经济全球化形成的全球价值链中存在发展中国家对发达国家产业的依附现象,形成俘获型价值链,从而难以实现功能和价值链的升级。实现俘获型价值链的突破对于发展中国家的经济发展有着重要意义。文章以爱尔兰和印度为例,分析了其软件产业的发展历程,论证其实现俘获型价值链突破的程度,并从竞争优势和动态比较优势的角度多因素地分析其软件产业发展和竞争力的提升。通过分析发现两个国家借助自身资源、市场等优势和创新,其软件产业正逐渐从价值链的中低环节向中高环节推进,产业链不断升级。产业上发展落后的国家可能借助传统比较优势的提升和新的竞争优势的形成,实现产业升级和竞争力的提升,这也是突破俘获型价值链的可能之所在。
In economic globalization, an obvious subordination of developing economies to developed countries in global industry chains has engendered Captive Value Chains (CVC). Upgrading value chains by breaking through the CVC is of significance to developing countries. Taking Ireland and India as examples, the paper analyzed the process of their software industries and discussed the extents of the breakthrough of CVC. Multi-factoral analyses on the competitive advantage and dynamic comparative advantage revealed that the advantages and innovation in resources and market helped the two countries moving up from the low value-added sectors to the high value-added ones in their software industries. The lagging economies might obtain the promotion of competitiveness and upgrading of the industries by means of promoting traditional comparative advantages and formation of new competitive advantages, and this could also be the way to the breakthrough of CVC.