CAJ | 학술논문

发展中国家的模块供应商通常会出现所谓的价值链“低端锁定”现象，直接影响相关企业在全球分工协作网络中的收益，也影响发展中国家的产业升级。基于模块分割的最优数量决定理论．本文认为发达国家较高的技术潜力导致了系统集成商所需的较为精细化的模块系统．对于发展中国家较低技术潜力的模块供应商意味着模块的过度分割，导致发展中国家模块供应商在产业价值链上的“低端锁定”：本文通过构建基于技术势能的技术集聚效应模型．分析不同层次模块再集成的运作机理，考察模块化系统中模块规模与边界的变化。从专业化分工视角讨论“低端锁定”成因并提出相关企业的突破路径，为发展中国家模块供应商通过再集成破解“低端锁定”的陷阱提供理论支持。
발전중국가적모괴공응상통상회출현소위적개치련“저단쇄정”현상，직접영향상관기업재전구분공협작망락중적수익，야영향발전중국가적산업승급。기우모괴분할적최우수량결정이론．본문인위발체국가교고적기술잠력도치료계통집성상소수적교위정세화적모괴계통．대우발전중국가교저기술잠력적모괴공응상의미착모괴적과도분할，도치발전중국가모괴공응상재산업개치련상적“저단쇄정”：본문통과구건기우기술세능적기술집취효응모형．분석불동층차모괴재집성적운작궤리，고찰모괴화계통중모괴규모여변계적변화。종전업화분공시각토론“저단쇄정”성인병제출상관기업적돌파로경，위발전중국가모괴공응상통과재집성파해“저단쇄정”적함정제공이론지지。
The so-called ＂low-end locked＂ of the value chain often appears on module suppliers in developing countries, which directly affects the revenue shares of enterprises in the global collaborative network and the national industrial upgrade. Based on the optimal quantity of module split theory, this paper holds that the higher technology potentiality in developed countries leads to the more refined module system needed by system integrators while it means excessive segmentation for the module providers who just have the lower technology potentiality in developing countries, whereby this finally causes ＂low-end locked＂ on the industry value chain of enterprises in the developing countries. The different types of module reintegration and its mechanism are analyzed in this paper based on the technical potentiality model produced by the technology cluster effect to monitors the changes in module size and boundary in the system, and the breakthrough path for module suppliers is figured out from the perspective of specialization. Also, this paper provides the theoretical support for module suppliers to break through ＂low-end locked＂.