2016年3月27日 星期日

Taiwan 2.0

Taiwan 2.0

The island’s electronics firms are in need of an upgrade

... Of all the countries dependent on purchases by China, Taiwan has most to lose as the mainland’s electronics industry becomes more self-sufficient, says Angela Hsieh, an economist at Barclays, a bank. South Korea also depends on China, but its firms sell a wider variety of goods there, such as cars and cosmetics.
Becoming more innovative is easier for some than others. Hon Hai, which has its eye on Sharp’s research into advanced OLED display screens, is big enough to absorb the struggling Japanese firm, and to keep throwing money at developing its technology. Likewise, South Korean firms such as Samsung Electronics, which belong to giant conglomerates, can afford the R&D and marketing budgets needed to remain globally competitive. But many of Taiwan’s electronics firms are, thus far at least, small, anonymous links in other companies’ supply chains.  
Starting to sell gadgets under their own brands might offer these firms far higher profit margins, allowing them to pull themselves up by their bootstraps. But past experience shows that it is hard to do this without going into competition with the more famous customers that they rely on. Some Taiwanese firms, including HTC and Asus, have produced branded products—such as phones and notebook computers—only to be deserted by the customers to whom they sell components.
Raymond Hsu, an analyst with Taiwan Ratings, an affiliate of Standard and Poor’s, thinks Hon Hai would only try to make money from Sharp’s brand if it could attach it to products that wouldn’t upset its existing customers. The Taiwanese firm may be more interested, in the short term, in being able to offer brand-owners like Apple a wider range of components, and thus to increase its bargaining-power with them. Mr Hsu says Apple would prefer not to buy OLED displays from Samsung, which is a rival producer of smartphones.
Taiwan’s president-elect, Tsai Ing-wen, has promised to reshape its economy by “shifting from an efficiency-driven model to an innovation-driven one.” Ms Tsai also wants to reduce reliance on China and promote greater technology ties with America and Japan. The question is how. Taiwanese firms have already been encouraged by the outgoing government to flirt with the likes of cloud computing, the “internet of things”, 3D printing, biotechnology and renewable energy. Some are showing potential, but there will be no quick fixes. Meanwhile, prospering rivals on the mainland enjoy the benefits of a vast home market, and a government with lots more money to throw around.

作者:陳竫詒編譯  經濟學人



中國建立自有供應鏈  台灣損失最重

巴克萊經濟學家Angela Hsieh分析,所有依賴中國市場的國家當中,台灣受到中國電子廠崛起,建立自有供應鏈的損失最大。南韓對中國的依賴也很深,但是南韓的產業相對多元,還有汽車和化妝品等等產業支撐。

能夠創新的公司,是相對容易存活的。鴻海看準了夏普對於 OLED的先進研究,同時也足夠出手併購掙扎中的日本企業,投資技術發展。南韓的大型企業像是三星,投入在R&D和行銷的預算,讓他保持國際的競爭力。但是許多台灣的電子廠商,規模小,就隱身在其他企業的供應鏈裡代工。


標準普爾信評分析師Raymond Hsu認為,短期內,台灣企業更有興趣的,還是如何拿下蘋果這類大廠的訂單,畢竟蘋果就比較不想從競爭對手像是三星那邊買下OLED。



©The Economist Newspaper Limited 2016
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