【老謝新觀點＃49】無人機崛起 台廠突圍大進擊
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【老謝新觀點＃49】無人機崛起 台廠突圍大進擊 俄烏戰爭未平，中東緊張再起，全球和平與安全惡化，促使主要國家紛紛提高軍事支出，二0二三年全球軍費攀升至歷史新高水準，創下二.四兆美元紀錄。 根據斯德哥爾摩國際和平研究所（SIPRI）最新報告顯示，二0二三年全球軍事支出升抵二.四四兆美元新高紀錄，較二0二二年增加六.八％，創下二00九年來最大年增幅。推估到二0三0年，全球國防預算將上看三兆美元，這個數字將凌駕全球智慧手機、AI、半導體等三大熱門產業加總的市場規模二.八兆美元，對軍工產業鏈來說，將是一劑世代的大補丸。去年以來，美國軍方、軍工大廠、無人機系統業者等……多次低調造訪台灣、台廠，「台美航太軍工大聯盟」有望成軍？進而打造歐美接單、亞太製造的供應鏈平台？經濟部長郭智輝九月下旬在無人機國家隊誓師大會上就透露，以漢翔為首的「台灣卓越無人機海外商機聯盟」，未來將代表台灣在國際上爭取政府對政府(G to G)的訂單，預期二0二八年台灣無人機產值將實現十倍增長。 這集《老謝新觀點》節目，特別邀請到漢翔航空工業董事長胡開宏、國防戰略與資源所長蘇紫雲共同與談，帶大家從產業最前線，一探台灣在國防軍工、無人機開展上的軟、硬實力，與接軌全球軍工產業鏈的競爭力。 00:00~00:07 序章 00:07~04:51 地緣政治升溫 全球軍工大躍進 04:51~09:04 川普2.0 台灣軍購、國防自主並重 09:04~13:22 漢翔轉型 扛起無人機國家聯盟 13:22~22:30 去紅供應鏈崛起 台廠大好時機 22:30~26:47 台美軍工大聯盟 台灣絕對有機會 26:47~33:18 政策定錨 整合台廠優勢大進擊 33:18 工作人員名單 #科技 #國防 #軍工 #產業 #自主化 #台廠 #川普2.0 #去紅供應鏈 #以哈衝突 #俄烏戰爭 #ai #半導體 #ict #無人機 #無人機反制系統 #台美航太軍工大聯盟 #地緣政治 #國防預算 #軍事 #軍售 #軍演 #國機國造 #兵推 #美國 #洛克希德馬丁 #雷神 #漢翔 #雷虎 #中光電 #大疆 #馬斯克 #黃仁勳 #先探投資週刊 #國防部 #國防戰略與資源所 #老謝 #老謝新觀點 #謝金河 #胡開宏 #蘇紫雲 #製作 #許煌明 #黃耀賢 #汪少宇 #李鈞程 #劉家宏
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