法人:紫光娶聯發科 少奮鬥10年 - 工程師
By Ethan
at 2015-11-03T11:10
at 2015-11-03T11:10
Table of Contents
https://goo.gl/BuEm7r
中國時報【蒼弘慈、邱琮皓、黃天如╱綜合報導】
紫光頻頻向本土半導體業者招手,不少業內人士認為,既然拚不過中國大陸,加入是最好
的選擇;更有法人表示,紫光集團娶聯發科,對紫光來說是一件大大的喜事,至少可以少
奮鬥10年!
半導體業者表示,對紫光近期動作並不意外,畢竟大國的格局大,又擁有足夠資源,加上
得到官方支持,自然會想通吃,加上從力成收購過程來看,紫光提供不錯的報酬,台廠在
打不贏紫光下,加入是個不錯的選擇。
法人指出,紫光藉由與聯發科合作,可以一次擁有高中低階的完整IC設計布局,還可滿足
國內物聯網內需,甚至是在百家爭鳴的車用市場,搶得優勢,對紫光來說是好事,但從台
灣角度來看,如果聯發科入了紫光大門,對台灣產業衝擊會很劇烈,就像IC設計失去火車
頭,整個產業發展會嚴重失衡。
台灣經濟研究院副研究員劉佩真表示,紫光旗下的IC設計公司展訊及銳迪科(RDA)規模
,雖然都比聯發科小,但因母公司是財力雄厚的紫光,加上展訊在中國市場頻頻發動中低
價攻勢,以致於聯發科這場仗一直打得很辛苦。
她說,若能透過法令鬆綁,讓聯發科與展訊、銳迪科談合作,方式包括策略聯盟乃至於入
股,不但聯發科短期內仍可保留營運主導權及自主性,化解展訊採低價戰對聯發科造成的
威脅;另一方面,也可解除紫光與美國高通合體為更強大敵人的疑慮。
但若是談合併,劉佩真搖搖頭說,依趙偉國所說,紫光「錢進台灣」,來台投資、設立研
發中心、進入聯發科董事會…,只是想掌握聯發科的經營資訊,不會涉及研發技術,「這
樣的說法顯然有矛盾,不太可能!」更何況紫光背後有龐大的中國國家勢力,一旦彼此二
合為一,聯發科將很難保有經營主導權。
--
中國時報【蒼弘慈、邱琮皓、黃天如╱綜合報導】
紫光頻頻向本土半導體業者招手,不少業內人士認為,既然拚不過中國大陸,加入是最好
的選擇;更有法人表示,紫光集團娶聯發科,對紫光來說是一件大大的喜事,至少可以少
奮鬥10年!
半導體業者表示,對紫光近期動作並不意外,畢竟大國的格局大,又擁有足夠資源,加上
得到官方支持,自然會想通吃,加上從力成收購過程來看,紫光提供不錯的報酬,台廠在
打不贏紫光下,加入是個不錯的選擇。
法人指出,紫光藉由與聯發科合作,可以一次擁有高中低階的完整IC設計布局,還可滿足
國內物聯網內需,甚至是在百家爭鳴的車用市場,搶得優勢,對紫光來說是好事,但從台
灣角度來看,如果聯發科入了紫光大門,對台灣產業衝擊會很劇烈,就像IC設計失去火車
頭,整個產業發展會嚴重失衡。
台灣經濟研究院副研究員劉佩真表示,紫光旗下的IC設計公司展訊及銳迪科(RDA)規模
,雖然都比聯發科小,但因母公司是財力雄厚的紫光,加上展訊在中國市場頻頻發動中低
價攻勢,以致於聯發科這場仗一直打得很辛苦。
她說,若能透過法令鬆綁,讓聯發科與展訊、銳迪科談合作,方式包括策略聯盟乃至於入
股,不但聯發科短期內仍可保留營運主導權及自主性,化解展訊採低價戰對聯發科造成的
威脅;另一方面,也可解除紫光與美國高通合體為更強大敵人的疑慮。
但若是談合併,劉佩真搖搖頭說,依趙偉國所說,紫光「錢進台灣」,來台投資、設立研
發中心、進入聯發科董事會…,只是想掌握聯發科的經營資訊,不會涉及研發技術,「這
樣的說法顯然有矛盾,不太可能!」更何況紫光背後有龐大的中國國家勢力,一旦彼此二
合為一,聯發科將很難保有經營主導權。
--
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