摘要
本文节选并缩写自一篇有关中国TFT-LCD工业发展的研究报告(原文长达14万字)。TFT-LC0(液晶显示器)是一个新兴的高技术工业,其历史不过二十年,但发展速度极快,销售规模己直逼半导体工业。它的崛起导致了平板显示器对CRT显像管的全面替代,也使规模庞大的中国彩电工业遭遇技术替代危机,中国发展这个工业的必要性已获广泛共识。通过考察分析这个工业的全球发展史以及以京东方为代表的中国企业进入这个工业的历程,特别是通过分析最近"液晶热"的来龙去脉,本文从中国产业升级和经济转型的角度,概括出发展TFT-LCD工业的问题对于思考中国技术政策和产业政策的教训:第一,产业升级和经济转型要求采取有利于自主学习和创新的技术政策;第二,产业政策的核心是支持中国竞争性企业的成长;第三,产业升级和经济转型需要政府发挥积极的战略性作用;第四,领导经济转型和产业升级要求政府能力的成长。
This article is an excerpt from a research report on the development of China' s TFT-LCD industry. TFT-LCD is an emerging high-tech industry with a short history of about 20 years,but it has been growing fast and the scale of its global sales is approaching that of semi-conductor industry.Its rise has led to the substitution of flat display panel for the CRT tube,and plunged China' s color TV assembly industry into a crisis of technology substitution.The necessity of developing this industry has been widely acknowledged in China. By examining the global history of TFT-LCD industry and Chinese firms that have entered the industry represented by BOE,especially by analyzing the context of the recent'crystal fever'in China,this article,from the perspective of China' s industrial upgrading and economic restructuring,summarizes the lessons for reassessing China' s technology and industrial policies:First,industry upgrading and economic restructuring require adopting technology policies that facilitate indigenous technological learning and innovation.Second,the core of industrial policy is to support growth of indigenous competitive enterprises.Third,the government needs to play an active strategic role to facilitate industrial upgrading and economic restructuring.Fourth,it is necessary for the government to rebuild and enhance its capacity in leading economic restructuring and industrial upgrading.
出处
《国际经济评论》
CSSCI
北大核心
2010年第5期23-47,共25页
International Economic Review
基金
国家信息化专家咨询委员会研究课题《消费电子产业发展趋势和振兴战略研究》的成果
