电商赋能下的半导体设备零部件国产替代路径探索

Exploration of Domestic Substitution Path for Semiconductor Equipment Components Empowered by E-Commerce

摘要: 半导体设备零部件国产替代进程面临技术壁垒高、市场准入困难与供应链脆弱等挑战，电商平台作为数字经济核心基础设施，正在重塑传统供应链格局。研究显示，电商赋能机制通过降低交易成本、消除信息不对称及构建创新协同网络实现价值创造，电商平台运用分级认证准入体系、技术协同创新平台与供应链风险预警机制等实践举措，有效突破传统供应链限制，提升国产零部件市场竞争力。分析表明电商赋能模式能够增强半导体产业链韧性与保障供应链安全，为推动产业升级与提升国产化水平提供有效路径。

Abstract: The process of domestic substitution of semiconductor equipment components faces challenges such as high technical barriers, difficulties in market access and fragile supply chains. As the core infrastructure of the digital economy, e-commerce platforms are reshaping the traditional supply chain pattern. Research shows that the e-commerce empowerment mechanism realizes value creation by reducing transaction costs, eliminating information asymmetry and building an innovative collaborative network. The e-commerce platform uses practical measures such as hierarchical certification access system, technology collaborative innovation platform and supply chain risk warning mechanism to effectively break through traditional supply chain restrictions and enhance the market competitiveness of domestic parts. Analysis shows that the e-commerce empowerment model can enhance the resilience of the semiconductor industry chain and ensure the security of the supply chain, providing an effective path to promote industrial upgrading and improve the level of domestic production.