Studies in Science of Science ›› 2024, Vol. 42 ›› Issue (12): 2497-2508.

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Large-scale Demand and Chip Industry Breakthrough Path ——Analysis based on Innovation Network of Zhuhai Chip Industry

  

  • Received:2023-10-30 Revised:2024-02-09 Online:2024-12-15 Published:2024-12-15

规模化需求与芯片产业升级路径———基于珠海芯片产业创新网络的分析

刘刚1,李依菲2   

  1. 1. 南开经济研究所
    2. 南开大学经济学院
  • 通讯作者: 李依菲
  • 基金资助:
    2023年中国工程院战略研究与咨询项目“场景驱动的人工智能技术升级和产业发展”

Abstract: Currently, there is volatility in the global chip industry supply chain. Accelerating the realization of R&D breakthroughs and iterative application of chip technology is crucial for promoting the development of China's chip industry.It is crucial for gaining the initiative in the great power game as well. The chip industry of Zhuhai has successfully explored a bottom-up market-oriented innovation path by focusing on large-scale market demand. It is worthwhile to study the chip industry of Zhuhai as a typical case. Based on the method of complex network analysis, this paper analyzes the evolution path and network structure of the innovation network of Zhuhai Chip Industry. The study shows that market-oriented innovation is a feasible path for the development of China's chip industry.The biggest advantage of market-oriented innovation is that it forms a positive feedback loop of the innovation network by activating innovation consciousness and scientific research enthusiasm of enterprises . Through the innovation closed loop of "market demand - technology upgrading - large-scale application - continuous innovation", industrial innovation and key core technology breakthroughs will be driven. While obtaining the competitive advantage of the industry, the market-oriented innovation network provides assistance for the construction of national independently controllable technology system. It is necessary to make full use of the advantages of China's super-large-scale market to promote collaborative innovation among multiple innovation subjects, with scale application as the pull. Thus, the innovation cycle of basic research, technology development and large-scale application will be realized. The policy recommendations of this paper are as follows: Firstly, in the process of strategic industry development, it is necessary to pay attention to the role of large-scale consumer market. By tapping into the potential consumer market, enterprises' awareness of innovation in cutting-edge fields will be enhanced. At present, China has the advantages of a good foundation for artificial intelligence, rich application scenarios, and strong market demand for intelligent products. It forms a large-scale demand for intelligent chips. Enterprises can focus on the vertical fields that have formed large-scale market demand, such as intelligent networked automobile, intelligent equipment and smart home. On the basis of the state-owned mature process, develop and produce edge-side smart chips. Thus seizing the smart chip market and realizing lane-changing in niche areas. Secondly, The government should prudently decide the timing of entry of public resource elements, so as to fully activate the innovation consciousness of enterprises. During the exploration period of innovation, enterprises should be given sufficient autonomy and inclusiveness. Unreasonable allocation of innovative resource elements due to perturbations in the external environment should be avoided. When the enterprise achieves a comparative advantage in a segment, the government may provide targeted support for R&D investment and reward R&D achievements if necessary.The introduction of public resource elements can provide auxiliary support for subsequent key core technology research and development.Thirdly, expanding the range of participants in basic research. In the era of artificial intelligence, scientific theories and engineering technologies tend to converge, iterations continue to accelerate. Leading technology enterprises are able to play an important role in the autonomous and controllable technology system. It is necessary to coordinate leading enterprises, universities, research institutions and other parties to carry out collaborative innovation in basic research.

摘要: 全球芯片供应链波动背景下,加快实现芯片技术的研发突破与迭代应用,对于推动我国芯片产业发展乃至获得大国博弈主动权至关重要。区别于使命导向型创新,珠海市芯片产业聚焦规模化市场需求成功探索出一条自下而上的市场导向型创新路径。研究基于复杂网络分析方法,以珠海市芯片产业为典型案例,对创新网络的演化路径以及网络结构进行分析和测度。研究表明,市场导向型创新的最大优势在于通过激活企业创新主动性以及科技攻关积极性,形成了创新网络的正反馈循环。在获取产业竞争优势的同时,为国家自主可控技术体系建设提供支撑。研究建议,战略性产业发展过程中同样需要重视规模化消费市场的牵引作用,审慎决定公共资源要素入场时机,充分激活企业创新意识。鼓励科技领军企业开展关键和核心技术自研工作,并通过设立创新联合体等形式与大学及科研院所开展基础研究领域的合作,最大限度发挥市场导向型创新的作用。