Kenapa Indonesia Kalah dari Vietnam?

Summary

The video script discusses Apple's investment strategy in Southeast Asia, highlighting its relatively small investment in Indonesia compared to Vietnam. It explores reasons behind Vietnam's attractiveness to Apple, including skilled labor, strategic geographical location, and effective trade agreements. The script also touches on Indonesia's efforts to attract Apple's manufacturing sector through incentives and infrastructure development, while emphasizing the need for a consistent policy focus to enhance the local manufacturing industry and integrate into the global supply chain.

Takeaways

• 📉 Apple plans to invest only 6 trillion IDR in Indonesia, which is significantly less than its 256 trillion IDR investment in Vietnam.
• 🤝 Apple CEO Tim Cook met with President Joko Widodo to discuss expanding the Apple Developer Academy in Indonesia, particularly in eastern regions.
• 🏭 Indonesia hopes Apple will invest in manufacturing facilities, not just developer academies.
• 🇻🇳 Vietnam attracts more investment from Apple due to skilled vocational workers, geographical proximity to China, and strategic manufacturing alternatives post the US-China trade war.
• 📈 Vietnam has numerous bilateral and multilateral trade agreements, offering tariff exemptions and making it a more attractive investment destination.
• 🔍 Manufacturing contributes 23% to Vietnam's GDP, compared to only 18% in Indonesia.
• 🚚 Vietnam's better infrastructure and logistics also make it more appealing for investors like Apple.
• 📊 Indonesia's high logistics costs and lower global value chain integration hinder its attractiveness for manufacturing investment.
• 📱 Despite its large market, Indonesia is seen more as a sales and training hub rather than a manufacturing base for Apple.
• 💼 Recent investments from companies like Microsoft signal potential for Indonesia's digital transformation, aiming to develop AI and cloud talents.

Q & A

What is the primary investment Apple has made in Indonesia?

Apple's primary investment in Indonesia is the establishment of the Apple Developer Academy, with a total investment of around IDR 6 trillion.

How does Apple's investment in Indonesia compare to its investment in Vietnam?

Apple's investment in Indonesia (IDR 6 trillion) is significantly smaller compared to its investment in Vietnam, which has reached IDR 256 trillion.

Why is Vietnam considered a more attractive investment destination for Apple compared to Indonesia?

Vietnam is considered more attractive due to its skilled vocational workforce, geographical proximity to China, strategic position for manufacturing, and favorable bilateral and multilateral trade agreements.

What are the key factors that have contributed to Vietnam's appeal for Apple's investment?

Key factors include a well-trained workforce, strategic location, strong manufacturing infrastructure, and significant bilateral and multilateral trade agreements that provide benefits such as tariff exemptions.

What did Apple CEO Tim Cook discuss with Indonesian President Joko Widodo during his visit?

Tim Cook discussed expanding the Apple Developer Academy in eastern Indonesia and the possibility of manufacturing Apple products in Indonesia.

What are the challenges Indonesia faces in becoming a manufacturing hub for Apple?

Challenges include insufficient integration into the global supply chain, high logistical costs, policy uncertainties, corruption, and lower workforce productivity.

What measures is the Indonesian government willing to take to attract more significant investments from Apple?

The Indonesian government is ready to offer more attractive incentives than those provided by Thailand or India, including tax exemptions on raw material imports.

How does the local content requirement (TKDN) policy affect Apple's investment decisions in Indonesia?

The TKDN policy, which requires a 35% local content for mobile phones, computers, and tablets, has led Apple to focus on establishing the Apple Developer Academy rather than manufacturing facilities.

What are some of the criticisms of Indonesia's TKDN policy?

Critics argue that the TKDN policy has not effectively boosted local manufacturing capabilities and has negatively impacted local brands and talent development in the electronics sector.

What recent investment by another tech giant indicates potential for Indonesia's digital transformation?

Microsoft's plan to invest USD 1.7 billion in AI and cloud development in Indonesia, aiming to create 840,000 digital AI specialists, suggests potential for Indonesia's digital transformation.