ITアウトソースはインドに向かう

インドの脅威（ビジネス・ウィーク誌）

Indian IT's "Powerful Message"

ABN Amro's mega-outsourcing deals awarded to Tata Consultancy Services and Infosys may bring Indian outfits closer to global leadership

５年間で２２.４億ドルに達するABM AmroのITアウトソーシング業務のうち、１８億ドルはIBMに行きましたが、２．５億ドルを受注したタタ（TCS）、１．４億ドルを受注したインフォシスに加え、パトニというインドの大手IT企業３社が登場したことで、アウトソーシング業務は真にグローバル化したことを示し、かつインドIT企業の存在を無視できないものとしたようです。

（前略）・・・・・・・・

GLOBAL BRAWL.

Analysts believe the pact plays to the strength of the Indian players. Roopa Unnikrishnan, a manager at New York-based outsourcing consulting firm Katzenbach Partners, says, "They're really good at innovating and developing people. It's really smart to use them on the software side, where things will be changing quickly."

In a report issued Aug. 23, Katzenbach Partners said it expects Indian IT outfits to ultimately lead on a global basis, potentially unseating such giants as EDS (EDS ), BearingPoint (BE ), and France's CapGemini.

Smaller U.S. companies are vowing to fight back. Rich Garnick, president of North American business services for Boston-based Keane (KEA ), says he'll try to win reclaim share with a combination of American and Indian talent.

"YANKEE INGENUITY." Keane, a $900 million company, now has about 2,000 of its 9,000 workers in India. Garnick, formerly head of North American operations for Indian IT giant Wipro Technologies (WIT ), says he plans on expanding that number to perhaps 20,000 over the next three years. "The Indians have a tremendous headwind," he says. "We're going to bring some Yankee ingenuity and get some of it back."

IBM, along with Accenture and others, is also rapidly expanding in India. Big Blue's workforce there shot up from 9,000 to 23,000 last year alone.

So the race is on between U.S. and European companies（この記事もジャパン・パッシングでしょうか？） that are building up their capabilities in India and the Indian outfits that are expanding both in their target markets and in low-cost labor countries around the world.

独断的コメント：

　英語が頻発するわが国のIT業界ですが、意外に国内思考が強く、国際化後進産業のひとつです。

　それでも、経済界の中国バブルとコスト削減圧力に押され、渋々中国へのアウトソースを始めています。

　民族的親近感、強大なIT企業が存在していず、優越感を保てる、日本語を使えるブリッジSEが増えてきたことなどが理由ですが、インドの場合はこの対極にあります。

　それでも時代はインドへと向かわざるを得ないでしょう。わが国の場合は、ジオポリティックス上からもインドとの関係強化の必要があるでしょう。

更に興味のある方は、　　　　　　↓

http://www.businessweek.com/technology/content/sep2005/tc2005092_5336_tc119.htm

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