Source: Wind Media Wind Review
Japan's Nikkei Asia reported that Taiwan has a unique position in the global electronics industry supply chain, and it is necessary to "deduct" the cost of "deducting" and "decoupling" in mainland China.
Some people may be proud of the achievements of Taiwan, and they also think that the "Silicon Shield" has its effect.However, this matter is positive and negative, like a double -sided blade, because it also means that Taiwan's economy is damaged by geopolitical competition, and "de -Taiwanization" has occurred.
In this report of "How Taiwan becomes an indispensable economy", I took the Apple iPhone as an example: a iPhone requires about 1,500 components. In terms of headquarters, the supplier has 26%From mainland China, 23%from Taiwan, 18%from the United States, but the most valuable parts, including core processors, 5G data machines, Wi-Fi chips, and high-end camera lenses are made in Taiwan, Taiwanese suppliers accounted for each partThe proportion of the total cost of iPhone is 36%.
Therefore, the supply chain status of Taiwan in the global technology industry cannot be replaced. Many European and American companies are worried that the Taiwan Strait crisis intentionally decentralizes production, but compared to decoupled with the mainland, if you want to "de -Taiwan chemical"cost.The article quoted the industry in the article: If someone attacked Taiwan, "the global technology and electronics industry are basically finished."
However, those who are worthy of the attention and concern of the Taiwan government and the industry are not how important this is in the supply chain of Taiwan's technology industry. InsteadIn fact, it has weakened the effect of the Silicon Shield of Taiwan (if it is really a silicon shield), which affects the willingness of enterprises to invest in Taiwan.
The report quoted the Taiwan printed circuit board industry's Xinxing Electronics executives, referring to the tension after visiting Taiwan and the Chinese military in Pelosi and the Chinese mainland.EssenceAccording to science and technology executives, in the middle of last year, science and technology coffees including Intel, Super Corporation, Nvidia, Meta, Google, and Amazon all required increasing production capacity in mainland China and outside Taiwan.
This effect is different in the short term and long -term.If you only look at the short -term, it is those manufacturers to go down some of the other places, and they may want to transfer orders, because they can't find another TSMC, Dali Guang ... But in the long run, we must put it in the long run.Single transfer and production capacity out, after all, it will inevitably be done.
It may be in other "safe countries", find manufacturers capable of production and order, or may be the original supplier investing in overseas investments based on long -term business considerations or even "ordering".Just like the most rammed TSMC, at the invitation of governments of various countries to invest in local investment, or Battery manufacturer Huoneng Technology, who has recently invested in France, decentralized investment due to "considering geopolitical factors".In the early years, the NB and various electronics factories in Taiwan also went to the mainland of China to invest in a factory in mainland China.
Therefore, although foreign media reports seem to praise Taiwan's scientific and technological industry strength. If foreign businessmen want to "de -Taiwan chemical", they have to pay a high price.The price is higher. Are anyone ready to pay for it? "
It seems that foreign businessmen cannot "de -Taiwanization", but the truth is that "de -Taiwanization" is the current formula. Foreign governments and enterprises are actually operating.If the haze is not scattered or even deepened, "de -Taiwanization" will continue.Of course, those science and technology factories are Xu Tu, but big countries such as Europe, America, and Japan are murderers. The United States wants TSMC to invest in and engage in chip method to set up factories.Production in Taiwan is difficult to sleep all night, so it is necessary to reduce the dependence of the production of chip production in Taiwan -this is not "de -Taiwanization"?
Foreign media says that "the cost of de -Taiwan chemistry is high" is right, but that means that the price is high now when "suddenly being forced to de -Taiwan chemical", regardless of the reason for other factors such as cross -strait wars or natural disasters.If it is a "gradual order" de -Taiwanization, the situation may be completely different.
Think about it. After 10 years, Europe, America and Japan improved their own cutting -edge chip manufacturing capabilities, and Taiwan no longer monopolized 80 % to 90 % of the cutting -edge chip manufacturing. When the mature process has the largest market in mainland China, "de -Taiwanization"It is no longer at a high price, and it is essentially done.
The most clear and "cruel" possibility is Huang Renxun, the CEO of Nvidia, who has been popular in Taiwan recently. He said, "We may not manufacture chips in Taiwan."The market is unique and impossible to be replaced. "
When foreign media said that "de -Taiwanization" is costly, it is more difficult than "decoupling" with mainland China. Don't be proud or happy.In the cause of "doing well to Taiwan" can we reduce risks and avoid high losses. Taiwan should be more cautious and fearless, and it is not stupid enough to cooperate with the foreign government to "de -Taiwan chemical".
