[心得] 五年後,台廠恐告別'蘋果蜜月期'已刪文
台灣科技業可以說是'靠蘋果吃飯',很多都必須靠蘋果吃穿,
也可以說這幾年蘋果支撐了許多台廠,
但很現實的是,這幾年陸廠崛起,部分已打入蘋果供應鏈,
想打入的也不少,再加上蘋果代工價不斷下砍,一邊錢賺飽飽,
一邊欺負供應鏈廠商,也讓人擔心台廠還能有多長的'蜜月期'?
我是認為五年內還好,危機尚不大,但五年後衝擊便會顯現,
陸廠技術能力日增,五年後與多數台廠差距都會變得有限,
再加上陸廠規模大,資金多,論殺價競爭恐怕比台廠更有本錢下,
屆時除了少數技術夠,能生產關鍵組件的廠商外,
恐怕都有被陸廠瓜分訂單的可能,到時便是台灣科技廠真正的危機來到了
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