中國大陸崛起與東亞科技產業 版圖變遷

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中國大陸崛起與東亞科技產業 版圖變遷. 中華經濟研究院 陳信宏 國際所所長. 簡報大綱. 一、前言 二、對區域經濟發展的一些預測與看法 三、幾個中國的突出進展 四、中國中長期科技發展策略 五、轉變中的現況與可能的發展方向 六、台灣未來方向的思考. 一、前言. 未來 10 年亞洲國家 GDP 與人均 GDP 發展趨勢. 假設: 台灣 20018-2 年年經濟成長率為 5% 。 資料來源: Asian Demographics ( 2005 ). 中國每人平均 GDP 與總研發支出之區域分佈. 一、前言 (續). - PowerPoint PPT Presentation

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  • *

  • *10GDPGDP20018-25%Asian Demographics2005

    200420092014(M)GDP US$bnGDP(M)GDP US$bnGDP(M)GDP US$bn GDP20.1605.930,14421.1677.832,12322758.234,4641299.81600.71,2311336.72527.31,8911374.63990.22,903223.8257.11,149239.9456.81,904257.1811.63,157127.34663.936,637127.45367.642,132127.46177.548,48925.5115.24,51827.8160.55,77330.4223.67,3554.195.723,3414.3109.725,5124.5125.827,95686.286.41,00294.3134.31,424103.1208.62,0234.2103.424,6194.4138.631,5004.5185.641,24448.2665.413,80549.41100.822,28350.61821.235,99222.7306.413,49823.2450.519,41823.8662.427,83282.644.353688.363.672094.491.3967

  • *GDP

  • *2015Key issues/

  • *196019851995-19972001-2003Flying-Geese patternBamboo CapitalismLily-Pad patternSamsung Economic Research Institute (2006).(decomposition)

  • *Actual or Potential Lily Pad type Clusters in East AsiaSamsung Economic Research Institute (2006).

  • *UN Population Statistics. Andrew Sheng (2006) The Asian Network Economy in the 21st Century.

  • *OECD2005PPP1,13220061,3631,3002005R&D/GDP1.4%2001-0490% OECDGERD(million current PPP$)

    200020012002200320042005200698804.1104112.0108248.1112935.4118026.3123391.4129000.4267767.5277820.2276260.2292437.4312535.4324975.2337910.2EU-15175885.1187531.3197755.2202538.9212323.1222579.9233332.344777.152417.665154.276890.893992.0113170.2136261.551543.253279.255673.557455.459115.061176.863310.52001-20045.44.04.34.54.54.53.8-0.65.96.94.03.9EU-156.65.52.44.84.817.124.318.022.220.420.43.44.53.22.93.53.5

  • *UNCTADUNEIU(2005-2009) UN12(non-equity R&D collaboration)132006R&D

  • *TD-SCDMAWAPIEVD

  • *1.2./3./4.5.6.7.8.

  • *BOPanchorenclavecorporate mandates

  • *

  • *1998 5.5 2006 9.5 20105

    Economist Intelligence Unit2005

    19941999200420092014GDP (US$ bn)244.3286.5306.4450.5662.4542.5991.41600.72527.33990.2/2.22 3.46 5.22 5.61 6.02 Personal disposable income (US$ bn)162177.2226.2323.5462.6268.3528.4857.61356.52145.7/1.66 2.98 3.79 4.19 4.64 Personal disposable income (PPP) (US$ bn)214.6282.8402.3562.77871339.32188.53868.76642.511404.9/6.24 7.74 9.62 11.80 14.49 Number of households earning more than US$10,000 p.a. (1,000)5160.158316732.77747.38527.9315.91252.84037.31176534283.9/0.06 0.21 0.60 1.52 4.02

  • *

    1980s1990s1990sPCNB//ICICTFT LCD

  • *

    %GDPTaiwan Statistical Data Book, 2007

    GDP2001-2.17-4.630.410.07-4.71-0.402.46-4.14-6.6020024.642.501.620.290.210.392.135.353.2120033.501.710.900.080.320.401.795.523.7320046.157.082.66-0.073.580.91-0.938.179.1020054.071.331.620.120.03-0.442.744.651.9220064.681.050.84-0.030.200.043.636.542.91

  • *20

  • *BOPlead market de-linked

  • *BOP

  • *198090

  • *1990

  • * Lily-Pad pattern

  • *

    HK

  • *(GDP)(/)Lily-Pad pattern()Decoupling of R&D and manufacturing in terms of location(adaptive R&D)vs./technology recipient late-adopter(early stage)

  • (-) //*

  • *

    200520062007(1~10)200520062007(1~11)0.670.540.470.960.740.660.220.180.180.270.240.254.294.444.545.105.035.865.825.395.567.427.107.740.380.350.340.480.420.400.130.130.100.150.130.115.214.313.775.975.264.810.310.210.180.270.230.190.500.490.430.630.620.598.458.218.1710.3110.7211.4722.3022.9922.9825.7128.0426.855.184.674.586.756.376.315.425.735.224.764.865.7719.5720.6321.605.534.413.720.290.320.270.290.290.272.682.853.013.683.293.276.106.907.917.238.207.880.610.530.500.650.580.551.020.890.720.920.790.7510.8510.249.476.426.837.35

  • 20012004*

  • GDPGNPGNI*GNIGDP+

    GDP (%) GNP GNP(%) GNI GNI (%) 2000 5.77 102,205 -502101,703 4.05 2001 -2.17 100,542 -1.63 0100,542 -1.14 2002 4.64 105,624 5.05 88105,713 5.14 2003 3.50 110,109 4.25 -1,322 108,787 2.91 2004 6.15 117,060 6.31 -4,405 112,655 3.56 2005 4.07 120,812 3.21 -6,390 114,422 1.57 2006 4.68 126,649 4.83 -8,924 117,725 2.89

  • *EUROPEASIAN. AMERICAS. AMERICAOCEANIAAFRICASpringboard to EU gateway for EUSpringboard to EU EU as a HinterlandHub in Northeast Asialeapfrog the regiona First World oasis in a Third World regiongateway for ChinaHK

  • * CEPA

    //

  • *()()()(LCD)(IC LCD )()(IC)

  • *()brain diversionVC

  • *ICICICIC ICIC

  • *once-and-for-allcentral lab.

  • *()200672438.2%32%31%16%

  • *vs.vs.12+3(4)3Testbed()B2B2C:() totoG--B2B2C:() toto

  • *(2005)200555(2004)BP2004

  • *www.minebea.co.jp/ICSFiles/afieldfile/2006/02/27/a1999_10_11.pdf(2008/2/23)

  • ITGDPGDPGDP*

  • (CoPS)*Ren and Yeo (2006)

  • *

  • *20052007

  • *Source: The Economist Intelligence Unzit survey, 2004. UNCTAD20052005-2009

    Chart6

    0.39

    0.29

    0.28

    0.24

    0.19

    0.11

    0.1

    0.09

    0.09

    0.08

    In which country will your company spend the most on R&D over the next 3 years?

    Acr41

    In which country will your company spend the most on R&D over the next 3 years?

    % Respondents

    1China39%

    2U.S.29%

    3India28%

    4UK24%

    5Germany19%

    6Brazil11%

    7Japan10%

    8France9%

    9Italy9%

    10Czech Republic8%

    Source: The Economist Intelligence Unit survey, 2004.

    Acr41

    In which country will your company spend the most on R&D over the next 3 years?

    Acr3B

    Source of R&D Funds

    CountryIndustryGovernmentAcademia OtherFunds from abroad

    Austria42%37%0%22%100.00%

    UK47%27%6%21%100.00%

    Belgium64%21%3%12%100.00%

    Malaysia52%32%5%12%100.00%

    Netherlands52%36%1%11%100.00%

    Hungary30%59%1%10%100.00%

    Russia31%60%1%9%100.00%

    France52%38%2%8%100.00%

    Canada46%25%21%8%100.50%

    Denmark62%28%3%8%38.40%

    Singapore50%42%1%7%100.00%

    Norway52%40%1%7%100.00%

    South Africa50%33%10%7%99.90%

    Spain49%39%5%7%100.00%

    Italy43%51%6%100.00%

    Ireland67%25%2%6%100.00%

    Portugal32%61%2%5%100.00%

    Poland31%61%3%5%100.00%

    Switzerland69%23%3%4%100.00%

    Sweden72%21%4%3%100.00%

    Australia46%46%5%3%100.10%

    Finland70%26%1%3%100.00%

    Israel70%25%3%3%100.00%

    China (Mainland)58%33%6%3%100.00%

    Germany65%32%0%2%100.00%

    Turkey41%51%7%1%100.00%

    Mexico31%61%7%1%100.00%

    Japan74%18%8%0%100.00%

    Korea (S)74%24%2%0%100.00%

    Brazil38%60%2%100.00%

    India23%75%2%100.00%

    U.S.61%31%7%99.80%

    Source: R&D Magazine, Battelle, UNESCO

    Source: The Economist Intelligence Unit survey, 2004.

    Acr3B

    Source: R&D Magazine, Battelle, UNESCO

    Industry

    Government

    Academia Other

    Funds from abroad

    Source of R&D Funds

    selctAcr3B

    Source of R&D Funds

    CountryIndustryGovernmentAcademia OtherFunds from abroad

    UK47%27%6%20.50%100.00%

    1Malaysia52%32%5%11.50%100.00%

    1Singapore50%42%1%7.20%100.00%

    1Australia46%46%5%3.30%100.10%

    1China (Mainland)58%33%6%2.70%100.00%

    1Japan74%18%8%0.40%100.00%

    1Korea (S)74%24%2%0.40%100.00%

    2Netherlands52%36%1%11.00%100.00%

    2Ireland67%25%2%6.00%100.00%

    2Sweden72%21%4%3.40%100.00%

    2Finland70%26%1%3.10%100.00%

    2Israel70%25%3%2.80%100.00%

    3Hungary30%59%1%10.40%100.00%

    3Russia31%60%1%9.00%100.00%

    3Poland31%61%3%4.80%100.00%

    Source: R&D Magazine, Battelle, UNESCO

    selctAcr3B

    Source: R&D Magazine, Battelle, UNESCO

    Industry

    Government

    Academia Other

    Funds from abroad

    Source of R&D Funds, 2005

  • *2006R&DTo explore new products for the Chinese market, To modify products for the Chinese marketTo explore new products for world marketR&D

  • *2006()R&DApplied R., Exploration of new products, techniquesFundamental researchTechnology service and support (products testing)Improvement of products, equipments or techniques

  • *2006~20202006-102011-202021-50

  • *2120%lead market?20032004

    5610156637766499281991522612042339

  • *

  • *()Ex: ASMLIBMEx: Tier 1Ex: 18Ex: WiMax

  • *1980

    ()198023121637480047711990791858931323412034200014519108882531923019200616030183732767929474(%)19801.25.23.83.519901.72.41.31.8200034.14.93.120063.93.54.82.7

    ****