이 책은 아시아에서 모바일통신의 부상이라는 근래의 현상에 주목하면서, 어떻게 이 과정에서 모바일통신산업이 새롭게 부상하는 ‘초국적 아시아’(transnational Asia)와 그 바탕을 이루는 역내 상호연결의 조직과 제도적 형태를 구성해왔는지를 살펴보고 있다. 아시아는 어떻게 글로벌 모바일통신산업의 중추적인 자리에 올라서게 되었는가? 모바일통신산업은 어떻게 아시아 국가들의 경제를 변화시키고 그 과정에서 역내 국가들 서로의 관계뿐만 아니라, 아시아 전체가 글로벌 경제에 연결되는 방식을 변모시켰는가? 이 과정에서 여러 아시아 국가들이 모바일통신산업의 글로벌 가치사슬과 국제교역망에 통합되는 방식들은 서로 닮아가는가 아니면 달라지는가? 나아가, 이 모든 변화들은 아시아 자본주의의 오늘을 이해하고 내일을 전망하는 데 어떤 시사점을 주는가?
아시아의 부상은 글로벌한 수준과 지역적 수준의 생산네트워크를 통해 아시아가 만들어온 내외부적 연결을 통해 이해할 수 있다. 조밀하게 짜여진 기업간 연결망은 아시아 지역의 통합을 심화시키는 것은 물론, 모바일통신산업의 글로벌가치사슬에서 지역의 위상을 높이는 데 결정적 기여를 하였다. 이 책은 어떻게 아시아 전체가 글로벌 모바일통신산업에서 핵심적 행위자로 부상하게 되었고, 그 과정에서 아시아 국가들이 글로벌한 수준과 지역적 수준의 가치사슬에 어떻게 통합되었으며, 수렴과 분기가 공존하는 아시아 국가들의 산업발전 경로와 역내 기업들의 비즈니스 전략이 글로벌 모바일통신산업에서 아시아 경제와 기업들의 성장과 고부가가치 부문으로의 고도화에 어떤 영향을 미쳤는지에 대한 의미있는 평가를 제시하고 있다.
This study pays attention to mobile transformation in Asia and the way it shapes a rising transnational Asia and its organizational and institutional forms of interconnection and interaction. How has Asia become so central in the global mobile telecom industry? How has mobile telecom changed national economies and the way they are connected with each other and to a broader global economy? How do the ways they are integrated to mobile telecom global value chains and international trade networks converge and diverge? How has the rise of mobile usage affected societies in Asia? More broadly, what do all these speak to the present and the future of Asian capitalism(s)?
The rise of Asia is significantly attributed to internal and external connections that the region has developed through global and regional production networks. A dense web of inter-firm networks plays a key role in deepening regional integration but also in advancing the region’s position in the mobile phone GVC. This study provides a valuable assessment of how Asia as a whole has emerged as a key player in the global mobile telecom industry, how Asian countries are integrated to global and regional value chains similarly and differently, and how the convergent and divergent development paths and firms’ business strategies have affected the growth and upgrading trajectories of Asian economies and firms in the global mobile telecom industry.
Contents
Preface
1 Introduction
Mobile Asia: Weaving Connection and Interaction in Asia and Beyond
Research Questions and Findings
Methodological Note
Organization of the Book
Section I: Capitalisms, Global Value Chains, and Integration and Divergence in East Asia:
Conceptual Framework
2 Capitalism in Globalizing Asia
Asia on the Rise
Dynamics of Capitalism in Asia
3 Global Value Chains, Divergence, and Regionalization
Introduction
Transformations of the Global Economy from a GVC Lens
Integration, Convergence and Divergence in GVCs: East Asia Context
Regionalization and Regional Value Chains: Linking the Global and the Local
Section II: Mobile Transformation: Global and Regional Landscape
4 Mobile Telecom Global Value Chains: Key Actors, Trends and Dynamics
Introduction
Mapping the Mobile Telecom GVC
Key Actors in the Mobile Telecom GVC
Key Trends and Dynamics in the Mobile Telecom GVC
Integration to and Economic Upgrading in the Mobile Phone GVC
Conclusion
5 East Asia in Mobile Phone Trade Networks: Inter- and Intra-regional Linkages
Introduction
Data and Methods
International Trade of Mobile Phones and Parts
Inter- and Intra-regional Trade Networks in the Mobile Phone GVC
Conclusion
Section III: Convergence and Divergence in Mobile Asia
6 Divergent Paths of GVC Integration and Upgrading in the East Asian Mobile Telecom Industry
Introduction
Data and Methods
The Globalization of Mobile Phone Manufacturing and East Asia
Divergent Paths of Mobile Phone Manufacturing in East Asia
Conclusion
7 Evolving Firm Strategies and Regional Value Chains: Samsung, Apple, and Shanzhai
Introduction
Integrated Value Chains, Co-location and Regionalization: The Case of Samsung
Role of Extra-regional Actors in Regional Value Chains
Market Disruption, New Entrants and Regional Value Chains
Conclusion 4
8 Epilogue: Mobile Asia and the Future of Capitalism
Key Findings: Summary and Discussion
Looking Forward
Appendix Democratic Challenges in Mobile Asia: Korean Case
References
Index
Author
Joo-hee Kim,Hyun-Chin Lim
한양대학교 경영대학 조직인사전공 조교수
Joonkoo Lee is Assistant Professor of Organization Studies in the School of Business at Hanyang University, Seoul. Before joining Hanyang in 2012, he was a postdoctoral research scholar in the Social Science Research Institute at Duke University, and a sector coordinator for the Capturing the Gains research program. In 2014-2015, he was a visiting research fellow at Asia Center at Seoul National University. His research interests include globalization and development, global value chains, organizational studies, political economy in Asia, and cultural and creative industries. His work has appeared in Proceedings of the National Academy of Sciences of the United States of America, Journal of Business Ethics, Journal of Contemporary Asia, and Journal of Supply Chain Management. He received his Ph.D. in Sociology from Duke University, and his M.A. and B.A. from Seoul National University.
한양대학교 경영대학 조직인사전공 조교수
Joonkoo Lee is Assistant Professor of Organization Studies in the School of Business at Hanyang University, Seoul. Before joining Hanyang in 2012, he was a postdoctoral research scholar in the Social Science Research Institute at Duke University, and a sector coordinator for the Capturing the Gains research program. In 2014-2015, he was a visiting research fellow at Asia Center at Seoul National University. His research interests include globalization and development, global value chains, organizational studies, political economy in Asia, and cultural and creative industries. His work has appeared in Proceedings of the National Academy of Sciences of the United States of America, Journal of Business Ethics, Journal of Contemporary Asia, and Journal of Supply Chain Management. He received his Ph.D. in Sociology from Duke University, and his M.A. and B.A. from Seoul National University.