论文标题
从硅盾到碳锁定?台湾电子组件制造的环境足迹(2015-2020)
From Silicon Shield to Carbon Lock-in ? The Environmental Footprint of Electronic Components Manufacturing in Taiwan (2015-2020)
论文作者
论文摘要
台湾计划快速提高其电子组件的工业生产能力,同时为其生态过渡制定政策。鉴于该岛负责制造全球电子组件的大部分,因此台湾电子行业的可持续性是至关重要的。在本文中,我们使用公司可持续性责任报告(CSR)调查了16个台湾电子组件制造商(ECM)的环境足迹。根据2015年至2020年的数据,这项研究发现,我们的16个制造商的样本每年将其温室气体(GHG)排放量增加7.5%,最终能源和用电量的最终能源和用电量增加了8.8%\%\%和8.9 \%,并且用水量增加了6.1 \%。我们表明,本研究中编制的制造电子组件和环境足迹的量密切相关,这表明相对效率的提高不足以遏制国家规模的环境足迹。鉴于电子行业对台湾的地缘政治和经济学的批判性质,观察到的能源消耗的增加以及可延缓的可再生能源推出,这些工业活动可能会造成碳锁定,从而阻止台湾政府实现其碳降低目标及其可持续性政策。此外,欧盟,美国甚至中国旨在开发针对与台湾类似的CMOS技术节点以下的工业生态系统。因此,这项研究提供了有关与此类技术路线图相关的环境影响的重要见解。本研究中使用的所有数据和计算模型均作为补充材料提供。
Taiwan plans to rapidly increase its industrial production capacity of electronic components while concurrently setting policies for its ecological transition. Given that the island is responsible for the manufacturing of a significant part of worldwide electronics components, the sustainability of the Taiwanese electronics industry is therefore of critical interest. In this paper, we survey the environmental footprint of 16 Taiwanese electronic components manufacturers (ECM) using corporate sustainability responsibility reports (CSR). Based on data from 2015 to 2020, this study finds out that our sample of 16 manufacturers increased its greenhouse gases (GHG) emissions by 7.5\% per year, its final energy and electricity consumption by 8.8\% and 8.9\%, and the water usage by 6.1\%. We show that the volume of manufactured electronic components and the environmental footprints compiled in this study are strongly correlated, which suggests that relative efficiency gains are not sufficient to curb the environmental footprint at the national scale. Given the critical nature of electronics industry for Taiwan's geopolitics and economics, the observed increase of energy consumption and the slow renewable energy roll-out, these industrial activities could create a carbon lock-in, blocking the Taiwanese government from achieving its carbon reduction goals and its sustainability policies. Besides, the European Union, the USA or even China aim at developing an industrial ecosystem targeting sub-10nm CMOS technology nodes similar to Taiwan. This study thus provides important insights regarding the environmental implications associated with such a technology roadmap. All data and calculation models used in this study are provided as supplementary material.