Anandvy - it's a sensor that can be packaged in multiple ways, and will detect changes in water levels within centimeters... they told us right now the current sensors on the market detetc water level changes within in 50 cms, but in a flood zone, whether your house is flooded or not may be just a couple centimeters
The one who wins the War after losing the Battle is the Real Winner! That's what makes Thailand so special.Inspite of getting knocked (further because of the Political issues and then the Flood Issues);Thailand came roaring right back!
Wale - energy question...no one mentioned any major concerns about problems with energy, or at least non come staright to mind. I will scan a slide presentation I have about that, and put a comment up on the last dispatch I filed from Thailan, ok?
How is the language barrier taken care of by the Thia idustry in communicating with the outside English world.
I had faced a lot of difficulties while trying to source components from China in terms of verbal communication
.. the thai govt is also working on ways to start placing more factories near the Laos and Myanmar border... where some of the lower-skilled, high-volume production may end up as the more mature companies migrate to lower-volume, higher complexity
I think its a good sign that government is taking flood prevention measures seriously. There are many countries that dont learn any thing from natural disasters. I am glad Thailand realizes how bad it is for their economy.
@Prabhakar-China is also the largest importer of Soyabeans.Trouble is you can't eat Rare earths;but you can replace them easily[Japan is doing some great research] & alternative mines outside China[US,UK ,Canada,Australia]
Since Thailand is the world's biggest rice producer as well, hasnt the flood made the land fertile for the coming years making rice a potential earner for Thailand ? (Ignoring the destruction caused by flood to the crops that year)
Adeniji - There was a impact on HDD sales, but the industry has mostly recovered faster than expected and many HDD companies reported record sales and profits recently. I'll be covering just that topic for Velocity's ezine, our sister pub very soon. Bolaji can tell you when that will be live.
Ariella- see what ending soon - the China fad? Nope, although I think countries like Thailand and Malaysia offer competitive alternatives. People are getting frustrated with things in China and it is getting more expensive do biz there, but it's still a huge market that can't be ignored.
@BOI I picked up on your mentioning better weather data. It got my interest because I once wrote about the use of big data in long term weather predictions and how useful that can prove for businesses -- even when it doesn't include potential disasters from flooding.
What's also worth noting is that Thailand developing quite a bit of port, rail and road infrastructure. BOI can you speak to that? I think it's a big deal for supply chain professionals, and the port expansion is particularly interesting.
in 3 stages
first the construction of dykes and repair works which is underway
second dredging canals, fixing water sluice gates, and building the Kaem Ling - Monkey's Cheek - water retention systems.
third dredging canals and making sure that sewerage systems are effective in Bangkok and other provinces in the lower central region.
Production lines at Western Digital, for example, were shut down for 46 days. All of their equipment was under water, and had to be taken apart piece by piece. One of their key suppliers was down for months. But WD and other companies like Benchmark, Celestica, Seagate, were able to transfer some of the production to other plants
Yes, I will be talking about the flood and the amazing recovery job. First, though, I'm going to ask the BOI to gives us a little information about how big the electronics and automotive industry is in Thailand. These are major makrkets for them
Jennifer Baljko has been reporting on the electronics industry supply chain for years and will be chatting with us today on the impact of last year's flooding on the electronics supply chain. She recently visited Thailand on the invitation of the Thai trade board. She will also be introducing a participant from the Thai board during this chat. Please go ahead.
Just a reminder: I'll be making a few introductory comments soon. Today, we're lucky to have some folks from the Thailand Board of Investment on the call. I will ask them a few questions about Thailand's electronics industry and the flood recovery. Then we'll open the floor for a broader Q&A, ok?
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