IDEAS home Printed from https://ideas.repec.org/a/ksa/szemle/2168.html
   My bibliography  Save this article

Kiszervezési stratégiák és tanulási hatás a félvezetőiparban
[Outsourcing strategies and the learning effect in the semiconductor industry]

Author

Listed:
  • Vasvári, Tamás
  • Hauck, Zsuzsanna
  • Longauer, Dóra

Abstract

A termelés kiszervezése, más országokba áthelyezése számos iparág sajátossága, aminek hátterében többnyire költségoptimalizálási megfontolások állnak. A saját termelés mellett szóló egyik legfőbb érv a tanulási hatásból eredő haszon. A vállalati tanulás azonban lassú folyamat, így a gyártás kiszervezéséből származó rövid távú előnyök felülírhatják a termelékenységi tudás felhalmozódásának hosszú távú hasznait. A félvezetőipar - mindamellett, hogy saját gyártáson és kiszervezésen alapuló modellekre egyaránt nyújt példát - kulcsfontosságú szerepre tett szert a koronavírus-járvány kitörése óta, mivel a csiphiány számos ágazatban lelassította vagy akár meg is bénította a termelést. Tanulmányunkban egy vállalat kiszervezési döntését modellezzük a félvezetőiparban, figyelembe véve a tanulási hatás és az ellátási ellenálló képesség (reziliencia) gazdasági hatásait. Numerikus szimulációk segítségével mutatjuk be az iparág világjárvány előtti és utáni helyzetét: míg a járvány kitörése előtt a kiszervezés volt az optimális stratégia, azóta megnőtt a saját gyártás jelentősége. A jelenlegi optimális stratégiák stabilitását ugyanakkor nagyban befolyásolják a külső körülmények - például a relatív gyártási költségek vagy a csiphiány jelentette gazdasági hatások -, amelyek támpontul szolgálhatnak a félvezetőiparral kapcsolatos iparpolitikai megfontolásokhoz.* Journal of Economic Literature (JEL) kód: L11, L63, M11.

Suggested Citation

  • Vasvári, Tamás & Hauck, Zsuzsanna & Longauer, Dóra, 2024. "Kiszervezési stratégiák és tanulási hatás a félvezetőiparban [Outsourcing strategies and the learning effect in the semiconductor industry]," Közgazdasági Szemle (Economic Review - monthly of the Hungarian Academy of Sciences), Közgazdasági Szemle Alapítvány (Economic Review Foundation), vol. 0(2), pages 176-200.
  • Handle: RePEc:ksa:szemle:2168
    DOI: 10.18414/KSZ.2024.2.176
    as

    Download full text from publisher

    File URL: http://www.kszemle.hu/tartalom/letoltes.php?id=2168
    Download Restriction: Registration and subscription. 3-month embargo period to non-subscribers.

    File URL: https://libkey.io/10.18414/KSZ.2024.2.176?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. Wenli Xiao & Cheryl Gaimon, 2013. "The Effect of Learning and Integration Investment on Manufacturing Outsourcing Decisions: A Game Theoretic Approach," Production and Operations Management, Production and Operations Management Society, vol. 22(6), pages 1576-1592, November.
    2. Ronald S. Jarmin, 1994. "Learning by Doing and Competition in the Early Rayon Industry," RAND Journal of Economics, The RAND Corporation, vol. 25(3), pages 441-454, Autumn.
    3. Lars Mönch & Reha Uzsoy & John W. Fowler, 2018. "A survey of semiconductor supply chain models part III: master planning, production planning, and demand fulfilment," International Journal of Production Research, Taylor & Francis Journals, vol. 56(13), pages 4565-4584, July.
    4. Sijing Deng & Xu Guan & Jiayan Xu, 2021. "The coopetition effect of learning-by-doing in outsourcing," International Journal of Production Research, Taylor & Francis Journals, vol. 59(2), pages 516-541, January.
    5. Mazzola, Erica & Bruccoleri, Manfredi & Perrone, Giovanni, 2019. "The curvilinear effect of manufacturing outsourcing and captive-offshoring on firms' innovation: The role of temporal endurance," International Journal of Production Economics, Elsevier, vol. 211(C), pages 197-210.
    6. Irwin, Douglas A & Klenow, Peter J, 1994. "Learning-by-Doing Spillovers in the Semiconductor Industry," Journal of Political Economy, University of Chicago Press, vol. 102(6), pages 1200-1227, December.
    7. Reha Uzsoy & John W. Fowler & Lars Mönch, 2018. "A survey of semiconductor supply chain models Part II: demand planning, inventory management, and capacity planning," International Journal of Production Research, Taylor & Francis Journals, vol. 56(13), pages 4546-4564, July.
    8. A J Scott & D P Angel, 1987. "The US Semiconductor Industry: A Locational Analysis," Environment and Planning A, , vol. 19(7), pages 875-912, July.
    9. Bao-Guang Chang & Kun-Shan Wu, 2021. "The nonlinear relationship between financial flexibility and enterprise risk-taking during the COVID-19 pandemic in Taiwan’s semiconductor industry," Oeconomia Copernicana, Institute of Economic Research, vol. 12(2), pages 307-333, June.
    10. Ramani, Vinay & Ghosh, Debabrata & Sodhi, ManMohan S., 2022. "Understanding systemic disruption from the Covid-19-induced semiconductor shortage for the auto industry," Omega, Elsevier, vol. 113(C).
    11. Danial Asmat, 2021. "Collusion Along the Learning Curve: Theory and Evidence From the Semiconductor Industry," Journal of Industrial Economics, Wiley Blackwell, vol. 69(1), pages 83-108, March.
    12. Vasvári, Tamás & Danka, Sándor & Hauck, Zsuzsanna, 2019. "Termelés és innováció - tanulságok a hazai iparpolitika számára [Manufacturing and innovation - lessons for Hungarian industry policy]," Közgazdasági Szemle (Economic Review - monthly of the Hungarian Academy of Sciences), Közgazdasági Szemle Alapítvány (Economic Review Foundation), vol. 0(10), pages 1031-1055.
    13. Lars Mönch & Reha Uzsoy & John W. Fowler, 2018. "A survey of semiconductor supply chain models part I: semiconductor supply chains, strategic network design, and supply chain simulation," International Journal of Production Research, Taylor & Francis Journals, vol. 56(13), pages 4524-4545, July.
    14. Dick, Andrew R, 1991. "Learning by Doing and Dumping in the Semiconductor Industry," Journal of Law and Economics, University of Chicago Press, vol. 34(1), pages 133-159, April.
    15. Aubry, Mathilde & Renou-Maissant, Patricia, 2014. "Semiconductor industry cycles: Explanatory factors and forecasting," Economic Modelling, Elsevier, vol. 39(C), pages 221-231.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Hu, Man & Liu, Xue-Xin & Jia, Fu, 2024. "Optimal Emergency Order Policy for Supply Disruptions in the Semiconductor Industry," International Journal of Production Economics, Elsevier, vol. 272(C).
    2. Jianxin Fang & Brenda Cheang & Andrew Lim, 2023. "Problems and Solution Methods of Machine Scheduling in Semiconductor Manufacturing Operations: A Survey," Sustainability, MDPI, vol. 15(17), pages 1-44, August.
    3. Siebert Ralph B, 2010. "Learning-by-Doing and Cannibalization Effects at Multi-Vintage Firms: Evidence from the Semiconductor Industry," The B.E. Journal of Economic Analysis & Policy, De Gruyter, vol. 10(1), pages 1-32, May.
    4. Ralph Siebert, 2002. "Learning by Doing and Multiproduction Effects over the Life Cycle: Evidence from the Semiconductor Industry," CIG Working Papers FS IV 02-23, Wissenschaftszentrum Berlin (WZB), Research Unit: Competition and Innovation (CIG).
    5. Nile W. Hatch & David C. Mowery, 1998. "Process Innovation and Learning by Doing in Semiconductor Manufacturing," Management Science, INFORMS, vol. 44(11-Part-1), pages 1461-1477, November.
    6. Zulehner, Christine, 2003. "Testing dynamic oligopolistic interaction: evidence from the semiconductor industry," International Journal of Industrial Organization, Elsevier, vol. 21(10), pages 1527-1556, December.
    7. Masaki Okada & Kunio Shirahada, 2022. "Organizational Learning for Sustainable Semiconductor Supply Chain Operation: A Case Study of a Japanese Company in Cross Border M&A," Sustainability, MDPI, vol. 14(22), pages 1-18, November.
    8. Johri, Alok & Letendre, Marc-André & Luo, Daqing, 2011. "Organizational capital and the international co-movement of investment," Journal of Macroeconomics, Elsevier, vol. 33(4), pages 511-523.
    9. Christopher Gunn & Alok Johri, 2011. "News and knowledge capital," Review of Economic Dynamics, Elsevier for the Society for Economic Dynamics, vol. 14(1), pages 92-101, January.
    10. An-Hsiang Liu & Ralph Siebert, 2020. "The Competitive Effects of Declining Entry Costs over Time: Evidence from the Static Random Access Memory Market," CESifo Working Paper Series 8552, CESifo.
    11. Smirnov, Dina & van Jaarsveld, Willem & Atan, Zümbül & de Kok, Ton, 2021. "Long-term resource planning in the high-tech industry: Capacity or inventory?," European Journal of Operational Research, Elsevier, vol. 293(3), pages 926-940.
    12. Clarke, Andrew J. & Johri, Alok, 2009. "Procyclical Solow Residuals Without Technology Shocks," Macroeconomic Dynamics, Cambridge University Press, vol. 13(3), pages 366-389, June.
    13. Talukdar, Bidyut, 2017. "Learning-by-doing, organizational capital and optimal markup variations," The Journal of Economic Asymmetries, Elsevier, vol. 15(C), pages 39-47.
    14. Gruber, Harald, 1996. "Trade policy and learning by doing: the case of semiconductors," Research Policy, Elsevier, vol. 25(5), pages 723-739, August.
    15. Douglas A. Irwin, 1996. "Trade Policies and the Semiconductor Industry," NBER Chapters, in: The Political Economy of American Trade Policy, pages 11-72, National Bureau of Economic Research, Inc.
    16. Cooper, Russell & Johri, Alok, 2002. "Learning-by-doing and aggregate fluctuations," Journal of Monetary Economics, Elsevier, vol. 49(8), pages 1539-1566, November.
    17. Junliang Wang & Pengjie Gao & Zhe Li & Wei Bai, 2021. "Hierarchical Transfer Learning for Cycle Time Forecasting for Semiconductor Wafer Lot under Different Work in Process Levels," Mathematics, MDPI, vol. 9(17), pages 1-11, August.
    18. Marco D. Huesch & Mariko Sakakibara, 2009. "Forgetting the learning curve for a moment: how much performance is unrelated to own experience?," Health Economics, John Wiley & Sons, Ltd., vol. 18(7), pages 855-862, July.
    19. Silbermayr, Lena & Minner, Stefan, 2016. "Dual sourcing under disruption risk and cost improvement through learning," European Journal of Operational Research, Elsevier, vol. 250(1), pages 226-238.
    20. Park, Sangin, 2009. "An empirical evaluation of the 1986 Semiconductor Trade Arrangement," Japan and the World Economy, Elsevier, vol. 21(4), pages 349-357, December.

    More about this item

    JEL classification:

    • L11 - Industrial Organization - - Market Structure, Firm Strategy, and Market Performance - - - Production, Pricing, and Market Structure; Size Distribution of Firms
    • L63 - Industrial Organization - - Industry Studies: Manufacturing - - - Microelectronics; Computers; Communications Equipment
    • M11 - Business Administration and Business Economics; Marketing; Accounting; Personnel Economics - - Business Administration - - - Production Management

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:ksa:szemle:2168. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Odon Sok (email available below). General contact details of provider: http://www.kszemle.hu .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.