The Joint 14th Annual PBFEA and 2006 Annual FeAT Conference
第十四屆亞太財務經濟及會計會議暨2006台灣財務工程學會
Bridging the Soft and
Hard Indnstries
by
Chun Y. Chang
National Endowed-Chair Professor and President of
National Chiao Tung University, Hsinchu, Taiwan
Foreign Associate, National Academy of Engineering, USA
July 14,2006
Prologue
In the last three decades, Taiwan has been very successful in making
an economy miracle. Which is a successful story about an economy
transformation from labor intensive into hi-tech intensive economy.
But it is mainly due to the “hard-industry” which means that
manufacturing of high-tech products such as semi-conductor chips,
personal computers, and flat panel display which have shared more
than 70% in the world market and also due to it’s successful policy of
globalization. 90% of the goods are exporting. However, nowadays,
we are facing a more serious challenges and competition mainly from
the rise of Chinese economy and others like Korea, Japan etc., The
way to conquer these problems, I think is that another transformation
of our economy from “hard” industries into “soft” industries is needed
but still based on the strong basis and capability of the “hard”.
The appropriate approaches are,
More globalization: from “made in Taiwan” to “made by Taiwan”
More innovation: Education reform.
More “Software Concept” than “Hardware Concept”
The Incubator of Taiwan Hi-Tech
Industries
1964
NCTU has established the 1st Semiconductor
Research center/Informatics, 1st communication,
Laser, I.C., Computer TV Transmitter
1970’s ．CMOS project lead by (Led by D. H. Hu / NCTU)
．Acer (Led by Stan Shih/NCTU)
．1st LCD Lab at NCTU
1980 UMC
1987 TSMC
1990 LCD Industry / AU, Chi-Mei and Others
建立台灣最早的 IT 講座
NCTU established the earliest IT
program in Taiwan
美國式自由開放的交通大學
建立台灣最早的 IT 講座
The Liberal American style
University: NCTU
Source:日本經濟新聞
Japan Economic News
NCTU contribution to IEEE Journals
年
2004
2003
2002
2001
2000
1999
1998
1997
1996
交通大學
(National Chiao-Tung
niversity）
127
76
74
89
103
92
102
87
88
台灣大學
(National Taiwan
University)
112
65
62
78
81
69
61
57
64
MIT
(Massachusetts Insititute
of Technology)
24
77
71
91
70
64
79
94
77
Stanford University
78
61
74
52
75
78
62
76
84
UCLA
(University of California
at Los Angeles)
98
48
65
70
64
65
66
48
42
U.C.Berkeley
(University of California
at Berkeley)
58
41
52
60
46
64
49
54
83
University of Illinois at
Urbana-champaign
48
62
59
72
60
76
69
86
70
學校
In 1964, PM Chiang Ching-Kuo visited NCTU,
who decided to develop Taiwan Hi-Tech Industries
台灣發展高科技的起點，1964年蔣經國來訪交大
蔣經國先生參觀交大半導體實驗室的鋁合金爐，
左起張俊彥、張瑞夫、蔣經國與張去疑合影
美國國家工程院首次頒給張俊彥為國家院士
我國國旗首次飄揚在美國國家學術院大廳
The national flag of ROC Taiwan is flying
in the great hall of the National
Academies, U.S.A. since Prof. Chang
was conferred the foreign associate
membership for the first time from Taiwan.
“Without Prof. Chang’s Leadership,
Taiwanese Electronics Industries
could not be so flourish, not only to
the economy of Taiwan but also to
the world’’
Chih Tang SahNational Academy of Engineering
U.S.A.
The inventor of CMOS
What’s the Next?
國外報導台灣成功的國家型計畫－from hard to soft(1)
Nikkei Electronics 2005.12.5
2003~2006年各國ISSCC發表論文數統計表
2003
2004
2005
2006
Country
Papers
country
Paper
Country
Papers
Country
Papers
USA
80
USA
82
USA
93
USA
111
Japan
37
Japan
44
Japan
45
Japan
43
Korea
19
Korea
17
Korea
17
Taiwan
20
Netherlands
13
Netherlands
11
Taiwan
15
Korea
15
Germany
10
Germany
8
Netherlands
10
Germany
15
Italy
5
Belgium
7
Switzerland
10
Netherlands
8
Canada
4
Taiwan
6
Italy
8
Italy
8
Switzerland
4
Switzerland
5
Canada
7
Switzerland
4
France
4
Italy
4
France
6
Canada
4
Belgium
3
France
3
Germany
4
China
4
Taiwan
3
Canada
2
Belgium
4
France
3
China
2
Ireland
2
China
4
Belgium
3
Ireland
1
Finland
1
Ireland
4
Ireland
0
Finland
0
China
0
Finland
1
Finland
0
IEEE Solid State circuit Conference
Nikkei Electronics 2005.12.5
Strategy
Use Manufacturing Strength to Promote Design,
Products and Brands
Manufacturing
Product
Current Status:
Unstable Reverse Triangle
Brand
Vision: The Brilliant Diamond Structure
From hard to Soft (2)
Taiwan Brand Strateay
OEM
ODM
OBM
Export
Services
Education
I T Services
Hub
Health care
ICT
Services
Finance
Logistics
Health
Digi Games
Sight Seeing
Policy
Taxation
HR/Edu
R/D
Globalization
Acquisition
Acer Asus BenQ
Top 5 N.B. Brands
2004~2006年全球前5大NB品牌出貨量
2006
2005
2004
出貨量
市佔暨排名
出貨量
市佔暨排名
出貨量
市佔暨排名
14500
18.60%
11000
18.30%
7929
16.2%(1)
12500
16.000%
9700~10000
16.30%
7442
15.2%(2)
11000
14.10%
6500~6800
10.90%
3933
8%(5)
8500~9000
11.20%
6800~7000
11.50%
5826
11.9%(3)
8000~8500
10.60%
5800~6000
9.60%
4318
8.8%(4)
總計
55000
70.50%
40000
66.60%
29448
60.1%
其他
23000
29.50%
20000
33.40%
19585
39.9%
總計
78000
100%
6000
100%
49033
100%
戴爾
Dell
惠普
HP
宏碁
Acer
東芝
Toshiba
新聯想
Lenovo
資料來源：IDC、台NB廠、電子時報整理(2005/12)
From hard to Soft (3)
The Embryo Model
HW
HW
HW
HW
HW
HW
S/W
S/W
SW
From hard to Soft (4)-Value Chain & Ecological Chains
歐洲三蘭國家之發展策略與定位
Taiwan/Finland/Holland/Ireland
創意中心
Innovation
Value
Added
品牌
Brand
研發中心
R/D
Finland
產業乙
國際通路
Channels
製造中心
Mfg
Ireland
運籌中心
Logistics
產業甲
Holland
RD Design Engr Mfg Logistics Marketing Sales Service
Service Weight
資料來源：台灣產業的發展與未來(2005)，台灣經濟研究院ppt檔，頁44。
From Hard to Soft (4)：Innovation of Taiwan
各主要國家歷年在美國核准之發明專利被引證次數(Forward citation)
Year
2000
2001
2002
2003
U.S.A.
272419
163413
60842
7047
Japan
79995
50739
21501
2638
Germany
19221
12444
4944
598
Taiwan
13728
9434
3964
520
France
7482
4524
1742
173
England
9172
5580
2177
266
From hard to Soft(4): Innovation
Epilogue
• A Brilliant Success in Hard Industries
• Future Prospect is Based on “Hard” to Develop Soft Industries,
Hard → Soft , and “Hard + Soft”
C. f. : India: Soft →Hard (Soft+Hard, Products, mfg, ……)
• Innovative Education
Logistics, Hubs
ICT Services for Better Life
( Ubiquitous ICT)
Health Care
Finance W/ICT
Better Culture, Better Environment, Ecologically
Globalization
Epilogue –Beauty of electron=Electronics
The Electrons 電子之舞
With their round dance the electrons spin
踩者圓舞曲的舞步，電子婆娑迴旋
chrysalises of that which abides,
縈繞如蛹
the inmost cocoons
核心之繭
which do not open of their own accord
開啟奔放並非出於自我的不羈
but are of that which abides.
而是源於生命本然的悸動
There it is not a matter of hatching out.
無關乎羽化成蝶
There it is a matter of tending and protecting
破繭而出是溫柔的關照呵護
the metamorphoses of the inmost
將沈潛心底的
deeper-down swaying,
激盪律動
the innermost playing of women in dance.
幻化為女子深情曼妙的舞姿
From Dikter om ljus och mörker (Poems of Light and Darkness)
--Harry Martinson 哈瑞 馬丁森
(1904-1978)
(1974 Nobel Laureate in Literature)
--劉美君譯
逍
遙
遊
–
「
去 水 「
至
以 擊 鵬
人 又 六 三 之
無
月 千 徙
已
息 里 於
，
者 ， 南
神
也 搏 冥
人
。 扶 也
無
」 搖 ，
功
而
，
上
聖
者
人
九
無
萬
名
里
」
，
莊
子