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Title: 台灣新南向政策之產業發展機會—以優勢企業為例
The Opportunities under Taiwan's New Southbound Policy—Using Competitive Firms as an example
Authors: 余仁耀
Yu, Jen-Yao
Contributors: 莊奕琦
Chuang, Yih-Chyi
Yu, Jen-Yao
Keywords: 新南向政策
New southbound policy
Machine tools
Automotive electronics
Industry 4.0
Date: 2018
Issue Date: 2018-11-09 15:53:37 (UTC+8)
Abstract: 中國大陸致力推動一帶一路,目標著重在全球放貸興建基礎設施,與我國新南向政策透過我優勢與創新產業拓展市場不同,兩岸政策互不干擾,甚至一帶一路鐵公路與高鐵建設完成後,更有利我國產業在新南向國家發展,例如陸企在東協國家架設光纖電纜後,我國可增添智慧裝置,亦可在大眾運輸工具上加裝顯示裝置及物聯網設施。
Mainland China is promoting the One Belt and One Road Initiative and its focus is on infrastructure-building, while Taiwan’s New Southbound Policy focuses more on helping its industries find business opportunities. Therefore, the OBOR and the New Southbound Policy are not contradicting each other. They could even be complementary. For example, Taiwan’s ETC network system could be useful to public transportation in New Southbound countries.
This study is based on the ASEAN and South Asian countries and explores their trade relations with China and Taiwan. It found that since 2000, trade in mechanical and electrical products in China has grown rapidly, mostly in intermediate goods, showing that China and ASEAN are integrated in this field. As the supply chain is getting deeper, China’s trade with ASEAN countries may affect Taiwan’s business opportunities because Taiwan’s key industries were semiconductors, automotive electronics, and ICT products, which accounted for 44% of the total exports. In addition, those Taiwan sectors have faced other external challenges. For example, Samsung puts significant effort in developing new chips; US-China trade friction can impact the products that are ordered or designed in Taiwan, assembled in China and then sold to the US; Britain is developing IPU(Intelligence Processing Unit); China and Singapore have invested in developing the workforce of semiconductor industries; and Japan, the US and Israel are the world leaders in the development of AI chips, AI applications and supercomputers.
In addition, Taiwan's processing added value in the global supply chain has gradually increased, mainly due to the mastery of key technologies. For example, Taiwan’s semiconductor fabrication held around 66% of market share in the world in 2017. Those well-known brands had to send their products to Taiwan to conduct value-added process because foreign buyers highly trusted its capacity, cost, timely delivery, and compatibility. Taiwan's advantage, in turn, benefited the industry clusters. Therefore, Semiconductor fabrication ODM made PCB and PC corporates prosper.
This study further explored the business opportunities of Taiwan’s competitive industries, including electronics, transportation and manufacturing upgrades, to seek the market of 2.2 billion people in the New Southbound countries. We tried to identify the industrial needs of these countries and collected some evidences from Taiwanese companies which successfully extended their factories into New Southbound countries. Finally, we provide suggestions for Taiwanese government and business sectors. It is also recommended that the government and the trade associations assist the development of Taiwan's science and technology and process industries to the New Southbound countries through joint research and development, forums and setting up education and training institutions.
This study uses the method of citation analysis to explore China’s OBOR and its impact. It uses a descriptive statistics method to find out about trade relations between China and Taiwan, and China and ASEAN countries. Then, it tries to identify Taiwan’s competitive industries and business opportunities in New Southbound countries. The suggestions which we come up with should benefit Taiwan’s corporates and the New Southbound countries.
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