China's evolving role in Apple's global value chain

摘要

基于苹果公司公布的其2015年供应商及其子公司名录，本文分析了作为世界顶级技术公司之一的苹果公 司及其核心和非核心供应商网络如何日益嵌入到中国的信息通讯技术全球价值链中。通过在地图上描绘 苹果公司在全球和中国境内的供应链网络，本文探讨了苹果公司供应商不断融入中国信息通讯技术全球 价值链对中国和中国公司的影响。通过研究苹果公司供应商的外包和离岸外包的地理分布，本文区分出 了生成和消费知识产权的区位，并提出了像中国这样的后发国家，要实现在技术自主和从全球价值链融 合中获益二者之间的最佳平衡所面临的特殊挑战。%Using Apple's 2015 published list of supplier companies and their subsidiaries, this paper analyses how one of the world's most significant lead technology companies and its network of core and non-core suppliers have become increasingly embedded in China's information and communications technology (ICT) global value chain. By mapping both the global networks and the networks within China of Apple's supply chain, this paper provides insights into the significance for China and for Chinese companies of its increased integration in the ICT global value chain (GVC). By examining the geography of outsourcing and offshoring by Apple's suppliers, it distinguishes between locations where intellectual property is being generated and consumed and refers to the particular challenges faced by a latecomer country such as China in achieving the best balance between technology autonomy and benefiting from GVC integration.