英伟达“水平+垂直”,微笑曲线的消失

FT中文网
Aug 24

人们熟悉的产业分布图“微笑曲线”看起来像人在微笑。由于位于图正中央的制造业和组装业的附加值总是较低,因此也成为了反映制造业众多的日本企业困境的词语。

然而,变化似乎正在到来。日立制作所下属的智库——日立综合计划研究所(位于东京千代田区)表示,从以2025年为终点、将五年加以平均的图表形态来看,呈现出中间部分上扬、整体呈闭口状这一略显僵硬的表情。

对全球约700家年营业收入超过30亿美元的上市企业(占总数的前20%)进行了调查,分为产业的上游(研发类)、中游(制造业)和下游(信息服务类)三类,并追踪“附加值的CAGR(复合年均增长率)”这一指标。

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(本文由日经中文网提供)

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