信息安全研究 ›› 2021, Vol. 7 ›› Issue (7): 640-645.

• 学术论文 • 上一篇    下一篇

数字经济背景下我国半导体产业链安全研究

袁剑琴   

  1. (国家信息中心经济预测部 北京 100045)
  • 出版日期:2021-07-09 发布日期:2021-07-08
  • 通讯作者: 袁剑琴
  • 作者简介:袁剑琴 硕士,助理研究员.主要研究方向投入产出模型开发及应用、国际贸易、全球价值链研究. yuanjianq@163.com

Research on Industrial Chain Security of Semi-Conductor on the Background of Digital Economy

  • Online:2021-07-09 Published:2021-07-08

摘要: 数字经济的高速发展推动我国半导体行业规模加速扩张,芯片是高端制造的心脏,半导体行业是我国经济转型升级的关键领域.然而在中美经贸摩擦以及海外疫情持续扩大等外部因素的冲击下,我国半导体行业产业链脆弱性增强.本文基于全球价值链视角下的产业安全观,构建了我国半导体行业产业链安全指标体系,测算和评估显示,短期内叠加冲击导致半导体产业安全度下降趋势明显,其中技术控制力和产业链参与程度降低是推动产业链安全下降的主要因素.从长期来看,为抵御外部风险,我国半导体产业链安全度在持续提升,但整体水平仍较低.因此,应抓住新一轮科技革命的契机和数字经济的浪潮,通过增强产业基础来提高技术可控性,夯实薄弱环节来补齐产业链短板,加大政府扶持力度来巩固我在全球消费市场的地位,从而全面增强我半导体行业的产业链韧性和提升产业链安全水平.

关键词: 数字经济, 产业链安全, 全球价值链, 指标体系, 产业链韧性

Abstract: The rapid development of digital economy has accelerated the scale expansion of China's semiconductor industry. Chip is the core of high-end manufacturing industry, and the semiconductor industry is the key area of China's economic transformation and upgrading. However, under the impact of China-US trade friction and the overseas epidemic continues to expand, the vulnerability of China's semiconductor industry chain increasingly improved. Based on the industrial security concept from the perspective of global value chain, this paper constructs a index system of industrial chain security of China's semiconductor industry. It shows that in the short term, the industrial security declined significantly due to the superimposed impact, and decreased technological control and industrial chain participation are the main factors driving the decline. In the long run, in order to resist external risks, the security of China's semiconductor industry chain is increasingly improve, but the level is still low. Therefore, we should seize the opportunity of technological revolution and the wave of the digital economy to comprehensively improve the resilience and security of industrial chain by strengthening the industrial foundation to enhance the controllability of technology, making up for the shortcomings of industries to consolidate the industrial foundation, and increasing government support to consolidate our global consumption presence.

Key words: digital economy, industrial chain security, global value chain, index system, industrial chain resilience