Supply Chain Decoupling: Geopolitical Debates and Economic Dynamism in East Asia
ABSTRACT Supply chain decoupling in the US–China confrontation has generated serious uncertainties for private businesses. This paper focuses on machinery international production networks in East Asia and tries to find quantitative evidence on supply chain decoupling by using international trade st...
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| Veröffentlicht in: | Asian economic policy review 2024-01, Vol.19 (1), p.62-79 |
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| creator | Ando, Mitsuyo Hayakawa, Kazunobu Kimura, Fukunari |
| description | ABSTRACT
Supply chain decoupling in the US–China confrontation has generated serious uncertainties for private businesses. This paper focuses on machinery international production networks in East Asia and tries to find quantitative evidence on supply chain decoupling by using international trade statistics, particularly from the viewpoint of middle powers such as Japan. While data on the sectoral level of trade do not show any clear evidence of supply chain decoupling, some specific US export controls indeed affect international transactions when examined at a finely disaggregated level. We econometrically measure the effect of some of the US policies on Japanese exports to China. The recent strengthening of US export controls related to supercomputers and advanced integrated circuits is likely to generate further effects. Nevertheless, the supply chain decoupling seems to end up as a partial one, and a large portion of International Production Networks (IPNs) may remain active. In conclusion, the paper briefly discusses the policy implications of the analysis. |
| doi_str_mv | 10.1111/aepr.12439 |
| format | Article |
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Supply chain decoupling in the US–China confrontation has generated serious uncertainties for private businesses. This paper focuses on machinery international production networks in East Asia and tries to find quantitative evidence on supply chain decoupling by using international trade statistics, particularly from the viewpoint of middle powers such as Japan. While data on the sectoral level of trade do not show any clear evidence of supply chain decoupling, some specific US export controls indeed affect international transactions when examined at a finely disaggregated level. We econometrically measure the effect of some of the US policies on Japanese exports to China. The recent strengthening of US export controls related to supercomputers and advanced integrated circuits is likely to generate further effects. Nevertheless, the supply chain decoupling seems to end up as a partial one, and a large portion of International Production Networks (IPNs) may remain active. In conclusion, the paper briefly discusses the policy implications of the analysis.</description><identifier>ISSN: 1832-8105</identifier><identifier>EISSN: 1748-3131</identifier><identifier>DOI: 10.1111/aepr.12439</identifier><language>eng</language><publisher>Melbourne: John Wiley & Sons Australia, Ltd</publisher><subject>Außenhandel ; Circuits ; Conflict ; Economic policy ; Elektronisches Bauelement ; Entkoppelung ; export control ; Export controls ; Exportkontrolle ; Exports ; F13 ; F14 ; F51 ; geopolitical tension ; Geopolitics ; global value chains ; international production networks ; International trade ; Internationale Spannungen ; Machinery ; Ostasien ; Production ; Quantitative analysis ; Rivalität von Staaten ; Statistics ; Supercomputer ; Supply chains ; the US–China confrontation ; Transactions ; Vereinigte Staaten ; Volksrepublik China ; Wertschöpfungskette ; Wirtschaftliche Folgen</subject><ispartof>Asian economic policy review, 2024-01, Vol.19 (1), p.62-79</ispartof><rights>2023 The Authors. published by John Wiley & Sons Australia, Ltd on behalf of Japan Center for Economic Research.</rights><rights>2023. This article is published under http://creativecommons.org/licenses/by-nc-nd/4.0/ (the “License”). Notwithstanding the ProQuest Terms and Conditions, you may use this content in accordance with the terms of the License.</rights><lds50>peer_reviewed</lds50><oa>free_for_read</oa><woscitedreferencessubscribed>false</woscitedreferencessubscribed><citedby>FETCH-LOGICAL-c4279-8c156d27ef8e4a62cf96509190011ad9a3c157c6d3c01e960ffa1658ace651633</citedby><cites>FETCH-LOGICAL-c4279-8c156d27ef8e4a62cf96509190011ad9a3c157c6d3c01e960ffa1658ace651633</cites></display><links><openurl>$$Topenurl_article</openurl><openurlfulltext>$$Topenurlfull_article</openurlfulltext><thumbnail>$$Tsyndetics_thumb_exl</thumbnail><linktopdf>$$Uhttps://onlinelibrary.wiley.com/doi/pdf/10.1111%2Faepr.12439$$EPDF$$P50$$Gwiley$$Hfree_for_read</linktopdf><linktohtml>$$Uhttps://onlinelibrary.wiley.com/doi/full/10.1111%2Faepr.12439$$EHTML$$P50$$Gwiley$$Hfree_for_read</linktohtml><link.rule.ids>314,776,780,1411,27845,27903,27904,45553,45554</link.rule.ids></links><search><creatorcontrib>Ando, Mitsuyo</creatorcontrib><creatorcontrib>Hayakawa, Kazunobu</creatorcontrib><creatorcontrib>Kimura, Fukunari</creatorcontrib><title>Supply Chain Decoupling: Geopolitical Debates and Economic Dynamism in East Asia</title><title>Asian economic policy review</title><description>ABSTRACT
Supply chain decoupling in the US–China confrontation has generated serious uncertainties for private businesses. This paper focuses on machinery international production networks in East Asia and tries to find quantitative evidence on supply chain decoupling by using international trade statistics, particularly from the viewpoint of middle powers such as Japan. While data on the sectoral level of trade do not show any clear evidence of supply chain decoupling, some specific US export controls indeed affect international transactions when examined at a finely disaggregated level. We econometrically measure the effect of some of the US policies on Japanese exports to China. The recent strengthening of US export controls related to supercomputers and advanced integrated circuits is likely to generate further effects. Nevertheless, the supply chain decoupling seems to end up as a partial one, and a large portion of International Production Networks (IPNs) may remain active. In conclusion, the paper briefly discusses the policy implications of the analysis.</description><subject>Außenhandel</subject><subject>Circuits</subject><subject>Conflict</subject><subject>Economic policy</subject><subject>Elektronisches Bauelement</subject><subject>Entkoppelung</subject><subject>export control</subject><subject>Export controls</subject><subject>Exportkontrolle</subject><subject>Exports</subject><subject>F13</subject><subject>F14</subject><subject>F51</subject><subject>geopolitical tension</subject><subject>Geopolitics</subject><subject>global value chains</subject><subject>international production networks</subject><subject>International trade</subject><subject>Internationale Spannungen</subject><subject>Machinery</subject><subject>Ostasien</subject><subject>Production</subject><subject>Quantitative analysis</subject><subject>Rivalität von Staaten</subject><subject>Statistics</subject><subject>Supercomputer</subject><subject>Supply chains</subject><subject>the US–China confrontation</subject><subject>Transactions</subject><subject>Vereinigte Staaten</subject><subject>Volksrepublik China</subject><subject>Wertschöpfungskette</subject><subject>Wirtschaftliche Folgen</subject><issn>1832-8105</issn><issn>1748-3131</issn><fulltext>true</fulltext><rsrctype>article</rsrctype><creationdate>2024</creationdate><recordtype>article</recordtype><sourceid>24P</sourceid><sourceid>7TQ</sourceid><recordid>eNp9kE1LxDAQhoMouK5e_AUBb0LXTNOkibdlt67Cgosf5xDTVLP0y6ZF-u_NWsGbc5mBeeYdeBC6BLKAUDfatt0C4oTKIzSDNBERBQrHYRY0jgQQdorOvN8TwuIY6Aztnoe2LUe8-tCuxmtrmqEtXf1-ize2aZvS9c7oMizedG891nWOM9PUTeUMXo-1rpyvcLjMtO_x0jt9jk4KXXp78dvn6PUue1ndR9vHzcNquY1MEqcyEgYYz-PUFsImmsemkJwRCZIQAJ1LTQOQGp5TQ8BKTopCA2dCG8sZcErn6GrKbbvmc7C-V_tm6OrwUsUSGKE8YSJQ1xNlusb7zhaq7Vylu1EBUQdj6mBM_RgLMJ7gYKF2_g8VqaAUQEJAYEK-XGnHf8LUMts9TbHfdoF2ww</recordid><startdate>202401</startdate><enddate>202401</enddate><creator>Ando, Mitsuyo</creator><creator>Hayakawa, Kazunobu</creator><creator>Kimura, Fukunari</creator><general>John Wiley & Sons Australia, Ltd</general><general>Wiley Subscription Services, Inc</general><scope>24P</scope><scope>OQ6</scope><scope>AAYXX</scope><scope>CITATION</scope><scope>7TQ</scope><scope>8BJ</scope><scope>DHY</scope><scope>DON</scope><scope>FQK</scope><scope>JBE</scope></search><sort><creationdate>202401</creationdate><title>Supply Chain Decoupling: Geopolitical Debates and Economic Dynamism in East Asia</title><author>Ando, Mitsuyo ; Hayakawa, Kazunobu ; Kimura, Fukunari</author></sort><facets><frbrtype>5</frbrtype><frbrgroupid>cdi_FETCH-LOGICAL-c4279-8c156d27ef8e4a62cf96509190011ad9a3c157c6d3c01e960ffa1658ace651633</frbrgroupid><rsrctype>articles</rsrctype><prefilter>articles</prefilter><language>eng</language><creationdate>2024</creationdate><topic>Außenhandel</topic><topic>Circuits</topic><topic>Conflict</topic><topic>Economic policy</topic><topic>Elektronisches Bauelement</topic><topic>Entkoppelung</topic><topic>export control</topic><topic>Export controls</topic><topic>Exportkontrolle</topic><topic>Exports</topic><topic>F13</topic><topic>F14</topic><topic>F51</topic><topic>geopolitical tension</topic><topic>Geopolitics</topic><topic>global value chains</topic><topic>international production networks</topic><topic>International trade</topic><topic>Internationale Spannungen</topic><topic>Machinery</topic><topic>Ostasien</topic><topic>Production</topic><topic>Quantitative analysis</topic><topic>Rivalität von Staaten</topic><topic>Statistics</topic><topic>Supercomputer</topic><topic>Supply chains</topic><topic>the US–China confrontation</topic><topic>Transactions</topic><topic>Vereinigte Staaten</topic><topic>Volksrepublik China</topic><topic>Wertschöpfungskette</topic><topic>Wirtschaftliche Folgen</topic><toplevel>peer_reviewed</toplevel><toplevel>online_resources</toplevel><creatorcontrib>Ando, Mitsuyo</creatorcontrib><creatorcontrib>Hayakawa, Kazunobu</creatorcontrib><creatorcontrib>Kimura, Fukunari</creatorcontrib><collection>Wiley Online Library Open Access</collection><collection>ECONIS</collection><collection>CrossRef</collection><collection>PAIS Index</collection><collection>International Bibliography of the Social Sciences (IBSS)</collection><collection>PAIS International</collection><collection>PAIS International (Ovid)</collection><collection>International Bibliography of the Social Sciences</collection><collection>International Bibliography of the Social Sciences</collection><jtitle>Asian economic policy review</jtitle></facets><delivery><delcategory>Remote Search Resource</delcategory><fulltext>fulltext</fulltext></delivery><addata><au>Ando, Mitsuyo</au><au>Hayakawa, Kazunobu</au><au>Kimura, Fukunari</au><format>journal</format><genre>article</genre><ristype>JOUR</ristype><atitle>Supply Chain Decoupling: Geopolitical Debates and Economic Dynamism in East Asia</atitle><jtitle>Asian economic policy review</jtitle><date>2024-01</date><risdate>2024</risdate><volume>19</volume><issue>1</issue><spage>62</spage><epage>79</epage><pages>62-79</pages><issn>1832-8105</issn><eissn>1748-3131</eissn><abstract>ABSTRACT
Supply chain decoupling in the US–China confrontation has generated serious uncertainties for private businesses. This paper focuses on machinery international production networks in East Asia and tries to find quantitative evidence on supply chain decoupling by using international trade statistics, particularly from the viewpoint of middle powers such as Japan. While data on the sectoral level of trade do not show any clear evidence of supply chain decoupling, some specific US export controls indeed affect international transactions when examined at a finely disaggregated level. We econometrically measure the effect of some of the US policies on Japanese exports to China. The recent strengthening of US export controls related to supercomputers and advanced integrated circuits is likely to generate further effects. Nevertheless, the supply chain decoupling seems to end up as a partial one, and a large portion of International Production Networks (IPNs) may remain active. In conclusion, the paper briefly discusses the policy implications of the analysis.</abstract><cop>Melbourne</cop><pub>John Wiley & Sons Australia, Ltd</pub><doi>10.1111/aepr.12439</doi><tpages>18</tpages><oa>free_for_read</oa></addata></record> |
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| ispartof | Asian economic policy review, 2024-01, Vol.19 (1), p.62-79 |
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| source | PAIS Index; Wiley-Blackwell Full Collection; EBSCOhost Business Source Complete |
| subjects | Außenhandel Circuits Conflict Economic policy Elektronisches Bauelement Entkoppelung export control Export controls Exportkontrolle Exports F13 F14 F51 geopolitical tension Geopolitics global value chains international production networks International trade Internationale Spannungen Machinery Ostasien Production Quantitative analysis Rivalität von Staaten Statistics Supercomputer Supply chains the US–China confrontation Transactions Vereinigte Staaten Volksrepublik China Wertschöpfungskette Wirtschaftliche Folgen |
| title | Supply Chain Decoupling: Geopolitical Debates and Economic Dynamism in East Asia |
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