PROGRESS IN GEOGRAPHY ›› 2019, Vol. 38 ›› Issue (3): 395-406.doi: 10.18306/dlkxjz.2019.03.009
• Articles • Previous Articles Next Articles
Jiangjiang KANG1,2(), Fan ZHANG1,2,*(
), Yuemin NING1,2
Received:
2018-07-24
Revised:
2019-01-17
Online:
2019-03-28
Published:
2019-03-28
Contact:
Fan ZHANG
E-mail:kangjiang0521@163.com;fzhang@re.ecnu.edu.cn
Supported by:
Jiangjiang KANG, Fan ZHANG, Yuemin NING. Value allocation and China’s evolving role in the global value chains of iPhone parts[J].PROGRESS IN GEOGRAPHY, 2019, 38(3): 395-406.
Tab.1
Classes of iPhone parts based on cost value"
分级 | 零部件类型 |
---|---|
高价值零部件($7~22) | 闪存芯片(NAND)、动态存储芯片(DRAM)、显示屏(背光模组、彩色滤光片、液晶面板、玻璃基板)、操作系统、基带芯片、分立器件、射频组件、触控面板、相机模块、触控芯片、模拟器件、电源管理芯片、无线通信芯片等 |
中等价值零部件($1~5) | 电池、有限元法与其他射频、功率放大器、PCB、触摸控制器、陀螺和加速度计、GPS、充电器、磁性元件、电池、电阻、电容、电感、振动器、精密马达、精密组件、声学、连接器、散热组件、晶振等 |
低价值零部件($1及以下)及OEM厂商 | 金属机壳、机构件、辅料、铰链和枢轴、包装印刷品、代工厂等 |
Tab.2
Value chain structure and change of iPhone parts suppliers, 2012-2017 (家)"
地区大类 | 国家/地区 | 高价值零部件2012/2017 | 中等价值零部件2012/2017 | 低价值零部件2012/2017 | 供应商总数2012/2017 |
---|---|---|---|---|---|
欧洲(西欧) | 奥地利 | 0/1 | 2/1 | 0/0 | 13/13:供应商稳定,变化较小。 |
比利时 | 0/0 | 0/0 | 1/1 | ||
芬兰 | 0/0 | 1/1 | 0/0 | ||
荷兰 | 1/1 | 1/1 | 0/0 | ||
瑞士 | 1/1 | 0/0 | 1/0 | ||
德国 | 2/1 | 0/2 | 2/2 | ||
英国 | 0/0 | 1/1 | 0/0 | ||
美洲 | 美国 | 20/14 | 12/9 | 9/6 | 41/29:下降显著。 |
亚洲(东亚、东南亚、西亚) | 日本 | 16/17 | 19/18 | 5/6 | 117/140:增加显著,主要以中国大陆和台湾地区增加最为明显。 |
韩国 | 5/5 | 3/3 | 0/1 | ||
新加坡 | 0/1 | 1/1 | 3/3 | ||
中国台湾 | 9/8 | 18/19 | 12/18 | ||
中国香港 | 2/1 | 4/0 | 2/3 | ||
中国大陆 | 2/5 | 12/24 | 3/6 | ||
沙特 | 0/0 | 0/0 | 1/1 |
Tab.3
Value chain structure and change of iPhone parts supplier branches, 2012-2017 (家)"
地区大类 | 国家/地区 | 高价值零部件2012/2017 | 中等价值零部件2012/2017 | 低价值一般零部件2012/2017 |
---|---|---|---|---|
西欧 | 德国 | 10/8 | 0/1 | 4/1 |
法国 | 4/3 | 0/0 | 0/0 | |
英国 | 5/2 | 0/0 | 0/0 | |
美洲 | 美国 | 47/29 | 12/6 | 14/15 |
巴西 | 0/0 | 0/2 | 0/3 | |
东南亚 | 马来西亚 | 17/12 | 8/3 | 0/0 |
泰国 | 8/5 | 7/9 | 0/0 | |
新加坡 | 9/8 | 9/2 | 2/1 | |
越南 | 2/4 | 6/15 | 1/1 | |
菲律宾 | 19/13 | 4/4 | 0/0 | |
东亚 | 韩国 | 24/25 | 13/7 | 0/2 |
日本 | 68/67 | 58/62 | 13/5 | |
中国大陆 | 80/64 | 119/151 | 108/134 | |
中国台湾 | 15/23 | 15/19 | 5/10 | |
南亚 | 印度 | 0/1 | 0/0 | 0/4 |
Tab.4
Change in value distribution of the Chinese mainland in iPhone parts, 2012-2017"
年份 | 高价值零部件 | 中等价值零部件 | 低价值零部件 |
---|---|---|---|
2012 | 玻璃面板(蓝思科技、伯恩光学) | 音响组件、声学组件、电池、连接器、精密组件、散热模块 | 配件、塑料、螺丝扣件、包装印刷 |
2017 | 液晶面板(京东方)、芯片封装(江苏长电)、摄像头传感器(欧菲科技)、玻璃面板(蓝思科技、伯恩光学) | 音响组件、声学组件、电池、连接器、散热模块、PCB、充电器、电源线、天线、精密结构件、线性马达、模具及模切设备等 | 包装印刷、电子螺丝扣件 |
[1] | 邓智团. 2010. 产业网络进化论: 城市-区域竞合范式的理论与实践 [M]. 北京: 社会科学文献出版社. |
[Deng Z T.2010. The evolution theory of industrial networks. Beijing, China: Social Sciences Academic Press. ] | |
[2] | 李健, 宁越敏. 2011. 全球生产网络的浮现及其探讨: 一个基于全球化的地方发展研究框架[J]. 上海经济研究,(9): 20-27, 54. |
[Li J, Ning Y M.2011. The local competitiveness of global production networks on computer industry its development in China. Shanghai Journal of economics,(9): 20-27, 54. ] | |
[3] | 李健, 宁越敏, 汪明峰. 2008. 计算机产业全球生产网络分析: 兼论其在中国大陆的发展[J]. 地理学报, 63(4): 437-448. |
[Li J, Ning Y M, Wang M F.2008. Global production networks of computer industry and its development in mainland China. Acta Geographica Sinica, 63(4): 437-448. ] | |
[4] | 李强, 郑江淮. 2013. 基于产品内分工的我国制造业价值链攀升:理论假设与实证分析[J]. 财贸经济, (9): 95-102. |
[Li Q, Zheng J H.2013. Value chain upgrading of China's manufacturing industry based on intra-product specialization: Theoretical assumptions and empirical analysis. Finance & Trade Economics, (9): 95-102. ] | |
[5] | 李怡, 李平. 2018. FDI对中国工业价值链升级影响的异质性考察[J]. 世界经济研究,(5): 37-50, 135-136. |
[Li Y, Li P.2018. A study on heterogeneity impacts of FDI on China industries' value chain upgrading. World Economic Study,(5): 37-50, 135-136. ] | |
[6] | 林桂军, 何武. 2015. 中国装备制造业在全球价值链的地位及升级趋势[J]. 国际贸易问题, (4): 3-15. |
[Lin G J, He W.2015. Position and Upgrading of China's equipment manufacturing industry in global value chain. Journal of International Trade, (4): 3-15. ] | |
[7] | 刘逸. 2018. 战略耦合的研究脉络与问题[J]. 地理研究, 37(7): 1421-1434. |
[Liu Y.2018. Theoretical thread and problems of strategic coupling. Geographical Research, 37(7): 1421-1434. ] | |
[8] |
刘志彪. 2011. 重构国家价值链:转变中国制造业发展方式的思考[J]. 世界经济与政治论坛, (4): 1-14.
doi: 10.3969/j.issn.1007-1369.2011.04.001 |
[Liu Z B.2011. Reconstructing the national value chain: Reflections on changing the development mode of China's manufacturing industry. Forum of World Economics & Politics, (4): 1-14. ]
doi: 10.3969/j.issn.1007-1369.2011.04.001 |
|
[9] | 卢明华, 李国平. 2004. 全球电子信息产业价值链及对我国的启示[J]. 北京大学学报(哲学社会科学版), 41(4): 63-69. |
[Lu M H, Li G P.2004. The development of global electronic and information industrial value-chain and its revelation. Journal of Peking University (Philosophy and Social Sciences), 41(4): 63-69. ] | |
[10] | 宁越敏, 石崧. 2011. 从劳动空间分工到大都市区空间组织 [M]. 北京: 科学出版社. |
[Ning Y M, Shi S.2011. From spatial division of labor to spatial organization in metropolitan areas. Beijing, China: Science Press. ] | |
[11] | 潘峰华, 王缉慈. 2010. 全球化背景下中国手机制造产业的空间格局及其影响因素[J]. 经济地理, 30(4): 608-613. |
[Pan F H, Wang J C.2010. What determines the spatial pattern of the mobile phone industry in China? Economic Geography, 30(4): 608-613. ] | |
[12] | 盛科荣, 张红霞, 佀丹丹. 2018. 基于企业网络视角的城市网络研究进展与展望[J]. 人文地理, 33(2): 11-17. |
[Sheng K R, Zhang H X, Si D D.2018. Progress and prospect of urban networks research through the lens of corporate networks. Human Geography, 33(2): 11-17. ] | |
[13] | 苏灿, 任建兰. 2016. 中国制造业在亚太地区的分工与合作研究综述[J]. 世界地理研究, 25(1): 95-103, 114. |
[Su C, Ren J L.2016. Review of the research on division and cooperation of Chinese manufacturing industry in Asia Pacific region. World Regional Studies, 25(1): 95-103, 114. ] | |
[14] | 王宝平, 徐伟. 2017. 城市网络: 价值链生产的空间组织 [M]. 北京: 科学出版社. |
[Wang B P, Xu W.2017. City network-the spatial organization of value production. Beijing, China: Science Press. ] | |
[15] | 文嫮, 韩笑. 2014. 中间环节市场结构与价值链治理者的决定: 以2G和3G时代中国移动通信产业为例[J]. 中国工业经济, (3): 134-146. |
[Wen H, Han X.2014. The effect of market structure of value chain links to the governor decision-the case of China 2G and 3G mobile communication industry. China Industrial Economics, (3): 134-146. ] | |
[16] |
温晓君. 2013. 中国智能手机产业链研究及赶超之路[J]. 通信技术, 46(8): 131-135.
doi: 10.3969/j.issn.1002-0802.2013.08.038 |
[Wen X J.2013. China's smart phone industry chain and development. Communications Technology, 46(8): 131-135. ]
doi: 10.3969/j.issn.1002-0802.2013.08.038 |
|
[17] |
尹伟华. 2015. 中国制造业参与全球价值链的程度与方式: 基于世界投入产出表的分析[J]. 经济与管理研究, 36(8): 12-20.
doi: 10.3969/j.issn.1000-7636.2015.08.002 |
[Yin W H.2015. The levels and ways of participation in global value chain of Chinese manufacturing: Based on world input-output tables. Research on Economics and Management, 36(8): 12-20. ]
doi: 10.3969/j.issn.1000-7636.2015.08.002 |
|
[18] | 查日升. 2015. 中国参与全球经济治理模式研究: 基于全球价值链治理视角[J]. 宏观经济研究, (5): 9-17. |
[Zha R S.2015. The study of China's participation in global economic governance model: Based on the perspective of global value chain. Macroeconomics, (5): 9-17. ] | |
[19] | 张少军, 刘志彪. 2017. 全球价值链与全球城市网络的交融: 发展中国家的视角[J]. 经济学家, (6): 33-41. |
[Zhang S J, Liu Z B.2017. Blend of global value chain theory and global city network theory: Based on developing countries' perspective. Economist, (6): 33-41. ] | |
[20] |
郑蕾, 刘毅, 刘卫东. 2016. 全球整车及其零部件贸易格局演化特征[J]. 地理科学, 36(5): 662-670.
doi: 10.13249/j.cnki.sgs.2016.05.003 |
[Zheng L, Liu Y, Liu W D.2016. Globalization and regionalization of complete auto's and auto parts'trade. Scientia Geographica Sinica, 36(5): 662-670. ]
doi: 10.13249/j.cnki.sgs.2016.05.003 |
|
[21] |
Agostino M, Giunta A, Nugent J B, et al.2015. The importance of being a capable supplier: Italian industrial firms in global value chains[J]. International Small Business Journal, 33(7): 708-730.
doi: 10.1177/0266242613518358 |
[22] | Coe N, Yeung H W.2015. Global production networks: Theorizing economic development on interconnected world [M]. Oxford: Oxford University Press. |
[23] | Dicken P.1992. Global shift: The internationalization of economic activity [M]. New York: Guilford Press. |
[24] |
Fuller C, Phelps N A.2018. Revisiting the multinational enterprise in global production networks[J]. Journal of Economic Geography, 18(1): 139-161.
doi: 10.1093/jeg/lbx024 |
[25] | Gereffi G, Humphrey J, Kaplinsky R.et al.2001. Introduction: Globalisation, value chains and development[J]. IDS Bulletin, 32(3): 1-8. |
[26] |
Gereffi G, Humphrey J, Sturgeon T.2005. The governance of global value chains[J]. Review of International Political Economy, 12(1): 78-104.
doi: 10.1080/09692290500049805 |
[27] |
Gereffi G, Lee J.2016. Economic and social upgrading in global value chains and industrial clusters: Why governance matters[J]. Journal of Business Ethics, 133(1): 1-14.
doi: 10.1111/j.1540-6237.2010.00753.x |
[28] |
Grimes S, Sun Y.2016. China's evolving role in Apple's global value chain[J]. Area Development & Policy, 1(1): 94-112.
doi: 10.1080/23792949.2016.1149434 |
[29] |
Henderson J, Dicken P, Hess M, et al.2002. Global production networks and the analysis of economic development[J]. Review of International Political Economy, 9(3): 436-464.
doi: 10.1080/09692290210150842 |
[30] |
Krätke S.2017. How manufacturing industries connect cities across the world: Extending research on 'multiple globalizations'[J]. Global Networks, 14(2): 121-147.
doi: 10.1111/glob.12036 |
[31] | Lee J, Gereffi G.2013. The co-evolution of concentration in mobile phone global value chains and its impact on social upgrading in developing countries [R]. Capturing the Gains Working Paper 25. doi: 10.2139/ssrn.2237510. |
[32] | Lee J, Gereffi G, Nathan D.2013. Mobile phones: Who benefits in shifting global value chains? [J]. Social Science Electronic Publishing, 6(1): 1-6. |
[33] |
Porter M E.1985. Technology and competitive advantage[J]. Journal of Business Strategy, 5(3): 60-78.
doi: 10.1108/eb039075 |
[34] |
Rasiah R, Kong X X, Vinanchiarachi J.2011. Moving up in the global value chain in button manufacturing in China[J]. Asia Pacific Business Review, 17(2): 161-174.
doi: 10.1080/13602381.2011.533508 |
[35] |
Sturgeon T J, Kawakami M.2011. Global value chains in the electronics industry: Characteristics, crisis, and upgrading opportunities for firms from developing countries[J]. International Journal of Technological Learning Innovation & Development, 4(1): 120-147.
doi: 10.1504/IJTLID.2011.041902 |
[36] |
Sun Y, Grimes S.2016. China's increasing participation in ICT's global value chain: A firm level analysis[J]. Telecommunications Policy, 40(2-3): 210-224.
doi: 10.1016/j.telpol.2015.06.003 |
[37] |
Wei Y H D, Li J, Ning Y M.2010. Corporate networks, value chains, and spatial organization: A study of the computer industry in China[J]. Urban Geography, 31(8): 1118-1140.
doi: 10.2747/0272-3638.31.8.1118 |
[38] |
Yang C, He C F.2017. Transformation of China's 'world factory': Production relocation and export evolution of the electronics firms[J]. Tijdschrift voor Economische en Sociale Geografie, 108(5): 571-591.
doi: 10.1111/tesg.12222 |
[1] | CHEN Zhuo, LIANG Yi, JIN Fengjun. Simulation of city network accessibility and its influence on regional development pattern in China based on integrated land transport system [J]. PROGRESS IN GEOGRAPHY, 2021, 40(2): 183-193. |
[2] | JIANG Wanbei, LIU Weidong, LIU Zhigao, HAN Mengyao. Inequality and driving forces of energy-related CO2 emissions intensity in China [J]. PROGRESS IN GEOGRAPHY, 2020, 39(9): 1425-1435. |
[3] | HUANG Yingze, QIU Bingwen, HE Yuhua, ZHANG Ke, ZOU Fengli. Optimal elevation interval of rice expansion in Northeast China [J]. PROGRESS IN GEOGRAPHY, 2020, 39(9): 1557-1564. |
[4] | HU Guojian, LU Yuqi. Progress, thoughts, and prospect of urban network research based on enterprise perspective [J]. PROGRESS IN GEOGRAPHY, 2020, 39(9): 1587-1596. |
[5] | FU Zhanhui, MEI Lin, ZHENG Rumin, WANG Tongtong. Spatial differentiation mechanism of urban female employment rate in Northeast China [J]. PROGRESS IN GEOGRAPHY, 2020, 39(8): 1308-1318. |
[6] | ZHU Shengjun, HUANG Yongyuan, HU Xiaohui. Research framework and prospect of industrial value chain upgrading and spatial upgrading based on a multiple scale perspective [J]. PROGRESS IN GEOGRAPHY, 2020, 39(8): 1367-1384. |
[7] | DU Xinru, LU Zi, LI Renjie, DONG Yaqing, GAO Wei. Estimation of time delay cost of hub airports in China, air routes effect and comparison with the United States [J]. PROGRESS IN GEOGRAPHY, 2020, 39(7): 1160-1171. |
[8] | LIU Xiaopeng, CHENG Jing, ZHAO Xiaoyong, MIAO Hong, WEI Jingyi, ZENG Duan, MA Cunxia. Sustainable poverty reduction of China in a view of development geography [J]. PROGRESS IN GEOGRAPHY, 2020, 39(6): 892-901. |
[9] | ZHOU Guohua, ZHANG Rujiao, HE Yanhua, DAI Liuyan, ZHANG Li. Optimization of rural settlements and the governance of rural relative poverty [J]. PROGRESS IN GEOGRAPHY, 2020, 39(6): 902-912. |
[10] | TAN Xuelan, JIANG Lingxiao, WANG Zhenkai, AN Yue, CHEN Min, REN Hui. Rural poverty in China from the perspective of geography: Origin, progress, and prospect [J]. PROGRESS IN GEOGRAPHY, 2020, 39(6): 913-923. |
[11] | GUO Jianke, HOU Yajie, HE Yao. Characteristics of change of the China-Europe port shipping network under the Belt and Road Initiative [J]. PROGRESS IN GEOGRAPHY, 2020, 39(5): 716-726. |
[12] | SUN Na, ZHANG Meiqing. Network structure and evolution characteristics of cities in China based on high-speed railway transport flow [J]. PROGRESS IN GEOGRAPHY, 2020, 39(5): 727-737. |
[13] | DU Delin, WANG Jiaoe, WANG Yi. Market structure and competition of the three major airlines in China [J]. PROGRESS IN GEOGRAPHY, 2020, 39(3): 367-376. |
[14] | DUAN Qianwen, TAN Minghong. Temporal and spatial changes of urban forests in major cities in China and abroad [J]. PROGRESS IN GEOGRAPHY, 2020, 39(3): 410-419. |
[15] | ZHOU Meijun, LI Fei, SHAO Jiaqi, YANG Haijuan. Change characteristics of maize production potential under the background of climate change in China [J]. PROGRESS IN GEOGRAPHY, 2020, 39(3): 443-453. |
|