[新聞] 中國成本飆 電子業擬回台製造
中國深圳工資2月上漲,江蘇工資7月也將調漲11%,台商重要製造基地工資連年漲幅驚人
,加上寶成(9904)東莞罷工事件台商引為借鏡,仁寶(2324)總經理陳瑞聰坦言「第3
季電腦業有成本壓力」;研華(2395)總經理何春盛則分析,台灣人均生產力是中國的1
倍,中國工資高漲,讓台灣製造已重現競爭優勢。
隨著寶成爆發東莞廠社保及住房公積金等福利保證金提撥不足,引發罷工事件,引爆中國
製造壓力鍋,台商紛紛評估回台投資的可能性。廣達副董事長梁次震估1年後中國生產線
員工薪資追上台灣;仁寶總座陳瑞聰也直言,第3季景氣看不清楚,但因第2季工資上漲,
電腦成本壓力明確存在,所幸第3季筆電營收佔比降低,毛利率可從智慧裝置補過來。
業者表示,中國工資每年必漲,深圳2月已經上漲至1808人民幣(約8732元台幣),接下
來江蘇及東莞地區也將於7月調漲基本工資。
泰碩評估回台投資
熱管廠泰碩(3338)董事長余清松表示,江蘇工資從1530人民幣上漲至1700人民幣(約
8160元台幣),漲幅超過11%,若加上企業依法要提足額社福相關保證金,員工的工資成
本提高至3500~4300人民幣(約1.68~2.06萬元台幣),跟台灣工資差距已經不大,公司確實評估回台投資設廠可行性,初期會以銷
歐美或日本訂單為主,畢竟台灣生產回銷中國較無必要性。
散熱模組龍頭超眾(6230)5月三重新廠擴充完畢,熱板跟熱管產能每月逼近150萬支,台
灣產能持續提高,總經理吳惠然表示,中國生產成本跟台灣差不了多少,隨工資上漲,中
國昆山廠雖然還是會徵人,但台灣廠100人就能做150萬支規模,將以高階超薄產品為主。
http://www.appledaily.com.tw/appledaily/article/finance/20140519/35838766
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