無人機產業變局：去紅化浪潮下的全球佈局

Although peace negotiations for the Russia-Ukraine war are underway, the conflict’s influence on global military strategy continues to expand. Drones have emerged as a crucial battlefield asset, playing an irreplaceable role in securing air superiority and executing precision strikes. From the Russia-Ukraine conflict to the Middle Eastern battlegrounds, the adoption of drones has reshaped traditional warfare, prompting nations to accelerate their development of indigenous drone technologies to strengthen military capabilities.

美韓加速無人機部署，印太區域競爭升級

U.S. and South Korea Expand Drone Deployment Amid Rising Indo-Pacific Tensions

美國政府已投入逾十億美元推動無人機技術，並啟動「複製者」與「複製者二」計畫，特別針對印太地區部署大量低成本自主無人機。韓國亦積極擴展無人機軍事應用，計畫於2027年建立首支無人機部隊。這些戰略行動顯示，無人機已不僅是單一軍種的輔助工具，而是現代戰場上的決定性因素。

The U.S. government has allocated over $1 billion to advance drone technology and launched the "Replicator" and "Replicator 2" programs, with a focus on deploying cost-effective autonomous drones in the Indo-Pacific region. South Korea is also expanding its military drone operations, aiming to establish its first drone unit by 2027. These strategic moves highlight that drones are no longer merely support tools for individual military branches but are now decisive assets in modern warfare.

台灣擴大無人機產業鏈，力拚國際市場

Taiwan Expands Drone Industry Chain to Compete in Global Markets

台灣也積極推進無人機產業發展，國防部編列預算，支持中科院進行騰雲二型、銳鳶二型、劍翔無人機與巡弋飛彈的開發與量產。此外，政府計畫在四年內採購超過三千架軍用商規無人機，以應對區域安全挑戰。

Taiwan is also making significant strides in its drone industry. The Ministry of National Defense has allocated funding to support the National Chung-Shan Institute of Science and Technology (NCSIST) in developing and mass-producing the Teng Yun II, Rui Yuan II, Jian Xiang drones, and cruise missiles. Additionally, the government plans to procure over 3,000 military-grade commercial drones within four years to address regional security challenges.

美中無人機技術角力，台灣成關鍵供應節點

U.S.-China Drone Tech Rivalry Positions Taiwan as a Key Supplier

美國對中國無人機技術的管制不斷升級，將大疆創新、華大基因等企業列入黑名單，中國則反制，限制無人機關鍵零組件出口。這使得美國無人機供應鏈受到衝擊，例如Skydio因無法取得中國電池，開始尋求台灣等替代供應商。美國也強調，將深化與台灣的技術合作，發展「非紅供應鏈」以降低對中國製造的依賴。

The U.S. has intensified restrictions on Chinese drone technology, blacklisting companies like DJI and BGI, while China has countered by limiting exports of critical drone components. This has disrupted the U.S. supply chain, with companies like Skydio scrambling to find alternative suppliers, including Taiwan, after facing battery shortages. The U.S. has also emphasized strengthening its technological cooperation with Taiwan to develop a "non-Red supply chain," reducing dependence on Chinese manufacturing.

台灣技術瓶頸與突破方向

Taiwan’s Technological Challenges and Path to Breakthroughs

儘管台灣無人機產業快速發展，但技術與生產規模仍不及中國，核心零組件依賴外部供應，成為進軍國際市場的挑戰。為突破瓶頸，政府啟動無人機晶片研發補助計畫，聚焦AI影像處理晶片與飛控技術，並強化「三晶二軟」技術（通訊晶片、衛星定位晶片、飛控軟體、地面控制軟體）。未來若台灣無人機產品要進入美國市場，則須通過CMMC資安認證，政府已啟動相關輔導機制。

Although Taiwan’s drone industry is rapidly developing, its production scale and technology still lag behind China. The reliance on foreign suppliers for key components remains a challenge in competing internationally. To overcome this bottleneck, the government has launched a subsidy program for drone chip development, focusing on AI image processing chips and flight control technology. It is also reinforcing the "Three Chips and Two Software" initiative—communication chips, satellite positioning chips, flight control software, and ground control software. If Taiwan’s drone products aim to enter the U.S. market, they must pass the CMMC cybersecurity certification, and the government has already initiated relevant guidance programs.

無人機產業升級，電池技術成關鍵

Drone Industry Advancement Hinges on Battery Technology

台灣的無人機產業生態系統正在迅速擴展，由漢翔領軍的「無人機海外商機聯盟」（TEDIBOA）已吸引近200家企業加入，涵蓋晶片、軟體與動力系統領域。電池技術亦成為提升無人機性能的關鍵，業界持續投入新型高能量密度電池研發，以提升無人機續航與載重能力，進一步提升國際市場競爭力。

Taiwan’s drone industry ecosystem is expanding rapidly, with the Aerospace Industrial Development Corporation (AIDC) leading the "Taiwan Drone International Business Opportunity Alliance" (TEDIBOA), which has attracted nearly 200 companies specializing in chips, software, and power systems. Battery technology has also become a critical factor in enhancing drone performance. Industry players are investing in next-generation high-energy-density batteries to improve drone endurance and payload capacity, further increasing their global competitiveness.

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無人機產業變局：去紅化浪潮下的全球佈局