首页|全球半导体贸易依赖网络演变及风险关系识别——兼论中国地位变化

全球半导体贸易依赖网络演变及风险关系识别——兼论中国地位变化

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文章通过构建半导体产业各环节关键产品的贸易依赖网络,揭示了半导体贸易依赖网络的时空演变;同时综合贸易依赖关系、国际竞争关系以及地缘政治关系构建依赖风险测度模型,从地缘关系视角考察了贸易依赖风险关系的变化及中国在半导体贸易依赖网络中的地位变化。研究发现:①半导体贸易依赖网络平均依赖程度显著降低,依赖关系集聚特征逐渐增强;②贸易依赖关系在区域空间上逐渐转移,表现出"东升西降"的特点,但北美在集成电路贸易依赖网络的核心地位稳固;③全球半导体贸易依赖关系集中于低风险区,高风险依赖关系主要集中在部分小国与大国之间并呈现扩张态势,中美等核心经济体之间的贸易依赖风险指数维持在低位,不存在依赖风险,与西方风险感知存在偏差;④中国在半导体贸易依赖网络中的地位不断提升,在具体贸易依赖关系中的权力劣势地位已发生逆转,风险主导地位显著加强,但在集成电路贸易依赖网络中的影响力与美国仍存在一定差距。
Evolution of the Global Semiconductor Trade Dependence Networks and Its Risk Relationship Identification:Concurrent Discussion on the Change of China's Status
This paper constructs of trade dependence networks for key commodities in the semiconductor industry,and reveals the spatiotemporal evolution of global semiconductor trade dependence networks.At the same time,it integrates the relations of trade dependence,international competition and geopolitics to construct a dependence risk measurement model,examines the trade dependence risk relationship and its changes,and further discusses the change of China's status in the trade dependence networks of the semiconductor industry.The results show that:1)The average dependence level of the trade dependence network of key commodities in the semiconductor industry is significantly reduced,and the dependence agglomeration characteristics are gradually increasing.2)The trade dependence relationships gradually shift in regional space,showing the characteristics of"rising in the East Asia and falling in the Western Europe and North America",but the core position of North America in the trade dependence network of integrated circuit is stable.3)The global semiconductor trade dependence is primarily at low risk,the risky relationships are mainly concentrated between some small countries and large countries and show an expanding trend.The trade dependence risk index between core economies such as China and the United States remains low,and there is no outstanding trade dependence risk,which is deviated from the risk perception of the West.4)China's status in the trade dependence network of various commodities in the semiconductor industry has been continuously improved,and its power disadvantage status in specific trade dependency relationships has reversed,and its risk dominance has been significantly strengthened,however,there is still a certain gap with the United States'influence in the trade dependence network of integrated circuit.

semiconductor industryindustrial chaintrade dependence networkgeo-relationshipriskcore-edgestatus

欧素华、刘鉴、杨青山

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东北师范大学地理科学学院,中国吉林长春 130024

东北师范大学长白山地理过程与生态安全教育部重点实验室,中国吉林长春 130024

半导体产业 产业链 贸易依赖网络 地缘关系 风险 核心—边缘 地位

2024

经济地理
中国地理学会 湖南省经济地理研究所

经济地理

CSTPCDCSSCICHSSCD北大核心
影响因子:2.575
ISSN:1000-8462
年,卷(期):2024.44(12)