Which industry has the best chance of incubating Taiwan's next "national guardian mountain"?

20 or 30 years ago, the global economy was still dominated by traditional trade patterns. Areas close to the origin of raw materials and cheap labor naturally developed into manufacturing and OEM bases. If the industry mastered consumer habits, owned brands and distribution, you can determine product specifications and enjoy high profits.

But the current situation has completely overturned the past model. The global information network has replaced the role of traders. The convenience of cross-border e-commerce and logistics has also broken the monopoly of distribution. Coupled with experiential sales, brand value has gradually changed.

Therefore, the "de-intermediation" business model has rapidly emerged, and because the cost of intermediate distribution has been reduced, manufacturers can focus more on improving quality, differentiating the brand, and upgrading services. It not only changes the original consumption inertia, but also brings more innovation opportunities to private brands.

As the AI era approaches, where is Taiwan's other sacred mountain that protects the country?

The Internet has indeed completely changed our lives and business models. Many new products have succeeded through fundraising, and countless software directly serve global users through subscription models. The biggest thing in common among these successful cases is that " "Innovation", "Integration" and "Private Brand".

I have observed that Taiwan's software industry actually has very good basic conditions to develop its own brands, especially in the fields of data processing, communication applications, and network security, because Taiwan has strong expertise in the production and manufacturing of electronic products and the research and development of information and communication-related equipment. Production, and even the field of information security, had a very solid and proud foundation in the past, especially related R&D talents.

However, at present, most Taiwan domestic companies focus on hardware manufacturing with large revenue scale. In addition, the venture capital environment and corporate financing conditions are relatively conservative. As a result, software talents are mostly invested in project-based system development and maintenance, and most products are only focused on Taiwan is the main market, and there are very few companies that can span the world with their own brands.

Seeing that most information software service providers in Taiwan are limited to the local market, I personally feel that it is a pity, because the AI ​​era has arrived, and if we do not make good use of the abundant talents in the country to catch up, we will definitely miss the opportunity to create a "new sacred mountain to protect the country."

Although the government developed the Nangang area in Taipei 20 years ago under the name of "Software Park", today, we are still waiting for more unicorns to emerge in the software industry. Therefore, in addition to the construction of hardware, what is more important is the opening of policies that are close to market demand and the provision of venture capital that new companies urgently need. I sincerely hope that Taiwan's overall environment will usher in drastic changes and support the software information service industry. Accelerate development.