如果你認同光陽說「政府圖利Gogoro」,台 - 機車
By Annie
at 2018-02-02T11:34
at 2018-02-02T11:34
Table of Contents
1.媒體來源:關鍵評論
2.完整新聞標題:
【INSIDE】如果你認同光陽說「政府圖利Gogoro」,台灣恐沒人敢創新創業了
3.完整新聞內文:
文:Chris
先跟大家講個小故事:2014年年初,行政院很煩惱,認為五年前推動的「電動機車產業發
展推動計劃」太慘了,原本推廣16萬台的目標卻只推了3萬台,達標率不到20%。因此定了
新一期「經濟部發展電動機車產業補助實施要點」。
其中最大差別在哪呢?就是明訂出了實收資本額須達3500萬以上的廠商才能接受輔助。咦
,原本機車大廠小廠可以一起吃的餅,怎麼變大廠獨佔了?好吧!機會就集中壓在大廠,
去蕪存菁一番好了。
但到了年末,那時候市場上看得到的電動機車有誰?既使打出中央加地方最多可享3.3萬
的輔助,大概還是只能看到一家中華e-moving 有點苦情卻很大力的推廣;「兩陽」(光
陽、三陽)不是沒有,但拿起當年型錄,大多是G6、Racing、GT大辣辣位於中間(YAMAHA
則得看日本母公司臉色),電動車只能躲在一個小角落。
同時,睿能還是間「只聞樓梯響,不見人下來」的公司,雖然風風光光新募得了1億美元
,但大家隱約只知道它們想做的是智慧電網、智慧能源,到底葫蘆賣什麼藥沒人知道,當
初還有人猜想做的是智慧路燈或是B2B的電力網絡事業。
沒想到2015在世界科技盛事CES上,陸學森牽了一台可以到處換電池的機車出來。
然後台灣機車就跟世界上所有產業革命的脈絡一樣,擁有更先進思維的新進者,開始新系
統、新架構逐漸吞食、取代前一代產品,就跟當時其他觸控手機已出現一陣子,卻是
iPhone革了功能性手機的命一樣。
事過三年,有人說換電標準採用GOGORO是圖利廠商。說來諷刺,「補助實施要點」曾給了
兩陽最好的機會、最大塊的餅,有用嗎?好像不能說沒有,兩陽確實有生產出一些不錯的
電動車款,光陽甚至也有把車款提供了共享電動機車新創WEMO。
但重點是兩陽並沒有做出真正符合機車生態,成熟又便利還能結合數據搜集的交換電網。
而且半路殺出,想以自己傳統市場的市佔率提一個沒有人看過、更沒有人用過,說不定一
發表就被市場唾棄的規格?居然其他傳統車商還聯合起來叫好?
這有多愚蠢?這就像Motorola、NOKIA蠢到在2008跳出來聯合跟美國說「我們市佔率最高
喔!叫大家不要用 iOS 跟 Android 好不好?」這不是傲慢什麼是傲慢?如果真給光陽標
到了,這不叫圖利,什麼才叫圖利?
如果台灣產業再繼續讓這種又傲慢又鴨霸,已經圖利它卻依舊無能最後只想割稻尾的廠商
所左右,台灣還會有希望嗎?說正經的,中華e-moving都還比光陽有資格提公版換電規格
!人家最起碼在澎湖配合觀光,也推了充電及電池交換服務(雖然還是跟GOGORO差得有點
多)。
本次經濟部並不是硬性規定出一種通通叫大家一定得遵守的充電規格,比較像一次撥40億
執行扶持廣設充電站的專案;只是這專案確實規模很大,大到足以確定台灣未來主流的機
車充電生態。但因此車廠向GOGORO洽購專利授權又有什麼不對呢?
科技島讀周欽華說得很有道理 :「自然產生的壟斷沒有罪。唯有冒巨大的風險,或看準
巨大的機會,才有機會從零創造壟斷。」
因此國外廠商運作行之有年的方式就是專注發展自己擅長的技術或品牌,然後互相支付權
利金;GOGORO想做成三陽SB 300 CR的檔車外觀,切入重機市場?或是做成安全至上的三
輪機車,就跟YAMAHA Tricity 155一樣?行,合作,付權利金。
2010-2013年智慧手機互相傷害,最終讓Apple以外大家一起死的專利混戰,正是開放合作
比競爭更重要的最佳反例。
結果光陽帶頭玩陰的傳統車廠還助攻。如果這次還真的讓光陽標到,台灣真的不用把創新
、創業掛在嘴邊,反正再怎麼拼,既得利益者最後還是翻船贏。
核稿編輯:羊正鈺
https://imgur.com/BDw7Dg8
4.完整新聞連結
https://www.thenewslens.com/article/87942
5.補充:
個人認為電車必然是未來的趨勢,當然gogoro的營收模式固然有值得議論的空間,但是
傳統大廠現在才跳出來要分一杯羹真得很不要臉= =,政府不是沒有給過空間跟資源讓
大廠發展,你不去投入研發現在才又跳出來要資源,講得好像只有他們能夠壟斷一樣@@
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