中科2顆新引擎 台積擴廠、矽品投產

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2016/11/02 第3818期  |  訂閱/退訂  |  看歷史報份

資訊科技頭條 中科2顆新引擎 台積擴廠、矽品投產
半導體業 i8玩無線充電 聯發科暖身
資訊產業 光寶老董:成功秘訣 一輩子只做電子一件事
施振榮談智慧城市 蔡英文:你講的就是我想的
「工研寶寶」孫弘 寫工研院108條好漢故事
夏普本業轉盈 鴻海鬆口氣
平板電腦 出貨比去年同期銳減
宏□「<1」掀話題…美國賣到缺貨
總統授證 工研院5新科院士誕生
宋恭源:電子業轉型 十年磨一劍

今日財經頭條

中科2顆新引擎 台積擴廠、矽品投產
記者宋健生/台中報導/聯合報
中科管理局長陳銘煌昨天表示,台積電中科擴廠第一期廠房已完成裝機並進入試驗階段,矽品新廠也陸續投產,成為帶動中科明年營運成長的兩顆新引擎,園區全年營收上看五千六百億元,可望創歷史新高。

中科今年一至八月營業額達三二二二點六七億元,年減約百分之一點一,但比前六月衰退百分之一點九已有回升。陳銘煌說,中科今年自二月以後,每月營業額都有微幅成長,預估到年底可望轉為正成長,全年應有五千一百億元水準,較去年同期四九二一億元約成長百分之三點六。

另據了解,觸控面板廠達鴻位於中科的廠房及土地,法院預計十二月底公開拍賣,市場傳出至少有兩組以上人馬有意競標,但其中以美國記憶體大廠美光科技的態度最為積極,因為達鴻廠房就位於台灣美光中科后里十二吋廠對面。

美光總部今年傳出計畫來台設立更先進的封裝測試廠,目標鎖定中科,並有意交由台灣封測合作夥伴代管經營,初步已和力成、南茂等接觸。另一方面,美光也已在中科后里廠建立先進製程RD產線。

業界人士指出,一旦美光標下達鴻中科廠房,最快明年下半年就可以陸續投產,並開始挹注營收,而此案總投資金額初估將逼近五百億元。

 

半導體業

i8玩無線充電 聯發科暖身
記者尹慧中/台北報導/經濟日報
蘋果傳有意在明年iPhone 8搭載無線充電,鴻海與聯發科扮演要角。鴻海近期正為蘋果測試無線充電技術,並攜手聯發科在大陸合推無線充電試點計畫,為iPhone 8新功能暖身。

若進度順利,iPhone 8將成為iPhone問世十年來,首款具備無線充電的機種,讓果粉「走到哪、充到哪,不用擔心沒電」,蘋果無線充電供應鏈也將隨之洗牌。

日經亞洲評論(Nikkei Asian Review)報導,鴻海正協助蘋果測試無線充電系統模組,若一切順利,iPhone 8將全面搭載無線充電,關鍵仍在良率的提升速度。

鴻海正如火如荼協助蘋果建立穩定的無線充電相關技術,供應鏈傳出,鴻海為此找上聯發科,由聯發科集團旗下電源管理晶片廠立錡和鴻海集團生產連接器與纜線為主的鴻騰精密(FIT)合推無線充電試點計畫,為新產品先暖身。

鴻海與聯發科在行動市場持續深化合作,相關進度與動態市場高度關注,兩強衝刺無線充電,在大陸進行試點計畫,市場解讀為蘋果iPhone 8採用無線充電的關鍵一步。

市場預期,蘋果在明年度推出的iPhone 8導入無線充電的機率持續升高。業界認為,聯發科、鴻海為協助客戶提供更好的無線充電方案,以鴻騰位於大陸昆山的萬人大軍為基礎的試點,為雙方擴大合作增添想像空間。

 

資訊產業

光寶老董:成功秘訣 一輩子只做電子一件事
記者鄒秀明/台北報導/聯合報
光寶集團董事長宋恭源昨天榮獲台灣科技界最高榮譽「工業技術研究院院士」,四十一年前他創設光寶成為台灣第一家電子上市公司,但早在十三歲起就與電子業結緣,笑稱「一輩子只做一件事」,投入產業六十年,比個人電腦發展時間還長,他總能先抓住產業趨勢、歷久不衰。宋恭源笑說,他的秘訣就是,「做每件事都持之以恆」,只要專注、做好、做精,對事業、生命都會正面成果。

宋恭源初中念工業學校,當時台灣是全世界拆船業中心,他就近取得真空管材料,組裝成收音機,轉售賣掉賺個幾百元,從此離不開電子業。他對產業發展從音響、電話、遊戲機、個人電腦、手機如數家珍,即使年屆七十四,但氣色紅潤,耳聰目明,說話慢條斯理,每句都經過深思熟慮。

他說,在台灣這小地方,光寶很多產品能做到全世界前三名,就是憑藉者「那股意志力、恆心,它會給你豐富的報償」;光寶成立四十一年來,只有第一年虧錢,後來就算景氣不好,也只是少賺一點,從沒虧過錢。

宋恭源十五年前發現電路設計是台灣的強項,但他看出台灣的產品設計能力弱,於是開始舉辦華人最大工業設計競賽—光寶創新獎,長年累積幾萬人參與,為產業帶來正面能量,直接、間接增加產業人才的設計能力。現在台灣電子業只要客戶講一個概念,就能做得又快、又便宜、又好看。

「做我們這一行,如果要很勝任,身體也會很健康。」宋恭源也表示,回過頭來說,因為工作的訓練養成,主事者的思維必須正面、每件事情要持之以恆,內化到生命就會很健康。

他說,台積電董事長張忠謀如此健康,內心一定全部充滿正面能量,從工作養成規律的生活,自然有健康的身體。為了維持工作的專注力與體力,宋恭源平時也以快走、打坐、瑜珈來養生,三十多年來奉行一個方法就是「持續去做」。

宋恭源認為,做事業貴在專注,不僅努力會有成果,生命也會出現正能量。他以企業近年開始追求環保為例,如果大家把觀念內化,對個人生命真的有正面幫助,光寶在企業社會責任(CSR),特別加入了E(環保)成為CSER,就是希望落實到內心。

 

施振榮談智慧城市 蔡英文:你講的就是我想的
記者葉建宏/新竹縣報導/聯合報
總統蔡英文昨天參加與工研院五位新科院士授證典禮,工研院士、宏□集團創辦人施振榮致詞時說,台灣應以智慧城市打造東方矽谷文明,蔡英文回應「你講的就是我們想的」,新政府除強化全球外銷市場能量,還要從內需產業出發,創造下一世代競爭力,智慧城市就是一個指標。

施振榮昨天致詞時脫稿演講,強調台灣是不折不扣世界第一的「矽島」,當前要以生活智慧城市為主題,做跨界、軟硬體整合創新平台,帶動台灣產業轉型,創造更高附加價值。

蔡英文致詞時,讚賞施振榮脫稿致詞比原稿精采一百倍,指「矽島」就是新政府所想的,尤其台灣擁有豐富科技、文化多元性,都讓台灣擁有雄厚實力,成為「東方矽谷文明所在地」,新政府除了持續強化全球外銷市場能量,還要從內需產業出發。

 

「工研寶寶」孫弘 寫工研院108條好漢故事
記者李珣瑛/新竹報導/經濟日報
盟立董事長孫弘昨(1)日以工研院新科院士身分「回娘家」,顯示出孫弘率領盟立對國產自動化設備系統產業的貢獻受到肯定,也見證工研院以新創公司在台灣產業開枝散葉的能量。

27年前,孫弘在工研院機械所副所長任內,因當時工研院長張忠謀的「非你不可」勸說,率領108位機械所同仁成立盟立公司,成為台灣第一家提供自動化整體解決方案的公司,也是機械所第一家衍生公司,這段「108條好漢」創業的故事,在業界傳為美談。

孫弘自稱是「工研寶寶」,他說,在機械所工作12年,是職涯工作與學習非常重要的階段,特別在精密齒輪與傳動系統,自動化技術研發工作、專案技術管理等歷練,讓他樂在其中。

回憶創業往事,孫弘說:「盟立成立第二年就遇到股市崩盤;公司營運前三年,資本額已燒掉近半,財務吃緊,加上業務推展阻礙重重,相當痛苦。不過,我把這些擔心交給信仰,禱告後就安然入睡。」盟立在成立的第八年填平虧損,1999年掛牌上櫃,兩年後轉上市,經營如倒吃甘蔗般漸入佳境。

孫弘非常感念當年的貴人廣達董事長林百里。當時,沒有業者敢用盟立的國產自動化設備,林百里卻答應讓毫無建置自動倉庫經驗的盟立,承接廣達林口廠小型自動倉庫訂單,這筆訂單讓盟立證明實力,站穩腳步。

 

夏普本業轉盈 鴻海鬆口氣
編譯鍾詠翔、余曉惠、記者尹慧中//經濟日報
夏普昨(1)日公布,2016會計年度上半年(4至9月)本業獲利7,900萬日圓(約新台幣2,400萬元),2016年會計年度本業有望終結連續三年虧損,鴻海集團業外包袱大幅減輕,有助於第3季財報減壓。

談到接下來如何帶領夏普重返榮耀,鴻海副總裁暨夏普社長戴正吳強調,經營體質優化、新事業體強化、人事等三大方向工作屬於進行式,未來要拔擢更多優秀年輕人,帶動成長。

戴正吳昨日主持夏普業績發表會,他強調,夏普三大方面結構改革持續進行,目標恢復成長,2018年重返東證一部掛牌。他並宣布夏普結合RoBoHoN的新品牌標語「Be Original」。

戴正吳指出,第一個結構改革就是包含夏普經營體質優化,如地方據點、海外分公司重整、收回委外、降低借款利息。其次是強化各事業體權責,包含海外工廠要獲利、設健康醫療事業分公司、商品物流集中效率化、固定資產與存貨管理強化。

第三是人事制度方面,未來將持續在技術開發以及業績判定上, 實施「信賞必罰」嚴格考評制度,同時拔擢優秀年經人,並在專業部門加碼投資。

在鴻海集團帶領下,夏普最新財報釋出多項好消息,包括至9月底為止的2016會計年度上半年(4至9月)本業獲利7,900萬日圓(約新台幣2,400萬元),遠優於去年同期虧損251.61億日圓。上半年淨損較去年同期收斂45.7%至454.2億日圓,遠低於去年同期的淨損836.1億日圓。

 

平板電腦 出貨比去年同期銳減
本報訊/聯合報
IDC市場分析報告,受螢幕可拆式低價電腦出貨量創新高影響,平板電腦上季全球出貨量四千三百萬台,比去年同期大幅減少百分之十四點七。其中蘋果iPad出貨量約九百卅萬台,市占率約百分之廿一點五,仍居第一。
 

宏□「<1」掀話題…美國賣到缺貨
記者曾仁凱/台北報導/經濟日報

宏□(2353)昨(1)日舉辦新品發表會,這是為宏□台灣區總經理林佳璋9月上任後的「第一戰」。宏□推出全球最薄的「<1」筆電,上個月中在美國上市後賣到缺貨,但林佳璋昨天掛保證,台灣獲得總部奧援,確保優先供貨,一定會讓台灣消費者買得到。

宏□「<1」筆電號稱是全球首款厚度不到1公分的電腦 ,話題性十足,10月中在美國上市後熱賣;加上最近包含面板、記憶體等PC關鍵零組件短缺,宏□執行長陳俊聖表示,宏□新筆電目前供不應求、被客戶追著要。

林佳璋昨天坦承,目前宏□的新筆電目前確實供貨有限、貨源很吃緊,但不過台灣獲得優先供應,拿到的貨比較多,一定要讓台灣消費者買得到。

至於面板等零組件價格調漲,林佳璋說,零件漲價會造成增加成本成本增加,目前宏□還在苦撐中,暫時先自行吸收,到目前為止宏□台灣電腦售價還沒有漲,但是明年就不知道了。

 

總統授證 工研院5新科院士誕生
記者葉建宏/新竹縣報導/聯合報
工研院五位新科院士以創新思維投入科技研發,受工研院院士遴選委員會一致肯定,總統蔡英文昨親自授證。蔡英文致詞說,盼新科院士提供前瞻性建言,助政府一臂之力,助台灣整體產業抓住下一個時代潮流,推動產業創新。

工研院五位新科院士是:光寶集團董事長宋恭源、加州大學台積電傑出講座教授胡正明、盟立自動化董事長孫弘、台光電子材料策略長蔡輝亮及漢民集團董事長黃民奇。

工研院董事長吳政忠表示,台灣產業科技趨勢方向與創新政策,都要借重工研院院士們集體智慧,帶動台灣產業朝數位經濟(digital transformation)轉型升級,新竹光復院區明年也將成立前瞻研發創新群聚,在當地打造一個大學、業界進駐的平台,發展軟硬整合的智能化系統與創新應用。

工研院多年來致力前瞻創新技術與跨領域整合,將研發成果導入地方特色產業、提升產品價值,帶動地方產業轉型升級與台灣產業發展。蔡英文肯定歷屆院士不只在各領域有豐富專業經驗,還擁有深厚企業家精神,每個人都意識到自己是社會的一分子,致力發揮公共影響力。

吳政忠表示,近年來發現年輕人創新、創業動能不足,希望透過工研院角色,找回年輕人企圖心,喚起更多年輕人投入科技研究,「碰到失敗不會被打倒」。

蔡英文昨天並參觀工研院地方產業及創新創業六項成果,包括體驗台灣生醫「泡沫式人工腦膜」技術,戴上VR頭盔看鹽水蜂炮實境、工研院將在地特產水蓮及紅藜麥轉型應用在化妝品及食品等,都讓她嘖嘖稱奇。

 

宋恭源:電子業轉型 十年磨一劍
記者鄒秀明/台北報導/聯合報
全球電子產業競爭空前激烈,所有人都擔心台灣業者難以擺脫困局,但光寶集團董事長宋恭源認為,台灣電子業具有世界競爭力,只是轉型需要時間,絕非企圖心不足,「十年磨一劍」是非常平常的事,大家要有耐心。

他說,台灣電子業問題在於產能過剩,大家彼此擠壓,所以覺得壓力大,現又遇到電腦衰退期、手機進入成長高原期,但這絕非台灣電子業的競爭力變差、或能力衰退。

宋恭源指出,台灣比較少發生國外的合併潮,主因是許多公司規模非常大,且都是賺錢公司,儘管壓力大,但技術、生產能力強,例如電腦業目前仍由台灣全包、手機製造也是,在可見的未來,台灣很難被取代。宋恭源表示,企業的發展隨著環境改變,會不斷追求創新,再跟著腳步轉型,就會找到新商業模式。他說,企業追求創新與轉型,不意味就要丟棄舊產業,創新會賦予舊產業新內容,舊產業會有新生命。

今年光寶不僅在高雄大手筆布局汽車電子,也將光碟機結合工研院技術,推出自有品牌糖化血色素分析儀,轉型動向頗受關注。

宋恭源表示,台灣是海島型環境,較適合發展工業型、客製化產品,光寶希望能在台灣持續發展,所以把汽車電子、零件放在南部;發展生技儀器也是同樣道理,為了因應環境變化,光寶透過創新、轉型,發展出新醫療商業模式。

 

可愛指數破表!幾米陪你一同搭觀光巴士
《星空》曾被改編成電影,當時也曾在宜蘭取景。幾米廣場上等車的男孩女孩則是最受歡迎的裝置。「星空號」巴士呼應宜蘭幾米文化廊帶的主題,公車承載著旅行的想像跟愉悅的心情,飛上天空。

一百趴的誘與惑
半個世紀前,政府體恤軍公教退休人員,提供了十八趴優存;今天這些軍公教生活改善了,十八趴卻被打成落水狗!今天政府為了協助低收入戶脫貧提供了一百趴,該怎麼解讀呢?

 

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