【講義資料】外部環境分析

Technology Marketing 03:
knowing external environment
Prof. K. FUKUYO, MOT, Yamaguchi Univ.
External Environment


Before making new products or
services, you should know the
external environment
An enterprise is affected by the
macro-environment and microenvironment


商品開発をする前に外部環境を
知らなくてはならない
企業はマクロ環境とミクロ環境に
影響される

マクロ環境

Macro-environment consists of



Social, technological, economic,
educational, political, legal,
environmental forces

ミクロ環境

Micro-environment consists of

five forces of competition
(Michael Porter):


In-sector, substitutes, supplier,
buyers, new entrants
社会,技術,経済,教育,政治,法
律,地球環境等の影響力
マイケル・ポーターの「ファイブ・
フォース」


競争企業間の敵対関係,代替品の
脅威,供給企業の交渉力,買い手の
交渉力,新規参入業者の脅威
セグメントとステークホルダー
Segmentation and Stakeholders
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Macro-environment

Macro-environment
consists of STEEPLE
forces:







Social/cultural force
Technological force
Economic force
Educational force
Political force
Legal force
Environmental force

マクロ環境は”STEEPLE”
で構成されている







社会・文化
技術
経済
教育
政治
法律
地球環境問題
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Social force (1)

For example, the average
family size depends on the
country or culture



2.7 persons live in an
average family in Japan
6.5 persons in Kuwait
The family size will influence
the preference of cars,
house, etc.


A big family wants to have a
big car and a big house
A small family doesn’t think
of the size of a car or house,
but thinks of the other things,
for example, the
performance, good
appearance, etc.

例: 国や社会の違いによって
世帯規模が異なる



日本では2.7人/世帯
クウェートでは6.5人/世帯
世帯規模は車や家の嗜好に
影響する


大家族なら大きな車や家を
人数が少なければ,車や家の
サイズにはこだわらない。もっ
と別のこと,見栄え,性能など
に興味を持つ
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Social force (2)

Eating habit




In Western countries,
people use knives and
forks to eat something
In Asian countries,
people use chopsticks
In the other countries,
people eat with their
hands
例:食事の習慣



欧米ではナイフとフォーク
を使う
アジアでは箸を使う
手を使う場合もある
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Technology (1)

New technology expand
the variety of lifestyles

Communication




新技術はライフスタイルを
多様化させる

About 100 years ago, many
people used postal mail to
communicate with distant
friends
Now, you can use postal
mails, telephones, mobile
phones, e-mails, etc.
情報通信


100年前と今の比較
交通

過去と現在の比較
Transportation


People in the past went to
every places by foot
Now, you can ride on cars,
buses, motorcycles,
bicycles, etc.
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Technology (2)

New technology
improves products and
services


The discovery of
semiconductor materials
allowed for important
advancements in the field
of electronics.
Semiconductors allow to
small-scale electronic
devices, such as mobile
phones, computers, etc.

新技術は商品を発展させ
る


半導体材料の発見はエレ
クトロニクスを発展させた
半導体は小型の電子機器,
例えば携帯電話やコン
ピュータを生み出した
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Technology (3)


Infrastructure (roads,
bridges, electric wires,
wireless networks, etc.) is
important to spread
products and services
among the people
Roads


If a road is not paved, only
tough cars, such as Jeeps,
Land Cruisers, etc., can run
the road


インフラは商品が普及する
ために重要
道路


舗装されているかいないかは
大違い
無線ネットワーク

無線ネットワークが張り巡らさ
れていなければ携帯電話は
普及しない
Wireless networks

If wireless networks are not
developed, you cannot use
your mobile phone
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Economy


Economic issues are
very important to create
and sell products and
services
Economic issues are as
follows:





Business cycle
Consumers’ income
Level and cost of
employees
Inflation rate, exchange
rate, taxation
Costs of raw materials

経済問題は商品開発や
商品販売に多大な影響を
与える





ビジネスサイクル
消費者の収入
労働コスト
インフレ率,為替レート,税
金
原材料の値段
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Economy: Business cycle

A major business cycle
is a seasonal cycle



Mineral water sales peak
in the summer
Air-conditioner sales also
peak in the summer
Air ticket sales peak at
Christmas, in New Year’s
Holidays, etc.

主要なビジネスサイクル
は季節循環



ミネラル・ウォーターは夏に
売れる
エアコンも夏に売れる
航空券はクリスマスや正月
に売れる
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Economy: Income

Engel's law

When your income rises, the
proportion of the income
spent on food falls




Rich people’s food expense is
not so higher than ordinary
people’s food expense
Rich people may spend their
money on luxurious goods
Wealth distribution

エンゲルの法則


家計の総消費支出に占める飲
食費の割合は,総消費支出が
大きいほど低下する
所得分布

所得分布は国によって異なる


格差の大きい国
格差の小さい国
Wealth distribution varies
from country to country


In some countries, there are
small number of very rich
people and big number of poor
people
In the other countries, their
wealth is distributed rather
equally
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Economy: level and cost of labors

Level and cost of
employees affect the
quality and price of
products or services


Consumers want to buy a
high-quality product at a
lower price
However, how to make it
possible?


In the developed countries,
the salary of labors is high,
but they are well educated
and make high-quality
products
In the developing countries,
the salary of labors is low,
but it is difficult to improve
the quality of the products





労働者のレベルとコストは
商品の質と価格に影響する
消費者はいいものをより安く
買いたい
しかし…
先進国では労働者の賃金
は高いが,よく教育されてい
て高品質の商品を作ること
ができる
発展途上国では逆で,労働
者の賃金は低いが商品の
質を向上させるのはむずか
しい
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Economy: Taxation


Taxation affects what people
buy
In EU countries, car taxes
can be differentiated to
support the market
introduction of fuel efficient
and low carbon dioxide
(CO2) emitting cars.




税金は購入行動に影響する

EUでは燃費と二酸化炭素排
出量に応じた税金を課している


自動車の売れ行きにどのように
影響するだろうか?
日本の消費税導入は商品の売
れ行きにどのような影響がある
だろうか?
If a car consumes much fuel
and emits much CO2, car tax
for the car will be higher
If the other car consumes
less fuel and emits less CO2,
car tax for the car will be
lower
Which car do you want to
buy?
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Economy: costs of raw materials


Raw materials are
required to create
products
Costs of oil, steel, etc.
varies from day to day
and from country to
country


商品を作るためには当然,
原材料が必要
原油価格,鉄鋼価格など
は日々変化するし,国に
よっても異なる
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Educational force


A well-trained and
skillful workforce is
always required
Literacy (ability to read
and write) is very
important to create
complex products and
provide sophisticated
services


よく教育された労働者は
常に必要とされている
リテラシー(読み書き能
力)は複雑な物をつくった
り,洗練されたサービスを
提供するためには非常に
重要である
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Political and Legal force



In some countries,
possession or sale of
firearms (guns) is legal
In some countries,
smoking in public places
is illegal
Before starting your
business, you should
know the politics and
legislations



銃の所持,売買が認めら
れている国がある
公共の場での喫煙が禁じ
られている国がある
事業を始める前に政治や
経済についての情報を集
めておくこと
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Environmental force


Environmental
protection is now one of
the most important
issues for business
person
Don’t emit pollutants


Pollutants will damage
animals, plants and
human health

環境保護は今や事業を
行う上で重要な課題と
なっている

汚染物質を出さないこと


生物保護,健康上の理由
二酸化炭素排出量の削減

二酸化炭素濃度の増加が
温暖化を引き起こしている
(と言われている)
Reduce CO2 emission

Increasing CO2
emissions would lead to
global warming
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
STEEPLE analysis

Purpose of STEEPLE
analysis


To identify critical issues
to be considered for the
decision-making
This analysis consists of
four headings




STEEPLE element
Issue
Potential impact and
implication
Comments and actions

STEEPLE分析の目的


意思決定を行う際に考慮
するべき問題点を明らかに
する
この分析は4つの項目で
構成される




STEEPLE要素
問題点
予想される影響等
コメントや対応策
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Example of STEEPLE analysis:
Electric motorcycle in Lao PDR
STEEPLE
element
Issue
Impact /
implications
Comments /
actions
Integration
Infrastructure
Not complicated
Electricity is
required
Easy to fix
Social / cultural
Technological
Economic
Educational
Political
Traffic policy
Transport policy
Legal
Driver license
Distribution
license
Environmental
CO2 emission
Not consuming
gasoline
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
External Environment


Before making new products or
services, you should know the
external environment
An enterprise is affected by the
macro-environment and microenvironment


商品開発をする前に外部環境を
知らなくてはならない
企業はマクロ環境とミクロ環境に
影響される

マクロ環境

Macro-environment consists of



Social, technological, economic,
educational, political, legal,
environmental forces

ミクロ環境

Micro-environment consists of

five forces of competition
(Michael Porter):


In-sector, substitutes, supplier,
buyers, new entrants
社会,技術,経済,教育,政治,法
律,地球環境等の影響力
マイケル・ポーターの「ファイブ・
フォース」


競争企業間の敵対関係,代替品の
脅威,供給企業の交渉力,買い手の
交渉力,新規参入業者の脅威
セグメントとステークホルダー
Segmentation and Stakeholders
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Micro-environment

Micro-environment
consists of five forces of
competition (Michael
Porter):





In-sector
Substitutes
Supplier
Buyers
New entrants

マイケル・ポーターのファ
イブ・フォースとは:





競争企業間の敵対関係
代替品の脅威
供給企業の交渉力
買い手の交渉力
新規参入業者の脅威
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
In-sector competition




The competition of
enterprises working in
the same business area
For example, there are
some
telecommunication
companies in a country
For example: Beeline
(TIGO), ETL, LTC, STL
in Laos
They fight each other


ある事業分野には通常,
ライバル企業が存在し,
競争が行われる
例えば,携帯電話業界
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Substitutes (1)


Products and services
often change their forms
Example: Music




In old ages, music is
provided by LP records
LP records was replaced by
CD
CD was replaced by digital
download services via the
internet


商品はその形態を変えてい
く
例: 音楽


LPレコード→CD→ダウン
ロードサービス
例: 移動手段

東南アジアに行くと,いわゆ
るタクシーの代わりに,バイク
タクシーやトゥクトゥクと呼ば
れる乗り物がある
Example: Transportation


There are many tuktuks in
ASEAN countries
Number of taxis are
increasing in these
countries
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Substitute (2): switching costs


Switching costs affect
the widespread of
substitutes
If you use a Windows
PC and want to switch
to a Mac, you should
think of the switching
cost:




スイッチングコストは代替
品の普及に影響する
Windowsパソコンを使っ
ている人にとってMacに
切り替えることは大変


新たにMac用ソフトウェア
に切り替えるコスト
使い方を学ぶための時間
Prices of Mac and office
software
Time to learn how to use
the Mac
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Suppliers (1)

There are many PC
companies (suppliers):
Apple, Renovo, HP, Dell,
Sony, Toshiba, etc.


Consumers have the option
to choose and buy PCs
There are a few OS
(operation system)
companies: Microsoft
(Windows) and Apple
(Mac OS)



パソコンメーカーは多い


顧客はたくさんの選択肢を持
つ
パソコンのOSの種類は限ら
れている


顧客の選択肢は少ない
多くの場合,マイクロソフトの
Windows 7や8などを選ばざ
るを得ない
There are limited options
for consumers
Most of the consumers
should choose Microsoft’s
Windows 7 or 8
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Suppliers (2)

If there is more demand
than supply, suppliers
holds power


On the contrary, if there is
more supply than demand,
consumers holds power


The suppliers can sell their
products or services at
higher prices
The suppliers have to sell
their products or services at
lower prices

供給よりも需要が大きい場
合,供給者は力を持つ


供給者は商品をより高く売る
ことができる
逆に,供給が需要を上回る
と消費者の方が力を持つ

供給者は商品を高く売ること
ができない
Examples:

CHANEL, GUCCI,
Lancôme, SHISEIDO, etc.
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Buyers


If there are many products
with the same uses and
there is little difference
between those products,
consumers (buyers) hold
the power
Example:

There are many Japanese
motorbike companies:
SUZUKI, HONDA,
YAMAHA, KAWASAKI





「供給企業の交渉力」と「買
い手の交渉力」は表裏一体
ほとんど差が無い商品が豊
富に供給されていれば,買
い手に主導権がある
例:

日本ではスズキ,ホンダ,ヤ
マハ,カワサキなど高品質の
バイクを供給する企業が鎬を
削っている
Their bikes are of good
quality and there is little
difference between them
Consumers can choose
among these options
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
New entrants (1)


New entrants are the
threat
Example:



Bookstores sell books
If supermarkets start to sell
books, they become the
new entrants in the bookselling sector
Amazon.com sells books
via the Internet


It also the new entrants in
the book-selling sector


新規参入者は脅威
例

本を売るのは書店,というの
が従来の姿



しかし,スーパーマーケットが
本を売るようになったらどうな
るか
Amazonのようなインターネッ
ト通販業者も現れている
これらの新規参入者は書店
にとって脅威である
Supermarkets and Amazon
are the threat to bookstores
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
New entrants (2)




In the ASEAN countries,
agriculture is an important
industry
As the globalization is
advancing, import and
export of agricultural
crops are expanding
For farmers in some
ASEAN countries,
imported agricultural
crops are the threat to
them
Example:




ASEAN諸国では農業は重
要な産業である
グローバル化によって農作
物の輸出入が盛んになって
きた
ASEAN諸国の農家にとっ
て輸入農作物は脅威である
Laos coffee
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
New entrants (3)



Ten years ago, Japanese
companies sold their
home appliances (such as,
TVs, refrigerators, airconditioners, etc.) to the
ASEAN countries
Now, Korean companies
(e.g. LG and Samsung)
and Chinese companies
(e.g. Haier) expand their
sales in the ASEAN
countries
Korean and Chinese
companies are the new
entrants and the threat to
Japanese companies



10年前ならばASEAN諸国
では日本の家電品が良く売
られていた
現在では韓国(LG,
Samsung)や中国(海爾)の
製品が普及している
中国・韓国企業は日本企業
にとって新規参入者であり
脅威である
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Example of competition analysis:
Restaurant in Lao PDR
Competition
element
Issue
Impact /
implications
Comments /
actions
In-sector
Substitutes
Suppliers
Buyers
New entrants
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Segmentation and Stakeholders

Not only the five forces
(competition forces), but
also segmentation and
stakeholders should be
taken into account

ファイブ・フォースだけで
なくセグメントやステーク
ホルダーについても考慮
しなくてはならない
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Segmentation (1)

Not all customers are
equal




Young people buy cuttingedge electronic goods while
old people buy traditional
goods
A customer likes coffee
while the other customer
likes tea
An office worker uses a
Windows PC while the
other worker uses a Mac

顧客は一種類ではない




若年層と高齢層との違い
嗜好の違い(コーヒーとお茶)
ウィンドウズ系かマックか
顧客は年齢,性別,国籍,
宗教,嗜好などによってセ
グメントに分けられる
Customers are
segmented by their age,
gender, nationality,
religion, preference, etc.
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Segmentation (2)
Segmentation of Cars
Segment
Average
persons living in
a city
People living in
a rural area
Rich people
What do they
think of?
Economy (cost
of oil)
Robustness
(bad roads)
Good-looking
Performance
Type of cars
Fuel-efficient car Four-wheel-drive Luxury car,
vehicle
Sports car
Ferrari
Not producing
Not producing
Producing
Rolls Royce
Not producing
Not producing
Producing
Toyota
Producing
Producing
Producing
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Practice: segmentation of your customers
Name of your work:
Types of your
customer
What do they
think of?
What do you
offer to them?
(products /
services)
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Stakeholders


Stakeholders are people
who have greater
influence on your
business
Typical stakeholders




Customer
Competitor (rivals)
Collaborative companies
(supplier, etc.)
Company (your company)



Owners
Managers
Employees


ステークホルダーというの
は事業に影響のある人々の
こと
典型的なステークホルダー




顧客
競争者
協力者
企業内の人々



株主・オーナー
マネージャー
労働者
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Example of stakeholder analysis:
Your company
Competition
element
Issue
Impact /
implications
Comments /
actions
Customer
Competitor
Collaborative
companies
Owners
Managers
Employees
(c) Prof. Kazuhiro FUKUYO, PhD, 2015
Literature
1.
Tony Curtis: Marketing for engineers, scientists and
technologists, Wiley, 2008
(c) Prof. Kazuhiro FUKUYO, PhD, 2015