The porcupine strategy is a proposed military doctrine for the defense of Taiwan in the event of an invasion by the People's Republic of China. The strategy generally calls for an emphasis on fighting an asymmetric war against superior Chinese forces, in contrast with Taiwan's historical tendency to invest in large weapons platforms in the form of ships, aircraft, and tanks. While the doctrine was broadly proposed in the early 2000s, it increased in prominence in the late 2010s when then-chief of defense Admiral Lee Hsi-ming incorporated the principle into a formal strategy he called the Overall Defense Concept, though following his retirement from the post in 2019 Taiwan did not fully embrace the principles.
The need for Taiwan to establish a defense strategy based around asymmetrical warfare, as well as the use of the "porcupine" terminology to refer to it, was identified as early as 2008, when William S. Murray, a retired United States Navy officer, published an article in the Naval War College Review advocating for Taiwan to "rethink and redesign its defense strategy" away from outright destruction of an invading force, which he saw as infeasible due to Chinese military advancements, and towards a more general goal of resisting Chinese occupation on the island. [1] Murray argued that improved Chinese precision guided missiles would easily overwhelm major Taiwanese military hardware, including its Patriot surface-to-air missile systems, most if not all airfields, and individual warships. [2] As a result, he advocated for investing in shorter range, person- and vehicle-portable systems such as Stinger and Harpoon missiles, near-shore sea mines, and attack helicopters. [3] Murray used the phrase "porcupine republic" to characterise Taiwan as being able to survive an airborne attack and subsequently resist an amphibious landing of Chinese troops, ideally deterring China by making the costs of such an occupation unacceptable. [4]
Murray's publication did not instigate changes to official Taiwanese strategy, but following Admiral Lee's appointment to defense chief in 2017 he led the development of the Overall Defense Concept, which by 2019 had been endorsed by then-President Tsai Ing-wen. [5] Lee's plan called for increased deployment of short-range missiles and a large number of small naval vessels able to hide among fishing boats, among other asymmetric weapons, but also endorsed the continuing acquisition of major assets such as F-16 fighter aircraft, M1 Abrams battle tanks, and a new class of attack submarines. [5] By this time, other observers had begun to identify weaknesses in the doctrine of continued investment in heavy weaponry, and the 2019 purchase of Abrams tanks from the United States was reported to have been debated within the US government on grounds that a quantity of Chinese armor landed on Taiwan sufficient to require tanks for defense would likely herald an inevitable Chinese occupation regardless of the presence of Taiwanese tanks. [6] The US State Department subsequently informed Taiwan in 2022 that it would refuse to export Seahawk helicopters, citing a lack of strategic value in combat against the Chinese military. [6] Later that year, the US did approve a weapons purchase that included 60 Harpoon missiles for coastal defence. [7]
Following the Russian invasion of Ukraine in 2022, a generally similar conflict between an invading superior force and numerically inferior defenders, American government officials began to more broadly embrace and advocate for the porcupine strategy in light of Ukraine's vigorous and largely successful resistance to Russian occupation. [6] Admiral Lee, however, felt that following his retirement from government service Taiwan had been slow to implement his Overall Defense Concept and had continued its historical trends of mimicking superpower militaries such as the United States in purchasing weapons platforms like warships and heavy armored vehicles. [8]
The porcupine strategy is predicated on the notion that China will never give up its ambition of reunifying China under the control of the Chinese Communist Party, which requires Taiwan to be perpetually prepared for an assault and invasion. [5] To this end, a successful defense of Taiwan requires its military doctrine to be centered around an inevitable occupation attempt instead of an indefinite continuance of the historical grey zone relationship. [8] The porcupine strategy would seek to make such an occupation prohibitively costly to China by engaging in an extended resistance until an expected intervention by the United States or other third party nations. [7] [9]
A Chinese invasion of Taiwan is expected, based on patterns in naval exercises, to include a blockade of the island, requiring Taiwan to acquire and maintain a supply of weapons and ammunition to wage land-based war independently in the weeks following an initial assault. [7] With singular major assets and weapons platforms vulnerable to overwhelming attacks, the defensive strategy revolves around a decentralized network of mobile missile launchers, aerial drones, and other relatively low-cost weapons that are able to evade counterattacks. [9] Instead of traditional Taiwanese doctrine of air and sea superiority, historically reflected in the operation of fighter aircraft and blue-water naval vessels, the philosophy of access denial would be used by means of mining coastal waters and using large fleets of aerial drones to obstruct Chinese military activity. [9] [8]
A series of war games, based on unclassified information and carried out by the US think tank Center for Strategic and International Studies, role playing an amphibious Chinese assault on Taiwan largely endorsed the porcupine strategy. The games found that the Taiwanese navy would be destroyed without making any contribution to the conflict from surface vessels, and the submarine fleet would be gradually defeated through attrition. [10] Aircraft not stored in underground hangars would be destroyed, and surviving aircraft would have little effect even assuming runways remained for them to take off from. [10] The results suggested that anti-ship cruise missiles were the superior weapon for attacking Chinese shipping, and that mobile surface-to-air missiles were both more effective and cheaper than aircraft in projecting aerial power. [10] The games generally showed that a Chinese assault was unlikely to lead to an unambiguously successful occupation, but did find it to be of paramount importance that Taiwan carry out an effective resistance in the early days of a conflict and that the United States intervene as soon as possible to attack the Chinese fleet. [11]
The Republic of China Armed Forces are the armed forces of the Republic of China (ROC), which once ruled Mainland China and is now currently restricted to its territorial jurisdictions of Taiwan, Penghu, Kinmen, and Matsu Islands. They consist of the Army, Navy, Air Force and Military Police Force. The military is under the civilian control of the Ministry of National Defense, a cabinet-level agency overseen by the Legislative Yuan.
Mutual assured destruction (MAD) is a doctrine of military strategy and national security policy which posits that a full-scale use of nuclear weapons by an attacker on a nuclear-armed defender with second-strike capabilities would result in the complete annihilation of both the attacker and the defender. It is based on the theory of rational deterrence, which holds that the threat of using strong weapons against the enemy prevents the enemy's use of those same weapons. The strategy is a form of Nash equilibrium in which, once armed, neither side has any incentive to initiate a conflict or to disarm.
Asymmetric warfare is a type of war between belligerents whose relative military power, strategy or tactics differ significantly. This type of warfare often, but not necessarily, involves insurgents, terrorist groups, or resistance militias operating within territory mostly controlled by the superior force.
Military strategy is a set of ideas implemented by military organizations to pursue desired strategic goals. Derived from the Greek word strategos, the term strategy, when first used during the 18th century, was seen in its narrow sense as the "art of the general", or "the art of arrangement" of troops. and deals with the planning and conduct of campaigns, the movement and disposition of forces, and the deception of the enemy.
An invasion is a military offensive of combatants of one geopolitical entity, usually in large numbers, entering territory controlled by another similar entity, often involving acts of aggression. Generally, invasions have objectives of conquering, liberating or reestablishing control or authority over a territory; forcing the partition of a country; altering the established government or gaining concessions from said government; or a combination thereof. An invasion can be the cause of a war, be a part of a larger strategy to end a war, or it can constitute an entire war in itself. Due to the large scale of the operations associated with invasions, they are usually strategic in planning and execution. Not every military offense with the goal to capture territory or remove a government is an invasion.
A revolution in military affairs (RMA) is a hypothesis in military theory about the future of warfare, often connected to technological and organizational recommendations for military reform.
AirLand Battle was the overall conceptual framework that formed the basis of the US Army's European warfighting doctrine from 1982 into the late 1990s. AirLand Battle emphasized close coordination between land forces acting as an aggressively maneuvering defense, and air forces attacking rear-echelon forces feeding those front line enemy forces. AirLand Battle replaced 1976's "Active Defense" doctrine, and was itself replaced by "Full Spectrum Operations" in 2001.
Power projection in international relations is the capacity of a state to deploy and sustain forces outside its territory. The ability of a state to project its power into an area may serve as an effective diplomatic lever, influencing the decision-making processes and acting as a potential deterrent on other states' behavior.
Armoured warfare or armored warfare, is the use of armoured fighting vehicles in modern warfare. It is a major component of modern methods of war. The premise of armored warfare rests on the ability of troops to penetrate conventional defensive lines through use of manoeuvre by armoured units.
Modern warfare is warfare that diverges notably from previous military concepts, methods, and technology, emphasizing how combatants must modernize to preserve their battle worthiness. As such, it is an evolving subject, seen differently in different times and places. In its narrowest sense, it is merely a synonym for contemporary warfare.
The Republic of China Army (ROCA), also known as the ROC Army or Chinese Army and unofficially as the Taiwanese Army, is the largest branch of the Republic of China Armed Forces. An estimated 80% of the ROC Army is located on Taiwan, while the remainder are stationed on the Penghu, Kinmen, Matsu, Dongsha and Taiping Islands.
The Republic of China Navy is the maritime branch of the Republic of China Armed Forces (ROCAF).
Command of the sea is a naval military concept regarding the strength of a particular navy to a specific naval area it controls. A navy has command of the sea when it is so strong that its rivals cannot attack it directly. This dominance may apply to its surrounding waters or may extend far into the oceans, meaning the country has a blue-water navy. It is the naval equivalent of air supremacy.
Industrial warfare is a period in the history of warfare ranging roughly from the early 19th century and the start of the Industrial Revolution to the beginning of the Atomic Age, which saw the rise of nation-states, capable of creating and equipping large armies, navies, and air forces, through the process of industrialization.
Naval tactics and doctrine is the collective name for methods of engaging and defeating an enemy ship or fleet in battle at sea during naval warfare, the naval equivalent of military tactics on land.
The following outline is provided as an overview of and topical guide to military science:
An assassin's mace is a legendary ancient Chinese weapon. It is now used metaphorically to describe certain Chinese weapons systems. The term has its roots in ancient Chinese folklore, which recounts how a hero wielding such a weapon managed to overcome a far more powerful adversary. The eponymous assassin's mace was a club which was used to break an enemy's blade in combat, or a hand mace that could impact through an enemy's armor. According to American military analysts, the term is now used in China to describe a specific type of military system that demonstrates asymmetrical warfare and anti-access/area denial capabilities to counter the United States. Whether assassin's mace refers to a government-defined class of weapons or is merely used in the Chinese government to describe these weapons is disputed.
Anti-access/area denial is a military strategy to control access to and within an operating environment. In an early definition, anti-access refers to those actions and capabilities, usually long-range, designed to prevent an opposing force from entering an operational area. Area denial refers to those actions and capabilities, usually of shorter range, designed to limit an opposing force's freedom of action within the operational area. In short, A2 affects movement to a theater, while AD affects movement within a theater. A2/AD typically refers to a strategy used by a weaker opponent to defend against an opponent of superior skill, although a stronger opponent can also use A2/AD.
The defense industry of Taiwan is a strategically important sector and a significant employer. They primarily supply weapons and platforms to the Republic of China Armed Forces with few major weapons systems exported abroad. Taiwanese defense industry has produced fighter aircraft, missile systems, surface ships, radars, rocket artillery, armored vehicles, and small arms.
Iran's anti-access/area denial (A2/AD) strategy in the Strait of Hormuz mixes advanced technology with guerilla tactics to deny, deter or delay foreign forces access and maritime freedom of maneuver. The regular attempt by adversaries to deny one another freedom of movement on the battlefield can be observed throughout history. What makes anti-access/area-denial nowadays different from the past is the rapid improvement in military and communication technology in recent decades and new ways of implementing these strategies that such technology creates. Most scholarly attention seems to have gone to Chinese anti-access/area denial (A2/AD) capabilities, most likely because modern military technology is required to uphold A2/AD, it is almost always exclusively practiced by advanced regional powers like China. The A2/AD portfolio leverages diplomatic, information, military, and economic (DIME) activities. The focus of the Iranian A2/AD threat in the Strait of Hormuz is limited to the military dimension.