Tong Zixian attended the symposium on "Taiwan's ICT Industry Global Supply Chain and Environmentally Friendly Layout" held by the Taipei Computer Association today.
(Photo by reporter Fang Weijie)
[Reporter Fang Weijie/Taipei Report] Tong Zixian, chairman of Pegatron (4938), said today that the decoupling of globalization may not be led by the United States. China’s pursuit of a greater voice in the world is also one of the reasons, and Taiwanese businessmen are currently actively targeting outside China. The establishment of production bases in regions also includes non-political considerations. Generally speaking, China is gradually losing the incentives for dividends in the past.
Tong Zixian attended the symposium on "Global Supply Chain and Environment-Friendly Layout of Taiwan ICT Industry" held by the Taipei Computer Association this morning. As a representative of Taiwanese businessmen, he explained the global layout of Pegatron. The influx of technology into communist countries imposed technical controls. At that time, even setting up factories in China and manufacturing products using graphics chips had to be reviewed for potential risks in the development of cruise missiles.
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Tong Zixian said that after China joined the World Trade Organization (WTO) in 2001, there was a wave of foreign capital including Taiwanese businessmen setting up factories in China, and the tension in the world gradually became more balanced. However, the world is not always free trade. There is nothing new under the sun. The current "rebalancing" of the global electronics industry is partly due to China's economic growth. The official pursuit of geopolitical influence and a greater right to speak. In recent years, South Korea, Australia and other countries Everyone has tasted the pain of China using the economy as a means of resistance, and China naturally attracts the doubts of various countries.
Tong Zixian pointed out that in addition to political factors, China's per capita income has increased, coupled with the long-term turnover rate of 30%, there is no loyalty to the company, and it is impossible to stably train local cadres, coupled with power supply, declining birthrate, etc. , In contrast, the production costs in other emerging regions are relatively low. Pegatron started a new layout as early as 2018. Currently, there are more than 20,000 employees in Vietnam, Indonesia, India, and Mexico. The progress is quite smooth, and customers are also interested. It is acceptable to have prices different from those produced in China.
However, to observe the difficulties of the new regional layout, Tong Zixian gave an example. The Mexican government will intervene in the foreign exchange collection of enterprises, while in India, the complicated language increases the communication barrier. However, the rapid rise of emerging markets is expected to balance the balance brought by China. Given the current global tilt, "this is what rebalancing means now", Tong believes that we can properly target places with economic potential. Once the originally low national income increases, it will bring considerable momentum for domestic demand.
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