nep-ict New Economics Papers
on Information and Communication Technologies
Issue of 2018‒10‒22
two papers chosen by
Walter Frisch
Universität Wien

  1. IKT-Sektor in China und Wirtschaftsbeziehungen zu Deutschland By Paul J.J. Welfens; Evgeniya Yushkova
  2. ICT, R&D and Organizational Innovation: Exploring Complementarities in Investment and Production By Pierre Mohnen; Michael Polder; George van Leeuwen

  1. By: Paul J.J. Welfens (Europäisches Institut für Internationale Wirtschaftsbeziehungen (EIIW)); Evgeniya Yushkova (Europäisches Institut für Internationale Wirtschaftsbeziehungen (EIIW))
    Abstract: Der Vorstoß chinesischer Unternehmen im Bereich der Informations- und Kommunikationstechnologie (IKT) in Deutschland und der EU ist geprägt von einer starken Stellung chinesischer IKT-Unternehmen in Teilbereichen des Sektors, insbesondere der IKT-Produktion und einem Teilbereich innovativer digitaler Dienstleistungen. Chinas Rolle im IKT-Export bei IKT-Gütern und bei IKTDienstleistungen nimmt längerfristig zu. Der große chinesische Heimatmarkt, eine starke IKT-Forschung, zunehmende staatliche Forschungsförderung und auch die Präsenz leistungsstarker westlicher Firmen (z.B. IBM, Microsoft und SAP) und japanischer sowie koreanischer Tochterunternehmen in China tragen zu digitalen bzw. internetbasierten Innovations- und Wissensdynamik bei; zudem auch das langfristig hohe Wirtschaftswachstum in China. Schließlich bedeutet das strategische Interesse Chinas an der Entwicklung von Industrie 4.0, dass chinesische IKT-Firmen in fortgeschrittenen digitalen Märkten der EU zunehmend aktiv sind und auch über chinesische Tochterfirmen Zugang zur Markt- und Technologiedynamik in Deutschland und anderen EU-Ländern suchen. Es gibt ein strategisches Interesse Chinas, auch stark in IKT-intensiv produzierenden Sektoren – also auf der Anwenderseite – zu investieren, wobei Deutschland hier als Standort bzw. Zielland von besonderem Interesse ist. Summary: The advantage of Chinese firms in the area of Information and Communication Technologies (ICT) in Germany and the EU is characterized by the strong position of Chinese firms in certain ICT sub-sectors, particularly in the fields of ICT-production and of innovative digital services. China’s role in terms of the export of ICT goods and ICT services is increasing over time. The large Chinese domestic market, strong ICT-related research and development, increasing state support measures for research, and the presence of more efficient western firms (e.g. IBM, Microsoft and SAP) as well as Japanese and Korean subsidiaries in China contribute to the digital and Internet-based innovation and growth dynamics; and the long-term high economic growth rates China has experienced. Ultimately, the strategic interest of China will be to develop its own Industry 4.0, to ensure that Chinese ICT firms are increasingly active in digitally advanced markets, and to seek further access to benefit from the market and technology dynamics in Germany and other EU countries. There is also a strategic interest on the part of China to invest strongly in those productive sectors which are ICT-intensive in terms of usage, whereby here Germany could be an attractive location and destination country for investment.
    Keywords: Informations- und Kommunikationstechnologie, Makroökonomik, China
    JEL: L86 E6 O53
    Date: 2018–04
  2. By: Pierre Mohnen; Michael Polder; George van Leeuwen
    Abstract: This paper examines whether there are complementarities between investments in ICT, R&D and organizational innovation, and the effects of different investment profiles on total factor productivity growth on Dutch firm-level data. We estimate an integrated model of investment profile adoption and total factor productivity growth. We find that the three investment decisions are complementary, in the sense that investing in one increases the probability of investing in another one because joint investments lead to higher TFP growth than individual investments. ICT earns on average an expected rate of return of 9.7%, followed by 6% to 7% on organizational innovation and a modest 1.4% to 1.8% on R&D in services and manufacturing respectively.
    JEL: L25 O30 O33
    Date: 2018–09

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