台灣科技業是不是沒救了? - 工程師

By Iris
at 2016-09-04T21:55
at 2016-09-04T21:55
Table of Contents
這幾天看了版上的文章,有人在討論類似的主題。
無意間搜尋了一些相關科技業的現狀。
都是一些很片面的新聞,得出以下幾個小結論:
1.面板:中國大陸強勢布局LTPS,韓國壟斷高階OLED
目前看來除了夏普面板稍具競爭力,但夏普也沒有量產OLED技術
台面板廠似乎沒有進展的可能
2.半導體:GG仍保有領先,但Intel & ***仍緊咬不放,預計後續
誰勝誰負還很難說
3.智慧型手機:除了部分零組件廠有APPLE單可賺外,陸廠除晶片幾乎自給自足,
版上鄉民多看壞大M,畢竟尚未出現可延續手機晶片的新產品
4.高科技設備:漢微科被買以後似乎沒有甚麼好講的了。
5.機器人:除了鴻海有個FOXBOT 與 代工Pepper外,目前還沒看到哪家公司機器人產品
相對成熟,目前機器人市場幾乎都是日美,歐洲大概剩下機器手。
6.光學:大立光光學鏡頭似乎仍保有領先,台廠也有不少光學廠,整體產業上中下游看起
來還滿完整的,目前除了日廠想跟大立光對打外,似乎還沒看到太大敵手,個人看法在
一般光學鏡頭其實我們根本不如日韓大廠,但我們贏的是行動通訊產品上的光學模組,
當然這塊發展潛力還是非常大,目前還是看好的。
結論:6領域中,2勝4負,整個悲觀。
QQ
請問大家怎麼看?
--
無意間搜尋了一些相關科技業的現狀。
都是一些很片面的新聞,得出以下幾個小結論:
1.面板:中國大陸強勢布局LTPS,韓國壟斷高階OLED
目前看來除了夏普面板稍具競爭力,但夏普也沒有量產OLED技術
台面板廠似乎沒有進展的可能
2.半導體:GG仍保有領先,但Intel & ***仍緊咬不放,預計後續
誰勝誰負還很難說
3.智慧型手機:除了部分零組件廠有APPLE單可賺外,陸廠除晶片幾乎自給自足,
版上鄉民多看壞大M,畢竟尚未出現可延續手機晶片的新產品
4.高科技設備:漢微科被買以後似乎沒有甚麼好講的了。
5.機器人:除了鴻海有個FOXBOT 與 代工Pepper外,目前還沒看到哪家公司機器人產品
相對成熟,目前機器人市場幾乎都是日美,歐洲大概剩下機器手。
6.光學:大立光光學鏡頭似乎仍保有領先,台廠也有不少光學廠,整體產業上中下游看起
來還滿完整的,目前除了日廠想跟大立光對打外,似乎還沒看到太大敵手,個人看法在
一般光學鏡頭其實我們根本不如日韓大廠,但我們贏的是行動通訊產品上的光學模組,
當然這塊發展潛力還是非常大,目前還是看好的。
結論:6領域中,2勝4負,整個悲觀。
請問大家怎麼看?
--
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工程師
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