《無人機新戰場》馬斯克力挺　台灣供應鏈強勢登場!

無人機，正快速成為全球關注的焦點。特斯拉（Tesla）執行長馬斯克（Elon Musk）在最新法說會上再度點名無人機的重要性，強調未來的戰爭將由AI人工智慧與無人機主導，並呼籲美國政府加強自主製造能力。

Drones are rapidly emerging as a global priority. During Tesla’s latest earnings call, CEO Elon Musk once again stressed the critical role of drones, highlighting that future warfare would be dominated by artificial intelligence (AI) and unmanned aerial vehicles (UAVs), and urging the U.S. government to enhance its domestic production capabilities.

馬斯克指出，傳統戰鬥機已顯老態，俄烏戰爭則生動展現無人機在現代衝突中的關鍵地位，「這基本上就是一場無人機戰爭。」他的言論也讓台灣相關無人機供應鏈受到市場矚目。

Musk emphasized that conventional fighter jets are becoming obsolete, and the ongoing Russia-Ukraine conflict vividly demonstrates the critical role of drones—calling it “essentially a drone war.” His remarks have thrust Taiwan’s UAV-related supply chain into the spotlight.

台新投顧副總黃文清指出，台灣總統賴清德同樣高度重視無人機產業，提出2030年將台灣打造為「無人機民主供應鏈的亞洲中心」，並力拚產值達400億元目標。隨著台美雙方政策支持，相關廠商未來營運動能看俏。

Huang Wen-Ching, Vice President of Taishin Investment Advisory, noted that Taiwan’s President Lai Ching-te is equally focused on advancing the UAV sector. His administration aims to establish Taiwan as the “Asian hub for the democratic drone supply chain” by 2030, targeting an industry value of NT$40 billion. With strong backing from both Taiwan and the U.S., the sector’s growth prospects are promising.

目前在台股市場中，涵蓋無人機整機製造與系統整合的代表廠商包括雷虎科技、長榮航太與漢翔航空；關鍵零組件與模組供應商則有中光電、聯發科、聯詠科技、漢唐科技與亞光光電；至於負責通訊與控制系統的業者則有圓剛與立端科技。

Key players in Taiwan’s stock market for complete drone manufacturing and system integration include Thunder Tiger, Evergreen Aviation Technologies, and AIDC. Major suppliers of critical drone components and modules include Coretronic, MediaTek, Novatek, Marketech International, and Ability Opto-Electronics. Meanwhile, AVerMedia and Lanner Electronics are active in drone communications and control systems.

雷虎科技研發的一次性自殺型無人機（FPV），專為快速偵察與精準打擊設計，目前已獲得歐美訂單，預計今年第二季出貨。同時，雷虎也將在美國生產符合《國防授權法》（NDAA）規範的高性能無人機零件，強化北美市場布局。

Thunder Tiger has developed disposable FPV (First Person View) drones tailored for rapid reconnaissance and precision strikes. Having secured orders from Europe and the U.S., shipments are set to commence in Q2. Additionally, Thunder Tiger plans to manufacture high-performance UAV components in the U.S. compliant with the National Defense Authorization Act (NDAA), strengthening its foothold in North America.

另一方面，光學鏡頭大廠亞光光電長年供應中國與美國無人機客戶，預期今年無人機相關訂單成長可望達40%。

Meanwhile, Ability Opto-Electronics, a major optical lens manufacturer, has been supplying UAV clients in both China and the U.S. for years. The company expects a 40% growth in related orders this year.

立端科技則與輝達（NVIDIA）在資安領域合作，並取得政府救災無人機通訊與控制系統的訂單，進一步鞏固其在無人機產業鏈中的地位。

Lanner Electronics has partnered with NVIDIA in cybersecurity initiatives and secured government contracts related to disaster-response drone communication and control systems, further cementing its role in the UAV supply chain.

值得一提的是，輝達執行長黃仁勳也公開表示：「AI的本質就是機器人。」而機器人未來主要將涵蓋汽車、無人機與人形機器人三大領域。

It’s also worth noting that NVIDIA CEO Jensen Huang recently stated, “The essence of AI is robotics,” emphasizing that the future of robotics includes cars, drones, and humanoid robots.

輝達的Jetson系列邊緣AI運算平台，能加速無人機自主導航、影像辨識及即時決策功能；而Omniverse平台則協助模擬無人機在各種環境中的飛行路徑，大幅提升系統安全性與可靠性。透過GPU加速技術，無人機可即時處理大量感測資料，為台灣及美國無人機產業注入強大動能。

NVIDIA’s Jetson edge AI platform empowers drones with autonomous navigation, image recognition, and real-time decision-making capabilities. Meanwhile, the Omniverse platform allows for realistic flight simulations across diverse environments, significantly enhancing UAV system safety and reliability. Thanks to GPU acceleration, drones can process massive sensor data in real time—fueling explosive growth in both Taiwan’s and America’s UAV industries.