蔡明介:台灣想搞AI 再加2個零

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2016/09/30 第3801期  |  訂閱/退訂  |  看歷史報份

資訊科技頭條 蔡明介:台灣想搞AI 再加2個零
通訊產業 台灣拚5G 理事長:不能再吃安慰劑
台美結盟 合攻5G物聯網
半導體業 紅外線LED 未來產值看多
劉德音嘆 PM2.5阻礙擴廠
台積研發3奈米 領先全球
張忠謀創造價值 台積市值贏IBM
資訊產業 華碩ZenBook 3 時尚風襲台
鴻海趕工iPhone 7 向陸企借兵

今日財經頭條

蔡明介:台灣想搞AI 再加2個零
記者謝佳雯/新竹報導/聯合報
各國競相投入人工智慧(AI)技術,聯發科董事長蔡明介昨天呼籲,AI已是不能忽略的技術,台灣科技部只有一個兩百萬美元(六千萬台幣)的小計畫,「希望至少後面要再加兩個零」。

台灣半導體產業協會(TSIA)昨天舉辦二○一六年會,並邀請蔡明介、台積電總經理暨共同執行長劉德音等人出席論壇,提供產業建言。

蔡明介指出,過去幾年,科技業發展從資料中心到物聯網(IoT)、再到人工智慧,二○一三年的突破來自於機器深度學習;進入IoT後,將是無所不在的運算,這會是未來帶動五兆市場的動力。

機器深度學習代表的是AI的發展,蔡明介特別列舉各國投入AI的預算說,美國在自動駕駛車投資四十億美元,無人機投資四十六億美元,日、韓也各有AI發展計畫。

據蔡明介秀出的資料顯示,日本產業經濟省對自動駕駛、機器人及產業保安等預計投入一四五億美元;韓國規畫於二○一六年至二○二○年投入卅億美元發展,建立國家級AI中心。相較之下,台灣的投入相對少。蔡明介說:「台灣科技部也有一個小計畫,但只有二百萬美元,我希望這□至少要加兩個零。」

蔡明介提到的科技部AI計畫,指的是科技部提出的「人工智慧及深度機器學習專案」。他強調,未來十年台灣經濟要發展,還是會在ICT領域上,任何新產業都要在現有基礎下發展,也希望能夠開放,讓人才和資金繼續進來。

 

國際財經要聞

台灣拚5G 理事長:不能再吃安慰劑
記者馬瑞璿/台北報導/聯合晚報
「2016 Taipei 5G/IOT Summit」、「2016台北5G物聯網整合國際論壇」今、明兩日在台北登場,5G浪潮已經來臨,台灣資通產業標準協會(TAICS)與美國電信產業協會(TIA)今天簽署合作意向書。台灣資通產業標準協會理事長曾鏘聲指出,台灣不缺人才,希望這次5G技術發展能真正聚焦,產出讓全球產業都願意與台灣合作的核心專利。

兩天的5G活動聚集全球各大電信、通訊相關廠商,包括美國國家科學基金會(NSF)智慧維護系統中心、美國電信產業協會、美國工業物聯網聯盟(IIC)、GSMA、高通、加拿大貝爾電信、KDDI、愛立信、羅德史瓦茲、Keysight、華為、國家儀器(NI)、日立以及台灣物聯網廠商大同、新鼎科技、光寶等,均至論壇現場參與5G物聯網關鍵技術與應用發展趨勢。

經濟部表示,台灣目前正積極與與歐盟、日本及美國交流合作,連結歐盟5G PPP計畫、日本電波產業協會(ARIB)以及情報通訊技術委員會(TTC)等主要國家推動計畫,期望與國際同步發展。

美國電信協會是美國首要產業組織,經常代表全球ICT技術領先公司透過標準研發、政策起草、商機合作、產業市場資訊來推動創新技術發展,今天台灣資通產業標準協會、美國電信產業協會簽訂合作意向後,未來,台美雙方將合作推動5G及物聯網標準,並參與美國「先進無線技術研發倡議(ARWI)合作。

曾鏘聲表示,台灣人才真的很優秀,只是,台灣Home town太小了,台灣唯一能做的事情就是立足台灣、放眼全球。他舉了一個比喻指出,「手電筒照不遠、但雷射光為什麼可以照很遠?主要原因在於手電筒光線發散,但雷射光線方向一致,台灣先天比較辛苦,但希望透過產官學研建立平台,往5G方向邁進,這波台灣不能缺席。」

台灣往5G邁進,最後能申請到多少核心專利是相當重要的關鍵,曾鏘聲指出,雖然台灣一直努力研發5G,但結果有沒有用、有沒有辦法走向世界很重要,如果沒有,那就是自我安慰,台灣不要再吃安慰劑了,未來,也希望政府經費能用在對的地方,聚焦實質產出。

 

台美結盟 合攻5G物聯網
記者尹慧中/台北報導/經濟日報
台灣資通產業標準協會(TAICS)昨(29)日與美國電信產業協會(TIA)簽約,雙方將共同開拓第五代行動通訊(5G)及物聯網關鍵技術應用與發展,為台灣5G發展壯大全球結盟平台。

TAICS理事長曾鏘聲表示,台灣人才與企業相當優秀,雖然先天較辛苦,但5G通訊技術比4G進步更大,藉平台合作,讓力量集中。

他同時感嘆,過往台灣發展WiMAX不是成功計畫,因為不是世界標準。他認為,台灣5G發展關鍵要能申請核心專利,才能打開全球市場,如果沒有專利,都是假的,台灣不能固步自封、不能自我安慰、不能再吃安慰劑,因為時間很快就會證明一切。

在官方支持與產業協助下,TAICS已與歐洲標準組織(ETSI)、新世代行動網路聯盟(NGMN)、日本無線產業協會(ARIB)及情報通訊技術委員會(TTC)簽定合作備忘錄,昨天與TIA簽約,新增全球第五個盟友。

曾鏘聲昨日代表與TIA執行長Scott Belcher簽約,目標促進台美雙方參與美國「先進無線技術研發倡議(AWRI)」的合作。

依台美雙方簽署合作意向,將於既有產業合作基礎上,加強國際和區域標準的交流介接,進一步推動台灣產業參與AWRI倡議下的美國5G四大城巿測試平台。

曾鏘聲表示,未來合作將促成台灣4G與5G實驗網成為TIA的物聯網相關實驗網之一,加速台灣5G垂直應用及商模驗證,協助台灣廠商提前布局美國產業標準,產生核心5G專利,開創新局。面對外界關注台美雙方未來合作動態,曾鏘聲透露,台灣有一個5G實驗場域,也可以讓美國廠商使用,藉由雙方了解、合作創造雙贏。

【記者黃晶琳/台北報導】業界人士分析,透過台灣資通產業標準協會(TAICS)與美國電信產業協會(TIA)合作,將推動5G及物聯網標準,並參加先進無線技術研發倡議(AWRI),AWRI與旗下先進無線技術研發平台(PAWR)是美國重要的5G測試計畫,未來台灣廠商可藉此合作機會,搭上美國5G測試計畫。

目前包括AT&T、諾基亞、高通、三星及台灣的宏達電都已加入美國5G測試計畫。

今年以來台灣廠商積極與國際業者簽訂合作備忘錄,鴻海除打造國際5G研發團隊,更與英特爾技術合作開發多項網路基礎設施技術,推動通訊網路現代化,為5G發展奠定基礎,旗下亞太電信則扮演5G實驗及應用場域的重要平台。

遠傳與愛立信已打造台灣第一個5G實驗網;台灣大與諾基亞簽署5G合作備忘錄,未來將從「實驗室」合作發展到「實驗網」規模;台灣之星也攜手諾基亞,計畫打造5G實驗網。

中華電信研究院已投入5G技術研發,並與國際電信大廠合作,近年更參與5G的國際研究及試驗計畫,包含技術規格制訂組織3GPP,NGMN聯盟的5G驗證與測試計畫。

 

半導體業

紅外線LED 未來產值看多
記者劉怡妤/台北報導/聯合晚報
LED論壇明日登場,儘管產業市況不佳,但隨著技術演進開展多元應用,研究機構LEDinside預估至2021年紅外線LED市場產值成長至7.92億美元,主要在安全工業監控、虛擬實境裝置、虹膜辨識等應用需求,帶動紅外線LED產值持續成長。

LEDinside預估,2016年紅外線LED市場規模約3億美元,2021年將成長至7.92億美元,年複合成長率高達21%,應用領域以安防監控為目前主流;隨著各國反恐、安全防護需求提升,監控攝影機需搭載紅外線LED以具備夜視功能,進一步拉抬紅外線LED的產值。

由於LED廠商激烈的價格競爭,加上有越來越多廠商開始透過縮小晶片尺寸及改變封裝形式以降低成本,使得今年紅外線LED於安防監控應用的產值僅微幅成長,預估今年紅外線LED於安防監控應用產值為1.09億美元。台廠中包含光鋐(4956)、隆達(3698)均供應安控用紅外線LED。

臉部與虹膜辨識將成為紅外線LED重要消費電子端應用,由於手機逐漸成為行動支付重要工具,隨著技術推廣,使得虹膜與臉部辨識逐漸導入電子品。由於紅外線辨識產品單價相對較高,虹膜與臉部辨識應用將成為紅外線LED產值的重要成長動能。目前國際廠商LED產品多應用於虹膜辨識,台廠LED產品則主要用在臉部辨識。預估2021年紅外線LED應用於虹膜與臉部辨識產品將達3.59億美元。

光鋐紅光主要應用於紅外線主攻安全監控領域,在手客戶為中國安控產品大廠海康威視,隨著今年客戶需求放大帶動營運擺脫藍光價格競爭壓力。

 

劉德音嘆 PM2.5阻礙擴廠
記者謝佳雯/新竹報導/經濟日報
台積電總經理暨共同執行長劉德音昨(29)日表示,台灣需要擁抱新技術,但法規也要跟著變,像是PM2.5就限制土地使用,讓舊產業限制新的高科技業無法進去,希望政府正視。

其中,針對政府近來強調的改善投資環境和籌組國家隊,劉德音認為,國家隊易組成,大環境難造成,現在技術日新月異,台灣須擁抱新技術,法規也要跟著改變,否則都要活在石器時代。

先前全台空汙排放PM2.5超標,就曾對台積電的中科擴廠案帶來不少阻力,雖然已通過環評,但仍頻頻遭環保團體的抗議,讓台積電感到困擾。台積電的中科15廠是未來10奈米及7奈米先進製程生產重鎮,今年的資本支出主力就是放在中科15廠第五期和第六期擴建,預定明年首季完成技術認證,2018年量產。

 

台積研發3奈米 領先全球
記者簡永祥/台北報導/經濟日報
台積電先進製程超車英特爾後,持續向前推進。台積電共同執行長暨總經理劉德音昨(29)日表示,積極發展5奈米,同時投入300~400人的研發團隊研發更先進的3奈米,並朝1奈米製程邁進。這是全球首家半導體廠揭示3奈米研發進展,意圖拉大與英特爾、三星的差距。

劉德音昨天出席台灣半導體協會年會,以「半導體的創新與永續經營」為題發表專題演說。由於半導體製程向前邁進一個世代,線距愈窄及電晶體數量倍增,晶片效率會更強,原本摩爾定律認為技術發展到7奈米就會遭遇瓶頸,但台積電透過立體堆疊架構,讓超越摩爾定律不再是神話,如今更透過技術突破,向3奈米邁進,顯示台積電自主技術研發進展神速。

劉德音強調,台積電與矽智財(IP)、自動化設備和設備等建構的生態系供應鏈,將會持續在技術和研發投資,並讓台灣成為全球半導體產業最堅強的堡壘。台灣半導體在全球產業地位愈來愈重要,在全球半導體產業市占率達21%,晶圓代工、封測代工都是全球第一,IC 設計全球第二,記憶體全球第四,廠商來台灣只要花一天就可完成相關硬體採購。

在台積電帶頭下,上市櫃半導體廠去年總投資金額達1兆2,055億元,占上櫃市製造業比重21.4%,研發金額達5,775億元,占上市櫃製造業的11.2%,上市櫃半導體產業總獲利占總額的26%,群聚效應愈來愈明顯。

 

張忠謀創造價值 台積市值贏IBM
編譯簡國帆/綜合外電/經濟日報
「日經亞洲評論」報導,隨著亞洲企業日益重視創造長期價值,該雜誌評選出20位為公司創造最多價值的企業領袖,台積電董事長張忠謀與鴻海董事長郭台銘都名列其中。

報導指出,市值是評估上市企業體質強健的常用指標之一,因此日經亞洲評論運用逾十年來市值增加最多、聚焦長期表現等準則,從該雜誌評選的「亞洲300大」企業中,選出20位為公司股東創造最多價值的領導人,這份名單涵蓋從印度、南韓到台灣等地企業領袖,產業涵蓋電子產品、網路服務、食品及金融等廣泛行業。

根據日經亞洲評論,張忠謀從2000年來共帶動台積電市值增加1,143億美元至約1,552億美元。

報導指出,張忠謀憑藉遠見、堅定毅力及恩威並施的領導風格,讓台積電賺進豐厚報酬。據彭博資訊報價,台積電的市值已在今年9月16日超越美國IBM,在29日達到1,531.05億美元,直逼思科(Cisco)的1,579.5億美元。

大和資本市場公司資深半導體分析師徐禕成認為,張忠謀在軍事上是位傑出的將軍,要求很高、也很嚴格。他說,張忠謀強有力的領導風格,使台積電比業界所有對手都更有紀律,在製造晶片與開發先進技術時,也能達到非常高的效率。

郭台銘自2000年來也讓鴻海市值增加359億美元。日經新聞曾以「霸氣」、「清廉」這兩個詞,形容這位憑驚人意志力買下夏普的台灣企業主。日經指出,郭台銘由內而發渴求成功,同時重視財務自律,也不用人唯親等。

此外,騰訊董事長馬化騰2004年來讓公司市值攀增2,654億美元。三星電子董事長李健熙2000年來也使公司市值增加1,871億美元。其他榜上有名的領袖包括長江和記實業董事長李嘉誠、百度董事長李彥宏、平安保險集團董事長馬明哲、印度塔塔顧問服務公司執行長錢德拉、ICICI銀行執行長寇哈爾、以及泰國飲料公司董事長蘇旭明等人。

 

資訊產業

華碩ZenBook 3 時尚風襲台
記者馬瑞璿/台北報導/聯合晚報

華碩(2357)Zenvolution發表會才剛結束東京站,今天又接力在台灣發表ZenBook 3,新品發表會上邀請了時尚大師劉大強、日巴混血名模Akemi連袂出席,強調3C行動新美學;雖然全球筆記型電腦市場持續萎縮,但華碩並未放棄耕耘筆電市場,以輕薄時尚設計拓展全球筆電市占率。

華碩昨日才剛在東京舉行Zenvolution發表會,日本市場耕耘有成,在二合一電腦、Sim-Free手機、Android平板電腦市場均拿下市占第一表現,市場認為,Zen 3系列產品搶進日本市場後,有望獲得消費市場青睞。

今天在台灣推出的ZenBook 3搭載最新Intel Core i7處理器、16GB LPDDR3記憶體以及次世代USB Type-C連接埠,螢幕採12.5吋Full HD高解析度螢幕,再加上7.6mm超窄邊框設計,無論閱讀、遊戲,螢幕視野均更寬廣開闊,聽覺部分則首次與國際音響大廠Harman Kardon合作,開創新世代SonicMaster聲籟技術,搭配4顆獨立高品質單體喇叭。

華碩也表示,ZenBook 3內建快充技術,49分鐘即可充電達60%,此外,使用者透過內建指紋辨識器與「Windows Hello」登入技術,無需輸入密碼或個人識別碼即可解鎖登入,使用更安全直覺。

華碩今年第2季營收比重仍以PC/NB占比最高,比重達65%,手機18%、電腦周邊14%、物聯網3%,銷售地區比重則以歐洲占比30%最高,其次依序為亞洲42%、美洲23%。

 

鴻海趕工iPhone 7 向陸企借兵
記者尹慧中/台北報導/經濟日報
蘋果iPhone 7 Plus加速趕工中。大陸地方消息傳出,鴻海富士康河南鄭州廠正向陸企調人,第一波百人到位,有望在9月底加速新機生產。

蘋果先前發布iPhone 7 Plus銷售一空,尤其是曜石黑最熱門。鄭州地方也傳出,5.5吋iPhone 7 Plus獨家操刀的鴻海富士康積極招聘人力,加速生產進度。

河南媒體報導,河南大有能源公司新安煤礦首批借調鄭州富士康的工人,已攜帶行李趕赴新崗位,其餘地方國企也加緊支援。

根據河南地方與鴻海富士康協議,河南省政府12月底前將調動當地煤礦、鋼鐵企業人力,協助富士康擴大產能,總規模超過千人。

外電報導,蘋果追加第4季iPhone 7和iPhone 7 Plus零組件訂單。分析師依據訂單量判斷,iPhone 7和iPhone 7 Plus實際產量將比先前保守的預期高出二成,但較去年同期手機產量衰退。

分析師指出,iPhone 7 Plus製造難度高於iPhone 7,獨家製造夥伴鴻海富士康在人力逐步培訓到位,依據鄭州海關數據顯示,大尺寸機種在10月才會明顯放量。

配合蘋果新機進入第4季組裝生產高峰,河南能化集團旗下義煤、焦煤也公布借調鄭州富士康的工作方案。義煤擬借調760名員工協助擴大產能,超出借調期限後,若願意繼續工作,經協商同意後,可長期借調。

 

銀髮族耳力下降,初期常會「不知不覺」
你的父母最近是否常誤解你的意思,老是忘記你說過的事,要人一再提醒,甚至不愛出門,從社交圈中退縮下來…,這可能不是健忘,也不是有憂鬱症,而是聽力出了問題。這時家人要注意長輩可能有重聽傾向,或是內耳功能障礙導致語言辯識能力退化。

育兒財難賺!菜菜子甘願當配角、李英愛上韓綜賣笑
松嶋菜菜子、李英愛都是出道超過25年的日韓大咖,無獨有偶接戲大搶育兒財。沒想到回歸路途困難重重,李英愛的戲遭到中國禁韓令攪局,中韓同步上檔日期一改再改;菜菜子新劇收視則慘吃鱉,人氣備受考驗。

 

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