我国集成电路产业发展中的“内卷化”研究与应对建议

Research and suggestions on"involution"in the development of China's integrated circuit industry

集成电路产业作为数字经济时代的基础底座技术,既是大国竞争的战略焦点,也是我国加快发展新质生产力的关键所在。然而面对外部挑战,我国集成电路产业出现一定程度的产业内卷化倾向。规避产业内卷,是中国集成电路产业高质量发展必须正视和研究解决的重大问题。本文从产业内卷的定义与内涵入手,梳理了当前我国集成电路产业各细分领域内卷化的情况,初步分析了产生内卷的原因,并从产业要素内耗、资金投入效率、企业竞争力等方面分析了产业内卷化带来的负面影响,最后给出相关应对建议。

As the basic base technology in the digital economy era,the integrated circuit industry is not only the strategic focus of competition among major powers,but also the key to my country's accelerated development of new productive forces.However,However,facing external challenges,China's integrated circuit industry has shown a certain degree of industrial involution.Avoiding industrial involution is a major issue that must be faced up to and addressed in the high-quality development of China's integrated circuit industry.This article starts from the definition and connotation of industrial involution,sorts out the involution situation of various subdivisions of China's integrated circuit industry,preliminarily analyzes the reasons for involution.The negative impact of industrial involution is analyzed from the aspects of internal consumption of industrial factors,capital investment efficiency,and corporate competitiveness,and finally relevant countermeasures are given.