中文摘要：

发展中国家的模块供应商通常会出现所谓的价值链“低端锁定”现象，直接影响相关企业在全球分工协作网络中的收益，也影响发展中国家的产业升级。基于模块分割的最优数量决定理论．本文认为发达国家较高的技术潜力导致了系统集成商所需的较为精细化的模块系统．对于发展中国家较低技术潜力的模块供应商意味着模块的过度分割，导致发展中国家模块供应商在产业价值链上的“低端锁定”：本文通过构建基于技术势能的技术集聚效应模型．分析不同层次模块再集成的运作机理，考察模块化系统中模块规模与边界的变化。从专业化分工视角讨论“低端锁定”成因并提出相关企业的突破路径，为发展中国家模块供应商通过再集成破解“低端锁定”的陷阱提供理论支持。

英文摘要：

The so-called ＂low-end locked＂ of the value chain often appears on module suppliers in developing countries, which directly affects the revenue shares of enterprises in the global collaborative network and the national industrial upgrade. Based on the optimal quantity of module split theory, this paper holds that the higher technology potentiality in developed countries leads to the more refined module system needed by system integrators while it means excessive segmentation for the module providers who just have the lower technology potentiality in developing countries, whereby this finally causes ＂low-end locked＂ on the industry value chain of enterprises in the developing countries. The different types of module reintegration and its mechanism are analyzed in this paper based on the technical potentiality model produced by the technology cluster effect to monitors the changes in module size and boundary in the system, and the breakthrough path for module suppliers is figured out from the perspective of specialization. Also, this paper provides the theoretical support for module suppliers to break through ＂low-end locked＂.