首页|欧盟凭何参与全球"芯片战"?——生产性权力、中介节点与非对称竞争

欧盟凭何参与全球"芯片战"?——生产性权力、中介节点与非对称竞争

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传统观点认为,欧盟在全球半导体产业中发挥的作用有限,半导体制造能力上的相对弱势致使欧盟拥有较小的市场份额和较少的半导体收益,且在半导体供应上高度依赖其他国家,竞争力有限.本文认为,全球半导体价值链中存在非对称相互依赖的网络结构.欧盟虽然在半导体制造环节存在弱势,但它在半导体研究设计、装备与原材料供应等上中游环节具备占据相对优势的物质产品与知识体系的生产能力,占有高附加值的生产环节,而只有实现了这些环节的生产才能到下游完成半导体的制造,因此,欧盟的生产能力实现了价值链的增值,是下游尖端芯片制造的基础.这种生产能力在与其他国家的互动中形成了欧盟的生产性权力,使其成为价值链上重要的中介节点,具有较强的中介性,许多国家需要通过欧盟才能与下游国家建立链接,这让欧盟获得与其市场份额不相匹配的非对称竞争力.欧盟以生产性权力为基础,选择"非对称竞争"策略参与全球"芯片战".
What Qualifies the EU to Participate in the Global"Chip War"?—Productive Power,Betweenness Nodes and Asymmetric Competition
Traditional views suggest that the EU plays a limited role in the global semiconductor indus-try.Its relative weakness in the manufacturing capability leads to a small market share and low revenue,making it highly dependent on the other actors for semiconductor supplies and a lack of competitiveness.This paper argues that there exists an asymmetrical interdependence network structure within the global semiconductor value chain.Although the EU is weak in the manufacturing sector,it possesses a relative advantage in the upstream and midstream sectors such as research and design,equipment,and raw materials supply.These sectors in-volve high value-added production processes,which are essential for downstream semicon-ductor manufacturing.The EU's productive capabilities add value to the value chain and form the foundation for cutting-edge chip manufacturing,which establishes the EU's pro-ductive power in its interactions with the other actors,making it a crucial betweenness node with significant intermediary functions in the value chain.The EU's mediation role allows a number of countries to establish links with downstream actors through the EU,granting it an asymmetric competitive edge disproportionate to its market share.Based on its productive power,the EU adopts an"asymmetric competition"strategy to participate in the global"chip war".

赵柯、柯好

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中共中央党校(国家行政学院)国际战略研究院

俄罗斯与欧洲研究所

中共中央党校(国家行政学院)研究生院

芯片战 欧盟 生产性权力 中介节点 非对称竞争

2024

欧洲研究
中国社会科学院欧洲研究所

欧洲研究

CSSCICHSSCD北大核心
影响因子:0.634
ISSN:1004-9789
年,卷(期):2024.42(4)