Automation, global value chains and functional specialization

被引：4
|
作者：
Fontagne, Lionel [1 ,2 ]
Reshef, Ariell [3 ,4 ]
Santoni, Gianluca [4 ]
Vannelli, Giulio [5 ]
机构：
[1] Bank France, CEPII, Paris, France
[2] PSE, Paris, France
[3] Univ Paris 1 Pantheon Sorbonne, CNRS, PSE, Paris, France
[4] CEPII, Paris, France
[5] Univ Paris Dauphine PSL LEDa, Paris, France
来源：
REVIEW OF INTERNATIONAL ECONOMICS | 2024年 / 32卷 / 02期
基金：
欧盟地平线“2020”;
关键词：
automation; functional specialization; global value chains; labor share; robots; technological change; upstreamness; TECHNOLOGY; UPSTREAMNESS; COMPETITION; GEOGRAPHY; ROBOTS;
D O I：
10.1111/roie.12711
中图分类号：
F [经济];
学科分类号：
02 ;
摘要：
We study how technology adoption and changes in global value chain (GVC) integration jointly affect labor shares and business function specialization in a sample of 14 manufacturing industries in 14 European countries in 1999-2011. Increases in upstream, forward GVC integration directly reduce labor shares, mostly through reductions in fabrication, but also via other business functions. We do not find any direct effects of robot adoption; robotization affects labor only indirectly, by increasing upstream, forward GVC integration. In this sense robotization is "upstream-biased". Rapid robotization in China shaped robotization in Europe and, therefore, relative demand for labor there.
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页码：662 / 691
页数：30
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