武漢肺炎震撼彈 台商新一波遷徙潮將啟動
Date: 2020-02-06
News Type:
武漢肺炎疫情擴散,為科技業投下震撼彈,台灣電子組裝、零組件、網通等業者均表示,此次疫情再次示警,台廠不宜押寶單一生產基地,繼先前美中貿易戰引爆的台資陸企遷出中國大陸之後,預料將加快新一波台商南向或返台建廠的腳步。
業者分析,2003年SARS疫情發生之際,當時中國大陸在全球電子業的地位遠不如今天。如今中國大陸疫情嚴重地區封城、甚至封村、且延後春節假期復工時程,對電子產業供應鏈的影響大增。
先前美中貿易戰爆發,台廠已展開非中國產能布局,此次疫情衝擊下,科技業內部陸續盤點有效產能,陸續評估加快台灣新產能布建,或是海外替代方案因應。
組裝方面,多數台商加快供應鏈轉移腳步,以鴻海為例,集團至少已在16國布建廠區,中國大陸以外的25%海外產能也有望逐步因規模與客戶需求提高。鴻海董事長劉揚偉已對外預告,未來世界工廠會分散為區域製造中心,因此在台灣、美國威州、墨西哥、印度、東南亞的越南等都有投資規畫。
和碩方面,去年提出在台灣投資新台幣149億元計畫,今年將持續執行。英業達將部分筆電與伺服器轉移至台灣生產,部分智慧裝置轉至馬來西亞生產,仁寶去年越南擴廠、廣達今年更宣布加碼投資泰國等。
PCB廠方面,台商泰國第一大PCB業者泰鼎-KY加碼泰國以外,敬鵬在泰國也設有生產據點,其餘台資PCB與IC載板廠商也在去年陸續敲定今年擴大在台灣資本支出的計畫,其中,欣興規劃今年資本支出將創新高。
網通廠方面,去年以來因應美中貿易戰,陸續擴大台灣及東南亞等地的產能,不過目前中國大陸產能仍占五成到五成以上。業者表示,每年農曆年後都會歷經一波缺工潮,今年加上武漢肺炎影響,開工日期延後,加上湖北等地返回的員工要隔離14天等問題,復工更難預估。(新聞來源:經濟日報)
More news
- TPCA Show 2025 Reservation! 2024-11-15
- TPCA Show 2024 will be held as scheduled on 10/25 2024-10-24
- TPCA Show 2024 Pre-registration 2024-10-23
- Rajah&Tann:Doing Business in Thailand &Southeast Asia 2024-10-18
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12