集成电路是电子信息产业中技术含量最高、附加值最高,同时也是最难实现技术赶超的细分领域。从集成电路全产业链看,美国处于全球领先地位,日本、韩国、中国台湾处于第二梯度且与美国差距较大,欧洲在部分细分领域有垄断能力,中国是全球集成电路产业分工的重要参与者。中美两国都是全球重要的集成电路进出口国,中国对美国有巨大逆差,双边贸易近年来呈下降趋势。中美贸易摩擦在三个方面对中国集成电路产业造成冲击。第一,在中国具有比较优势的中低端环节,美国通过贸易保护政策限制中国制造的进口,同时在其他发展中国家扶持相关产业的发展,进一步加剧国际市场竞争压力。第二,美国利用专利、标准,以及其他非正常手段对中国企业的自主技术研发、全球要素布局和全球市场开拓造成阻挠,严重影响我国追赶步伐。第三,美国通过限制技术转让和核心零部件、高端装备的出口,使我国集成电路与美国保持代际差距,严重影响我国集成电路产业的转型升级。
<<The integrated circuit is the most technologically advanced and value-added field in the electronic information industry,and it is also a segmented area difficult to catch-up in terms of technology. From the perspective of the entire industry chain,the United States is in a leading position,Japan,South Korea,and China’s Tai Wan are in the second group,however with a large gap between them and the United States. Europe has monopoly power in some segments. China is an important player of the global IC industry. Both China and the United States are important import and export countries of IC in the world. China has a huge deficit with the United States,and bilateral trade has shown a downward trend in recent years. Sino-US trade friction has impacted China’s IC industry from three aspects:First,the United States restricts China’s imports through trade protection policies while supporting related industries in other developing countries. Secondly,the United States has used patents,standards,and other irregular means to hinder China’s enterprises from independent technology research and development,global factor layout and global market expansion,seriously undermining China’s catch-up pace. Thirdly,by restricting technology transfer and export of core components and high-end equipment,the United States has left China a generation’s gap to catch up with,therefore badly hindering the transformation and upgrading of China’s integrated circuit industry.
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