bulletin that Infosys) issues caused Indian market to go up again. This is called " India is the richest and contemporary spirit of enterprise " the company announces his 2012 money year the income increase rate of the fourth quarter under desired value 2.2% , this is the first time on Infosys history did not achieve growth goal.
Worse is, infosys will to 2013 money year of outstanding achievement increase rate beforehand appraise coachs the value falls for 8%~10% , this even under Indian IT guild (the entire industry that NASSCOM) gives out grows 11%~14% on average beforehand appraise value. The market fears whether this is representing India in succession the be issued to lower levels of whole IT industry, this can is opposite again from the 8% India that fall to 6%~7% interval to struggle GDP increase rate produces what kind of negative effect.
Be Ied hope, the tower tower that later period announces this month seeks advice from a service (TCS) and dimension cloth sth resembling a net (the money newspaper of Wipro) is reached more than respectively achieve the market to anticipate. India " economic times " with the film " 3 goofy " the classical actor's lines in " everything is good " will proclaim this concern can come to an end.
Qu evil spirit
In fact, this is not expression of mark the most popular t mobile prepaid cards et first time was anxious any more. 2008 after financial crisis, western media has a comment to use even " the bag outside Indian IT is dead already " the caption of such alarm people comes apply colours to a drawing viewpoint. TCS, Infosys and Wipro are India of software of 100 billion dollar and service industry " 3 tycoons " , its the business of 3/4 comes from at the United States and Europe, financial crisis produced tremendous effect to this industry.
Do not cross this, more resembling is Infosys crisis. Regard Indian profit margin as top an IT company, infosys flaunts all the time " innovation and efficient carry out " , but serving a product more coessential the period that spend, the effect of dimensions advantage is very apparent, the successor also comes through lowering quoted price the market share with nibble original Infosys.
"Although current and short-term inside face a challenge, but the road that we hold to high value, high profit margin won't be changed. " last year just the S.D of replace Infosys presiding apparitor. the best selling memory laptop toshiba Shibulal expresses when the class adds headquarters of Luo Er Infosys to accept our newspaper to interview. This horse that be held in th most popular selling memory card digital cameras e palm Si Fulideman the garden area of highly praise, appear in its for many times " the world is smooth " among one book, the author gets its picture beautiful Huan of United States annulus, but look now, although doorway adornment gets best administrative building, also appear not so have an eye. norton internet antivirus
And if with India graduate of a few colleges chats, you can discover a lot of people won't have regarded his as the first choice of graduation IT company, this is decided by the pay level of this industry greatly. As we have learned, the programmer of introductory class, its salary standard is the same as type finance only or of Internet practitioner 1/5 the left and right sides.
But this still is an industry that holds the balance to Indian economy influence, especially from obtain employment for this angle, absorb obtain employment every year to reach 2.5 million person, enterprise of annual and large IT maintains dimensions of invite applications for a job to make the important reference of stable market sentiment. "At present increase rate really compared with before some year will appear to reduce, but I do not think IT enterprise of India has been ' sunset industry ' . Besides the influence of macroscopical economy environment, the scale that main reason is this industry is very large, should have matured, maintain high speed growth impossibly forever, accordingly, pure for the angle from market share or popularity rate, still have very large space, growth will continue, but speed is really in rein in. " French Lyons negotiable securities ( Joshi of Nimish of analyst of industry of CLSA) India IT expresses to our newspaper.
Cost advantage taper
Resemble market of manufacturing industry of Chinese dominant whole world same, come ten years, indian enterprise is the main player of game of market of world IT service, and relatively low labor cost is one of large dominant positions. It is with the United States exemple, the labor cost of Indian IT enterprise is place only commonly 1/2 or 1/3, what be full of variable nevertheless is, no matter be,be in Indian home or abroad now, labor cost is rising.
Since 2000, as American economy growth glides, unemployment rate tall look forward to, the United States goes to the application fee of beautiful work visa doubly through act, at the same time India goes to the beautiful visa that use worker worker, especially among them L1 visa (basically apply to transnational corporation in-house personnel is allocated between different country) percent of pass also presents blazing to drop, this caused bigger negative effect to counting the Indian IT company of labor cost advantage, also caused the intense dissatisfaction of Indian business circles and government sector. On April 21, indian Department of Commerce expresses, the problem that preparation rises with respect to certificate fee solves a mechanism to put forward to sue to the United States through WTO conflict.
The data that comes from American the State Council shows, came 2010 between 2011, the United States is right of Indian L1 visa sign and issue rate drop 28% , and to the others country sign and issue rate rise 15% . And the statistical caliber that occupies India, the United States signs the refus autograph rate of L1 visa to have 2.8% only before, and average now refus autograph rate had been achieved 40% , be as high as 70% even in particular.
As we have learned, at present the service mode of Indian IT is, a project 10 people, among them 7 people are in India, 3 people work in client seat, and in this 3 people, 10 have 89 also is the kind that the Indian carries working visa works to target country. And now, the rate of autograph of working visa refus of the country such as the United States rises, the enterprise is forced to be in place hire hands, this produced long-term effect to the cost structure of Indian IT enterprise.
"It is whether place has suitable labour force resource, additional, for managing cost, after general place job ends, indian employee can go back to the motherland, but if employed local employee, appear possibly ' the project such as the person ' situation. " Nimish Joshi expresses.
Another challenge that IT industry needs to answer is the growth of pay cost. According to introducing, of income of average IT company 55% use at salary, and India is connected high at present (small gain) bilge the level accentuated the pressure of salary expenses. Cloth of Infosys inchoate Ceng Xuan will secure firewood to propose a toast the part undertakes cutting down to be not, this caused the intense dissatisfaction of employee, make the rate of prediction of a person's luck in a given year of employee was achieved 14.7% , summary prep above is average level. For " stable soldier's morale " , administrative layer acceptance begins from July 2012, execute raises to 15000 people.
Coessential the competition that spend
What before at present IT serves the problem that course of study faces and hardware industry 9 years, be faced with is same, namely the product is coessential change. "Because ultimate firm sells the time that is operation personnel, the product poor dissimilation of different manufacturer is not apparent, this makes price authority begins to be transferred to buyer's market. And at the same time the client also becomes more mature, they know profit space is to be in the 20%~30% of commodity income, this also brought very g brooch pins reat pressure to the price. " Nimish Joshi expresses.
S.D of Infosys presiding apparitor. Shibu-lal expresses, whole industry is facing a lot of challenges, it is global economic situation makes a lot of clients above all confidence is reduced, the time that they make a decision is spun or somewhat protracted; The 2nd be a money fluctuation, rupee devalues; The 3rd challenge is the client is seeking greater value namely, and a lot of products are becoming commercial now.
To answer this one challenge, infosys rolled out the frame that devotes oneself to innovation and taller commerce value -- Infosys 3. "To Infosys, the most important is to extend value catenary and rather than to abandon a space. Current, those who seek advice to had taken company income with systematic con the best selling brooch pins formity 30% the left and right sides, and commercial moving product and platform are another main field. " S.D.Shibulal says.
But this one direction undertakes so that appear at present not successful. Infosys anticipates so, 2012 money year annual income growth will be amounted to 16.3% , but add actually fast for 15.8% , this is the first time on its history did not achieve growth goal. Additional, new money year the income increase rate first quarter predicts to be only 1% , this is meant in next average increase rate should achieve 3 quarters 3.5%~4% ability telesis. "The high level of the large bank of beautiful Europe of protracted, near future of the contract is fluctuant make on one money year the income of the fourth quarter grows under anticipate. " S.D. Shibulal analysis, "Although case of near future of large banking firm already appeared,improve, but still rise without apparent income. On the history, if the profit of system of bank finance insurance adds, they can increase in the defray of technical respect, but look now, this chain ruptured, at least short-term inside be such. At least short-term inside be such..
"Although the industry is faced with Indian IT to be able to extend gender and service commercialization to wait for a challenge, we do not want to play the game of price war, although be in last year, our price still rose 4.7% , this is unprecedented in entire industry. So, we pay close attention to the lon the most popular memory laptop toshiba g-term growth of high quality, high value, from go up somehow, this can produce short-term effect to outstanding achievement growth really, but we pay attention to long-term development more, I think most strategic investor can understand this. " Balakrishnan of of V of presiding and financial officer expresses Infosys.
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