电子代工产业升级路径:基于iPhone4价值链的分析  

Upgrading Path of Electronic OEM Industry:An Analysis based on iPhone4 Value Chain

作　　者：张琳[1] 何欢浪[1] 

机构地区：[1]上海对外贸易学院国际经贸学院,上海201620

出　　处：《商业研究》2013年第3期121-126,共6页Commercial Research

摘　　要：本文以价值链为切入点,通过成本-收益分析方法,对大陆代工企业在iPhone全球价值链上的位置进行定位。结果表明中国代工企业已经进入iPhone产品价值链,但综合考虑其高成本(包括显性与隐性成本)和低利润份额,代工企业仍处在供应链上较低端的位置。为保证全球分工中的利润获取,企业应加大研发投入力度,增强自身技术能力,并利用企业外部资源提高价值链中的话语权,以走出低端陷阱,实现整个产业技术能力的提升,即遵循从产品组装到核心零部件供应,再到参与核心模块研发的升级路径。This paper clarifies the position of China's Mainland OEM firms in iPhone4’s global value chain using the cost-benefit analysis.The result shows that Chinese firms have entered iPhone4’s value chain,but they still linger at lower position considering its high cost and low profits.In order to guarantee the profits captured in global division of labor,OEM firms should increase the intensity of RD investment,continuously improve their innovation capability and leverage external resources to enforce their bargaining power.By doing this,the ultimate goal is to upgrade status within value chain,that is,converting their role from product assembly to core parts supplier,further participating in the research and development of core modules.

关 键 词：代工企业 价值链 环境成本 

分 类 号：F273.7[经济管理—企业管理]