"Economic Daily" Social Pioneer
Apple in the United States launched three new mobile phones in mid -September, but because it still insisted on high -priced strategies, I was afraid that the iPhone X sales last year were not good. In addition, US President Trump announced that it would add 200 billion US dollars to China.10%and 25%tariff measures have caused markets to worry about Apple's prospects.
And Taiwan is the largest supplier of Apple mobile phones. Many of the information and communication technology (ICT) operators on the two sides of the strait have grown up for Apple milk. In the face of Apple sales in recent years, the bottlenecks in Apple sales, and the US -China trade war may cause supply chain adjustment.Can Taiwan's ICT industry continue to rely on Apple orders to support?
If the apple is undefeated for ten years, where will the ICT industry go?Is there a new glory in the future?How should Taiwan's economic growth momentum be maintained?These serious questions are key challenges that need to be answered urgently.
If Apple is the parent and clothing parents of Taiwan's main ICT industry, it is not an exaggeration.Semiconductor Taoto Power is the main supplier of Apple mobile phone processors. The global foundry assembly leader Hon Hai is Apple's largest assembly factory.Other components and midstream factories form an important part of the apple supply chain.
In the past few years, Taiwan ’s export competitiveness has continued to decline. Export growth depends on the lifting of new mobile phones in August and September of each year. Some people say:" A apple saves Taiwan. "Bad depends on Apple's face."Made in Taiwan" provides Apple with high -quality, high -value, high -profile high -end mobile phones and other products, and Apple has created successful stories of high -market value companies such as TSMC, Hon Hai, and Daluang for Taiwan;
Apple's importance to Taiwan's economy is irreplaceable.
However, the high dependence of ICT industry to Apple has gradually become an increasing economic risk.First of all, in recent years, the Apple supply chain is rapidly adjusted. In addition to TSMC's largest manufacturer of Apple mobile phone processors due to technology leading, other Apple mobile phone components such as panels and optical lenses, etc.High -priced strategies, many advanced technologies and components are purchased from the United States, Japanese, Japanese and Korean manufacturers;
There is a general reduction in Taiwan -factory orders, which also affects the sales outlook of Taiwanese industry.
This time, the iPhone's three new mobile phone markets, Apple concept stocks were frustrated for a time, and the response was the market's concerns about the prospect of Apple's supply chain.
On the other hand, the US -China trade war has made Apple and its suppliers a huge shadow.Although the first wave of the Trump administration's first wave of 50 billion (34 billion+16 billion) US dollars, 25%tariff measures were not involved in consumer electronics; today (September 24) took effect of US $ 20 billion and 10%of tariff measures.Watch, Bluetooth headsets and other products have temporarily escaped Apple.
However, after the implementation of 60 billion US dollars and 5%to 10%of tariffs in mainland China, Trump's earlier statement will be imposed on tariffs on an additional 267 billion US dollars.The most impact is Apple's assembly factories and suppliers in the mainland. Among them, Taiwanese businessmen have the largest production scale, and of course the deepest victims.
What is even more disturbing is that Trump's goal is not only to reduce the US -China trade deficit, but also for "Made in China 2025" to try to inhibit the development of the mainland in the field of cutting -edge manufacturing. High -end ICT products are undoubtedly one of the targets.
Therefore, Trump ignores domestic technology "big coffee" to oppose tariffs on expansion of goods on mainland products. Instead, it also urged Apple to move the production line back to the United States as soon as possible.Future production and sales plan.The impact of such development on the supply chain of Taiwanese businessmen will far exceed simple tariff measures.
In addition, Zhang Zhongmou, the founder of TSMC Zhang Zhongmou, said in the honor of President Tsai Ing -wen that TSMC is facing the challenges of nationalism such as the United States, Mainland China, and Japan.Fair competition opportunities.
Zhang Zhongmou's conversation undoubtedly point out the dilemma faced by Taiwan's semiconductor and even the entire ICT industry, because Taiwanese businessmen on both sides of the strait must not only have the challenge of the rise of the red supply chain, but also face Trump's commitment to the United States "return to manufacturing" and pursue "pursuit of" Abe "Japan's first "strong threat.
This is no longer a single problem to transfer the production base, but the severe test of the economic strategy. The future of the ICT industry will depend on how the government and the industry will break through.
