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Acer and HTC: 台湾的缩影 September 28, 2013

Posted by hslu in China, Computer, Economics, Global Affair, iPhone, Taiwan.
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531期的天下雜誌 (2013-9-8) 问:台灣科技品牌为何屡屡落敗?

The magazine was talking about Taiwan’s two tech companies:  宏碁 Acer and  宏達電 HTC

I own an Acer laptop since 2011 and liked it a lot. It’s cheap and performs as well as comparable products from Dell and HP. Although I have used Apple iPhone3 and have recently switched to Samsung’s Galaxy S4, I heard that HTC’s phones are equally good. 

That being said, these two companies’ stocks can only be described as 惨不忍睹。

See for yourself:

宏碁/Acer 5-year chart

 

My first answer is: 台湾的顶尖人才都跑到中国大陆去了。台湾的教授也跑到中国大陆去了。Pay there is better。Period。台湾, in a way, 被别人从上面和中间掏空了。The majority of businesses staying put in Taiwan are service oriented: restaurants, massage shops, travel related companies, night markets and taxis.

My second answer is: 爸爸(国民党)和妈妈(民进党)天天吵架,家里的小孩(台湾的人民和公司)这么能长的好呢?Both parties are fighting hard to strengthening their own party. They are not working for the people. They are working for their party instead.

My third answer is:台湾的教育失败。See for yourself:

wpid-20130826_011152.jpg

wpid-20130826_011313.jpg

My fourth answer is: 台湾’s problems are structural in nature. Taiwan has been very good at putting things together for other companies. It may have slacked behind on fundamental researches which are very critical in the highly competitive technology space. The central government has been throwing money in the area of social welfare to please the voters for years. By doing so, it didn’t do what it supposed to do: helps Taiwan’s businesses compete with other companies in the world which enjoy total support from their respective governments.

Taiwan’s current leader,马英九, has over the past six years been fighting for the survivor of his political life. He lacks the vision to help companies such as Acer and THC and is powerless under the constant attack from the opposition party. He hasn’t shown any leadership quality and is mired in a dismal approval rating of low teens.

My fifth answer is:The CEO of both companies probably have squandered their respective company’s good fortune, became lazy at the top and didn’t adapt to the changing landscape. Once they starts to play catching up, their technological advantages were gone. We call this: 创业维艰守成不易。

If something is not done fast, both companies, along with hundreds of jobs, will by gone soon.

 

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