日本晶圓代工為什麼會輸台灣 - 工程師
By George
at 2022-08-12T07:34
at 2022-08-12T07:34
Table of Contents
以下給出答案:
產業轉型
90年代日本面臨失落的N年
想尋找便宜的工廠 可以找到的選擇
韓國:仇日 排外 語言不通
中國:90年代大專人才缺乏
台灣:日文可通 大專以上人才不缺
所以當時不管是
面板:廣達技術轉移(廣輝)
記憶體:力晶 華邦
晶圓代工: 台灣獨創“代工” 以前都自己做晶圓
所以90年開始 日本把台灣當成分公司
進行各類技術轉移
日本本身進行高階研發 類似美國現在的腳色
(符合全球分工)
畢竟 要比製造業
日本要人沒人(大專人才少 日本不迷信學歷)
要資源沒資源
日本人也適合專研技術的工作
因此 台灣順勢得到了日本不要的“製造業”
最後回覆標題的答案
90年代到00年代 當時晶圓代工是邪道
根本沒人做代工 自己做產品更賺
有做晶圓的能力 自己的產品就做不完了 還代工?
但是大家沒料到的是……
小公司也想做晶片
沒人 沒錢 沒資源 只好找晶圓代工幫忙做
當幾千間小公司 不小心幾間賺大錢後
累積出來的資本就比原來不做代工的公司大多了
打個比喻:
80年代
IBM往公司用大型電腦跑
微軟(比爾蓋茲)往個人電腦跑
最後誰賺到最大的錢?
只能說 時也 命也
--
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工程師
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