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中國電子產(chǎn)業(yè)轉(zhuǎn)型將利好東南亞

China's Electronics Industrial Transformation to Benefit Southeast Asia

放大字體??縮小字體 ??來源:FT中文網(wǎng)??瀏覽次數(shù):1916
核心提示:自中國在2001年加入世貿(mào)組織(WTO)后,,這個亞洲最大經(jīng)濟(jì)體的電子產(chǎn)品與零部件制造商出現(xiàn)了火箭式增長,。
自中國在2001年加入世貿(mào)組織(WTO)后,這個亞洲最大經(jīng)濟(jì)體的電子產(chǎn)品與零部件制造商出現(xiàn)了火箭式增長,。

2003年,,中國成為全球最大的電子產(chǎn)品出口國,。從2001年到2003年,其全球市場份額從6%躥升至28%,。長期以來,,中國的東南亞鄰國一直擔(dān)心,隨著高端企業(yè)將廠房遷至中國,中國電子產(chǎn)業(yè)的繁榮意味著本國電子產(chǎn)業(yè)將不可避免地受到侵蝕,。

不過,,根據(jù)經(jīng)濟(jì)學(xué)家羅納德•曼(Ronald Man)說法,中期前景比他們想象得要樂觀一些,。

首先,,中國增加的市場份額主要是從美國、日本和歐洲企業(yè)手中奪過來的,。亞洲其他國家的市場份額增長率僅次于中國——具體情況可以參看附圖,。


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而展望未來,中國正試圖轉(zhuǎn)型生產(chǎn)高端電子產(chǎn)品——這方面聯(lián)想(Lenovo),、中興(ZTE)和華為(Huawei)走在了前面,。然而即便如此,許多討論中的轉(zhuǎn)型也需要好幾年時間,。

不過,,中國向高利潤率產(chǎn)品的轉(zhuǎn)型也會帶來額外好處。對于那些經(jīng)濟(jì)結(jié)構(gòu)和中國類似的國家——至少勞動力狀況與中國類似的國家——來說,,它們將能填補中國轉(zhuǎn)型留下的空白,。

比如,對于工廠的選址來說,,印尼和越南將被證明更為經(jīng)濟(jì),。此外,匯豐銀行還聲稱,,考慮到泰國較低的人均GDP,,該國也可能成為另一個中國產(chǎn)業(yè)轉(zhuǎn)型的受益者。(中國進(jìn)出口網(wǎng)

Since China joined the World Trade Organization (WTO) in 2001, the electronic products and parts manufacturers in Asia's largest economy have grown rapidly.

In 2003, China became the world's largest exporter of electronic products. From 2001 to 2003, China’s global market share jumped from 6% to 28%. For a long time, China's neighbors in Southeast Asian have been worried that with the high-end enterprise plant moving to China, China's electronics industry boom means domestic electronics industry will inevitably be eroded.

However, according to economist Ronald Man, medium-term prospects is more optimistic than that they imagined.

First, China's increasing market share is mainly from the United States, Japan and European companies. Market share growth rate of other Asian countries are following China - the case can be found in the attached drawings.


Looking ahead, China is trying transition the production of high-end electronic products - in this respect Lenovo, ZTE and Huawei are trying. Even though it must take several years to transit.





However, the transition to higher-margin products in China will bring additional benefits. For those countries with similar economic structures to China - at least with the similar labor force status to China - they will be able to fill the gap left by China's transformation.

For example, for a site for the plant, it will prove Indonesia and Vietnam more economical. In addition, HSBC also claimed that, Thailand’s AGDP is lower and Thailand could become another beneficiary in Chinese industrial transformation.
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