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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
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    References listed on IDEAS

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    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.
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    3. 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.
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    5. 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).
    6. 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.
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    8. 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.
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    11. 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.
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    13. 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.
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    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

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