蔡英文拋「6大戰略產業」 發展5G、太空 - 工程師
By Caroline
at 2020-05-20T22:12
at 2020-05-20T22:12
Table of Contents
※ [本文轉錄自 cjol 信箱]
作者: zzahoward (Cheshire Cat) 看板: Stock
標題: Re: [新聞] 蔡英文拋「6大戰略產業」 發展5G、太空
時間: Wed May 20 10:59:34 2020
※ 引述《y1896547 (民進黨=綠色國民黨)》之銘言：
: 蔡英文將在演說中回顧，4年前剛接任總統時，台灣的各項經濟指標表現都不好，4年來，
: 政府成功讓經濟表現趨於穩健，未來4年的發展上，蔡政府要打造「六大戰略產業」。
: 「六大戰略產業」是哪些項目？蔡英文首先強調持續強化資訊、數位產業發展，利用半導
: 體、資通訊產業的優勢，讓台灣成為下世代科技產業的重要基地；其次，是發展5G，強化
: 數位轉型及國家安全的資安產業。
: 第三項，蔡英文會提出接軌全球的醫療科技產業；第四，是軍民整合的國防戰略產業，包
: 括航空、太空產業；第五，是綠電再生能源產業；第六，則要建構確保關鍵物資、民生的
: 戰備產業。
看完這篇新聞，不知道是我理解太淺還是內容故意的
這六大產業怎麼感覺重疊性很高?
舉例來說，第一項的半導體和第二項的5G....
5G方面台灣能吃到最大宗不就GG，半導體最大宗也是GG阿
當然還有周邊的豬屎屋系統廠，配上IoT的工業電腦
不過這不就都是現在進行式嗎= = 多數台灣公司大概五年前就開始這條路了吧
政府能做的就是GG要擴廠幫忙出來喬一下，然後確保GG水電充足就這樣
至於第三項，醫療科技....我是不太知道何謂醫療科技QQ
是因為生技發現真的太難做做不太下去了嗎XDDDDDD
老實說新藥真的沒那麼好做，投資金額需要太大了，疫苗其實也不好賺.....
所以轉成醫療科技，不過高端醫療儀器和醫材我以為專利都被歐美日綁得死死的
奇怪，台灣Clinical Trail環境這麼好、人力水準這麼高，怎麼沒人宣布要發展這塊呢?
第四項和第五項以及一二項重疊性都蠻高的，而且太籠統
航太上千萬個零件，高等級的航太材料和引擎專利都被歐美日中綁得死死的
台灣是想趁著X Space風潮下開發民用級高CP市場嗎?
能真正打進去主流高端航太產業大概還是半導體系列吧
剩下的真的能成為一條真正獨立出來的產業鏈?
反而車用48V或更高壓的車用電力系統還比較有機會....
畢竟從12V轉48V甚至到EV/Hybrid 200V電壓的車用電子設備是要打掉重建的
第五綠電，其實我覺得這玩的蠻危險的，除了本身的海島型本體外
打的算盤大概就是REC概念，但REC玩的贏中國那種大陸電網和扭曲的市場嗎?
實際上能用得起REC系列的，大概也還是半導體產業
台灣的那些驕傲中小型企業、隱形冠軍等等，連工業用地都不買了你能期待去買REC?
第六戰備物資、民生戰備產業我不太理解，這些應該很大一部分是重工業範疇了
可是過去十幾二十年來，台灣算是早早放棄重工業了吧
能源方面中油想擴廠升級設備好像都被打槍(桃煉)
台電大量使用天然氣是要怎麼有戰備空間
這個戰備產業好籠統，難道是加工食品產業嗎?
總統這個六大產業，我看不太出來未來投資方向，看起來就一樣是我大GG得第一阿?
--
作者: zzahoward (Cheshire Cat) 看板: Stock
標題: Re: [新聞] 蔡英文拋「6大戰略產業」 發展5G、太空
時間: Wed May 20 10:59:34 2020
※ 引述《y1896547 (民進黨=綠色國民黨)》之銘言：
: 蔡英文將在演說中回顧，4年前剛接任總統時，台灣的各項經濟指標表現都不好，4年來，
: 政府成功讓經濟表現趨於穩健，未來4年的發展上，蔡政府要打造「六大戰略產業」。
: 「六大戰略產業」是哪些項目？蔡英文首先強調持續強化資訊、數位產業發展，利用半導
: 體、資通訊產業的優勢，讓台灣成為下世代科技產業的重要基地；其次，是發展5G，強化
: 數位轉型及國家安全的資安產業。
: 第三項，蔡英文會提出接軌全球的醫療科技產業；第四，是軍民整合的國防戰略產業，包
: 括航空、太空產業；第五，是綠電再生能源產業；第六，則要建構確保關鍵物資、民生的
: 戰備產業。
看完這篇新聞，不知道是我理解太淺還是內容故意的
這六大產業怎麼感覺重疊性很高?
舉例來說，第一項的半導體和第二項的5G....
5G方面台灣能吃到最大宗不就GG，半導體最大宗也是GG阿
當然還有周邊的豬屎屋系統廠，配上IoT的工業電腦
不過這不就都是現在進行式嗎= = 多數台灣公司大概五年前就開始這條路了吧
政府能做的就是GG要擴廠幫忙出來喬一下，然後確保GG水電充足就這樣
至於第三項，醫療科技....我是不太知道何謂醫療科技QQ
是因為生技發現真的太難做做不太下去了嗎XDDDDDD
老實說新藥真的沒那麼好做，投資金額需要太大了，疫苗其實也不好賺.....
所以轉成醫療科技，不過高端醫療儀器和醫材我以為專利都被歐美日綁得死死的
奇怪，台灣Clinical Trail環境這麼好、人力水準這麼高，怎麼沒人宣布要發展這塊呢?
第四項和第五項以及一二項重疊性都蠻高的，而且太籠統
航太上千萬個零件，高等級的航太材料和引擎專利都被歐美日中綁得死死的
台灣是想趁著X Space風潮下開發民用級高CP市場嗎?
能真正打進去主流高端航太產業大概還是半導體系列吧
剩下的真的能成為一條真正獨立出來的產業鏈?
反而車用48V或更高壓的車用電力系統還比較有機會....
畢竟從12V轉48V甚至到EV/Hybrid 200V電壓的車用電子設備是要打掉重建的
第五綠電，其實我覺得這玩的蠻危險的，除了本身的海島型本體外
打的算盤大概就是REC概念，但REC玩的贏中國那種大陸電網和扭曲的市場嗎?
實際上能用得起REC系列的，大概也還是半導體產業
台灣的那些驕傲中小型企業、隱形冠軍等等，連工業用地都不買了你能期待去買REC?
第六戰備物資、民生戰備產業我不太理解，這些應該很大一部分是重工業範疇了
可是過去十幾二十年來，台灣算是早早放棄重工業了吧
能源方面中油想擴廠升級設備好像都被打槍(桃煉)
台電大量使用天然氣是要怎麼有戰備空間
這個戰備產業好籠統，難道是加工食品產業嗎?
總統這個六大產業，我看不太出來未來投資方向，看起來就一樣是我大GG得第一阿?
--
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