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发展中国家的模块供应商通常会出现所谓的价值链“低端锁定”现象,直接影响相关企业在全球分工协作网络中的收益,也影响发展中国家的产业升级。基于模块分割的最优数量决定理论,本文认为发达国家较高的技术潜力导致了系统集成商所需的较为精细化的模块系统,对于发展中国家较低技术潜力的模块供应商意味着模块的过度分割,导致发展中国家模块供应商在产业价值链上的“低端锁定”;本文通过构建基于技术势能的技术集聚效应模型,分析不同层次模块再集成的运作机理,考察模块化系统中模块规模与边界的变化。从专业化分工视角讨论“低端锁定”成因并提出相关企业的突破路径,为发展中国家模块供应商通过再集成破解“低端锁定”的陷阱提供理论支持。
The so-called value chain “low-end lock ” phenomenon often occurs in module suppliers in developing countries, which directly affects the profits of related enterprises in the global network of division of labor and cooperation, and also affects the industrial upgrading in developing countries. Based on the theory of the optimal number of modules, this paper argues that the higher technological potential of developed countries leads to the more elaborate modular system required by system integrators. For module suppliers with lower technological potential in developing countries, Over-segmentation, leading to “low-end lock ” in the industrial value chain of module suppliers in developing countries. By building a technology clustering effect model based on technology potential, this paper analyzes the operational mechanism of module reintegration at different levels, In the module size and boundary changes. Discuss the causes of “low-end lock ” from the perspective of specialized division of labor and put forward the breakthrough path for related enterprises, providing theoretical support for developing country module suppliers through reintegration to solve the trap of “low-end lock ”.