后日美贸易摩擦时代日本的产业分流及其半导体产业衰退  

Industrial Diffluence in Japan and Its Semiconductor Industry Decline in the Post-Japan-U.S.Trade Friction Era

作　　者：刘轩 纪雅琦 LIU Xuan;JI Yaqi(Japan Institute,Nankai University,Tianjin,300071,China)

机构地区：[1]南开大学日本研究院,天津300071 [2]南开大学世界近现代史研究中心

出　　处：《现代日本经济》2021年第2期18-30,共13页Contemporary Economy OF Japan

基　　金：国家社科基金重大项目“新编日本史”(13&ZD106)。

摘　　要：在后日美贸易摩擦时代,遭受美国贸易制裁和打压的日本产业界发生了以汽车产业和半导体产业为代表的产业大分流。与日本汽车产业强劲国际竞争力和继续全球扩张相反,曾经不可一世的日本半导体产业却极度萎缩并出现了行业性衰退。日本综合电机厂商的多元化经营体制和过度重视暗默知识的内部创新氛围,难以适应半导体产业全球化水平分工和开放创新的时代潮流;通产省产业政策模式下的国家开发计划,无法有效应对高度不确定性且急速发展的半导体市场,延误了日本半导体厂商市场化开放创新的步伐。In the Post-Japan-U.S.trade friction era,the Japanese industry,which was also subject to U.S.trade sanctions and repression,saw a great diffluence of industries represented by the automobile industry and the semiconductor industry.In contrast to the strong international competitiveness and continued global expansion of the Japanese Automobile industry,the once formidable Japanese semiconductor industry has suffered extreme shrinkage and industry recession.The diversified management system of Japanese integrated motor manufacturers and the internal atmosphere of excessively concerned with tacit knowledge make it difficult to adapt to the Global Division of Labor and the trend of the Open-Innovation Times in the semiconductor industry.The national development plan under the industrial policy mode of MITI is unable to effectively deal with the highly uncertain and rapidly developing semiconductor market,which has delayed the pace of market-oriented development and innovation of Japanese semiconductor manufacturers.

关 键 词：日美贸易摩擦 产业分流 半导体 通产省模式 开放创新 

分 类 号：F269.331.3[经济管理—国民经济]