《日美半导体协议》冲击下的日本半导体产业发展研究——基于日本高科技企业经营业绩的分析

The Development of Japanese Semiconductor Industry under the Impact of “Japan-U.SSemiconductor Agreement”:An Analysis Based on the Operating Performance of Japanese High-tech Enterprises

自20世纪70年代末,在"本政府的支持下,"本半导体产业实现跨越式发展,进而引发"美间的半导体摩擦。美国采取限制进口、阻碍"本引入先进技术等措施抑制"本半导体产业发展,"美两国还于1986年签订了《"美半导体协议》。通过分析"本高科技企业经营业绩的微观数据发现:《"美半导体协议》在短期内对"本半导体企业的营业收入、净利润及净资产收益率等企业竞争力指标产生了负面影响;"本半导体企业通过调整生产经营方式、合理布局产业链、调整经营结构、加强自主创新等方式,在中期内一定程度改善了企业的生产经营状况,但"本半导体产业的持续发展受到阻碍。在中美经贸摩擦严峻的背景下,中国的高科技企业或可从中获得启示。

In the late 1970s,supported by Japanese government,Japanese semiconductor industry achieved impressive development,which led to the rise of trade friction of semiconductor industries between Japan and the USUSgovernment attempts to contain the development of the Japanese semiconductor industry by restricting imports from Japan and introduction of advanced technologies to JapanThe “Japan-USSemiconductor Agreement” was signed in 1986By analyzing the micro data of Japanese high-tech companies,it is found that the agreement had a negative impact on the competitiveness indicators of Japanese enterprises such as operating income,net profit and return of net assets in the short termHowever,Japanese enterprises have improved their production and operation conditions in the medium term by adjusting production and operation models,rationalizing the industrial chain,adjusting the management structure and promoting technological innovationIn the context of China-USeconomic and trade frictions,China’s high-tech enterprises can draw lessons from the Japanese cases.