杜紫宸:若禁陸資入股 台IC業 2025年恐屑 - 工程師
By Daph Bay
at 2016-06-08T11:23
at 2016-06-08T11:23
Table of Contents
工研院知識經濟與競爭力研究中心主任杜紫宸昨(7)日表示,兩岸產業競爭激烈,尤其
台灣IC設計產業更是面臨立即威脅。他並估算,若是不開放陸資入股,IC技術人才將大量
流失,台灣的IC產業恐在2025年就會消失。
杜紫宸昨出席由旺報主辦的「兩岸高峰論壇:沒有九二共識下的台商困境」研討會時指出
,兩岸產業競爭日益激烈,台灣產業要能勝出,最後只能靠技術或者是特殊經營的「know
how」超過大陸同業。以台積電為例來說,因為大陸技術還不及台灣,目前還不會受到太
大影響。
反觀面板業,大陸面板的良率雖仍不如台灣,但其規模愈來愈大,對台灣威脅日盛。杜紫
宸表示,他最憂心的是台灣IC設計產業,尤其近期陸資是否入股聯發科案例更是備受關注
。
杜紫宸表示,聯發科未來發展必須依賴大陸5G市場,如果無法引入如中移動或紫光等陸資
,未來在搶占大陸5G市場時,勢必會落後大陸競爭者。
他分析,聯發科若是拿到5G市場的份額小,對該公司本身影響不大,但聯發科底下的技術
人才很可能外流到展訊、高通、海思等大陸IC公司,他警告「屆時台灣的IC設計產業就不
見了」!
杜紫宸強調,陸資入股事關台灣產業前景,「應該列為國家安全議題」。並強調若在此議
題上未能做立即且適當的處理,對台灣產業發展的危機「比不蓋國光石化影響更大」。他
並警告,若是不開放陸資進入,「台灣IC產業2025年就會消失」。
出席同一場研討會的前海基會副董事長高孔廉也表示,策略聯盟是現代國際企業經營的常
態。開放陸資入股也是兩岸企業策略聯盟的方向。
高孔廉表示,陸資入股並不代表技術外流,可以設立各種機制保障技術,譬如陸資不進入
董事會等,如此就可便於經營管理及技術保密。而另一方面,入股者如是垂直整合,不僅
便於業務的開拓,也可避免對方重複投資、惡性競爭而兩敗俱傷。
(工商時報)
--
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