全球集成电路贸易网络的空间结构演化与关系升级  

The evolution of the spatial structure of global integrated circuit trade network and its relational upgrading

作　　者：李庭竹 杜德斌[1,2,3] 黄晓东 LI Tingzhu;DU Debin;HUANG Xiaodong(Institute for Global Innovation and Development,East China Normal University,Shanghai 200062,China;Center for World Geography and Geo-Strategic Studies,East China Normal University,Shanghai 200062,China;School of Urban and Regional Science,East China Normal University,Shanghai 200241,China)

机构地区：[1]华东师范大学全球创新与发展研究院,上海200062 [2]华东师范大学世界地理与地缘战略研究中心,上海200062 [3]华东师范大学城市与区域科学学院,上海200241

出　　处：《地理研究》2023年第3期597-616,共20页Geographical Research

基　　金：国家社会科学基金重大项目(19ZDA087)。

摘　　要：集成电路作为电子信息技术产业的核心,是全球关键核心技术竞争的焦点。本文基于全球集成电路出口贸易数据建立网络矩阵,引用“关系升级”概念,借助社会网络分析方法和空间探索技术,对2000—2019年全球集成电路贸易网络的空间结构演变与国家位置变动进行分析。研究发现:(1)全球集成电路贸易趋于复杂化和网络化,并具有两极分化特征。(2)全球集成电路贸易的空间分布重心向东南方向迁移,基本形成西北-东南的空间分布格局。(3)新兴工业化经济体崛起,推动网络空间结构由北美主导的单中心演变为北美、东亚-东南亚主导的多中心格局。(4)基于关系视角的核心-边缘体系层次结构分明,各位置的国家分布具有显著空间异质性,核心位置始终被欧美发达国家主导,新兴贸易大国长期处于次核心和卫星位置。(5)关系升级呈现“渐进式为主,跨越式为辅”的演化特征,并伴有路径依赖和路径锁定效应,中国成为唯一核心发展中国家。As the core of information technology industry, integrated circuit industry has become the commanding elevation of science and technology competition between countries around the world. The international trade system of integrated circuits is an important manifestation of the evolution of its vertical division of labor production mode. Based on the global integrated circuit trade data, this paper establishes the trade network matrix, quotes the concept of relational upgrading, and pays attention to the spatial pattern of global integrated circuit trade network, as well as the upgrading of national positions, from a geographical perspective. To theorize relational upgrading, we have conceived a relational model of global trade network structure based on the clustering of individual countries into the five positions of isolated, peripheral, satellite, sub-core and core countries. The results show that:(1) From 2000to 2019, the global integrated circuit trade tends to be complex and networked, coexisting with the characteristics of polarization.(2) The spatial distribution center of gravity of global integrated circuit trade has shifted to the southeast, basically forming a northwest-southeast spatial distribution pattern.(3) Along with the global industrial transfer and the change of international division of labor system, the rise of newly industrialized economies has promoted the evolution of spatial structure from a single center dominated by North America to a multicenter pattern dominated by East Asia, Southeast Asia and North America.(4) Based on the perspective of relational upgrading, the core-periphery system has a clear hierarchical structure,and the geographical pattern of countries has significant spatial heterogeneity. The core position has always been dominated by developed countries, and the developing countries with huge trade volume have been in satellite and sub-core positions for a long time.(5) Relational upgrading is the main path of national positions adjustment. It presents the evolutionary c

关 键 词：集成电路 国际贸易网络 空间结构 关系升级 广义块模型 

分 类 号：F416.63[经济管理—产业经济] F746