國家機關(the State)是否利用國家資源干預市場(the Market)、國家機關是否應選擇某些特定產業加以扶植(selective policy)?這些投入資源是否能被有效達成發展的目的?是政治經濟學界有關「新古典經濟學派」與 「發展型國家學派」爭辯的焦點。在東協國家中,同樣自 1970 年代發展汽車產業,為何泰國與馬來西亞的汽車產業發展出現差距?差距是否源自國家機關與產業政策互動的結果?本研究藉由探討馬來西亞與泰國汽車產業的發展歷程,試圖比較與論證在國家機關所建立的產業策略下,兩國汽車產業發展的差異。本文發現:雖然發展中國家的產業發展有賴於國家機關的介入,產業政策的策略選擇也會有所不同:其一是在「自主發展」(馬來西亞)與「依賴發展」(泰國)之間產業策略的選擇;其二是馬來西亞汽車產業的「政治性」阻礙後續產業政策「追隨市場」的調整。國家機關的「策略選擇」與「政治介入」是本文認為馬來西亞汽車產業發展遜於泰國的主因。
Whether should the state interfere the market by using state resources? Should the state cultivate certain industries? Does the state resources work to help the state achieve developmental goals? These are the arguments between the ‘New Classical Economics School’ and the ‘National Development School’. Automobile industries in both Thailand and Malaysia developed in the 1970s with governmental interference but the development in the two countries diverged. Does the difference come from the interactions between the states and the industries? This paper compares the developmental differences between the automobile industries under different industrial policies of the two countries. This paper discovers that although the development of industries in developing countries require interference from the government, the political and economical background differences affect the policies adopted. The choice between ‘autonomous development (Malaysia)’ and ‘dependent development (Thailand)’ is the first issue. The second issue is that the politics in automobile industry in Malaysia deters the industrial adjustment toward ‘market follow’. This paper finds that the ‘strategy choice’ and ‘political interference’ are the two reasons Malaysian automobile industry has less competitiveness than that in Thailand.
相對於泰國與馬來西亞,印尼是東南亞最早發展汽車業的國家,也有內需市場支撐,但是印尼並沒有像泰國成為亞洲的底特律,也沒有如馬來西亞建立起國家汽車品牌,而成為「有市場無技術」的「無科技工業化」。本文以政治經濟學領域中的「制度分析」途徑,就國家干預、政商關係、跨國產業分工等三個角度分析印尼汽車產業失靈的原因。受限於印尼政治經濟的結構因素,本文發現印尼汽車產業失靈的原因在於:在產業發展時期國家的干預政策沒有「學習」與「管理」市場;本土資本未建立產業所需相對的供應鏈,..
With respect to Thailand and Malaysia, Indonesia was first in Southeast Asia to develop a automotive industry, supported by the domestic market. But Indonesia did not become the “Detroit of Asia” as Thailand, or establish national brands as Malaysia. On the contrary, Indonesia is a “huge market without technology,” an “Industry Without Industrialization.” This paper adopts an institutionalist approach with three aspects – state intervention, government-business relations, a..
台灣與新加坡雖然一直被學者認為是發展國家的典型案例,然而兩者在 1990 年代之後卻邁向截然不同的轉型途徑;展現在國家介入市場的特徵上也大異其趣。雖然有關兩個發展國家的現況已有許多個別研究,然而透過比較的視角以探討兩地公私部門間的網絡鑲嵌結構的差異,在目前的研究文獻中仍然鮮少。本文透過制度論的分析架構,聚焦在兩者的政府介入企業層次的治理網絡,考察其結構的形成歷史與演變軌跡,透過量化的資料比較其異同,並探討兩種不同網絡結構可能會有的政經意涵。1990 年代以後..
Although Taiwan and Singapore have been considered as two successful cases of the developmental state model, their recent transformations demonstrate distinct and divergent paths. Recent studies have documented this transition from a macro perspective of the political-economic process, yet scholars have been relatively inattentive to the market governance network from a meso-organizational perspective. We believe that it will help us better understand the transforming nature of two developmental states by looking at the netwo..
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