摘要
芯片产业的研发合作受复杂因素影响,学术界对其创新模式和创新网络发展方向存在认识分歧,因此全面刻画全球芯片产业创新合作网络的历史脉络、结构特征与动态演变情况,成为重要研究问题。本文以逻辑芯片制程工艺迭代为时间轴线,基于1962—2023年全球专利数据,采用社会网络分析方法,分析芯片产业创新态势,揭示国家和企业角色跃迁特征及合作网络演变规律。研究表明:芯片制程迭代推动产业格局深度分化;国家角色形成“核心—枢纽—边缘”的动态分层,美国主控合作路径,中国借产业崛起实现从边缘到区域枢纽的角色跃迁;头部企业凭借“专利壁垒+生态策略”主导产业竞争,其差异化的创新合作策略与网络结构鲜明反映国家创新特质与战略方向。本文揭示了芯片产业创新及合作的特征演变,并为应对产业技术脱钩风险、优化国家科技创新战略提出相应对策建议。
The research and development cooperation in the chip industry is influenced by complex factors,and there are differences in the academic community s understanding of its innovation model and the development direction of the innovation network.Therefore,comprehensively depicting the historical context,structural characteristics,and dynamic evolution of the global chip industry s innovation cooperation network has become an important research issue.This paper takes the iterative process of logic chip manufacturing technology as the time axis and,based on global patent data from 1962 to 2023,uses social network analysis methods to analyze the innovation trend of the chip industry,revealing the role transition characteristics of countries and enterprises and the evolution laws of the cooperation network.The research shows that the iterative process of chip manufacturing technology has deeply differentiated the industrial landscape;the role of countries has formed a dynamic stratification of“core-hub-periphery”,with the United States controlling the cooperation path,and China achieving a role transition from periphery to regional hub through the rise of the industry;leading enterprises dominate the industry competition by relying on“patent barriers+ecosystem strategies”,and their differentiated innovation cooperation strategies and network structures clearly reflect the national innovation characteristics and strategic directions.This paper reveals the evolution of the characteristics of innovation and cooperation in the chip industry and proposes corresponding countermeasures and suggestions for responding to the risk of industrial technology decoupling and optimizing the national science and technology innovation strategy.
作者
熊焰
李祥宇
胡锴
Xiong Yan;Li Xiangyu;Hu Kai(School of Economics and Management,Shanghai Institute of Technology,Shanghai 200235,China)
出处
《中国科技论坛》
北大核心
2025年第12期177-188,共12页
Forum on Science and Technology in China
基金
国家自然科学基金面上项目“逆全球化下在华跨国公司创新网络脱嵌:形成演化、影响机制与应对策略”(72474135)。
关键词
逻辑芯片
创新网络
社会网络分析
专利合作
Logic chip
Innovation network
Social network analysis
Patent cooperation
