摘要
提升中国集成电路产业链韧性和安全,是保障数字智能时代我国经济安全和国家安全的基础。在总结全球集成电路产业链发展新态势的基础上发现,美国以安全之名对全球集成电路产业实施“长臂管辖”并强化本国制造能力,全球集成电路产业进入前所未有的动荡期,加之美国对华“脱钩”和联合盟友孤立中国,中国集成电路产业面临严峻的断链和断供风险,集成电路产业的周期性波动进一步加剧了竞争风险。但是,着眼于科技自立自强和前沿技术突破,中国集成电路产业链上的技术和产品加速突破,有效地缓解了外部力量的影响,产业链的韧性和安全得到有效缓解。未来,在美国进一步强化“脱钩”威胁、全行业在人工智能牵引下加快复苏、国内技术实力和设备材料限制下,提升中国集成电路产业链韧性和安全需要发挥国家的主动行为能力强化政策供给,大力推动先进制程突破和成熟制程产能扩张,以长期的战略部署引领产业创新发展,加速“划时代产品”培育以及产业生态的建设,保障极端条件下的安全运行,驱动产业的高水平安全和高质量发展,构建数字智能时代的国家竞争优势。
Improving the resilience and security of China's integrated circuit(IC)industry chain is the basis for ensuring China's economic security and national security in the era of digital intelligence.On the basis of summarizing the new development trend of the global IC industry chain,it was found that the United States exercises“long-arm jurisdiction”over the global IC industry and strengthens its own manufacturing capabilities under the name of security,leading the IC industry into an unprecedented period of turmoil.Coupled with the U.S.“decoupling”and isolate China from its allies.China's IC industry faces unprecedented risks,and the new industrial cycle's downturn phase further intensifies the competitive risks.However,China's acceleration in technological and product breakthroughs in the IC industry has effectively mitigated the impact of external forces,and the resilience and security of China's IC industry have been effectively alleviated by enforcing technological independence and breakthroughs in cutting-edge technologies.In the future,enhancing the resilience and security of China's IC industry chain and building a national competitive advantage not only requires the active capability of the nation to strengthen policy supply,but also the advanced chips breakthroughs and mature chips capacity expansion,long-term strategic deployment,cultivation of“epoch-making products”and the construction of industrial ecology,safe operation under extreme conditions,and construction of the industrial ecosystem are necessary to drive the high-level security and high-quality development of the IC industry.
作者
李先军
龙雪洋
Li Xianjun;Long Xueyang(Institute of Industrial Economics,Chinese Academy of Social Sciences,Beijing 100006,China;China Mobile International Limited,Beijing 100140,China)
出处
《技术经济》
北大核心
2024年第7期18-27,共10页
Journal of Technology Economics
基金
国家社会科学基金重大项目“智能制造关键核心技术国产替代战略与政策研究”(21&ZD132)
中国社会科学院习近平新时代中国特色社会主义思想研究中心2024年度重点项目“新发展格局下统筹内生创新和应对外部冲击的政策框架:理论和经验”(2024XYZD02)
中国社会科学院登峰战略企业管理优势学科建设项目(DF2023YS25)。
关键词
集成电路产业
产业链
韧性
安全
IC industry
industrial chain
resilience
security
