Bi-Weekly News Update: Nov 1 to Nov 14, 2024

MacBook Named Thailand’s Top Brand in 2024 Superfans Survey
MacBook在2024年超級粉絲調查中獲選為泰國頂尖品牌

Apple Inc.’s MacBook has emerged as the top brand in Thailand, securing the highest Superfans Index (SPI) score of 57.72% in the Thailand Brand Superfans 2024 survey. The results were announced at the Bangkok International Branding Festival (BIBF) 2024, showcasing the laptop’s popularity over other strong contenders, such as Dettol shower cream (50%) and HP laptops (49.3%).

The survey, conducted by Baramizi Group, assessed 21 product groups and gathered responses from 24,000 consumers aged 18-65, based on indicators including business performance, brand power, and industry growth. Meanwhile, in the property sector, AP Thailand led the rankings with an estimated brand value of 11.27 billion baht, followed by SC Asset and Sansiri.

https://www.nationthailand.com/business/corporate/40043024

小編點評:在「2024年超級粉絲調查」(2024 Superfans Survey)中,Apple 的 MacBook 被評為泰國頂尖品牌,以 57.72% 的最高「超級粉絲指數」(Superfans Index, SPI)奪冠,領先於 Dettol(滴露)沐浴乳(50%)及 HP 筆記型電腦(49.3%)等競爭對手。這項由 Baramizi 集團進行的調查針對 21 個產品組別進行評估,基準包括品牌影響力、經營績效及產業成長性,其中 MacBook 在消費者忠誠度方面表現卓越。

Experts Highlight AI’s Expanding Role in Thailand’s Smart City Development
專家強調AI在泰國智慧城市發展中日益增長的角色

During the “Thailand Smart City Expo 2025” seminar hosted by PostToday and Springnews, experts emphasized that smart city initiatives must prioritize eco-friendliness, transparency, and enhanced quality of life. Chula Sukmanop, secretary-general of the Eastern Economic Corridor Office (EECO), highlighted plans to integrate AI and digital platforms in developing the EEC Capital City to foster an environmentally friendly ecosystem and attract foreign investment in bio-circular-green industries.

Bangkok governor Chadchart Sittipunt noted the successful use of AI in the Traffy Fondue app to improve administrative efficiency and transparency in the capital. Digital Economy and Society Minister Prasert Jantararuangthong discussed the government’s commitment to digital growth and smart city projects, including the City Data Platform, which will support the development of 175 cities nationwide through AI-driven advancements in transport, energy, and planning.

https://www.nationthailand.com/business/tech/40043236

小編點評:在「2025年泰國智慧城市展」(Thailand Smart City Expo 2025)上,專家強調 AI 在打造環保、透明且宜居的智慧城市中扮演著日益重要的角色。東部經濟走廊辦公室(EECO)秘書長楚拉(Chula Sukmanop)概述了將 AI 與數位平台整合至「EEC 資本城」(EEC Capital City)的計畫,以吸引永續產業的投資。與此同時,曼谷市長查查(Chadchart Sittipunt)強調了 AI 在改善城市行政方面的成功經驗;數位經濟與社會部部長普拉瑟(Prasert Jantararuangthong)則分享了政府致力於利用 AI 提升全國 175 個城市發展的承諾。

Thailand Attracts THB60 Billion Investment in Data Centres from US and China
泰國吸引來自美中兩國600億泰銖的數據中心投資

The Board of Investment (BOI) has approved investments worth over 60 billion baht for two major data centre projects in Thailand. Quartz Computing, a subsidiary of Alphabet Inc., will invest 32.76 billion baht to build a data centre in Chonburi province, aligning with Google’s plans for regional cloud services. This facility, set to open in early 2027, will be Google’s fifth in Asia.

China’s GDS, through its subsidiary Digitalland Services, plans to invest 28 billion baht in another data centre also located in Chonburi, aiming to commence operations in 2026. Both hyperscale data centres are expected to boost data processing capabilities and expand cloud services across ASEAN. BOI secretary-general Narit Therdsteerasukdi stated that these projects would strengthen Thailand’s digital infrastructure and facilitate the digital transformation of the public and private sectors.

https://www.nationthailand.com/business/tech/40042890

小編點評:泰國已成功爭取到兩項重大數據中心專案,總投資額超過600億泰銖。其中,Alphabet子公司Quartz Computing將在春武里府投資327.6億泰銖,而中國的GDS(萬國數據)也將在同地投資280億泰銖。這些超大規模(Hyperscale)數據中心旨在提升整個東協地區的雲端服務能力,並強化泰國的數位基礎設施,以支持其整體的數位轉型目標。

Fitch Maintains Thailand’s ‘BBB+’ Rating, Forecasts 3.1% Economic Growth by 2025
惠譽維持泰國BBB+評級,預測2025年經濟成長率達3.1%

Fitch Ratings has affirmed Thailand’s long-term foreign-currency issuer default rating (IDR) at ‘BBB+’ with a stable outlook, highlighting the country’s robust external financial position and sound macroeconomic policy. However, it pointed out challenges such as lower per capita income and weaker World Bank Governance Indicator scores compared to peers. The ratings agency foresees a gradual stabilization of Thailand’s government debt metrics, contingent on the government’s commitment to fiscal consolidation after FY25.

Fitch predicts that Thailand’s economy will grow by 3.1% in 2025, up from an estimated 2.6% in 2024. This growth is expected to be driven by a full recovery in tourism, increased government spending, and stronger private consumption. The firm noted that an increase in budget expenditure for FY25 and improvements in capital budget disbursement will support domestic demand. Nonetheless, downside risks such as weaker global demand, geopolitical tensions, and potential US trade policy shifts remain concerns for future growth.

https://www.nationthailand.com/business/economy/40043129

小編點評:惠譽確認泰國的「BBB+」評級,展望為穩定(註:2025年9月後已修訂為負向),理由是該國強勁的外部財務狀況與健全的宏觀經濟政策,但也指出人均收入較低等挑戰。惠譽預測,在旅遊業復甦、政府支出增加及私人消費走強的推動下,泰國2025年的經濟成長率將達到3.1%。然而,惠譽也強調了全球需求疲軟與地緣政治緊張局勢等可能影響未來成長的風險。

Thai Finance Minister Urges Greater Use of Local Materials in Production
泰國財政部長敦促在生產中擴大使用本土材料

Finance Minister Pichai Chunhavajira, in his role as Board of Investment (BoI) chairman, is advocating for businesses to increase the use of Thai raw materials and promote Thai ownership in supply chain companies in exchange for BoI privileges. Pichai emphasized the need to strengthen the existing local content requirements, particularly in downstream industries, to ensure that products made in Thailand are classified as domestically produced. He highlighted that while many foreign investors, especially from China, have been drawn to Thailand due to the US-China trade war, it is crucial to enhance local content and ownership in production to maximize the benefits.

The BoI recorded a 43% surge in investment applications in 2023, reaching 848 billion baht, with China leading as the largest investor. Efforts are underway to boost the local content ratio in production from 40% to over 60%, particularly in the electric vehicle (EV) sector. Initiatives like the recent partnership between the BoI and Chinese EV manufacturer GAC AION aim to integrate Thai parts manufacturers into the EV supply chain, positioning Thailand as a key EV production hub in ASEAN and fostering joint ventures and technology transfers that benefit both local and foreign stakeholders.

https://www.bangkokpost.com/business/general/2900517/investors-urged-to-use-more-thai-raw-materials-in-production

小編點評:泰國財政部長披猜(Pichai Chunhavajira)正敦促企業增加使用本土材料,並提升泰方在生產中的所有權比例,以強化國家供應鏈並符合泰國投資委員會(BOI)的優惠資格。隨著2023年投資申請案增長43%,BOI旨在提升本土含量比例,特別是在電動車等領域,目標是將泰國定位為東協關鍵的電動車樞紐,同時促進合資經營與技術轉移。

Thailand Eyes Digital Economy Growth Amid Global Tech Investments
在全球技術投資浪潮下,泰國著眼於數位經濟成長

Thailand’s Prime Minister Paetongtarn Shinawatra announced plans to implement new digital policies aimed at boosting the digital economy to comprise 30% of GDP by 2030 and enhancing cyber security. Speaking at the National Defence College, she emphasized that these measures are essential for addressing emerging security threats, including the economic impacts of US-China rivalry. The government is also focusing on applying artificial intelligence to bolster the agricultural sector and increase exports to China.

The country’s robust digital strategy has attracted significant foreign investment, positioning Thailand as a key tech hub in Southeast Asia. Investments include a regional data centre by Microsoft and a $1 billion investment from Google in cloud infrastructure. Additionally, Amazon’s cloud computing unit is set to invest $5 billion over the next 15 years. This wave of investment comes as global tech companies compete for market presence in a region characterized by its young, tech-savvy population and strategic economic opportunities.

https://www.business-standard.com/world-news/thailand-to-pursue-new-policies-to-boost-protect-digital-economy-124110800719_1.html

小編點評:泰國總理白東丹(Paetongtarn Shinawatra)揭曉了新的數位政策,目標是在2030年前將數位經濟佔GDP的比重提升至30%,並重點關注強化網路安全及應對全球經濟挑戰。泰國策略性地將AI整合至農業等領域並擴大對中國的出口,此舉已吸引重大外資進駐,包括微軟(Microsoft)的區域數據中心以及Google投資10億美元的雲端基礎設施計畫。隨著亞馬遜(Amazon)等科技巨擘也投入重金,憑藉著年輕且精通技術的人口,泰國正將自身定位為東南亞的關鍵技術樞紐。

Call for Increased Thai Investment in Next-Gen Wireless Infrastructure
各界呼籲增加對泰國下一代無線基礎設施的投資

Andres Vicente, head of Southeast Asia, Oceania, and India at Ericsson, has urged the Thai government to prioritize investments in next-generation digital infrastructure for 2.1GHz, 2.3GHz, and 3.5GHz wireless services to boost the telecom industry and economy. Vicente suggested a balanced approach to spectrum fees, proposing lower or zero fees with conditions on rapid infrastructure deployment to ensure widespread coverage. This strategy, he argued, would facilitate early technology adoption and generate incremental revenue from enhanced productivity that benefits the government.

Citing international examples, Vicente highlighted how low spectrum fees have driven 5G adoption in countries like China and the US. In Australia, telecom operators profit by providing services to rural schools, funded by local governments to ensure inclusivity. Implementing similar policies in Thailand could accelerate digital growth and ensure equitable access to advanced telecommunications.

https://www.bangkokpost.com/business/investment/2898296/call-for-more-thai-wireless-investments

小編點評:愛立信(Ericsson)的安德烈斯·維森特(Andres Vicente)呼籲泰國政府投資下一代無線基礎設施,並對頻譜費用採取平衡的做法,包括將降低或零收費與快速部署掛鉤。他借鑒國際案例強調,此類政策可以加速5G普及。

Thailand Approves $2 Billion in Data Centre, Electronics Investments
泰國批准20億美元的數據中心與電子產業投資

Thailand’s Board of Investment (BOI) has approved $2 billion in new investments to boost its data centre and electronics sectors. Notably, the approvals include a significant 32.8-billion-baht ($968.12 million) investment by a subsidiary of Alphabet Inc., aimed at establishing a hyperscale data centre in the country, enhancing its role as a digital hub in Southeast Asia.

Additionally, US-based cloud service provider Equinix announced plans to invest $500 million over the next decade to develop data centres in Thailand. This strategic move is expected to cater to growing customer demand across the CLMVT region, encompassing Cambodia, Laos, Myanmar, Vietnam, and Thailand, as the Mekong subregion continues to expand its digital infrastructure.

https://www.bangkokpost.com/business/investment/2894278/thailand-approves-2bn-worth-of-investments-in-data-centres-electronics

小編點評:泰國投資委員會(BOI)已批准20億美元的新投資案,以強化其數據中心與電子產業,其中包括Alphabet(Google母公司)子公司投資328億泰銖興建超大規模(Hyperscale)數據中心。美商Equinix也宣布計畫在未來十年投資5億美元,擴大其在泰國的數據中心佈局。這些投資旨在滿足CLMVT地區(柬、寮、緬、越、泰)日益增長的需求,並鞏固泰國作為東南亞關鍵數位樞紐的地位。

Vietnam’s Green Strategies to Attract More Foreign Investment in Industrial Parks
越南綠色策略吸引更多外資投入工業園區

Vietnam’s industrial parks are ramping up sustainable practices to maintain their appeal to foreign direct investment (FDI) amidst the global shift towards low-carbon economies. With 425 industrial parks covering approximately 89,200 hectares, the Ministry of Planning and Investment has proposed a draft law focused on modernizing these parks to align with green economic growth. Emphasizing the use of clean energy and smart technologies, this strategy aims to enhance the country’s competitiveness and attract investments in sectors like the digital economy and semiconductors.

Key recommendations from energy experts, such as SP Group, highlight the importance of solar energy adoption, district cooling systems, and smart microgrid solutions. Harnessing Vietnam’s equatorial location for solar power could lower carbon emissions and reduce operational costs. District cooling systems centralize energy use to improve efficiency, while microgrids ensure reliable, optimized energy distribution. These initiatives are expected to advance Vietnam’s net-zero targets and strengthen its position as an attractive hub for FDI.

https://vccinews.com/news/58627/three-%E2%80%9Cgreen%E2%80%9D-keys-to-boost-fdi-for-vietnam%E2%80%99s-industrial-parks.html

小編點評: 越南正加強其工業園區的永續實踐,以吸引更多外國投資。重點聚焦於潔淨能源與智慧技術,藉此提升在數位經濟與半導體等領域的競爭力。關鍵建議包含採用太陽能與區域冷卻系統(District Cooling Systems),旨在減少碳排放、降低成本並契合國家的淨零目標,將越南定位為領先的外資直接投資(FDI)樞紐。

Vietnam and Taiwanese Tech Firms Explore Smart City Cooperation
越南與台灣科技公司探索智慧城市合作

HCM CITY — A seminar on “How Does Smart Tech Shape a Smart City” in HCM City brought together Vietnamese and Taiwanese tech firms to discuss the development of smart cities using advanced technologies such as 5G, AI, and IoT. Organized by the HCM City Computer Association (HCA) and the Taiwan Institute for Information Industry, the event focused on topics like intelligent environmental monitoring, carbon emission reduction, and customizable energy platforms. Võ Minh Thành, deputy director of the city’s Department of Information and Communications, highlighted the immense opportunities and challenges in creating smart cities, stressing the need for responsible technological integration to address urbanization impacts.

The seminar featured a delegation of seven leading Taiwanese tech companies and included discussions with two major Vietnamese firms, Viettel and VNPT, to explore collaboration opportunities. HCA vice chairman Hoàng Minh Anh Tú emphasized the transformative role of smart technology in urban development, particularly in sectors like transportation, healthcare, and education. The event aimed to strengthen cooperation and share practical solutions, fostering a sustainable ecosystem for smart city development in HCM City.

https://vietnamnews.vn/economy/1667067/vn-taiwanese-tech-firms-discuss-cooperation-for-smart-city-development.html

小編點評:一場在胡志明市舉辦的研討會匯集了越南與台灣的科技公司,共同探討利用5G、AI及IoT(物聯網)等技術開發智慧城市。討論重點聚焦於環境監測、碳減排及能源平台,並由Viettel、VNPT等越南電信龍頭以及台灣廠商共同參與。此活動凸顯了智慧技術在交通、醫療及教育等城市領域的轉型潛力,旨在為胡志明市的智慧城市計畫提供永續解決方案。

Indonesia Plans 75 GW of Renewable Energy by 2039
印尼計畫在2039年前實現75GW再生能源目標

Indonesia is set to offer international investors opportunities to build 75 gigawatts (GW) of renewable energy capacity over the next 15 years, according to Hashim Djojohadikusumo, the country’s climate envoy. This commitment was announced during the COP29 summit in Baku, Azerbaijan, and aligns with Indonesia’s broader plan to reach carbon neutrality by 2060. The renewable projects will encompass solar, hydro, geothermal, and nuclear energy, marking a significant shift away from coal power, which currently accounts for over half of the country’s energy supply.

Indonesia, one of the world’s largest greenhouse gas emitters, intends to develop a total of 100 GW of new energy capacity, with 75 GW dedicated to renewables. Additionally, state-owned utility Perusahaan Listrik Negara is working on a new 70,000 km green transmission line to support this transformation. Despite the country’s renewable energy potential, analysts have pointed out that subsidies for coal have made it difficult for renewables to compete, hindering previous progress. Indonesia also plans to introduce carbon offset projects to reduce millions of metric tons of carbon emissions, though details remain unclear.

https://www.reuters.com/business/energy/indonesia-build-75-gw-renewable-energy-next-15-years-cop29-envoy-says-2024-11-12/#:~:text=JAKARTA%2C%20Nov%2012%20(Reuters),sidelines%20of%20the%20COP29%20summit

小編點評:印尼計畫在2039年前開發75GW(吉瓦)的再生能源容量,作為其在2060年前實現碳中和更廣泛目標的一部分。這些項目涵蓋太陽能、水力、地熱及核能,將有助於推動該國擺脫對煤炭的依賴,儘管煤炭補貼以及與再生能源的競爭等挑戰依然存在。