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Keith Bradsher, 台湾电子市场华硕一枝独秀. 纽约时报中文网, May 14, 2013 (available now)
http://cn.nytimes.com/opinion/20130514/c14parker/
, which is transalted from
Keith Bradsher, In Taiwan, Lamenting a Lost Lead. New York Times, May 13, 2013.
Quote:
"'Outside of Asus, all the others are struggling,' said Helen Chiang, a Taiwan electronics specialist at the IDC research firm. Foxconn and Acer have each reported that sales in the first quarter dropped 19 percent from a year ago. * * * At Quanta, a 70,000-employee contract designer and manufacturer of notebook computers, sales have shown double-digit percentage drops from year-earlier levels for 14 consecutive months.
"A tripling in the number of mainland Chinese college students over the last decade, to 30 million last year, has produced a severe shortage of professors who speak Mandarin Chinese. The result has been a series of departures from Taiwan’s universities and elite, government-backed research institutes.
My comment:
(a) The title of English report, not that of the Chinese report, is truer to its text. Basically, the text states that with the decline of PC, which Taiwan controls 90% of global manufacturing, the rise of mobile devices (smartphones and tablets specifically) leaves Taiwan a bit emaciated and S Korea invigorated.
(b) The report describes Jonney Shih this way: "he once helped Intel solve heat problems in its Pentium 4 microprocessors."
(i) Pentium 4
http://en.wikipedia.org/wiki/Pentium_4
(2000-2008)
(ii) Jonney SHIH 施崇棠 (1952- ) has worked for Asustek 華碩 since 1992 (he did not found the company). Try as I may, I can not find Mr Shih ever worked for Intel, so I see no reason why he could solve Pentium problem.
(c) "Another tablet, the Transformer, features a detachable keyboard with a wireless connection and a two-sided display panel that can show a movie on one side to entertain children or guests while the other side is a regular computer display for the owner."
Taichi: Dual Screen Mode. Asus, undatd.
http://taichi.asus.com/#DualScreen
(d) "economic growth has stalled in Taiwan"
102年第1季經濟成長率概估統計yoy為1.54％，saar為-3.21％. 行政院主計總處, Apr 30, 2013.
http://www.dgbas.gov.tw/ct.asp?x ... tNode=5624&mp=1
* SAAR stands for "Seasonally Adjusted Annual Rate."
* Please note that though GDP growth rate of Taiwan for 1Q13 was 1.54% year on year, the same was -3.21% quarter on quarter.
(e) "CY Cyrus CHU, the official who oversees the National Science Council"
行政院國家科學委員會 朱敬一 主任委員
(f) "To win contracts to supply the likes of Hewlett-Packard and Dell, Taiwanese companies routinely divide their staffs and dedicate teams to each foreign customer. They even set procedures for making sure that engineers and buyers from different clients do not accidentally meet one another while having lunch at company cafeterias here. But that secrecy makes it harder for the Taiwanese industry to learn good ideas quickly from foreign and domestic rivals."
However, if you are a contractor (ODM or OEM), yo do not need communications to spread ideas, which is needed only if you have your own brand. Compare TSMC, whose main job is to blaze a trail along Moore's Law. |
发表于 5-13-2013 15:30:20
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