中国集成电路产业“三链”融合:理论逻辑、现状与思路

Three-chain Integration of China’s IC Industry:Theoretical Logic,Current Situation,and Ideas

产业链、创新链、价值链“三链”融合,是集成电路产业整合产学研用力量,提升产业关键技术研发能力的有效途径。受生物领域“三螺旋”结构启发,本文以集成电路产业“三链”融合为研究对象,分析“三链”融合的理论逻辑,利用复合系统协同度模型量化分析2011—2020年中国集成电路产业链与创新链的协同度,发现产业链与创新链较低。价值链是产业链与创新链互动的结果,在此基础上分析中国集成电路产业重要细分行业“三链”融合发展现状,得出中国集成电路“三链”融合还有不少断链环节、在价值链较高环节与发达经济体差距明显的结论。对此,本文从创建覆盖全链条的创新联合体、进一步加大税收支持力度、进一步融入国际分工体系和全面提升产业“三链”核心环节四方面提出“三链”融合思路。

Integrating the industry chain,the innovation chain and the value chain is an effective way to strengthen the power of production,education,research and application,and improve the R&D capability of key industrial technologies in China’s integrated circuit(IC)industry.Taking the three-chain integration in the IC industry as the research object,inspired by the triple helix structure in biology,this paper analyzes the theoretical logic of three-chain integration.Then,it uses the composite system synergy model to analyze the synergy between the industry chain and the innovation chain from 2011 to 2020,and quantifies the low integration of both chains.As the value chain is the result of the interaction between the industrial chain and the innovation chain,after analyzing the integration of important sub-industries in the IC industry,it is concluded that there are still broken links in the integration,as well as the significant gap between China and developed economies in higher links of the value chain.Therefore,this paper proposes some three-chain integration ideas from four aspects:creating an innovation consortium that covers the whole chain,further increasing tax support,integrating into the international division of labor system,and comprehensively upgrading core links.