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eCounsel group

A boutique firm with unparalleled expertise in business and technology. We have good command of industrial ecology and legal practice, and have undertaken highly regarded cases. Because the small business scope, we pay more emphasis on effectiveness and efficiency, and choose clients with deliberation. The managing partner not only has extensive experiences in various legal issues more over than 20 years, but invests and manages several technology companies. In addition, he always checks each case rigorously. Clients’ business objectives are our primary focus. To achieve the same in the most cost-effective fashion trumps all seemingly sophisticated legal discussions.

Merger Is Not the Cure for Everything

2015 - 08 - 24

With Taiwan’s technology firms’ performance worsen, business pundits often advocates for mergers between local manufacturers or suppliers.

宏達電斷尾求生 能否東山再起?

「……光是靠台灣市場是沒有辦法讓宏達電起死回生的。唯一的辦法,也是拯救台灣品牌的方式,就是讓目前台灣幾家主要的智慧型手機廠商進行整併,大家一起重新整合資源,才有機會讓台灣品牌衝出一條路。」

http://udn.com/news/story/6848/1135575

每次遇到台廠出大問題,就會有企管蒙古大夫跳出來,開出「與競爭對手或上下游產業鏈整併」的處方箋。我看說他們蒙古夫夫並不貼切;藥到命除,用劊子手形容還合適些。

hTC + Asus + Acer + … 這種招式,小學生都講得出來。但是會不會有用?

(1) hTC衰弱的原因和Asus, Acer之競爭八杆子打不著關係。診斷出肺炎,叫病人換腎?

(2)透過整併降低水平或垂直競爭強度,只在產業進入門檻高、新業者入市很難的行業裡才可能有效。縱如作者所講台廠團結全年合出三四千萬支手機,假設只推六款好了(你想可能嗎),每款五六百萬支,連iPhone 6的十分之一都沒有,是賺得到錢嗎? 買聯發科的板子裝個殼的陸廠何其多,每家出貨都是幾百萬支起跳,更別提低價高規的大廠華為小米中興,台廠整併了又能拼出什麼?

(3) 整併代價高到要命。hTC內戰就已經戰不完了,再加上每家公司原本各自所維護的光怪陸離的組織文化,合併之後調和彼此岐異之過程,永遠都會逼走一群只想好好做事的戰將。

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Merger Is Not the Cure for Everything

With Taiwan’s technology firms’ performance worsen, business pundits often advocates for mergers between local manufacturers or suppliers. 宏達電斷尾求生 能否東山再起? 「……光是靠台灣市場是沒有辦法讓宏達電起死回生的。唯一的辦法,也是拯救台灣品牌的方式,就是讓目前台灣幾家主要的智慧型手機廠商進行整併,大家一起重新整合資源,才有機會讓台灣品牌衝出一條路。」 http://udn.com/news/story/6848/1135575 每次遇到台廠出大問題,就會有企管蒙古大夫跳出來,開出「與競爭對手或上下游產業鏈整併」的處方箋。我看說他們蒙古夫夫並不貼切;藥到命除,用劊子手形容還合適些。 hTC + Asus + Acer + … 這種招式,小學生都講得出來。但是會不會有用? (1) hTC衰弱的原因和Asus, Acer之競爭八杆子打不著關係。診斷出肺炎,叫病人換腎? (2)透過整併降低水平或垂直競爭強度,只在產業進入門檻高、新業者入市很難的行業裡才可能有效。縱如作者所講台廠團結全年合出三四千萬支手機,假設只推六款好了(你想可能嗎),每款五六百萬支,連iPhone 6的十分之一都沒有,是賺得到錢嗎? 買聯發科的板子裝個殼的陸廠何其多,每家出貨都是幾百萬支起跳,更別提低價高規的大廠華為小米中興,台廠整併了又能拼出什麼? (3) 整併代價高到要命。hTC內戰就已經戰不完了,再加上每家公司原本各自所維護的光怪陸離的組織文化,合併之後調和彼此岐異之過程,永遠都會逼走一群只想好好做事的戰將。

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