The market driving mechanism of domestic substitution of semiconductor materials: the coordination of policy incentives and enterprise innovation
摘要
In the context of the global industrial chain restructuring and intensifying technological competition, the localization of semiconductor materials has evolved from an industry issue to a national security concern. This paper constructs an analytical framework of 'policy tools-innovation momentum-collaborative mechanisms,' based on the three-dimensional classification of policy tool theory. It combines data from 127 special policies issued by the national and local governments between 2018 and 2024, along with survey data from 53 key enterprises, to reveal the internal logic of how policy incentives activate corporate innovation through three pathways: technology supply, market cultivation, and ecosystem construction. The study finds that the combined effect of policies has driven the compound annual growth rate of the domestic semiconductor materials market to 22.3%, significantly higher than the global average of 8.7%. However, issues such as structural imbalances in policy tools and breakpoints in the innovation chain still need to be addressed. Through comparative analysis of typical cases, the paper proposes a 'demand-driven-technology iteration-ecosystem co-construction' spiral upward model, providing theoretical support and practical pathways to overcome 'bottleneck' technologies.如何引用
参考
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