逆全球化背景下智能手机产业链变化趋势分析

Analysis of the Changing Trend of Smart Phone Industry Chain under the Background of Anti-Globalization

随着自由贸易理念边缘化与全球经济持续结构性低迷,西方保守倾向与国家主义频频抬头,逆全球化趋势正不断朝着不可逆转的方向发展。智能手机是满足消费者日常生活的电子设备,是人们生活的重要组成部分,智能手机产业链包括上游原材料、中游零部件设计研发与生产制造、下游模组/组装环节。当前,智能手机产业链全球化程度较高,主要形成东亚/东南亚/南亚制造+亚欧美研发+全球销售的全球化布局。逆全球化发展趋势下,西方发达国家制造业回流的需求与国家主义增强,全球智能手机产业链会有何变化?本文从逆全球化发展及全球智能手机产业链展开叙述,分析逆全球化背景下智能手机产业链的变化趋势。

With the marginalization of the concept of free trade and the continuous structural downturn of the global economy,the conservative tendency and nationalism of the West are frequently rising,and the trend of anti-globalization is constantly developing in an irreversible direction.Smartphones are electronic devices that meet consumers’daily lives and are an important part of people’s lives.The smartphone industry chain includes upstream raw materials,midstream component design,R&D and manufacturing,and downstream module/assembly links.At present,the global smartphone industry chain has a high degree of globalization,mainly forming a global layout of East Asia/Southeast Asia/South Asia manufacturing+Asia,Europe and the United States R&D+and global sales.Under the development trend of anti-globalization,the demand for the return of manufacturing in Western developed countries and nationalism have increased,what changes will occur in the global smartphone industry chain?This paper describes the development of antiglobalization and the global smartphone industry chain,and analyzes the changing trend of the smartphone industry chain under the background of anti-globalization.