Engage * Analyze * Inform

Background paper
...
6 2555

Background Paper |

31
....
(Agenda)

(moving up the value chain)


(moving up the value chain)

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Moving up the value chain:

(middle income countries)
(high income countries) 1960
101 2010
13 1976
1969
1987 1995 ( 1)
1

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move up the value chain

(Moving up the value chain)


1985 (Hyundai Excel) 4,995
30
(Accent)
11%
(Hyundai Genesis)
(Avalon) ( 2)
2 -

|4

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move up value chain

3%
(3)
3

(Computer data
storage) 4
1.5 7 ( 4)
4 -

|5

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move up value chain

55
240 4 170
300
1,121 6
17,060
700,000 ( 5)
5

|6

Background Paper |

Move up value chain
move up the value chain
(value added)

Value chain (manufacture) (assembly)

(design) (R&D) (Innovation)
(marketing) (logistics) (brand)
( 6)

6 Value Chain

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iPhone
Apple
iPhone
7 1.8%
Apple 58.5%

Foxconn ( 7)
7 iPhone

|8

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move up value chain

R&D




2000 2008 2.3% GDP
3.36% GDP 1.94% 2.77% 0.9% GDP
1.47% 0.25% 2000 0.21%
2007
7
3 ( 8)

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move up value chain

(Lenovo) 20%
1.8% iPhone 4
( 2012) Top 100
12 2 2006 ( 9)

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Box :

2


Keiretsu Keiretsu

( Mitsubishi, Mitsui ) Keiretsu
sub-contractor

(1961-1973)
1973-1979


Keiretsu Chaebol
Chaebol Smart phones

Keiretsu

( ACER) SME
(Original Equipment Manufacturing)
1990
( Box:
Moving up the value chain :)

( Lenovo Haier)
FDI
( 9)
(
12) 42 1 500
2012 16 2004 World Bank
2030 200

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...

11
1 1
( 10)
10

2570

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11-13


3
Development improve, public,
system, strengthen
Economic, Growth, Investment, Private, Government

11 :

China: 12th 5 year plan (2011-2015)

12

Malaysias Economic Transformation Program (ETP)

Development, Economic, Social, Society, Resources

Innovation

| 13

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13 Thailand : 11th plan (2012-2016)

| 14

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( 14-17)
14

| 15

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15

16

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17

implementation

5 8 7
-
-

- (Accountability) ( 18)

| 17

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18

4
2.89
74,600 2020
5

( 19)
19

| 18

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value
chain
Value Chain
(gap) ( 20)
20

| 19

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SME
( Box Moving up the value chain: )

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Box : Moving up the value chain

SME
(Chaebol)
(Keiretsu)
SME





: :
1960s

Industrial Technology Research Institute (ITRI) 1973

ITRI
(Lab) ITRI
United Microelectronics Corporation (UMC)
UMC 10
10,500 5
:
ITRI

FDI FDI
()

hub
motherboard, IT
Hsinchu 1980

| 21

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2556
0.8% 8,962
24,720 2557
32,095 2555-57

links

| 22

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10

Food Hub

(Food science) 1,213

12,000

| 23

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28.35%
36
( 180 )

20
5

| 24

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Box:

OECD (Innovation) (Entrepreneurship)
(Clusters) (FDI)
2
(1) (2)

1)

OECD

2)



(, , )

| 25

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Corporate University
DRAM

( Nano
)


(
)
Clusters Hub
KAIST
Innovation Hub
... KAIST (Mobile harbor)

KAIST
Innovation Hub
KAIST 60
3-4

(fragmentation)

FDI
(Cluster) FDI

KAIST 1 10
S&T new deal 1-2
S&T new deal
(Priority) 2
clusters

| 26

Background Paper |

...
...

(Knowledgebased economy)

1. OECD (2007), Moving up the value chain: staying competitive in the global economy
2. KAIST, Korea Advanced Institute of Science and Technology (2009), On Innovation Strategies: An Asian
Perspective
3. OECD Reviews of Innovation Policy for Korea (2009) and China (2007).
4. KAIST (2009), p. 4
5. New deal
(Great Depression) 1930's

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sethaput@thailandff.org

2549
.
.
& Chief Economist
()
Managing Partner

()
Swathmore College
Yale University McKinsey
& Company

Senior Analyst
sirikanya@thailandff.org

Economics, Markets, and Organization

Toulouse School of Economics

(TDRI)

.
02 264 5481-3
02 264 5480

network@thailandff.org
www.thailandfuturefoundation.org
ENGAGE * ANALYZE * INFORM
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()






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