紅潮退散 匯頂研發團隊撤台!! - 工程師
By Faithe
at 2021-11-15T09:14
at 2021-11-15T09:14
Table of Contents
https://udn.com/news/story/7240/5890627?from=udn_ch2_menu_v2_main_index&fbclid=IwAR0ce0cPjvrXBJtnDAIFm7g1heiasOfCjdvDr7cHdt0MWk36iy2tLY6VLnA
半導體業界傳出,大陸IC設計二哥匯頂在台相關約200人研發(RD)團隊將裁撤,預計11
月底正式解散,是美中科技戰與兩岸IC設計業搶人大戰的氛圍下,近期最具指標性的紅色
供應鏈研發團隊撤出台灣。
至截稿前,本報透過電子郵件與電話方式聯絡匯頂窗口,與其外傳的在台研發據點,欲求
證關於研發團隊將解散的訊息,但均沒有獲得回應。至於該團隊為何裁撤,業界有二種說
法,一是認為在已布局一段時日後,依照目前兩岸之間的氣氛,還是撤收為宜。另一說是
純粹基於母公司的策略布局考量。
匯頂總部位於廣東深圳,是大陸知名指紋辨識晶片廠,供應大陸非蘋手機品牌,與台灣神
盾等業者互別苗頭,聯發科持有其少量股份。匯頂2016年10月在上海證交所掛牌後,曾創
下15根漲停板的紀錄,2020年初股價衝上人民幣300多元,當時總市值一度超越聯發科,
引起市場熱議,也被視為紅色供應鏈當中最具指標的IC設計廠。
匯頂原是大陸IC設計龍頭,但在韋爾併購豪威(OmniVision)後被超車,退居第二大。匯
頂也因市場競爭激烈,現階段股價回檔至人民幣100元出頭,總市值約人民幣500多億元。
根據匯頂在經濟部商業司的公司登記資料,該公司以「大陸商深圳市匯頂科技股份有限公
司」來台,辦事處位於台北市延平北路一段,於2015元月核准設立。
匯頂台灣分公司登記的營業項目為台灣官方開放正面表列的簽約、報價、議價、採購、市
場調查、研究業務等活動為限。不過業界傳出,匯頂多年前也低調規劃在竹北成立研發團
隊,甚至到聯發科等國內IC設計大廠門口站崗「找人」,但礙於台灣法規並不允許陸企來
台設研發據點,該團隊對外都相當低調。
業界人士透露,上述台灣研發團隊於本月初接獲將被裁撤的消息,有成員開始在外找工作
,解散消息才傳開。由於該團隊規模近200人,相關人員已開始不進辦公室。與其在竹北
高鐵站附近同一棟大樓上班的人員私下透露,「最近等電梯順很多」。
IC設計業者不諱言,確實有不少陸資科技廠私下在台設研發據點,但都默默進行,這是業
界「公開的秘密」。常見方式是陸資母公司外包給台灣的子公司或合作夥伴,以委託設計
IC案件的方式迂迴進行。
業者也提到,隨著政府近年查緝陸資在台設立研發團隊,陸資IC設計公司在這一、兩年確
實有撤退現象。最近連大陸某晶圓代工廠在竹北合法設立的服務據點,雖然持續營運,但
也默默把公司招牌拆掉,希望更低調做生意。
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