全球价值链视角下中国电子产品的技术复杂度提升了吗?:以智能手机为例  

Have China's Electronic Products' Technological Sophistication Improved? Take Smart Phone as an Example

作　　者：沈玉良[1] 彭羽[1] 

机构地区：[1]上海社会科学院世界经济研究所

出　　处：《世界经济研究》2018年第6期23-35,共13页World Economy Studies

基　　金：国家自然科学基金面上项目"政策干预对我国不同组织模式贸易出口复杂度的影响"(项目编号:71373156)

摘　　要：与以往关于出口技术复杂度的研究主要集中于国家和行业层面不同的是,文章以电子产品中的智能手机为例,基于全球价值链下智能手机的中间品模块化特征,从微观上构建了测度产品层面技术复杂度和企业技术复杂度的测算方法,并采用全球四款主流智能手机的拆机报告数据进行技术复杂度测算。结果表明,我国本土品牌与国外品牌手机产品的技术复杂度差距较小,但在区分零部件模块的国别属性后发现,本土企业与国外企业技术复杂度的相对相距更大。但从趋势上看,中国大陆的手机产品制造与日本、中国台湾之间的技术复杂度整体差距明显缩小;中国大陆在处理芯片模块、相机模块和电池模块等几个核心零部件模块领域成长迅速,其技术复杂度水平已接近于国际领先水平。文章最后分析了影响中国手机产品技术复杂度提升的几个因素。In the past,the literature on the export sophistication was mainly focused on the national and industry level.In this paper,based on the modularity of smart phones'parts and components from the perspective of global value chain,we put forward the measurement methods of product and firm technological sophistication from microcosmic angle of view,and then use the world's four best-selling smart phones'teardown report data for technological sophistication calculation.The results show that the technological sophistication gap between the local and foreign brands of smart phone is small,but after distinguishing the country attributes of the parts and components,it is found that the technological sophistication gap between the local and foreign enterprises is relatively larger.However,from the trend point of view,the smart phone technological sophistication gap between China's Mainland and Japan was significantly reduced.China's Mainland has grown rapidly in the fields of core parts and components such as chip modules,camera modules and battery modules,and its technological sophistication level is close to the international leading level.The paper finally analyzes the factors that affect the improvement of Chinese smart phones'technological sophistication.

关 键 词：智能手机 产品技术复杂度 零部件模块 

分 类 号：F426.63[经济管理—产业经济]