2018-亚洲科技趋势_人才_中印_核心商务区_人工智能（英文版）-2mb

报告摘要

Summary of Tech Trends in Asia

Core Content

This report outlines the key trends shaping the real estate strategies of technology occupiers in Asia, emphasizing the importance of talent, Chindia (China and India), CBD locations, and artificial intelligence (AI).

Main Points

Talent

Talent acquisition and retention is the biggest challenge for technology companies in Asia.
Talent is concentrated in Beijing/North China, Shanghai/East China, and Bangalore, India.
Millennials are the largest or joint-largest age group in two-thirds of the companies surveyed.
CBD or CBD fringe locations are more attractive for R&D and sales & marketing functions due to access to skilled professionals.
Campus sites are less effective for attracting high-skilled talent for future roles.

Chindia

China and India are the top two markets for long-term growth, with India leading at 32% and China at 24% of positive responses.
China is seen as a key market for understanding developments in e-commerce, mobile internet, and AI.
Shanghai and Beijing are recommended for technology companies, with Chengdu as a medium-term alternative.
Hyderabad is emerging as a strong alternative to Bangalore in India due to lower rents.
India's infrastructure is a limiting factor, despite its growing workforce and economic potential.

CBD

The CBD and its fringe are preferred for high-value functions like R&D and sales.
Business parks on city outskirts are still attractive for smaller or start-up companies.
Campus sites are unlikely to be viable for attracting top talent in the long run.

Artificial Intelligence

AI threatens demand for office space but will support high-value human roles and productivity.
The convergence of AI, IoT, and flexible workspaces will transform the office environment, making it more collaborative, green, and healthy.
AI is expected to complement human roles rather than replace them, though it may cause disruption in lower-value jobs.

Key Findings from Interviews

92% of companies prefer leasing additional office space or flexible working spaces for future expansion.
One successful Chinese company prefers self-building and owner occupation.
Location preferences are split, with the CBD fringe leading, but many still favor the CBD.
Floor space per person is the most common measure of workplace efficiency.
Public transport is the most preferred mode of travel, though car use remains significant at 25%.
Public transport accessibility is the most important surrounding amenity for technology occupiers.

Country and Growth Strategy

Economic Prospects in Asia

Asia is experiencing strong economic growth in 2017, with China, Hong Kong, Singapore, and India leading.
China's real GDP growth is expected to slow from 6.1% (2017–2021) to 4.9% (2022–2026).
India's real GDP growth is projected to decline from 6.9% (2017–2021) to 6.3% (2022–2026).
Hong Kong and Singapore are expected to see slower growth in 2018 due to rising interest rates and economic adjustments.

China

China's Q2 2017 GDP growth reached 6.9%, exceeding forecasts.
Shanghai, Beijing, and Shenzhen saw strong office space demand in the first half of 2017.
Chengdu is noted as a potential medium-term alternative to Shanghai and Beijing.
Office vacancy rates remain high, but rent growth is expected to rise due to strong demand.

Hong Kong

Real GDP growth in Q3 2017 reached 3.6%, the fastest since 2011.
Office rents in the CBD and Grade A areas increased for the first time in nine quarters.
Negative real interest rates are expected in Hong Kong until early 2020.
The Hong Kong stock market is at a ten-year high, boosting confidence in the financial sector.

Singapore

Real GDP growth in Q3 2017 was 5.2% YOY, with 8.8% QOQ growth on a seasonally adjusted basis.
The CBD office market is showing signs of recovery, with rent increases and stable occupancy.
The retail market in Orchard is stabilizing, while industrial demand remains mixed.

India

India's real GDP growth in 2017 was 6.5%, a slowdown from 7.5% in 2016.
Bengaluru remains the largest source of office space absorption, followed by New Delhi/NCR, Hyderabad, and Chennai.
Infrastructure limitations are a key constraint, despite a growing working-age population.
Coworking spaces are gaining traction, accounting for 7% of total leasing volume in Q3.

Technology Sub-Sectors

Hardware manufacturing is under pressure from mobile internet and smartphone growth, though some companies still expect moderate growth.
Integrated circuit design and production is shifting from PCs to mobile and entertainment.
Software and IT services are seeing moderate growth, with some companies beginning to recover through cloud adoption.
IT and BPO are growing, but AI poses a long-term risk, particularly in the Philippines.
Social media and app-based services are growing rapidly in China, with some companies aiming for 10–20% or 50% annual growth.

Conclusion

Technology occupiers in Asia must prioritize talent acquisition, strategic location choices, and adoption of AI to remain competitive. While China and India offer the greatest long-term growth potential, CBD and CBD fringe areas are more suitable for high-value operations. AI is expected to transform workplace environments and boost productivity, but disruption in lower-value roles is a concern. Hong Kong and Singapore are also strong markets, but economic and interest rate trends will shape their future performance.