• 検索結果がありません。

第2部 第7章:電子機器産業の構造変化と東アジアの産業内貿易

N/A
N/A
Protected

Academic year: 2021

シェア "第2部 第7章:電子機器産業の構造変化と東アジアの産業内貿易"

Copied!
31
0
0

読み込み中.... (全文を見る)

全文

(1)

の産業内貿易

著者

熊倉 正修

権利

Copyrights 日本貿易振興機構(ジェトロ)アジア

経済研究所 / Institute of Developing

Economies, Japan External Trade Organization

(IDE-JETRO) http://www.ide.go.jp

シリーズタイトル

アジア経済研究所統計資料シリーズ

シリーズ番号

93

雑誌名

貿易指数と貿易構造の変化

ページ

191-220

発行年

2009

出版者

日本貿易振興機構アジア経済研究所/Institute of

Developing Economies (IDE-JETRO) 

URL

http://hdl.handle.net/2344/00008917

(2)

7 ┨

㔚ሶᯏེ↥ᬺߩ᭴ㅧᄌൻߣ᧲ࠕࠫࠕߩ↥ᬺౝ⾏ᤃ

ᾢୖᱜୃ

ߪߓ߼ߦ

↥ᬺౝ⾏ᤃ㧔intra-industry tradeޔએਅ IIT㧕ߪ࿖

㓙⚻ᷣቇߩਥⷐ⎇ⓥ⺖㗴ߩ৻ߟߢ޽ࠆޕ⎇ⓥ⠪ߩ 㑐ᔃ߇㓸߹ࠅᆎ߼ߚ1970ᐕઍೋ㗡ߦߪIITࠍ⛔⸘ ਄ߩᐛᗐߣ⷗ߥߔ⷗⸃߽޽ߞߚ߇ޔߘߩᓟߩ⎇ⓥ ߦࠃߞߡߘࠇ߇ߐ߹ߑ߹ߥ⵾ㅧᬺߦ߅޿ߡ⹺߼ࠄ ࠇࠆ⃻⽎ߢ޽ࠆߎߣ߇␜ߐࠇߚ㧔Greenaway and Milner 1986㧕ޕ1980 ᐕઍߦߥࠆߣ IIT ߩℂ⺰⊛⸃᣿ ߳ߩᯏㆇ߽㜞߹ࠅޔߘࠇ߇੹ᣣߩᣂ⾏ᤃℂ⺰߿ⓨ 㑆⚻ᷣቇߩ⊒ዷߩ৻ഥߣ߽ߥߞߚ㧔Krugman and

Helpman 1985; Fujita et al. 1999㧕ޕ

1980 ᐕઍએ㒠ޔ᧲ࠕࠫࠕߦ߅޿ߡ߽ IIT ߇ᕆჇ ߒߚޕ᧲ࠕࠫࠕߩIIT ߦ㑐ߔࠆ⎇ⓥߩਛߦߪ࿖㓙 㑆ߩ↢↥Ꮏ⒟ಽᬺ㧔ࡈ࡜ࠣࡔࡦ࠹࡯࡚ࠪࡦ㧕ߩᓎ ഀߦᵈ⋡ߒߚ߽ߩ߇ᄙߊޔ࿖Ⴚࠍ⿥߃ߚડᬺ㑆࡮ ડᬺౝ↢↥ࡀ࠶࠻ࡢ࡯ࠢߦᡰ߃ࠄࠇߚਛ㑆⽷⾏ᤃ ߩᵴ⊒ൻ߇IIT ᕆჇߩේ࿃ߣߒߡᒝ⺞ߐࠇߡ޿ࠆ

Thorpe and Zhang 2005; Wakasugi 2008㧕ޕ߹ߚޔ

৻ㇱߩ⎇ⓥߢߪIIT ߇ᵴ⊒ߥ࿖ޘߩ㑆ߢ᥊᳇ᓴⅣ

ߩ✕ኒൻ߇ㅴࠎߢ޿ࠆߎߣ߇ᜰ៰ߐࠇߡ߅ࠅޔ੹

ᓟߐࠄߦIIT ߇Ⴧടߔࠇ߫᧲ࠕࠫࠕߦ߅޿ߡ᰷߽

Ꮊဳߩㅢ⽻⛔ว߳ߩ㆏߇㐿ߌࠆߣਥᒛߐࠇߡ޿ࠆ

Shin and Wang 2003; Cortinhas 2007㧕ޕ

ߎࠇࠄᣢሽ⎇ⓥߩ৻ߟߩ໧㗴ὐߪޔㆊ෰ߩ᧲ࠕ ࠫࠕߦ߅ߌࠆIIT ߩ᜛ᄢߩ⋧ᒰㇱಽ߇ᖱႎㅢାᯏ ེ߿ඨዉ૕࠺ࡃࠗࠬߥߤߩ৻ㇱߩ㔚ሶᯏེ↥ᬺߦ ࠃߞߡᡰ߃ࠄࠇߡ߈ߚߦ߽㑐ࠊࠄߕޔߘࠇ߇ߔߴ ߡߩޟ⵾ㅧᬺޠ߿ޟᯏ᪾ᯏེ↥ᬺޠߦဋ৻ߦ↢ߓ ߡ޿ࠆ߆ߩࠃ߁ߦᛒࠊࠇߡ޿ࠆߎߣߢ޽ࠆ 1ޕ⛔ ⸘ࠍৼካߦⷰኤߔࠆߣ್᣿ߔࠆߎߣߛ߇ޔ1980 ᐕ ઍ߆ࠄ2000ᐕ೨ᓟߦ߆ߌߡߩ᧲ࠕࠫࠕߩIITߩᕆ Ⴧߪၞౝ⻉࿖ߩ㔚ሶᯏེ↥ᬺߩᕆᚑ㐳ߣߘࠇߦ઻ ߁ਛ㑆⽷ขᒁߩ᜛ᄢߦࠃࠆߣߎࠈ߇ᄢ߈ߊޔߘࠇ એᄖߩ↥ᬺߩᓇ㗀ߪዊߐ߆ߞߚޕࠃࠅ㊀ⷐߥὐߣ ߒߡޔ2000 ᐕ೨ᓟ߆ࠄਛ࿖ߩᖱႎㅢାᯏེ↥ᬺߩ บ㗡ߥߤߦࠃߞߡ਎⇇⊛ߦ㔚ሶᯏེߩ⾏ᤃ᭴ㅧ߇ ᄌൻߒޔ㔚ሶᯏེ↥ᬺߪ᧲ࠕࠫࠕߩࡈ࡜ࠣࡔࡦ࠹ ࡯࡚ࠪࡦߣIIT ߩ‧ᒁᓎࠍᨐߚߖߥߊߥࠅߟߟ޽ ࠆޕᧄ┨ߢߪߎࠇࠄߩὐࠍᢙ㊂⊛ߦⵣߠߌޔ੹ᓟ ߩ᧲ࠕࠫࠕߩၞౝ⾏ᤃߣIIT ߩേะࠍዷᦸߔࠆޕ ᧄ┨ߩ᭴ᚑߪએਅߩㅢࠅߢ޽ࠆޕᰴ▵ߢߪᮡḰ ⊛ߥIIT ߩᜰᮡߢ޽ࠆࠣ࡞࡯ࡌ࡞࡮ࡠࠗ࠼ᜰᢙࠍ ࡟ࡆࡘ࡯ߒޔᧄ┨ߢ೑↪ߔࠆ࠺࡯࠲ࠍ⸃⺑ߔࠆޕ ╙2 ▵ߢߪㆊ෰྾ඨ਎♿㑆ߩ᧲ࠕࠫࠕߩၞౝ⾏ᤃ ✚㗵ߦභ߼ࠆIIT ߩࠪࠚࠕࠍ⸘᷹ߒޔߘߩ㔚ሶ࡮ 㔚᳇ᯏེ↥ᬺߣߩ㑐ଥࠍ᭎ⷰߔࠆޕ╙3 ▵ߢߪㄭ ᐕߩ᧲ࠕࠫࠕߩIIT ߦ߅ߌࠆ㔚ሶᯏེ↥ᬺߩᓎഀ ߩᄌኈࠍਛ࿖ߣઁߩ࿖ޘߩขᒁߩᄌൻߦᵈᗧߒߥ ߇ࠄಽᨆߔࠆޕ╙4 ▵ߢߪ੹ᓟߩ᧲ࠕࠫࠕߦ߅ߌ ࠆ↢↥Ꮏ⒟ಽᬺߣIIT ߩേะࠍዷᦸߔࠆޕᦨ⚳▵ ߢߪᧄ┨ߩಽᨆ⚿ᨐࠍ߹ߣ߼ࠆޕ

1. ↥ᬺౝ⾏ᤃߩ⸘᷹ᣇᴺ

IIT ߩቯ⟵߿⸘᷹ᣇᴺߦ㑐ߒߡߪᄙߊߩ⼏⺰߇ ޽ࠆ߇ޔ࿖㓙⾏ᤃߦ߅ߌࠆIIT ߩ㊀ⷐᕈߩᜰᮡߣ ߒߡᦨ߽ᐢߊ೑↪ߐࠇߡ޿ࠆߩߪH. G. ࠣ࡞࡯ࡌ

(3)

࡞ߣP. J. ࡠࠗ࠼߇⠨᩺ߒߚࠣ࡞࡯ࡌ࡞࡮ࡠࠗ࠼ᜰ ᢙ㧔Grubel-Lloyd Indexޔએਅ GL ᜰᢙ㧕ߢ޽ࠆޕ ޿߹ޔi࿖߆ࠄj࿖߳ߩk⽷㧔↥ᬺ㧕ߩャ಴㗵ࠍXijkޔ i ࿖ߩ j ࿖߆ࠄߩ k ⽷㧔↥ᬺ㧕ߩャ౉㗵ࠍ k ij M ߣᦠ ߊߎߣߦߔࠆޕߘߩᤨޔੑ࿖㑆ߢャ಴౉߇ࠝ࡯ࡃ ࡯࡜࠶ࡊߒߡ޿ࠆㇱಽߩ✚㗵ߪ (1-1)

k k

k k 2min k, k ij ij ij ij ij ij X M  X M ª¬X M º¼ ߢ޽ࠅޔࠣ࡞࡯ࡌ࡞࡮ࡠࠗ࠼ߪߎࠇࠍIIT ߣ๭ࠎ

ߛ㧔Grubel and Lloyd 1971㧕ޕߘߒߡ GL ᜰᢙߪ

(1-2) k 2min ijk, ijk ij k k ij ij X M IIT X M ª º ¬ ¼  ߣቯ⟵ߐࠇߡ޿ࠆޕ (1-2)ᑼߩ GL ᜰᢙߪߐ߹ߑ߹ߥ㓸⸘߇น⢻ߢ޽ ࠆޕߚߣ߃߫i㧙j ࿖㑆ߩ⾏ᤃ✚㗵ߦභ߼ࠆ k ⽷㧔↥ ᬺ㧕ߩขᒁߩࠪࠚࠕࠍએਅߩࠃ߁ߦ⸘▚ߒ (1-3) k

ijk ijk

ijk ijk ij k k ij ij ij ij k X M X M w X M X M    

¦

ߎࠇࠍ࠙ࠚࠗ࠻ߣߔࠆ k, ij IIT k 1,2,...ߩട㊀ᐔ ဋ୯ࠍ▚಴ߔࠆߣޔ (1-4) 2 min , k k ij ij k k k ij ij ij k ij ij X M IIT w IIT X M ª º ¬ ¼ 

¦

¦

ߣߥࠆޕߎࠇߪi㧙j ࿖㑆ߩ⾏ᤃ✚㗵ߦභ߼ࠆ GL ߩᗧ๧ߢߩIIT ߩᲧ₸ࠍ⴫ߒߡ޿ࠆޕ ᰴߦޔ޽ࠆ․ቯߩ࿾ၞ㧔ߚߣ߃߫᧲ࠕࠫࠕ㧕ߦ ዻߔࠆ࿖ޘ㧔

l

1,2,...,

n

㧕ߛߌߦᵈ⋡ߒޔiޔj ࿖߇޿ߕࠇ߽ߎࠇࠄߩn ࠞ࿖ߦ฽߹ࠇߡ޿ࠆߣߒ ࠃ߁ޕi ࿖ߩߔߴߡߩ᧲ࠕࠫࠕ⻉࿖ߣߩ⾏ᤃ㗵ߦ භ߼ࠆj ࿖ߣߩขᒁߩࠪࠚࠕࠍ (1-5)

ij ij

ij ij ij il il i i l i X M X M w X M X M z    

¦

ߣᦠ߈ޔవߩࠤ࡯ࠬߣห᭽ߦwijࠍ࠙ࠚࠗ࠻ߣߔࠆ IITil, l 1,2,..,nߩട㊀ᐔဋ୯ࠍ᳞߼ࠆߣ (1-6) 2 min , i il il l i k k il il l i k i i IIT w IIT X M X M z z ª¬ º¼ 

¦

¦ ¦

ߣߥࠆޕߎࠇߪi ࿖ߩ᧲ࠕࠫࠕၞౝߩ⾏ᤃ✚㗵ߦ භ߼ࠆIIT ߩᲧ₸ࠍ⴫ߒߡ޿ࠆޕ  ᦨᓟߦޔ᧲ࠕࠫࠕၞౝߩ⾏ᤃ✚㗵ߦභ߼ࠆi ࿖ ߩขᒁߩࠪࠚࠕࠍએਅߩࠃ߁ߦቯ⟵ߒࠃ߁ޕ (1-7)

i i

i i l l l l l X M T w X M T  

¦

¦

ߎߎߢT ߪ i ࿖ߣઁߩ᧲ࠕࠫࠕ⻉࿖ߣߩ⾏ᤃߩ✚i 㗵ߢ޽ࠅޔ

¦

lTl 2

¦

lXl 2

¦

lMl ߪ᧲ࠕࠫࠕ ߩၞౝ⾏ᤃ✚㗵ߩ2 ୚ߦ⋧ᒰߒߡ޿ࠆ㧔ߚߛߒ◲ ⇛ൻߩߚ߼ޔߎߎߢߪCIF ࡑ࡯ࠫࡦ╬ߪᝥ⽎ߒߡ ޿ࠆ㧕ޕߎߩwiࠍ࠙ࠚࠗ࠻ߣߒߚIITi, i 1,2,...ߩ ട㊀ᐔဋ୯ࠍ⸘▚ߔࠆߣ (1-8) 2 min , min , min , i i i k k ij ij i j i k i i k k ij ij i j i k k ij i j i k k k ij ij i j i k k ij i j i k IIT w IIT X M T X M X X M M z z z z z ª º ¬ ¼ ª º ¬ ¼ ª º ¬ ¼

¦

¦ ¦ ¦

¦

¦ ¦ ¦

¦ ¦ ¦

¦ ¦ ¦

¦ ¦ ¦

ߣߥࠆޕ⸒߁߹ߢ߽ߥߊޔ(1-8)ᑼߩ IIT ߪ᧲ࠕࠫ ࠕߩၞౝ⾏ᤃ✚㗵ߦභ߼ࠆGL ߩᗧ๧ߢߩ IIT ߩ ࠪࠚࠕࠍ␜ߒߡ޿ࠆޕ  ਄⸥ߩ(1-4)ᑼએਅߢߪߔߴߡߩ⾏ᤃ⽷↥ᬺࠍ㓸 ⸘ߒߚGL ᜰᢙࠍ⠨߃ߚ߇ޔ․ቯߩ↥ᬺࠣ࡞࡯ࡊ ߦ㑐ߒߡห᭽ߩᜰᢙࠍቯ⟵ߔࠆߎߣ߽น⢻ߢ޽ࠆޕ ߚߣ߃߫ޔ

I

m

,

m

1,2,..

߇ߘࠇߙࠇⶄᢙߩ↥ᬺ ߆ࠄ᭴ᚑߐࠇࠆ↥ᬺㇱ㐷ߛߣߒޔ޽ࠆ․ቯߩ

I

m߇ ޟᯏ᪾ᯏེޠㇱ㐷ߦዻߔࠆ↥ᬺߩ㓸วߛߣߔࠆޕ ߎߎߢ (1-9)

2

min

, , m m k k il il l i k i m k k i i k X M IIT X M I I I z   ª º ¬ ¼

¦ ¦

¦

ߣ޿߁୯ࠍቯ⟵ߔࠆߣޔߘࠇߪi ࿖ߩઁߩ᧲ࠕࠫ ࠕ⻉࿖ߣߩᯏ᪾ᯏེ⾏ᤃߦභ߼ࠆIIT ߩᲧ₸ࠍ⴫ ߒߡ޿ࠆޕߎߩ୯ࠍ೑↪ߔࠆߣޔ(1-6)ᑼߩIITi

(4)

(1-10)

m

i i m i m m k k i i k i m i i IIT w IIT X M w X M I I I I   

¦

¦

ߚߛߒ ߣ޿߁ㇱ㐷ߏߣߩGL ᜰᢙߩട㊀ᐔဋ୯ߣߒߡ⴫ ⃻ߔࠆߎߣ߇ߢ߈ޔߐࠄߦ(1-8)ᑼߩ GL Ყ₸ࠍ (1-11)

m

m m m k k i i i k m i i i IIT w IIT X M w X M I I I I   

¦

¦ ¦

¦

ߚߛߒ ߣᦠ߈⋥ߔߎߣ߇ߢ߈ࠆޕ᧲ࠕࠫࠕߩIIT ߦ㑐ߔ ࠆታ⸽⎇ⓥߩᄙߊߪ⵾ㅧᬺ߿ᯏ᪾ᯏེㇱ㐷ߦᵈ⋡ ߒߚಽᨆࠍⴕߞߡ޿ࠆ㧔Murshed 2001㧕ޕ ߥ߅ޔ਄⸥ߩ

I

mߪᔅߕߒ߽ᮡḰ⊛ߥ↥ᬺㇱ㐷ߢ ޽ࠆᔅⷐߪߥߊޔ⁛⥄ߩၮḰߦࠃߞߡ↥ᬺࠍࠣ࡞ ࡯ࡊಽߌߔࠆߎߣ߽น⢻ߢ޽ࠆޕㄭᐕߩᄙߊߩታ ⸽⎇ⓥߪGL ߩᗧ๧ߢߩ IIT ߦ㑐ߒߡャ಴⽷ߣャ ౉⽷ߩනଔࠍ▚಴ߒޔਔ⠪ߩਵ㔌߇৻ቯ▸࿐ౝߦ ෼߹ߞߡ޿ࠆ႐วࠍޟ᳓ᐔ⊛IITޠޔߘࠇએᄖߩ႐ วࠍޟု⋥⊛IITޠߣ๭ࠎߢ޿ࠆ㧔Greenaway et al. 1995㧕ޕߎߎߢޟ᳓ᐔ⊛ IITޠߣߪޟၮᧄ⊛ߥᯏ⢻ ߿ຠ⾰ߪ߶߷ห৻ߢ޽ࠅޔ࠺ࠩࠗࡦ߿઀᭽ߩߺߦ ࠃߞߡᏅ೎ൻߐࠇߡ޿ࠆ㧔ߚ߼ߦૃㅢߞߚଔᩰߢ ⽼ᄁߐࠇߡ޿ࠆ㧕⽷ߩ෺ᣇะขᒁޠࠍᗧ๧ߒߡ߅ ࠅޔޟု⋥⊛IITޠߣߪޟ↥ᬺ㧔⾏ᤃຠ⋡㧕ಽ㘃਄ ߪห৻⽷ߛ߇ᯏ⢻߿ຠ⾰ޔടᎿᲑ㓏߇⇣ߥࠆ㧔ߚ ߼ߦャ಴౉ଔᩰ߇ᄢ߈ߊਵ㔌ߒߡ޿ࠆ㧕⽷ߩขᒁޠ ࠍᗧ๧ߒߡ޿ࠆޕᣢሽᢥ₂ߢߪᄙߊߩ᧲ࠕࠫࠕ⻉ ࿖ߦ߅޿ߡ(1-6)ᑼߩGLᜰᢙ߇1970ᐕઍ߆ࠄ1990 ᐕઍߦ߆ߌߡᄢ߈ߊ਄᣹ߒߚߎߣޔߘߩ⋧ᒰㇱಽ ߇ု⋥⊛IIT ߩჇടߦࠃࠆ߽ߩߢ޽ࠆߎߣ߇ᜰ៰

ߐࠇߡ޿ࠆ㧔Hurley 2003; Thorpe and Zhang 2005㧕ޕ

 ᧄ┨ߢߪ୘ޘߩ࿖ޘߩGL ᜰᢙߢߪߥߊ(1-8)ᑼ ߩቯ⟵ߦࠃࠆ᧲ࠕࠫࠕߩၞౝ⾏ᤃో૕ߩGL ᜰᢙ ߦᵈ⋡ߒޔߘࠇ߇ㆊ෰྾ඨ਎♿ߩ㑆ߦߤߩࠃ߁ߦ ᄌൻߒߡ߈ߚ߆ޔߘߩ⢛᥊ߦߤߩࠃ߁ߥⷐ࿃߇૞ ↪ߒߡ޿ߚ߆ࠍಽᨆߔࠆޕߚߛߒ(1-8)ᑼߣ(1-11) ᑼࠍ⷗ࠆߣಽ߆ࠆࠃ߁ߦޔ᧲ࠕࠫࠕߩၞౝ⾏ᤃߩ GL ᜰᢙߪၞౝ⻉࿖ߩ GL ᜰᢙߩട㊀ᐔဋ୯ߢ޽ ࠅޔㇱ㐷೎ߩGL ᜰᢙߩട㊀ᐔဋ୯ߢ߽޽ࠆޕߒ ߚ߇ߞߡ೨⠪ߩᄌേߩࡔࠞ࠾࠭ࡓࠍℂ⸃ߔࠆߚ߼ ߦߪᓟ⠪ࠍಽᨆߔࠆߎߣ߽ᔅⷐߣߥࠆޕ ߎࠇ߹ߢ⼏⺰ߒߚGL ᜰᢙߪ᭎ᔨ⊛ߦߪන⚐ߥ ߽ߩߛ߇ޔታ㓙ߩ⸘▚ߦ޽ߚߞߡߪੑߟߩ໧㗴ࠍ ᬌ⸛ߔࠆᔅⷐ߇޽ࠆޕ╙৻ߩ໧㗴ߪ㓸⸘ߩၮ␆ߣ ߥࠆ↥ᬺk 1,2,...ࠍ޿߆ߦቯ⟵ߔࠆ߆ߢ޽ࠆޕ৻ ⥸ߦGL ᜰᢙߪ↥ᬺಽ㘃ࠍ⚦ಽൻߔࠆ߶ߤዊߐߊ ߥࠆߎߣ߇⍮ࠄࠇߡ޿ࠆ㧔Lloyd 2002㧕ޕㄭᐕߩ⎇ ⓥߢߪㆊ೾㓸⸘ߩน⢻ᕈ߿᳓ᐔ⊛࡮ု⋥⊛IIT ߩ ⼂೎ߦ޽ߚߞߡャ಴౉නଔ߇ᔅⷐߣߥࠆߎߣࠍ⠨ ᘦߒޔ⾏ᤃ⛔⸘ߩຠ⋡ࠦ࡯࠼ࠍߘߩ߹߹਄⸥ߩ 1,2,... k ߣߒߡ೑↪ߒߡ޿ࠆࠤ࡯ࠬ߇ᄙ޿ޕ੹ᣣ ߩᮡḰ⊛ߥ⾏ᤃຠ⋡૕♽ߢ޽ࠆ⛔৻ࠪࠬ࠹ࡓ 㧔Harmonized Systemޔએਅ HS㧕ߩᦨ⹦ 6 ᩴࠦ࡯ ࠼ᢙߪ5,000 એ਄ߦ਄ߞߡ߅ࠅޔ࿖㓙ᮡḰ↥ᬺಽ

㘃㧔International Standard Industrial Classificationޔએ

ISIC㧕ߥߤߦᲧߴߡᩰᲑߦ⹦⚦ߥಽᨆ߇น⢻ߣ ߥࠆޕߚߛߒャ಴౉㑐⒢ߩⷙቯࠍ⋡⊛ߣߒߚ⾏ᤃ ຠ⋡૕♽ߣ ISIC ߩࠃ߁ߥ↥ᬺಽ㘃ߪ᭎ᔨ⊛ߦ⇣ ߥߞߡ߅ࠅޔ߿ߺߊ߽ߦ⹦⚦ߥಽ㘃ࠍណ↪ߔࠇ߫ ࠃ޿ߣߪ㒢ࠄߥ޿ߎߣߦ߽ᵈᗧ߇ᔅⷐߢ޽ࠆޕ ╙ੑߩ໧㗴ߪޔ਄⸥ߩ↥ᬺ㧔⽷㧕ಽ㘃ߩ໧㗴߇ ⸃᳿ߐࠇߚߣߒߡޔ޿߆ߦߒߡߘࠇߦኻᔕߔࠆା 㗬ߢ߈ࠆ⾏ᤃ⛔⸘ࠍ౉ᚻߔࠆ߆ߢ޽ࠆޕන৻࿖ߩ IIT ࠍ▚಴ߔࠆ႐วߦߪᒰ⹥࿖ߩේ⛔⸘߆ࠄ࠺࡯ ࠲ࡌ࡯ࠬࠍ᭴▽ߔࠆߎߣ߽น⢻ߛ߇ޔᄙᢙ࿖ߩಽ ᨆߦ߅޿ߡߪ࿖㓙⊛ߦᮡḰൻߐࠇߚ⾏ᤃ⛔⸘ࠍ೑ ↪ߖߑࠆࠍ߃ߥ޿ޕߘߩࠃ߁ߥ᳢↪⊛ߥ⾏ᤃ࠺࡯ ࠲ࡌ࡯ࠬߣߒߡᢛ஻ߐࠇߡ޿ࠆߩ߇࿖㓙ㅪวߩ Commodity Trade Statistics Database㧔એਅComtrade㧕

ߢ޽ࠅޔᣢሽ⎇ⓥߩᄙߊ߽Comtrade ࠍ೑↪ߒߡ޿ ࠆޕߒ߆ߒComtrade ߦߪบḧߩ⾏ᤃ⛔⸘߇㓁⴫⊛ ߦ෼㍳ߐࠇߡ޿ߥ޿ߛߌߢߥߊޔߘࠇએᄖߩ࿖ޘ ߦ㑐ߒߡ߽ฦ࿖ߩේ⛔⸘ߩ․ᕈ߿໧㗴ὐ߇ߘߩ߹ ߹෻ᤋߐࠇߡߒ߹ߞߡ޿ࠆޕߚߣ߃߫ਛ⛮⾏ᤃ߇ ⋓ࠎߥ㚅᷼߿ࠪࡦࠟࡐ࡯࡞ߩ⛔⸘ߪ⾏ᤃ⋧ᚻ࿖ߩ

(5)

⛔⸘ߣ⪺ߒߊਵ㔌ߒߡ߅ࠅ 2ޔห᭽ߩ໧㗴ߪߎࠇ ࠄߩ࿖ޘࠍ੺ߒߚ╙ਃ࿖ߣߩขᒁ߇ᄙ޿ઁߩࠕࠫ ࠕ⻉࿖ߦ߽ሽ࿷ߔࠆޕ߹ߚޔࡈࠖ࡝ࡇࡦߢߪ1990 ᐕઍඨ߫߹ߢᆔ⸤ടᎿ඙ߦ߅ߌࠆャ಴౉߇৻᜝ߒ ߡޟߘߩઁޠຠ⋡ߦಽ㘃ߐࠇߡ޿ߚߚ߼ޔߘࠇએ ೨ߣએᓟߩ⛔⸘ߩ㑆ߦήⷞߢ߈ߥ޿ᢿ⛘߇ሽ࿷ߔ ࠆޕᄙߊߩᣢሽ⎇ⓥߪߎࠇࠄߩ໧㗴ߦ㑐ߒߡή㗐 ⌕ߛ߇ޔComtrade ࠍߘߩ߹߹೑↪ߒߚಽᨆߩା㗬 ᕈߪૐ޿ߣ⸒ࠊߑࠆࠍ߃ߥ޿ޕ ᧄ┨ߢߪ਄⸥ߩ໧㗴ࠍ⠨ᘦߒޔࡈ࡜ࡦࠬߩ⎇ⓥ

ᯏ㑐Centre d’Études Prospectives et d’Informations

Internationales㧔CEPII㧕߇૞ᚑ࡮౏⴫ߒߡ޿ࠆ

Comptes Harmonisés sur les Echanges et l’Economie Mondiale (CHELEM)ߣ Base pour l’Analysis du Commerce International㧔BACI㧕ߣ޿߁ੑߟߩ⾏ᤃ ࠺࡯࠲ࡌ࡯ࠬࠍ೑↪ߔࠆޕCHELEM ߽ BACI ߽ၮ ᧄ⊛ߦߪComtrade ߦଐ᜚ߒߡ޿ࠆ߇ޔ㚅᷼߿ࠪࡦ ࠟࡐ࡯࡞ߦ㑐ߒߡᒰ⹥࿖ߩේ⛔⸘ࠍ↪޿ߚୃᱜ߇ ⴕࠊࠇߡ޿ࠆߛߌߢߥߊޔߘߩઁߩ࿖ޘߦ㑐ߒߡ ߽⸘㊂⚻ᷣቇ⊛ᚻᴺࠍ↪޿ߡャ಴౉࿖⛔⸘ߩਇ⓭ ว߇⺞ᢛߐࠇߡ޿ࠆޕCHELEM ߿ BACI ߦ߅޿ߡ ߽᧲ࠕࠫࠕ⻉࿖ߩ⾏ᤃ⛔⸘ߩ໧㗴ὐ߇ቢోߦస᦯ ߐࠇߡ޿ࠆࠊߌߢߪߥ޿߇ޔઁߩᣢሽߩ࠺࡯࠲ࡌ ࡯ࠬߦᲧߴߡ♖ᐲߪ㜞޿ߣ⠨߃ࠄࠇࠆ3ޕ ᧄ┨ߢCHELEM ߣ BACI ࠍ૬↪ߔࠆℂ↱ߪޔ ᧄ┨ߩ⋡⊛ߦߣߞߡߎࠇࠄ߇⋧⵬⊛ߥ․ᓽࠍᜬߞ ߡ޿ࠆ߆ࠄߢ޽ࠆޕCHELEM ߪ߽ߣ߽ߣ CGE ࠲ ࠗࡊߩേቇ⊛ಽᨆࠍᗧ⼂ߒߚ߽ߩߢ޽ࠅޔࠝࡦ࡜ ࠗࡦ ߢ1967 ᐕએ㒠ޔCD-ROM  ߢߪ 1985 ᐕએ 㒠ߩ㐳ᦼ࠺࡯࠲߇ᓧࠄࠇࠆ߇ޔ↥ᬺಽ㘃ߪ߆ߥࠅ ᄢ߹߆ߢ޽ࠆޕ৻ᣇޔBACI ߩຠ⋡ಽ㘃ߪ HS ߩ 6 ᩴࠦ࡯࠼ߛ߇ޔ1992 ᐕ ߩ HS㧔એਅ HS-92㧕ߦ ߽ߣߠߊ࠺࡯࠲ߪ1995 ᐕએ㒠ޔ1996 ᐕ ߩ HSHS-96㧕ߦࠃࠆ߽ߩߪ 1996 ᐕએ㒠ಽߒ߆ឭଏߐ ࠇߡ޿ߥ޿ޕCHELEM ߢߪⶄᢙߩ↥ᬺಽ㘃૕♽ߦ ߽ߣߠߊ⾏ᤃ࠺࡯࠲߇ឭଏߐࠇߡ޿ࠆ߇ޔᧄ┨ߢ ߪਥߣߒߡCEPII ⁛⥄ߩಽ㘃㧔ಽ㘃✚ᢙ 72㧕ߦ߽ ߣߠߊ߽ߩࠍ೑↪ߔࠆޕߎࠇߪCEPII ߩಽ㘃✬ᚑ ߦ߅޿ߡ⽷ߩടᎿᲑ㓏߇⠨ᘦߐࠇߡ޿ࠆߎߣޔ᧲ ࠕࠫࠕ⻉࿖ߦߣߞߡ㊀ⷐߥ㔚ሶ࡮㔚᳇ᯏེ↥ᬺߦ 㑐ߒߡᲧセ⊛วℂ⊛ߥಽ㘃߇ߥߐࠇߡ޿ࠆߚ߼ߢ ޽ࠆޕ߹ߚޔBACI ߦ㑐ߒߡߪࠃࠅ㐳ᦼ㑆ߩ⛔⸘ ߇ᓧࠄࠇࠆ HS-92 ࡌ࡯ࠬߩ࠺࡯࠲㧔ಽ㘃✚ᢙ 4,979㧕ࠍ೑↪ߔࠆޕCEPII ಽ㘃ߩ⹦⚦ߦ㑐ߒߡߪ ┨ᧃߩ㒝⴫ࠍෳᾖߐࠇߚ޿ޕ

CEPII ಽ㘃ߦ߽ߣߠߊCHELEM ࠺࡯࠲ߪIIT ߩ ⸘᷹ߦ↪޿ࠆߦߪ↥ᬺಽ㘃߇ᄢ߹߆ߔ߉ࠆߣᕁࠊ ࠇࠆ߆߽⍮ࠇߥ޿߇ޔߘࠇߪᔅߕߒ߽ᱜߒߊߥ޿ޕ ߩߜߦ⹦ㅀߔࠆࠃ߁ߦޔ᧲ࠕࠫࠕߩIIT ߪ৻ㇱߩ 㔚ሶᯏེߦ⪺ߒߊ஍ߞߡ޿ࠆޕߚߣ߃߫HS-92 ߩ 6ᩴຠ⋡ࠍ߽ߣߦ2005ᐕߩ᧲ࠕࠫࠕၞౝߩᎿᬺ⵾ ຠߩIIT ࠍ▚಴ߔࠆߣ਄૏ 8 ຠ⋡ߛߌߢ IIT ✚㗵 ߩ40㧑ㄭߊࠍභ߼ߡ߅ࠅޔߘࠇࠄߔߴߡ߇㔚ሶᯏ ེ↥ᬺߦዻߔࠆຠ⋡ߢ޽ࠆޕᰴ▵ߢ⷗ࠆࠃ߁ߦޔ ޿ߕࠇߩ↥ᬺಽ㘃ᣇᴺࠍណ↪ߔࠆ߆ߦࠃߞߡ(1-6) ᑼ߿(1-8)ᑼߩ GL ᜰᢙߩ᳓Ḱߪᄌൻߔࠆ߇ޔߘߩ ⚻ᤨ⊛ߥᄌൻߩ․ᕈߦᄢ߈ߥ㆑޿ߪ⹺߼ࠄࠇߥ޿ޕ ߥ߅ޔBACI ߦߪ Comtrade ߩャ಴౉ᢙ㊂࠺࡯࠲ ߆ࠄ▚಴ߒߚනଔ࠺࡯࠲߽෼㍳ߐࠇߡ߅ࠅޔᣢሽ ᢥ₂ߩࠃ߁ߦIIT ࠍ᳓ᐔ⊛࡮ု⋥⊛ IIT ߦಽ㘃ߔ ࠆߎߣߪኈᤃߢ޽ࠆޕߒ߆ߒᧄ┨ߢߪ᳓ᐔ⊛ IIT ߣု⋥⊛IIT ࠍ඙೎ߒߚಽ㘃ߪⴕࠊߥ޿ޕߘߩ╙ ৻ߩℂ↱ߪޔBACI ߇ଐ᜚ߔࠆ Comtrade ߦ߅޿ߡ ᢙ㊂න૏߇ᰳ៊ߒߡ޿ࠆ㧔޽ࠆ޿ߪャ಴࿖ߣャ౉ ࿖ߩ㑆ߢᢙ㊂න૏߇⇣ߥߞߡ޿ࠆ㧕ຠ⋡߇ዋߥߊ ߥߊޔ᧲ࠕࠫࠕߩၞౝ⾏ᤃߦ߅޿ߡߘࠇࠄߩຠ⋡ ߇භ߼ࠆࠪࠚࠕ߇ᄢ߈޿ߚ߼ߢ޽ࠆޕ╙ੑߩℂ↱ ߪޔ᧲ࠕࠫࠕ⻉࿖ߦߣߞߡ㊀ⷐߥ㔚ሶᯏེ↥ᬺߢ ߪᛛⴚ㕟ᣂߦࠃࠆ⽷ߩ㜞ᐲൻߣಽൻߩࠬࡇ࡯࠼߇ ㅦߊޔන৻ߩHS6 ᩴຠ⋡ߩਛߦᕈ⾰߇⇣ߥࠆ⽷߇ ᷙ࿷ߒߡ޿ࠆࠤ࡯ࠬ߇ዋߥߊߥ޿ߚ߼ߢ޽ࠆޕߘ ߩࠃ߁ߥຠ⋡ߦ㑐ߒߡᯏ᪾⊛ߦ▚಴ߐࠇߚャ಴න ଔߣャ౉නଔ߇ᄢ߈ߊਵ㔌ߒߡ޿ߚߣߒߡ߽ޔߘ ࠇ߇ߔߥࠊߜຠ⾰ߦࠃࠆ⽷ߩᏅ೎ൻ߿ࡈ࡜ࠣࡔࡦ ࠹࡯࡚ࠪࡦߩ⚿ᨐߛߣߪᢿቯߢ߈ߕޔනߦ⽷ߩᄙ ᭽ൻߦ⾏ᤃຠ⋡ߩᡷ⸓߇ㅊ޿ߟ޿ߡ޿ߥ޿น⢻ᕈ

(6)

߽⠨߃ࠄࠇࠆ4ޕ

2. ᧲ࠕࠫࠕߩ↥ᬺౝᜰᢙߩ࠳ࠗ࠽ࡒ࠶ࠢ

ࠬ㧦᭎ⷰ

 ᧄ▵ߢߪ߹ߕ⵾ㅧᬺ㧔Ꮏᬺ⵾ຠ㧕ో૕ࠍኻ⽎ߣ ߒߡ(1-8)ᑼߩ GL ᜰᢙࠍ⸘▚ߒޔߘߩ⚻ᤨ⊛ᄌൻ ࠍᄢ߹߆ߦಽᨆߔࠆޕ⵾ㅧᬺએᄖߩ⾏ᤃ⽷↥ᬺࠍ 㓸⸘߆ࠄ㒰ᄖߔࠆℂ↱ߪޔᣢሽᢥ₂ߦ߅޿ߡㄘᨋ ᳓↥ᬺ߿㋶ᬺߢߪIIT ߇ዋߥ޿ߎߣ߇␜ߐࠇߡ޿ ࠆߎߣ㧔Brüllhart 2008㧕ޔଔᩰᄌേߩᄢ߈޿৻ᰴ↥ ຠࠍ㓸⸘ߦ฽߼ࠆߣ㓸⸘ߐࠇߚGL ᜰᢙ߇ਇ቟ቯ ߦߥࠅޔߘߩ⍴ᦼ⊛ߥᄌേߣ⿲൓⊛ᄌൻߩ⼂೎߇ ࿎㔍ߦߥࠆߎߣߢ޽ࠆ㧔Kumakura 2008㧕ޕ⵾ㅧᬺ ߩਛߢ߽ේᴤଔᩰߩᓇ㗀߇ᄢ߈޿⍹ᴤ♖⵾ᬺߣࠨ ࡯ࡆࠬ⽷ߩᕈ⾰߇ᒝ޿ශ೚࡮಴ ᬺޔ․ᱶߥ↥ᬺ ߢ޽ࠆᱞེ࡮ᒢ⮎⵾ㅧᬺߥߤߪ㓸⸘߆ࠄ㒰ᄖߔࠆ 㧔ኻ⽎↥ᬺߩ⹦⚦ߪ┨ᧃߩઃ⴫ࠍෳᾖ㧕ޕߥ߅ޔᧄ ┨ߦ߅޿ߡޟ᧲ࠕࠫࠕޠߣߪᣣᧄޔ㖧࿖ޔบḧޔ 㚅᷼ޔࠪࡦࠟࡐ࡯࡞ޔࡑ࡟࡯ࠪࠕޔࠗࡦ࠼ࡀࠪࠕޔ ࡈࠖ࡝ࡇࡦޔ࠲ࠗޔਛ࿖ޔࡌ࠻࠽ࡓߩ11 ࠞ࿖ࠍᗧ ๧ߒߡ޿ࠆޕ ೨▵ߢ⸃⺑ߒߚCHELEM ߣ BACI ࠍ೑↪ߒߡ ᧲ࠕࠫࠕၞౝ⾏ᤃߩGL ᜰᢙࠍ⸘▚ߒޔߘߩផ⒖ ࠍࠣ࡜ࡈߦឬ޿ߚߩ߇࿑ 1 ߩ਄Ბߢ޽ࠆޕ CHELEM ߦ㑐ߒߡߪ CEPII ಽ㘃ߦࠃࠆ࠺࡯࠲߆ ࠄ⸘▚ߒߚGL ᜰᢙߦട߃ޔෳ⠨ߣߒߡ ISIC ╙ 3  ߩ4 ᩴಽ㘃ߦ߽ߣߠߊ࠺࡯࠲߆ࠄ⸘▚ߒߚᜰᢙ ߩផ⒖߽ឝタߒߚޕ޿ߕࠇߩ♽೉߽㓸⸘ᦼ㑆ࠍㅢ ߓߡ਄᣹ߒߡ߅ࠅޔ᧲ࠕࠫࠕߩၞౝ⾏ᤃߦ߅޿ߡ IIT ߩ㊀ⷐᕈ߇㜞߹ߞߡ޿ࠆߎߣࠍ⏕⹺ߢ߈ࠆޕ ߹ߚޔవㅀߒߚℂ↱߆ࠄCHELEM ߦ߽ߣߠߊ GL ᜰᢙߪBACI ߦ߽ߣߠߊᜰᢙࠃࠅߕߞߣᄢ߈ߊߥ ߞߡ޿ࠆ߇ޔ޿ߕࠇ߽⿲൓⊛ߦߪ਄᣹௑ะߦ޽ࠆޕ  ߥ߅ޔᣢሽᢥ₂ߢߪ㓸⸘ൻߐࠇߚGL ᜰᢙ߇ࡑ ࠢࡠߩ⾏ᤃ෼ᡰߩേะ߆ࠄᓇ㗀ࠍฃߌࠆߎߣ߇ᜰ ៰ߐࠇߡ޿ࠆ㧔Aquino 1978㧕ޕߚߣ߃߫(1-6)ᑼߦ ߅޿ߡXiߣMiߩ୯߇ਵ㔌ߒߚ႐วޔi ࿖ߩャ಴౉ ຠ⋡᭴ᚑ߇ਇᄌߢ޽ߞߡ߽IITiߩ୯ߪૐਅߔࠆޕ ࿑1 ਄Ბߩ᧲ࠕࠫࠕో૕ߩ GL ᜰᢙߪ(1-6)ᑼߩ࿖ ೎GL ᜰᢙߩട㊀ᐔဋ୯ߢ޽ࠆߚ߼ޔၞౝ⻉࿖㑆 ߩขᒁ᭴ㅧߩ⿲൓⊛ߥᄌൻߛߌߢߥߊฦ࿖ߩ⾏ᤃ ෼ᡰߩ⍴ᦼ⊛ᄌേ߆ࠄ߽ᓇ㗀ࠍฃߌߡ޿ࠆߪߕߢ ޽ࠆޕCHELEM ߦ߽ߣߠߊ GL ᜰᢙߪ 1990 ᐕઍ ೨ඨߦ৻ᤨ⊛ߦૐਅߒߡ޿ࠆ߇ޔߎߩᤨᦼߪࡃࡉ ࡞፣უᓟߩ᥊᳇ᓟㅌߦࠃߞߡᣣᧄߩャ౉߇ૐㅅߒޔ ߘߩઁߩ࿖ޘߢߪ⾗ᧄᵹ౉ߩടㅦߦࠃߞߡౝ㔛߇ ೝỗߐࠇޔャ౉߇ᕆჇߒߚᤨᦼߦ޽ߚߞߡ޿ࠆޕ ਄⸥ߩ໧㗴ࠍ⠨߃ࠆߚ߼ߦޔߎߎߢ(1-8)ᑼߩGL ᜰᢙࠍએਅߩࠃ߁ߦᦠ߈⋥ߒߡߺࠃ߁ޕ (2-1)

>

@

>

@

* * min , min , . min , i i i i i k k ij ij i j i k i i i IIT MB IIT X M MB X X M IIT X M z u ª º ¬ ¼

¦

¦

¦ ¦ ¦

¦

ߚߛߒ ฝㄝߩMB㧔Macroeconomic Balance㧕ߪฦ࿖ߩ 㧔ઁߩ᧲ࠕࠫࠕ⻉࿖ߦኻߔࠆ㧕ャ಴✚㗵ߣャ౉✚ 㗵߇ࡃ࡜ࡦࠬߒߡ޿ࠆㇱಽߩၞౝ⾏ᤃ✚㗵ߦኻߔ ࠆᲧ₸ߢ޽ࠅޔฦ࿖ߩ㧔ઁߩ᧲ࠕࠫࠕ⻉࿖ో૕ߦ ኻߔࠆ㧕⾏ᤃ෼ᡰߩဋⴧ߇፣ࠇࠆߣૐਅߔࠆޕIIT* ߪߘߩࠃ߁ߥࡑࠢࡠ⊛ߥ⾏ᤃ෼ᡰਇဋⴧߩᓇ㗀ࠍ ขࠅ㒰޿ߚGL ᜰᢙߣ⠨߃ࠆߎߣ߇ߢ߈ࠆޕ వߦ␜ߒߚCEPII ಽ㘃ߦ߽ߣߠߊ GL ᜰᢙߦ㑐ߒ ߡ(2-1)ᑼߩಽ⸃ࠍⴕ޿ޔߘߩ⚿ᨐࠍࠣ࡜ࡈൻߒߚ ߩ߇࿑1 ߩਅᲑߢ޽ࠆޕߎࠇࠍ⷗ࠆߣ 1990 ᐕઍ೨ ඨ߿2002 ᐕએ㒠ߦ MB ߩ୯߇㗼⪺ߦૐਅߒޔၞౝ ⾏ᤃߩGL ᜰᢙࠍ᛼ߒਅߍࠆ௛߈ࠍߒߡ޿ߚߎߣ ߇ಽ߆ࠆޕࡑࠢࡠ⊛ߥ⾏ᤃ෼ᡰߩᓇ㗀ࠍขࠅ㒰޿ ߚIIT*ߪ⺞ᢛ೨ߩGL ᜰᢙߣ㘃ૃߒߚផ⒖ࠍ␜ߒ ߡ޿ࠆ߇ޔᓟ⠪ࠃࠅߐࠄߦṖࠄ߆ߥ਄᣹࠻࡟ࡦ࠼ ࠍㄡߞߡ޿ࠆޕߒߚ߇ߞߡ࿑1 ߩੑߟߩࠣ࡜ࡈࠍ ⷗ࠆ㒢ࠅޔ᧲ࠕࠫࠕߩၞౝ⾏ᤃߦ߅ߌࠆIIT ߩࠪ ࠚࠕߪ㐳ᦼߦᷰߞߡẋㅴ⊛ߦ਄᣹ߒߡ߅ࠅޔ੹ᓟ ߽ߘࠇ߇⛮⛯ߔࠆߣᕁࠊࠇࠆߛࠈ߁ޕᔅߕߒ߽᣿ ␜⊛ߢߪߥ޿ߦߖࠃޔᄙߊߩᣢሽ⎇ⓥ߽ߘߩࠃ߁ ߥផ⺰ࠍⴕߞߡ޿ࠆࠃ߁ߦ⷗ฃߌࠄࠇࠆޕ

(7)

1 ᧲ࠕࠫࠕߩᎿᬺ⵾ຠ⾏ᤃߩ GL ᜰᢙߩផ⒖ 0.1 0.2 0.3 0.4 0.5 0.6 1985 1988 1991 1994 1997 2000 2003 2006 CHELEM (CEPIIಽ㘃) CHELEM (ISIC4ᩴ) BACI (HS6ᩴ) 0.1 0.2 0.3 0.4 0.5 0.6 1985 1988 1991 1994 1997 2000 2003 2006 0.7 0.8 0.9 1.0 IIT (Ꮐゲ) IIT* (Ꮐゲ) MB (ฝゲ) 㧔಴ᚲ㧕CHELEM ߣ BACI ࠍ߽ߣߦ⪺⠪㓸⸘ޕ ߒ߆ߒޔ਄⸥ߩផ⺰߇ᱜߒ޿ߎߣߪታߪ᳿ߒߡ ⥄᣿ߢߥ޿ޕߎߩߎߣࠍℂ⸃ߔࠆߚ߼ߦޔ੹ᐲߪ 1,2,... k

I

1㧔㔚ሶ࡮㔚᳇ᯏེ㧕ޔ

I

2㧔ャㅍ↪ᯏ ᪾㧕ޔ

I

3㧔ߘߩઁߩᯏ᪾ᯏེ㧕ޔ

I

4㧔ൻቇ⵾ຠ㧕ޔ 5

I

㧔❫⛽⵾ຠ㧕ޔ

I

6㧔ߘߩઁߩᎿᬺ⵾ຠ㧕ߩ6 ㇱ 㐷ߦಽ㘃ߒޔ⵾ㅧᬺో૕ߩGL ᜰᢙࠍ (2-2)  1 2 min , min , k k ij ij i j i k k ij i j i k k k ij ij i j i k k ij i j i k X M IIT X X M X I I z  z z  z ª º ¬ ¼ ª º ¬ ¼ 

¦ ¦ ¦

¦ ¦ ¦

¦ ¦ ¦

¦ ¦ ¦

6 ... min , k k ij ij i j i k k ij i j i k X M X I z  z ª º ¬ ¼ 

¦ ¦ ¦

¦ ¦ ¦

ߣ޿߁ᒻߦᦠ߈⋥ߒߡߺࠃ߁ޕ ࿑2 ߩੑߟߩࠣ࡜ࡈߪవߩ GL ᜰᢙࠍ(2-2)ᑼฝ ㄝߩ6 㗄ࠍⓍߺ਄ߍࠆᒻߢឬ߈⋥ߒߚ߽ߩߢ޽ࠆ 㧔਄ᲑߣਅᲑߩࠣ࡜ࡈߪฦ㗄ߩ㗅⇟߇ㅒߦߥߞߡ ޿ࠆߎߣએᄖߪห৻ߢ޽ࠆ㧕ޕ਄Ბߩࠣ࡜ࡈࠍ⷗ࠆ ߣޔ᧲ࠕࠫࠕߩIIT ߦ߅޿ߡ㔚ሶ࡮㔚᳇ᯏེ㧔એ ਅޔޟ㔚ᯏޠ㧕ㇱ㐷߇࿶ୟ⊛ߦᄢ߈ߥࠪࠚࠕࠍභ߼ ߡ߅ࠅޔߘߩઁߩㇱ㐷ߩࠪࠚࠕ߇ዊߐ޿ߎߣ߇ಽ

(8)

2 Ꮏᬺ⵾ຠߩ GL ᜰᢙߩㇱ㐷೎ౝ⸶ 0.0 0.2 0.4 0.6 1985 1988 1991 1994 1997 2000 2003 2006 㔚ሶ䊶㔚᳇ᯏེ ャㅍ↪ᯏེ 䈠䈱ઁ䈱ᯏ᪾ᯏེ ൻቇ ❫⛽䊶㕟⵾ຠ 䈠䈱ઁ䈱Ꮏᬺ⵾ຠ 0.0 0.2 0.4 0.6 1985 1988 1991 1994 1997 2000 2003 2006 䈠䈱ઁ䈱Ꮏᬺ⵾ຠ ❫⛽䊶㕟⵾ຠ ൻቇ 䈠䈱ઁ䈱ᯏ᪾ᯏེ ャㅍ↪ᯏེ 㔚ሶ䊶㔚᳇ᯏེ 㧔಴ᚲ㧕CHELEM ࠍ߽ߣߦ⪺⠪㓸⸘ޕ ߆ࠆޕ߹ߚޔᎿᬺ⵾ຠో૕ߩGL ᜰᢙ߇ᄢ߈ߊ਄ ᣹ߒߚ1980 ᐕઍᓟඨߣ 1993㧙2000 ᐕߦߪ޿ߕࠇ ߽㔚ᯏߩIIT ߇ᕆჇߒߡ߅ࠅޔᓟ⠪߇೨⠪ߩਥ࿃ ߛߞߚߎߣ߇ಽ߆ࠆޕߐࠄߦ⥝๧ᷓ޿ߎߣߦޔਅ Ბߩࠣ࡜ࡈࠍ⷗ࠆߣ 2000 ᐕઍߦ౉ߞߡ߆ࠄၞౝ ߩᎿᬺ⵾ຠ⾏ᤃ✚㗵ߦභ߼ࠆ㔚ᯏߩIIT ߩࠪࠚࠕ ߇િ߮ߥߊߥߞߡ߅ࠅޔ㔚ᯏߩIIT ߣᎿᬺ⵾ຠో ૕ߩGL ᜰᢙߩ㑐ଥ߇ᄌൻߒߡ޿ࠆࠃ߁ߦ⷗ฃߌ ࠄࠇࠆޕߔߥࠊߜޔ࿑1 ߢߪ᧲ࠕࠫࠕߩၞౝ⾏ᤃ ߩGL ᜰᢙ߇න⺞ߥ਄᣹ࠍ⛯ߌߡ޿ࠆࠃ߁ߦ⷗߃ ߚ߽ߩߩޔߘߩ⢛᥊ⷐ࿃ߪᄌൻߒߡ޿ࠆߣ޿߁ߎ ߣߢ޽ࠆޕ ߚߛߒ(2-2)ᑼߢߪ޽ࠆㇱ㐷ߩ⾏ᤃ㗵߇ᄌൻߔࠆ ߣฝㄝߩߔߴߡߩ㗄ߩಽᲣ߇ᄌൻߔࠆߚ߼ޔ࿑ 2 ߪ෩ኒߥᗧ๧ߢߩ⵾ㅧᬺో૕ߩGL ᜰᢙ߳ߩฦㇱ 㐷ߩነਈᐲࠍ⴫ߒߡ޿ߥ޿ޕߎߎߢ(1-11)ᑼߦ୮ߞ ߡᎿᬺ⵾ຠో૕ߩGL ᜰᢙࠍ 6 ㇱ㐷ߩ GL ᜰᢙߩ ട㊀ᐔဋ୯ߩᒻߦᦠ߈⋥ߒޔߐࠄߦߘߩ2 ὐ㑆ߩ 㓏Ꮕࠍߣߞߡᢛℂߔࠆߣ

(9)

(2-3)

>

6 1 t t m s m m s m t m t m t m IIT w IIT w IIT w IIT I I I I I I ' ' º  '  ' ' ¼

¦

ߣߥࠆޕߎߎߢᷝ߃ሼߩs ߣ t ߪᐕࠍᗧ๧ߒߡ߅ ࠅ㧔t s! 㧕ޔ' ߪt ᐕߣ s ᐕߩᏅࠍ⴫ߒߡ޿ࠆ㧔ߚ ߣ ߃ ߫'wt

Im wt

Im ws

Im 㧕ޕ ߐ ࠄ ߦ

* t m t m t

IIT I IIT I IIT ߣቯ⟵ߔࠆߣޔ਄ᑼࠍ

એਅߩࠃ߁ߦᦠ߈⋥ߔߎߣ߇ߢ߈ࠆޕ (2-4)

^

`

6 * 1 6 * 1 ( ) ( ) ( ) . t t m s s m m s m t m t m t m t m s m s m t m m a b t m t m c

IIT w IIT IIT

w IIT w IIT w IIT w IIT w IIT I I I I I I I I I I I I ª º ' ' ¬  ¼  '  ' ' ª «'  ' « ¬ º »  ' ' » ¼

¦

¦

(2-4)ᑼߪ⵾ㅧᬺో૕ߩ GL ᜰᢙߩᄌേߦኻߔࠆ m

I

ㇱ㐷ߩነਈᐲࠍ(a)ޔ(b)ޔ(c)ߣ޿߁ 3 㗄ߩ๺ߣ ߒߡ⴫⃻ߢ߈ࠆߎߣࠍ⴫ߒߡ޿ࠆޕ(a)ߪ⵾ㅧᬺߩ ⾏ᤃ✚㗵ߦභ߼ࠆ

I

mㇱ㐷ߩࠪࠚࠕߩᄌൻߩነਈ ಽߢ޽ࠅޔೋᦼᤨὐߢઁㇱ㐷ߦᲧߴߡGL ᜰᢙ߇ 㜞߆ߞߚ㧔ૐ߆ߞߚ㧕ㇱ㐷ߦ߅޿ߡ⾏ᤃࠪࠚࠕ߇ ᜛ᄢ㧔❗ዊ㧕ߔࠆߣᱜߩ୯ࠍߣࠆޕ(b)ߪᒰ⹥ㇱ㐷 ⥄りߩGL ᜰᢙߩ਄᣹ߦࠃࠆነਈಽߢ޽ࠆޕ(c)ߪ ᒰ⹥ㇱ㐷ߩ⾏ᤃࠪࠚࠕߣGL ᜰᢙߩᄌേߩ⋧੕૞ ↪ߦࠃࠆ߽ߩߢ޽ࠅޔ⾏ᤃࠪࠚࠕߣGL ᜰᢙ߇ห ᤨߦ਄᣹㧔ਅ⪭㧕ߔࠆߣᱜߣߥࠆޕ(2-4)ᑼߪනߥ ࠆᕡ╬ᑼߦߔ߉ߥ޿߇ޔߘࠇࠍ⸘▚ߔࠆߎߣߪ⵾ ㅧᬺో૕ߩGL Ყ₸ߩᄌേߣฦㇱ㐷ߩ㑐ଥࠍℂ⸃ ߔࠆ৻ഥߣߥࠆޕ ⴫1 ߪ 1985 ᐕ߆ࠄ 5 ᐕ㑆㓒ߢ(1-11)ᑼߣ(2-4)ᑼ ߩฝㄝߩ୯ࠍ㓸⸘ߒߚ⚿ᨐߢ޽ࠆޕ߹ߕᦨ਄Ბߩ ⾏ᤃࠪࠚࠕࠍ⷗ࠆߣޔ1985㧙2005 ᐕߩ 20 ᐕ㑆ߦ Ꮏᬺ⵾ຠ⾏ᤃ✚㗵ߦභ߼ࠆ㔚ᯏߩࠪࠚࠕ߇24.8% ߆ࠄ48.1%߳ߣ߶߷୚Ⴧߔࠆ৻ᣇޔൻቇ⵾ຠએᄖ ߩઁㇱ㐷ߩࠪࠚࠕ߇ᄢ߈ߊૐਅߒߚߎߣ߇ಽ߆ࠆޕ ᰴߦੑᲑ⋡ߩㇱ㐷೎GL ᜰᢙࠍ⷗ࠆߣޔ1985 ᐕᰴ ὐߢߪ㔚ᯏߩGL ᜰᢙߪ⵾ㅧᬺో૕ߩ GL ᜰᢙࠃ ࠅ⚂6.1%㜞޿ 33.8%ߦߔ߉ߥ߆ߞߚ߇ޔߘߩᓟޔ ઁㇱ㐷ࠍ਄࿁ࠆࠬࡇ࡯࠼ߢ਄᣹ߒޔ2000 ᐕߦߪ⵾ ㅧᬺో૕ߩGL ᜰᢙࠍ 14.0%਄࿁ࠆ 59.9%ߦ㆐ߒ ߚޕߚߛߒ2000 ᐕ߆ࠄ2005 ᐕߦ߆ߌߡ㔚ᯏߩGL ᜰᢙߪૐਅߒߡ߅ࠅޔ2005 ᐕߩ⵾ㅧᬺో૕ߩ GL ᜰᢙߣ㔚ᯏߩGLᜰᢙߩᏅߪ9.7%ߦ❗ዊߒߡ޿ࠆޕ1 ߩਃᲑ⋡એਅ߇(2-4)ᑼߩነਈಽ⸃ߩ⚿ᨐߢ ޽ࠆޕᦨਅᲑߩ(a)㧗(b)㧗(c)ᰣߦ߅ߌࠆޟߔߴߡߩ Ꮏᬺㇱ㐷ޠⴕߩ୯߇⵾ㅧᬺో૕ߩGL ᜰᢙߩჇᷫ ߦኻᔕߒߡ߅ࠅޔߘࠇߦ⛯ߊ6 ⴕ߇ฦㇱ㐷ߩነਈ ᐲࠍ␜ߒߡ޿ࠆޕ1985 ᐕ߆ࠄ 2000 ᐕߦ߆ߌߡߪ 㔚ᯏߩ(a)ޔ(b)ޔ(c)ߩ୯߇ߔߴߡᱜߦߥߞߡ߅ࠅޔ ߘࠇࠄߩ๺ߢ޽ࠆ(a)㧗(b)㧗(c)߽ᄢ߈ߥᱜߩ୯ࠍ ߣߞߡ޿ࠆޕ৻ᣇޔઁߩ5 ㇱ㐷ߩ(a)㧗(b)㧗(c)ߩ୯ ߪ቟ቯߒߡ߅ࠄߕޔ1990 ᐕઍએ೨ߩ᧲ࠕࠫࠕߩၞ ౝ⾏ᤃߩ GL ᜰᢙߩ਄᣹ߩ⋧ᒰㇱಽ߇㔚ᯏߩ IIT ߩჇടߦᡰ߃ࠄࠇߡ޿ߚߎߣࠍ⏕⹺ߢ߈ࠆޕߚߛ ߒ2000 ᐕ߆ࠄ 2005 ᐕߦ߆ߌߡߪ 6 ㇱ㐷ߩ⾏ᤃ✚ 㗵ߦභ߼ࠆ㔚ᯏߩࠪࠚࠕߩિ߮₸߇㊰ൻߒޔ㔚ᯏ ⥄りߩGL ᜰᢙ߽ਅ⪭ߦォߓߚߚ߼ޔ㔚ᯏߩነਈ ᐲߪࡑࠗ࠽ࠬ୯ߣߥߞߚޕߘࠇࠍ෻ᤋߒߡޔ1995 ᐕ߆ࠄ2000 ᐕߦ߆ߌߡ 8.5%߽਄᣹ߒߚᎿᬺ⵾ຠ ో૕ߩGL ᜰᢙߪ 2000㧙2005 ᐕߦߪࠊߕ߆ 1.1% ߩ਄᣹ߦߣߤ߹ߞߡ޿ࠆޕߥ߅ޔ㔚ᯏએᄖߩ5 ㇱ 㐷ో૕ߩGL ᜰᢙࠍ⸘▚ߔࠆߣ 1990 ᐕ߇ 29.1%ޔ 2000 ᐕ߇ 33.5%ߣߥࠅޔ㔚ᯏએᄖߩ⵾ㅧᬺߦ߅ߌ ࠆ1990ᐕઍߩIITߩᐢ߇ࠅ߇㒢ቯ⊛ߥ߽ߩߛߞߚ ߎߣ߇ಽ߆ࠆޕ

3. ᧲ࠕࠫࠕߩ㔚ሶᯏེ↥ᬺߩ᭴ㅧᄌൻߣ

↥ᬺౝ⾏ᤃ

೨▵ߢ᧲ࠕࠫࠕߩIIT ߦ߅޿ߡ㔚ᯏ↥ᬺ߇㊀ⷐ ߥᓎഀࠍᨐߚߒߡ޿ࠆߎߣࠍ⷗ߚ߇ޔ⵾ㅧᬺో૕ ߩGL ᜰᢙߩേะߦᄢ߈ߥᓇ㗀ࠍਈ߃ߡ޿ࠆߩߪ ታߪ㔚ᯏߩਛߢ߽৻ㇱߩ↥ᬺ㧔ຠ⋡㧕ߢ޽ࠆޕߎ

(10)

1 ㇱ㐷೎ߩ⾏ᤃࠪࠚࠕߣ GL ᜰᢙ 㗄⋡ ↥ᬺㇱ㐷 1985 1990 1995 2000 2005 w (%) ߔߴߡߩᎿᬺㇱ㐷 100.0 100.0 100.0 100.0 100.0 w (%) 㔚ሶ࡮㔚᳇ᯏེ 24.8 28.9 36.6 46.2 48.1 w (%) ャㅍ↪ᯏེ 8.1 5.3 5.1 3.2 3.7 w (%) ߘߩઁߩᯏ᪾ᯏེ 13.9 13.8 12.7 9.0 9.4 w (%) ൻቇ 11.8 11.8 11.2 11.8 13.0 w (%) ❫⛽࡮㕟⵾ຠ 14.6 15.5 13.5 11.8 7.6 w (%) ߘߩઁߩᎿᬺ⵾ຠ 26.9 24.9 20.8 18.0 18.2 IIT (%) ߔߴߡߩᎿᬺㇱ㐷 27.7 34.9 37.4 45.9 46.9 IIT (%) 㔚ሶ࡮㔚᳇ᯏེ 33.8 46.5 52.5 59.9 56.6 IIT (%) ャㅍ↪ᯏེ 14.6 12.8 11.9 24.8 28.0 IIT (%) ߘߩઁߩᯏ᪾ᯏེ 13.8 17.8 17.0 26.0 33.2 IIT (%) ൻቇ 31.7 35.5 34.6 40.0 40.5 IIT (%) ❫⛽࡮㕟⵾ຠ 34.5 30.5 28.0 27.6 25.1 IIT (%) ߘߩઁߩᎿᬺ⵾ຠ 27.6 38.2 37.1 39.4 46.1 (a ) ߔߴߡߩᎿᬺㇱ㐷 0.0 0.0 0.0 0.0 (a ) 㔚ሶ࡮㔚᳇ᯏེ 0.2 0.9 1.4 0.3 (a ) ャㅍ↪ᯏེ 0.4 0.0 0.5 -0.1 (a ) ߘߩઁߩᯏ᪾ᯏེ 0.0 0.2 0.7 -0.1 (a ) ൻቇ 0.0 0.0 0.0 -0.1 (a ) ❫⛽࡮㕟⵾ຠ 0.1 0.1 0.2 0.8 (a ) ߘߩઁߩᎿᬺ⵾ຠ 0.0 -0.1 0.0 0.0 (b ) ߔߴߡߩᎿᬺㇱ㐷 7.2 2.5 8.5 1.1 (b ) 㔚ሶ࡮㔚᳇ᯏེ 3.1 1.7 2.7 -1.5 (b ) ャㅍ↪ᯏེ -0.2 0.0 0.7 0.1 (b ) ߘߩઁߩᯏ᪾ᯏེ 0.6 -0.1 1.1 0.6 (b ) ൻቇ 0.4 -0.1 0.6 0.1 (b ) ❫⛽࡮㕟⵾ຠ -0.6 -0.4 0.0 -0.3 (b ) ߘߩઁߩᎿᬺ⵾ຠ 2.9 -0.3 0.5 1.2 (c ) ߔߴߡߩᎿᬺㇱ㐷 0.0 0.0 0.0 0.0 (c ) 㔚ሶ࡮㔚᳇ᯏེ 0.5 0.5 0.7 -0.1 (c ) ャㅍ↪ᯏེ 0.1 0.0 -0.3 0.0 (c ) ߘߩઁߩᯏ᪾ᯏེ 0.0 0.0 -0.3 0.0 (c ) ൻቇ 0.0 0.0 0.0 0.0 (c ) ❫⛽࡮㕟⵾ຠ 0.0 0.0 0.0 0.1 (c ) ߘߩઁߩᎿᬺ⵾ຠ -0.2 0.0 -0.1 0.0 (a ) + (b ) + (c ) ߔߴߡߩᎿᬺㇱ㐷 7.2 2.5 8.5 1.1 (a ) + (b ) + (c ) 㔚ሶ࡮㔚᳇ᯏེ 3.9 3.1 4.9 -1.3 (a ) + (b ) + (c ) ャㅍ↪ᯏེ 0.3 0.0 0.9 0.0 (a ) + (b ) + (c ) ߘߩઁߩᯏ᪾ᯏེ 0.6 0.1 1.6 0.6 (a ) + (b ) + (c ) ൻቇ 0.4 -0.1 0.6 0.0 (a ) + (b ) + (c ) ❫⛽࡮㕟⵾ຠ -0.6 -0.2 0.1 0.6 (a ) + (b ) + (c ) ߘߩઁߩᎿᬺ⵾ຠ 2.6 -0.4 0.4 1.2 (಴ᚲ) CHELEMࠍ߽ߣߦ⪺⠪㓸⸘ޕ (ᵈ) ⍴ᦼ⊛ⷐ࿃ߩᓇ㗀ࠍシᷫߔࠆߚ߼ޔ⾏ᤃ㗵߅ࠃ߮GLᜰᢙߪ೨ᓟ3ᐕ㑆ߩ▚ⴚᐔဋ୯ߣߒߡ▚಴ߒߚޕ ߩὐࠍℂ⸃ߔࠆߚ߼ߦޔᰴߦ㔚ᯏㇱ㐷ࠍ(i)ᖱႎㅢ ାᯏེޔ(ii)ߘߩઁߩ㔚ሶ࡮㔚᳇ᯏེޔ(iii)⢻േㇱ ຠޔ(iv)ฃേ࡮⵬ഥㇱຠߩ 4 ߟߩዊㇱ㐷ߦಽഀߒޔ ฦㇱ㐷ߩขᒁ㗵ߣGL ᜰᢙࠍ⸘▚ߒߡߺࠃ߁ޕߎ

(11)

ߎߢ(i)ߪࠦࡦࡇࡘ࡯࠲࡮ࠝࡈࠖࠬᯏེޔㅢାᯏེ ߅ࠃ߮శቇᯏེ5ࠍޔ(ii)ߪ(i)એᄖߩ᳃↢࡮↥ᬺ↪ ߩ㔚ሶ࡮㔚᳇ᯏེࠍᗧ๧ߒߡ߅ࠅޔߎࠇࠄߦߪቢ ᚑຠߛߌߢߥߊਛ㑆⽷߿ඨ⵾ຠޔ๟ㄝᯏེ߽฽߹ ࠇߡ޿ࠆޕ(iii)ߣ(iv)ߪ㔚ሶ࡮㔚᳇ㇱຠߩਛߢ⾏ᤃ ຠ⋡ฬ߆ࠄᦨ⚳↪ㅜࠍ․ቯߢ߈ߥ޿߽ߩߢ޽ࠅޔ (i)߿(ii)ߦ฽߹ࠇࠆਛ㑆⽷ࠃࠅၮ␆⊛ߥㇱຠߛߣ ⠨߃ࠇ߫ࠃ޿ޕ(iii)ߩޟ⢻േㇱຠޠߣߪޟߘࠇ⥄૕ ߦ౉ജߣ಴ജࠍᜬߜޔ㔚ᵹࠍട߃ࠆߎߣߢ౉࡮಴ ജߦ৻ቯߩ㑐ଥࠍᜬߟㇱຠޠߩߎߣߢ޽ࠅޔߎࠇ ࠄ߇ᄙߊߩ㔚ሶᯏེߩᯏ⢻ࠍᡰ߃ߡ޿ࠆޕ(iv)ߩ ޟฃേ࡮⵬ഥㇱຠޠߩ߁ߜޔฃേㇱຠߣߪ⢻േㇱ ຠߣ⚵ߺวࠊߖߡ࿁〝ࠍᒻᚑߔࠆᛶ᛫߿ࠦࡦ࠺ࡦ ࠨߥߤࠍᗧ๧ߒߡ߅ࠅޔ⵬ഥㇱຠߪ⢻േㇱຠ߿ฃ േㇱຠߩធ⛯࡮࿕ቯߦ↪޿ࠄࠇࠆࡊ࡝ࡦ࠻ၮ᧼߿ ࠬࠗ࠶࠴ޔߘߩઁߩ㔀ᄙߥຠ⋡ࠍ฽ࠎߢ޿ࠆޕ  వㅀߒߚࠃ߁ߦޔᣢሽᢥ₂ߢߪ᧲ࠕࠫࠕ⻉࿖ߩ IIT ߦ߅޿ߡਛ㑆⽷߇㊀ⷐߥᓎഀࠍᨐߚߒߡ޿ࠆ ߎߣ߇ᜰ៰ߐࠇߡ޿ࠆޕ਄⸥ߩ4 ㇱ㐷ߩ߁ߜ(i)ߣ (ii)ߦߪᦨ⚳⽷ߣਛ㑆⽷߇ᷙ࿷ߒߡ޿ࠆߚ߼ޔߎߎ ߢߪ㔚ᯏో૕ߣߎࠇࠄ2 ㇱ㐷ߦ㑐ߒߡᦨ⚳⽷࡮ਛ 㑆⽷೎ߩขᒁ㗵ߣGL ᜰᢙ߽⸘▚ߒߡ߅ߊߎߣߦ ߔࠆ 6ޕᦨ⚳⽷ߣਛ㑆⽷ߩಽ㘃ߪ⹦⚦ߥ⾏ᤃຠ⋡ ࠍ߽ߣߦⴕ߁ᔅⷐ߇޽ࠆߚ߼ޔߎߎߢߪCHELEM ߢߪߥߊBACI ࠍ೑↪ߔࠆޕߥ߅ޔBACI ߩຠ⋡ ߩᦨ⚳⽷࡮ਛ㑆⽷ㇱ㐷߳ߩ઀ಽߌߪ࿖ㅪ⛔⸘ዪ߇ ౏ ⴫ ߒ ߡ ޿ ࠆ HS ߣ Classification by Broad Economic Categories㧔BEC ಽ㘃㧕ߩኻᔕ⴫ࠍ߽ߣ ߦⴕߞߚޕߎߎߢߩ㓸⸘ኻ⽎ᦼ㑆ߪBACI ߦ߅޿ ߡ࠺࡯࠲߇ᓧࠄࠇࠆ1995㧙2005 ᐕߢ޽ࠆޕ  ਄⸥ߩ⸘▚ߩ⚿ᨐࠍ߹ߣ߼ߚߩ߇⴫2 ߢ޽ࠆޕ [A]ߩ⾏ᤃ㗵ࠍ⷗ࠆߣಽ߆ࠆࠃ߁ߦޔ޿ߕࠇߩㇱ㐷 ߢ߽ฬ⋡ࡌ࡯ࠬߩ⾏ᤃ㗵ߪჇടߒߡ޿ࠆ߇ޔขᒁ 㗵߇ᄢ߈޿ߩߪ(i)ߩᖱႎㅢାᯏེߣ(iii)ߩ⢻േㇱ ຠߢ޽ࠆޕ᧲ࠕࠫࠕߦ߅ߌࠆ⢻േㇱຠ⾏ᤃߩ߶ߣ ࠎߤߪඨዉ૕࠺ࡃࠗࠬߦ㑐ߔࠆ߽ߩߢ޽ࠅޔߘߩ

ᄢඨ߇㓸Ⓧ࿁〝㧔Integrated Circuitsޔએਅ IC㧕ߢ

޽ࠆޕඨዉ૕࠺ࡃࠗࠬߩ૶ㅜߪ᜛ᄢ௑ะߦ޽ࠆ߇ޔ ੹ᣣߢ߽਎⇇ߢ↢↥ߐࠇࠆඨዉ૕࠺ࡃࠗࠬߩ⚂ 7 ഀ㧔㊄㗵ࡌ࡯ࠬ㧕ߪࠦࡦࡇࡘ࡯࠲߿៤Ꮺ㔚⹤ߥߤ ߩᖱႎㅢାᯏེߦ៞タߐࠇߡ޿ࠆ㧔Shimizu 2006㧕ޕ ߹ߚޔ(iv)ߩฃേ࡮⵬ഥㇱຠߩਛߢขᒁ㗵߇ᄙ޿ߩ ߪ㔚ሶࡊ࡝ࡦ࠻ၮ᧼߿ࠦࡀࠢ࠲࡯ߥߤߢ޽ࠅޔߘ ߩ⋧ᒰㇱຠ߇ IC ߣߣ߽ߦᖱႎㅢାᯏེߩ⵾ㅧߦ ೑↪ߐࠇߡ޿ࠆߣᕁࠊࠇࠆޕߒߚ߇ߞߡޔዋߥߊ ⷗Ⓧ߽ߞߡ᧲ࠕࠫࠕߩ㔚ᯏ⾏ᤃߩㆊඨ߇Ყセ⊛ዋ ᢙߩᖱႎㅢାᯏེߣߘߩㇱຠߦࠃߞߡභ߼ࠄࠇߡ ޿ࠆߎߣߦߥࠆޕ߹ߚޔᖱႎㅢାᯏེߦ߅޿ߡߪ ᦨ⚳⽷ࠃࠅਛ㑆⽷ߩขᒁ㗵߇ᄢ߈ߊޔ᧲ࠕࠫࠕ⻉ ࿖㑆ߢ↢↥Ꮏ⒟ಽᬺ߇ᵴ⊒ߦⴕࠊࠇߡ޿ࠆߎߣ߇ ࠣࡠࠬߩ⾏ᤃ㗵ࠍᄢ߈ߊߒߡ޿ࠆߎߣ߇ಽ߆ࠆޕ  ߚߛߒ⴫2 ਛᲑߩ[B]ࠍ⷗ࠆߣޔ1995㧙2005 ᐕ ߩ 10 ᐕ㑆ߦ㔚ᯏో૕ߩ⾏ᤃ㗵ߦභ߼ࠆዊㇱ㐷ߩ ࠪࠚࠕ߇ᄌൻߒߚߎߣߦ᳇ߠߊޕ߹ߕޔᖱႎㅢା ᯏེߩࠪࠚࠕߪ 1990 ᐕઍᓟඨߦᄢ߈ߊ਄᣹ߒߚ ߇ޔߘߩᓟિ߮߇ࠬ࠻࠶ࡊߒޔ2003 ᐕ߆ࠄ 2005 ᐕߦ߆ߌߡࠊߕ߆ߥ߇ࠄૐਅߒߡ޿ࠆޕߚߛߒᖱ ႎㅢାᯏེߩਛߢ߽ᦨ⚳⽷ߩࠪࠚࠕߪ 10 ᐕ㑆ࠍ ㅢߓߡ਄᣹ߒߡ߅ࠅޔㄭᐕߦߥߞߡࠪࠚࠕ߇ૐਅ ߒߪߓ߼ߚߩߪਛ㑆⽷ߛߌߢ޽ࠆޕ߹ߚޔޟߘߩઁ ߩ㔚ሶ࡮㔚᳇ᯏེޠߦ߅޿ߡߪ1990 ᐕઍᧃ߆ࠄᦨ ⚳⽷ߩࠪࠚࠕ߇ᕆૐਅߒߡ޿ࠆޕ ᦨᓟߦਅᲑߩ[C]ࠍ⷗ࠆߣޔ㔚ᯏో૕ߩ GL ᜰᢙ ߪ2001 ᐕ߹ߢ਄᣹ߒߚᓟߦᷫዋߦォߓߡ߅ࠅޔ⴫ 1 ߩ CHELEM ߦ߽ߣߠߊ㓸⸘୯ߣห᭽ߩផ⒖ࠍ ␜ߒߡ޿ࠆޕߚߛߒᦨ⚳⽷ߩGL ᜰᢙߪ 2000 ᐕઍ ߦ౉ߞߡ߆ࠄ߽਄᣹ߒߡ߅ࠅޔ2001 ᐕએ㒠ߩ㔚ᯏ ో૕ߩGL ᜰᢙߩૐਅ߇߽ߞ߬ࠄਛ㑆⽷ߩ GL ᜰ ᢙߩૐਅߦࠃࠆ߽ߩߛߞߚߎߣ߇ಽ߆ࠆޕਛ㑆⽷ ߩਛߢ߽(ii)ߩޟߘߩઁߩ㔚ሶ࡮㔚᳇ᯏེޠߣ(iv) ߩޟฃേ࡮⵬ഥㇱຠޠߩGL ᜰᢙߪ਄᣹ߒߡ߅ࠅޔ 2000 ᐕઍߦ౉ߞߡૐਅߒߪߓ߼ߚߩߪ(i)ߩޟᖱႎ ㅢାᯏེޠߣ(iii)ߩޟ⢻േㇱຠޠߛߌߢ޽ࠆޕߒߚ ߇ߞߡޔ2000 ᐕ೨ᓟࠍႺߦ᧲ࠕࠫࠕၞౝߢ㔚ሶㇱ ຠ߆ࠄᖱႎㅢାᯏེߩਛ㑆⽷ޔߘߒߡߘߩቢᚑຠ

(12)

2 㔚ሶ࡮㔚᳇ᯏེߩ⾏ᤃ㗵ߣ GL ᜰᢙ [A] ⾏ᤃ㗵 (10ం☨࠼࡞) ዊㇱ㐷 1995 1997 1999 2001 2003 2005 㔚ሶ࡮㔚᳇ᯏེ⸘ 427.7 434.0 521.0 639.6 848.1 1,107.7 ᦨ⚳⽷ 156.8 153.6 171.2 213.1 276.5 358.4 ਛ㑆⽷ 270.9 280.4 349.7 426.6 571.5 749.3 ਛ㑆⽷ / ᦨ⚳⽷ (%) 172.7 182.6 204.2 200.2 206.7 209.0 ᖱႎㅢାᯏེ 139.5 149.3 187.1 243.4 325.5 423.6 ᦨ⚳⽷ 66.4 70.1 84.9 110.8 148.9 196.9 ਛ㑆⽷ 73.1 79.2 102.3 132.7 176.5 226.7 ਛ㑆⽷ / ᦨ⚳⽷ (%) 110.1 113.1 120.5 119.8 118.5 115.1 ߘߩઁߩ㔚ሶ࡮㔚᳇ᯏེ 105.7 97.6 100.0 116.9 144.8 182.8 ᦨ⚳⽷ 90.5 83.5 86.4 102.3 127.6 161.5 ਛ㑆⽷ 15.2 14.1 13.6 14.6 17.2 21.3 ਛ㑆⽷ / ᦨ⚳⽷ (%) 16.8 16.9 15.7 14.3 13.5 13.2 ⢻േㇱຠ 135.2 137.3 176.2 211.7 288.0 381.6 ฃേ࡮⵬ഥㇱຠ 47.3 49.8 57.7 67.6 89.8 119.7 [B] ⾏ᤃ㗵 (ࠪࠚࠕޔ%) ዊㇱ㐷 1995 1997 1999 2001 2003 2005 㔚ሶ࡮㔚᳇ᯏེ⸘ 100.0 100.0 100.0 100.0 100.0 100.0 ᦨ⚳⽷ 36.7 35.4 32.9 33.3 32.6 32.4 ਛ㑆⽷ 63.3 64.6 67.1 66.7 67.4 67.6 ᖱႎㅢାᯏེ 32.6 34.4 35.9 38.1 38.4 38.2 ᦨ⚳⽷ 15.5 16.1 16.3 17.3 17.6 17.8 ਛ㑆⽷ 17.1 18.3 19.6 20.7 20.8 20.5 ߘߩઁߩ㔚ሶ࡮㔚᳇ᯏེ 24.7 22.5 19.2 18.3 17.1 16.5 ᦨ⚳⽷ 21.1 19.2 16.6 16.0 15.0 14.6 ਛ㑆⽷ 3.6 3.3 2.6 2.3 2.0 1.9 ⢻േㇱຠ 31.6 31.6 33.8 33.1 34.0 34.4 ฃേ࡮⵬ഥㇱຠ 11.1 11.5 11.1 10.6 10.6 10.8 [C] GLᜰᢙ (%) ዊㇱ㐷 1995 1997 1999 2001 2003 2005 㔚ሶ࡮㔚᳇ᯏེ⸘ 36.9 38.5 39.5 40.1 39.4 39.2 ᦨ⚳⽷ 26.1 26.2 26.1 26.3 27.5 29.3 ਛ㑆⽷ 43.2 45.2 46.1 47.0 45.2 44.0 ᖱႎㅢାᯏེ 43.5 43.8 42.2 40.1 38.1 38.1 ᦨ⚳⽷ 26.9 26.5 26.5 26.9 28.4 29.9 ਛ㑆⽷ 58.6 59.2 55.1 51.0 46.4 45.3 ߘߩઁߩ㔚ሶ࡮㔚᳇ᯏེ 26.1 26.8 26.7 26.8 27.9 29.9 ᦨ⚳⽷ 25.5 25.9 25.7 25.6 26.4 28.5 ਛ㑆⽷ 29.9 31.7 32.9 34.9 38.7 40.2 ⢻േㇱຠ 40.3 43.0 46.2 49.2 47.2 44.8 ฃേ࡮⵬ഥㇱຠ 31.7 32.8 32.8 34.8 37.9 39.7 (಴ᚲ) BACIࠍ߽ߣߦ⪺⠪㓸⸘ޕ(ᵈ) ೨ᓟ3ᐕ㑆ߩᐔဋ୯ޕߚߛߒ࠺࡯࠲ߩ೙⚂ߦࠃࠅޔ1995ᐕߣ2005ᐕߪߘࠇߙࠇ1995-1996ᐕ߅ࠃ߮2004-2005ᐕߩᐔဋ୯ޕ

(13)

ߦ޿ߚࠆ↢↥Ꮏ⒟ߩಽᬺ᭴ㅧߦ૗ࠄ߆ߩᄌൻ߇↢ ߓޔၞౝ⻉࿖㑆ߩ⾏ᤃ᭴ㅧ߇ᄌൻߔࠆߎߣߦࠃߞ ߡ㔚ᯏㇱ㐷ో૕ߩGL ᜰᢙߩૐਅ߇↢ߓߚ߽ߩߣ ⠨߃ࠄࠇࠆޕ  ߘࠇߢߪ㔚ᯏో૕ߩGL ᜰᢙߩേะࠍᄌൻߐߖ ࠆ߶ߤᄢ߈ߥಽᬺ᭴ㅧߩᄌൻߣߪ૗ߛߞߚߩߛࠈ ߁߆ޕߎߩ໧㗴ࠍ⠨߃ࠆߚ߼ߦޔ߹ߕ᧲ࠕࠫࠕߩ 㔚ᯏ⾏ᤃߦභ߼ࠆฦ࿖ߩࠪࠚࠕߩផ⒖ࠍⷰኤߒߡ ߅ߎ߁ޕ࿑3 ߪ (a)ߔߴߡߩ㔚ሶ࡮㔚᳇ᯏེޔ(b) ࠦࡦࡇࡘ࡯࠲࡮ࠝࡈࠖࠬᯏེޔ(c)ㅢାᯏེޔ(d) ⢻േㇱຠߦ㑐ߒޔၞౝ⾏ᤃ✚㗵ߦභ߼ࠆฦ࿖ߩࠪ ࠚࠕ㧔ャ಴ࠪࠚࠕߣャ౉ࠪࠚࠕߩᐔဋ୯㧕ࠍ⸘▚ ߒߚ߽ߩߢ޽ࠆޕߚߛߒߎߎߢߪ㑛ⷩߩଢቱࠍ⠨ ߃ޔਛ࿖ߣ㚅᷼ޔࠪࡦࠟࡐ࡯࡞ߣࡑ࡟࡯ࠪࠕޔߘ ߩઁߩ᧲ධࠕࠫࠕ⻉࿖ߩ୯ࠍߘࠇߙࠇว▚ߒߡࠣ ࡜ࡈࠍឬ޿ߡ޿ࠆޕ  ࿑3 ࠍ⷗ࠆߣޔ޿ߕࠇߩຠ⋡ࠣ࡞࡯ࡊߦ߅޿ߡ ߽1980 ᐕઍᓟඨ߆ࠄ 1990 ᐕઍඨ߫ߔ߉ߦ߆ߌߡ ࡑ࡟࡯ࠪࠕ࡮ࠪࡦࠟࡐ࡯࡞ࠍ฽߻᧲ධࠕࠫࠕ⻉࿖ ߩࠪࠚࠕ߇ᄢ߈ߊჇടߒߚߎߣ߇ಽ߆ࠆޕߎߩᤨ ᦼߪ☨♽߿ᣣ♽ߩડᬺ߇⋧ᰴ޿ߢࠪࡦࠟࡐ࡯࡞߿ ࡑ࡟࡯ࠪࠕޔ࠲ࠗߥߤߦࠦࡦࡇࡘ࡯࠲㑐ㅪᯏེ߿ ඨዉ૕ߩ⵾ㅧၮ࿾ࠍ⸳┙ߒ 7ޔ᧲ධࠕࠫࠕߦ߅޿ ߡߎࠇࠄߩ⵾ຠߦ㑐ߔࠆ㊀ጀ⊛ߥ↢↥ࡀ࠶࠻ࡢ࡯ ࠢ߇ᒻᚑߐࠇߚᤨᦼߦ޽ߚߞߡ޿ࠆ㧔Dicken 2007㧕ޕ1980 ᐕઍඨ߫߆ࠄవㅴ࿖ߦ߅ߌࠆ PC ߿ PC ๟ㄝᯏེߩ㔛ⷐ߇ᕆჇߒޔߐࠄߦ࿖Ⴚࠍ⿧߃ߚ ↢↥Ꮏ⒟ಽᬺߩᐢ߇ࠅߦࠃߞߡਛ㑆⽷⾏ᤃ߇ߘࠇ એ਄ߩࠬࡇ࡯࠼ߢჇടߒߚߎߣ߇᧲ධࠕࠫࠕ⻉࿖ ߩࠪࠚࠕ᜛ᄢࠍ߽ߚࠄߒߚߣᕁࠊࠇࠆޕ৻ᣇޔ2000 ᐕ೨ᓟ߆ࠄߪਛ࿖࡮㚅᷼ߩࠪࠚࠕ߇ᕆჇߔࠆ৻ᣇ ߢ㖧࿖ߣบḧએᄖߩ࿖ޘߩࠪࠚࠕ߇❗ዊߒߡ߅ࠅޔ వߦ⷗ߚ᧲ࠕࠫࠕో૕ߩ㔚ᯏ⾏ᤃߩGL ᜰᢙߩ࠻ ࡟ࡦ࠼ߩᄌൻߦਛ࿖࡮㚅᷼ߣߘࠇએᄖߩ࿖ޘߩข ᒁ᭴ㅧߩᄌൻ߇㑐ਈߒߡ޿ߚߎߣࠍ␜ໂߒߡ޿ࠆޕ ߥ߅ޔCEPII ߩ࠺࡯࠲ߦࠃࠆ㒢ࠅޔਛ࿖࡮㚅᷼ߩ ߁ߜ㚅᷼ߩขᒁࠪࠚࠕߪ߻ߒࠈᷫዋߒߡ߅ࠅޔ 2000 ᐕઍߩਛ࿖࡮㚅᷼ߩࠪࠚࠕߩ᜛ᄢߩ߶߷ߔߴ ߡ߇ਛ࿖ߦࠃࠆ߽ߩߣᕁࠊࠇࠆޕ  ߚߛߒ࿑3 ߪ⾏ᤃ✚㗵ࡌ࡯ࠬߩࠪࠚࠕߢ޽ࠆߚ ߼ޔฦ࿖ߩャ಴㗵ߣャ౉㗵߇ߤߩࠃ߁ߦᄌൻߒߡ ޿ࠆ߆ߪ⺒ߺߣࠅߦߊ޿ޕߘߎߢᰴߦฦ࿖ߩ㔚ሶ ᯏེߩャ಴ࠪࠚࠕߣャ౉ࠪࠚࠕࠍ೎ޘߦ⸘▚ߒޔ ೨⠪߆ࠄᓟ⠪ࠍᒁ޿ߚ⚐ャ಴㗵ߩၞౝ⾏ᤃ✚㗵ߦ ኻߔࠆᲧ₸߽▚಴ߒߡߺࠃ߁ޕ߹ߚޔၞౝ⻉࿖㑆 ߩᎿ⒟ಽᬺ᭴ㅧߩᄌൻࠍᛠីߔࠆߚ߼ߦޔ੹ᐲߪ ᖱႎㅢାᯏེో૕ࠍᦨ⚳⽷ߣਛ㑆⽷ߩੑߟߦಽ㘃 ߒߡࠪࠚࠕࠍ⸘▚ߒޔㇱຠߦ㑐ߒߡ߽⢻േㇱຠߦ ട߃ߡฃേ࡮⵬ഥㇱຠߩࠪࠚࠕߩផ⒖߽⸘▚ߔࠆޕ ᦨ⚳⽷ߣਛ㑆⽷ߩ⼂೎ߦߪBACI ࠍ೑↪ߔࠆᔅⷐ ߇޽ࠆߚ߼ޔߎߎߢߩኻ⽎ᦼ㑆߽1995㧙2005 ᐕߩ ߺߣߥࠆޕ  ਄⸥ߩ⸘▚ߩ⚿ᨐࠍ߹ߣ߼ߚߩ߇⴫3 ߢ޽ࠆޕ ߎࠇࠍ⷗ࠆߣޔਛ࿖㧔㧗㚅᷼㧕ߩ⚐ャ಴ࠪࠚࠕ㧔⚐ ャ಴ߩၞౝ⾏ᤃ✚㗵ߦኻߔࠆᲧ₸㧕ߩേะ߇ຠ⋡ ࠣ࡞࡯ࡊߦࠃߞߡᄢ߈ߊ⇣ߥߞߡ޿ࠆߎߣߦ᳇ߠ ߊޕ߹ߕޔ[A]ߩᖱႎㅢାᯏེ㧔ᦨ⚳⽷㧕ߦ㑐ߒߡ ߪޔ1995 ᐕᤨὐߢߪᄢ᏷ߥャ౉⿥ㆊߛߞߚ߽ߩߩޔ 2001ᐕ߆ࠄ2003ᐕߦ߆ߌߡャ಴⿥ㆊߦォߓޔ2005 ᐕߩ⚐ャ಴ࠪࠚࠕߪ 8.7%ߦ਄ߞߡ޿ࠆޕ[B]ߩᖱ ႎㅢାᯏེ㧔ਛ㑆⽷㧕ߦ߅޿ߡߪャ಴ࠪࠚࠕߣャ ౉ࠪࠚࠕ߇ߣ߽ߦჇടߒߚ߇ޔో૕ߣߒߡߪᄢ᏷ ߥ౉⿥߇⛯޿ߡ޿ࠆޕ[C]ߩ⢻േㇱຠߢߪャ಴ࠪࠚ ࠕ߇ࠊߕ߆ߒ߆Ⴧടߒߡ޿ߥ޿ߩߦኻߒߡャ౉ࠪ ࠚࠕߩ᜛ᄢ߇⪺ߒߊޔ2005 ᐕߦߪਛ࿖ߩャ౉⿥ㆊ ಽߛߌߢၞౝ⾏ᤃ✚㗵ߩ3 ಽߩ 1 ㄭߊߦ㆐ߒߡ޿ ࠆޕᦨᓟߦޔ[D]ߩฃേ࡮⵬ഥㇱຠߪ[B]ߩᖱႎㅢ ାᯏེ㧔ਛ㑆⽷㧕ߣห᭽ߩផ⒖ࠍ␜ߒߡ߅ࠅޔャ ಴ࠪࠚࠕߣャ౉ࠪࠚࠕ߇ߣ߽ߦᕆჇߒߥ߇ࠄᄢ᏷ ߥ౉⿥߇⛯޿ߡ޿ࠆޕ  ᰴߦઁߩ࿖ޘߩേะࠍⷰኤߔࠆߣޔ[A]ߩᖱႎㅢ ାᯏེ㧔ᦨ⚳⽷㧕ߦ㑐ߒߡߪ1990 ᐕઍᓟඨ߆ࠄᣣ ᧄߩャ಴ࠪࠚࠕ߇ỗᷫߒޔ2000 ᐕ೨ᓟ߆ࠄߪࡑ࡟ ࡯ࠪࠕ࡮ࠪࡦࠟࡐ࡯࡞ߣบḧߩャ಴ࠪࠚࠕ߽ᄢ߈ ߊ⪭ߜㄟࠎߢ޿ࠆޕ[B]ߩᖱႎㅢାᯏེ㧔ਛ㑆⽷㧕 ߦ߅޿ߡߪ2000 ᐕઍߦ౉ߞߡࡑ࡟࡯ࠪࠕ࡮ࠪࡦࠟ

(14)

3 ᧲ࠕࠫࠕߩ㔚ሶ࡮㔚᳇ᯏེ⾏ᤃߦභ߼ࠆฦ࿖ߩࠪࠚࠕ (a) 䈜䈼䈩䈱㔚ሶ䊶㔚᳇ᯏེ 0% 20% 40% 60% 80% 100% 1986 1990 1994 1998 2002 2006 ਛ࿖࡮㚅᷼ ߘߩઁ᧲ධ㨻㩆㩨㨻 㩙㩤㨺㩆㨻㨯㩆㩧㩀㩨㩘㩩㨺㩣 ᣣᧄ บḧ 㖧࿖ (b) 䉮䊮䊏䊠䊷䉺䊶䉥䊐䉞䉴ᯏེ 0% 20% 40% 60% 80% 100% 1986 1990 1994 1998 2002 2006 ਛ࿖࡮㚅᷼ ߘߩઁ᧲ධ㨻㩆㩨㨻 㩙㩤㨺㩆㨻㨯㩆㩧㩀㩨㩘㩩㨺㩣 ᣣᧄ บḧ 㖧࿖ (c) ㅢାᯏེ 0% 20% 40% 60% 80% 100% 1986 1990 1994 1998 2002 2006 ਛ࿖࡮㚅᷼ ߘߩઁ᧲ධ㨻㩆㩨㨻 㩙㩤㨺㩆㨻㨯㩆㩧㩀㩨㩘㩩㨺㩣 ᣣᧄ บḧ 㖧࿖ (d) ⢻േㇱຠ 0% 20% 40% 60% 80% 100% 1986 1990 1994 1998 2002 2006 ਛ࿖࡮㚅᷼ ߘߩઁ ᧲ධ㨻㩆㩨㨻 㩙㩤㨺㩆㨻㨯㩆㩧㩀㩨㩘㩩㨺㩣 ᣣᧄ บḧ 㖧࿖ (಴ᚲ) CHELEM ࠍ߽ߣߦ⪺⠪㓸⸘ޕ (ᵈ) ޟߘߩઁ᧲ධࠕࠫࠕޠߪࠗࡦ࠼ࡀࠪࠕޔࡈࠖ࡝ࡇࡦޔ࠲ࠗޔࡌ࠻࠽ࡓޕ

(15)

3 ᧲ࠕࠫࠕߩ㔚ሶ࡮㔚᳇ᯏེ⾏ᤃߦභ߼ࠆฦ࿖ߩࠪࠚࠕ㧔%㧕 [A] ᖱႎㅢାᯏེ (ᦨ⚳⽷) ࿖࡮࿾ၞ 㗄⋡ 1995 1997 1999 2001 2003 2005 ᣣᧄ ャ಴ 22.6 16.6 12.0 9.3 7.2 3.9 ᣣᧄ ャ౉ 26.9 25.9 30.8 27.1 25.4 22.9 ᣣᧄ ャ಴㧙ャ౉ -4.3 -9.3 -18.9 -17.8 -18.2 -19.0 㖧࿖ ャ಴ 3.9 4.6 10.2 12.5 15.5 10.5 㖧࿖ ャ౉ 5.8 4.8 6.0 6.2 6.2 6.1 㖧࿖ ャ಴㧙ャ౉ -2.0 -0.2 4.3 6.3 9.3 4.4 บḧ ャ಴ 12.1 10.7 11.7 11.9 9.3 5.1 บḧ ャ౉ 5.8 7.9 9.9 8.6 6.6 4.8 บḧ ャ಴㧙ャ౉ 6.2 2.8 1.8 3.4 2.7 0.4 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ಴ 31.8 30.5 29.6 24.5 16.8 16.1 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ౉ 23.7 23.9 18.3 19.2 16.7 17.6 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ಴㧙ャ౉ 8.1 6.7 11.3 5.2 0.1 -1.4 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ಴ 9.2 14.8 13.1 12.2 12.5 13.7 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ౉ 5.5 5.1 3.6 5.7 6.9 6.8 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ಴㧙ャ౉ 3.7 9.6 9.5 6.5 5.6 6.9 ਛ࿖ + 㚅᷼ ャ಴ 20.5 22.7 23.4 29.6 38.7 50.6 ਛ࿖ + 㚅᷼ ャ౉ 32.2 32.3 31.4 33.3 38.2 41.9 ਛ࿖ + 㚅᷼ ャ಴㧙ャ౉ -11.8 -9.6 -8.1 -3.6 0.5 8.7 [B] ᖱႎㅢାᯏེ (ਛ㑆⽷) ࿖࡮࿾ၞ 㗄⋡ 1995 1997 1999 2001 2003 2005 ᣣᧄ ャ಴ 29.4 24.4 24.0 21.1 22.3 19.1 ᣣᧄ ャ౉ 13.5 12.1 14.4 15.5 12.4 11.6 ᣣᧄ ャ಴㧙ャ౉ 15.8 12.3 9.6 5.6 9.9 7.4 㖧࿖ ャ಴ 4.9 4.7 5.8 7.1 11.4 11.2 㖧࿖ ャ౉ 5.1 4.6 6.3 6.6 5.3 5.1 㖧࿖ ャ಴㧙ャ౉ -0.2 0.1 -0.6 0.5 6.1 6.1 บḧ ャ಴ 9.9 9.0 10.1 10.3 9.7 9.4 บḧ ャ౉ 6.0 6.3 9.3 7.7 6.3 5.0 บḧ ャ಴㧙ャ౉ 3.9 2.7 0.8 2.5 3.3 4.4 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ಴ 22.5 25.4 19.3 19.6 13.2 12.9 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ౉ 34.6 32.7 26.3 22.1 18.4 17.9 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ಴㧙ャ౉ -12.1 -7.4 -7.1 -2.5 -5.2 -4.9 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ಴ 13.2 12.9 16.6 13.7 10.8 9.4 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ౉ 11.0 14.0 10.9 10.0 9.2 8.1 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ಴㧙ャ౉ 2.2 -1.1 5.6 3.7 1.6 1.2 ਛ࿖ + 㚅᷼ ャ಴ 20.2 23.7 24.3 28.1 32.5 38.1 ਛ࿖ + 㚅᷼ ャ౉ 29.8 30.4 32.8 38.0 48.3 52.3 ਛ࿖ + 㚅᷼ ャ಴㧙ャ౉ -9.6 -6.7 -8.5 -9.9 -15.8 -14.2 (ᰴࡍ࡯ࠫߦ⛯ߊ)

(16)

[C] ⢻േㇱຠ ࿖࡮࿾ၞ 㗄⋡ 1995 1997 1999 2001 2003 2005 ᣣᧄ ャ಴ 39.6 31.8 26.4 23.6 20.5 15.8 ᣣᧄ ャ౉ 9.6 8.7 9.4 10.8 8.6 7.9 ᣣᧄ ャ಴㧙ャ౉ 30.0 23.1 17.0 12.8 11.8 7.9 㖧࿖ ャ಴ 15.1 14.0 13.2 10.9 10.8 12.5 㖧࿖ ャ౉ 8.5 8.5 9.9 11.0 9.9 8.1 㖧࿖ ャ಴㧙ャ౉ 6.6 5.5 3.3 0.0 0.9 4.5 บḧ ャ಴ 8.3 10.9 13.2 17.8 19.9 25.4 บḧ ャ౉ 15.0 14.3 14.7 11.8 11.1 10.0 บḧ ャ಴㧙ャ౉ -6.7 -3.4 -1.5 5.9 8.8 15.4 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ಴ 24.7 26.1 25.4 25.2 24.7 22.2 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ౉ 37.4 34.9 30.5 26.2 21.5 22.1 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ಴㧙ャ౉ -12.7 -8.8 -5.1 -1.0 3.2 0.1 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ಴ 5.1 10.0 13.4 13.1 13.8 11.4 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ౉ 8.3 10.5 10.0 8.0 7.4 6.6 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ಴㧙ャ౉ -3.2 -0.5 3.4 5.1 6.4 4.8 ਛ࿖ + 㚅᷼ ャ಴ 7.3 7.1 8.4 9.4 10.4 12.7 ਛ࿖ + 㚅᷼ ャ౉ 21.3 23.1 25.5 32.2 41.5 45.3 ਛ࿖ + 㚅᷼ ャ಴㧙ャ౉ -14.0 -16.0 -17.1 -22.8 -31.1 -32.6 [D] ฃേ࡮⵬ഥㇱຠ ࿖࡮࿾ၞ 㗄⋡ 1995 1997 1999 2001 2003 2005 ᣣᧄ ャ಴ 42.9 37.7 37.2 33.1 29.6 27.4 ᣣᧄ ャ౉ 9.6 11.9 13.3 14.0 13.9 13.5 ᣣᧄ ャ಴㧙ャ౉ 33.3 25.8 24.0 19.1 15.7 13.9 㖧࿖ ャ಴ 5.0 4.4 4.0 4.7 6.4 7.0 㖧࿖ ャ౉ 7.7 7.9 9.2 8.5 8.9 9.1 㖧࿖ ャ಴㧙ャ౉ -2.7 -3.4 -5.2 -3.8 -2.5 -2.1 บḧ ャ಴ 12.0 11.7 11.2 11.1 11.5 10.7 บḧ ャ౉ 9.0 9.0 9.4 8.0 7.4 6.6 บḧ ャ಴㧙ャ౉ 3.0 2.7 1.8 3.1 4.1 4.1 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ಴ 13.9 14.3 12.0 10.6 9.0 8.2 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ౉ 28.1 24.3 21.4 19.5 15.1 14.3 ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ ャ಴㧙ャ౉ -14.2 -10.1 -9.4 -8.9 -6.0 -6.1 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ಴ 6.0 8.3 9.2 10.6 9.6 9.7 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ౉ 15.5 15.9 12.8 12.9 11.6 10.6 ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ ャ಴㧙ャ౉ -9.5 -7.6 -3.5 -2.2 -2.0 -0.9 ਛ࿖ + 㚅᷼ ャ಴ 20.2 23.6 26.3 29.9 33.8 37.0 ਛ࿖ + 㚅᷼ ャ౉ 30.1 31.1 33.9 37.2 43.1 45.9 ਛ࿖ + 㚅᷼ ャ಴㧙ャ౉ -9.9 -7.4 -7.6 -7.3 -9.2 -8.9 (಴ᚲ) BACIࠍ߽ߣߦ⪺⠪㓸⸘ޕ (ᵈ) ޟߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ޠߪࠗࡦ࠼ࡀࠪࠕޔࡈࠖ࡝ࡇࡦޔ࠲ࠗޔࡌ࠻࠽ࡓޕ

(17)

ࡐ࡯࡞ࠍ฽߻᧲ධࠕࠫࠕ⻉࿖ߩャ಴ࠪࠚࠕߩᷫዋ ߇ᄢ߈ߊޔ㖧࿖ߣบḧߩャ಴ࠪࠚࠕߪᲧセ⊛⪭ߜ ⌕޿ߡ޿ࠆޕ[C]ߩ⢻േㇱຠߦ㑐ߒߡߪ 1995 ᐕᤨ ὐߢၞౝขᒁ✚㗵ߩ40%ㄭߊࠍභ߼ߡ޿ߚᣣᧄߩ ャ಴ࠪࠚࠕ߇ᕆᷫߒޔߘߩ৻ᣇߢ1990 ᐕઍᧃ߆ࠄ บḧߩャ಴ࠪࠚࠕ߇ᕆჇߒߚޕ߹ߚޔࡑ࡟࡯ࠪࠕ࡮ ࠪࡦࠟࡐ࡯࡞ߦ߅޿ߡߪャ಴ࠪࠚࠕ߇િ߮ᖠ߻ਛ ߢャ౉ࠪࠚࠕ߇ᄢ߈ߊૐਅߒߚߚ߼ޔ1995 ᐕᤨὐ ߢᄢ᏷౉⿥ߛߞߚ⾏ᤃ෼ᡰ߇ 2000 ᐕઍೋ㗡ߦ߶ ߷ဋⴧߒߚޕ[D]ߩฃേ࡮⵬ഥㇱຠߦ߅޿ߡߪਛ ࿖࡮㚅᷼ߩャ಴ࠪࠚࠕჇടߣ⿷ਗߺࠍឥ߃ࠆᒻߢ ᣣᧄߩャ಴ࠪࠚࠕ߇ᷫዋߒޔࡑ࡟࡯ࠪࠕ࡮ࠪࡦࠟ ࡐ࡯࡞ࠍ฽߻᧲ධࠕࠫࠕߦ߅޿ߡߪャ౉ࠪࠚࠕߩ ᕆᷫߦࠃߞߡャ౉⿥ㆊ߇❗ዊߒߡ޿ࠆޕ  2000 ᐕ೨ᓟ߆ࠄ᧲ࠕࠫࠕߩ㔚ሶ⵾ຠ⾏ᤃߦභ ߼ࠆਛ࿖㧔㧗㚅᷼㧕ߩࠪࠚࠕ߇ỗჇߒޔઁߩ࿖ޘ ߩ⾏ᤃ᭴ㅧߦ߽ᄢ߈ߥᄌൻ߇↢ߓߚߩߪޔ1990 ᐕ ઍᓟඨ߆ࠄ᧲ࠕࠫࠕౝᄖߩ⋥ធᛩ⾗ߩᵹࠇ߇ᄌൻ ߒޔਛ࿖ߩᖱႎㅢାᯏེ↥ᬺ߇ᕆᚑ㐳ࠍ㐿ᆎߒߚ ߚ߼ߛߣᕁࠊࠇࠆ㧔Yusuf 2008㧕ޕ1990 ᐕઍඨ߫߹ ߢߩኻਛᛩ⾗ߪシᎿᬺ߿ൻቇ↥ᬺޔવ⛔⊛ߥ㔚᳇ ᯏེ↥ᬺ߇ਛᔃߛߞߚ߇ޔ1997 ᐕߩࠕࠫࠕㅢ⽻ෂ ᯏߦࠃߞߡ᧲ධࠕࠫࠕ⚻ᷣ߇ᷙੂߒߚߎߣޔਛ࿖ ߩWTO ട⋖߇⏕ታⷞߐࠇࠆਛߢኻਛᛩ⾗࡝ࠬࠢ ߇ૐਅߒߚߎߣ8ޔWTO ട⋖೨ᓟߦᄢ᏷ߥャ౉㑐 ⒢ߩ೥ᷫ߇ⴕࠊࠇߚߎߣޔߐࠄߦ2000 ᐕ೨ᓟ߆ࠄ ਛ࿖࿖ౝߩᖱႎㅢାᯏེᏒ႐߇ᕆ᜛ᄢߒߪߓ߼ߚ ߎߣߥߤࠍ⢛᥊ߦޔ᧲ࠕࠫࠕౝᄖߩᖱႎㅢାᯏེ ࡔ࡯ࠞ࡯ߩኻਛᛩ⾗߇ᕆჇߒޔᣢሽߩ↢↥᜚ὐࠍ ਛ࿖ߦ⒖▤ߔࠆേ߈߽⋡┙ߟࠃ߁ߦߥߞߚ 㧔Kumakura 2008㧕ޕ⴫ 2 ߢ⷗ߚࠃ߁ߦޔ᧲ࠕࠫࠕ ߩ㔚ᯏ⾏ᤃߩਛߢ2000ᐕઍߦ౉ߞߡGLᜰᢙ߇ૐ ਅߒߪߓ߼ߚߩߪᖱႎㅢାᯏེߩਛ㑆⽷ߣ⢻േㇱ ຠߛߌߢ޽ࠅޔ⴫3 ߦ߅޿ߡߎߩᤨᦼߦߎࠇࠄߩ ຠ⋡ߩャ಴౉ਇဋⴧ߇ᕆㅦߦ᜛ᄢߒߚߩߪਛ࿖ 㧔㧗㚅᷼㧕ߢ޽ࠆޕ߹ߚޔ࿑3(a)ߦ߅޿ߡ 2000 ᐕ ೨ᓟ߆ࠄਛ࿖ߩ⾏ᤃࠪࠚࠕ߇ᕆჇߔࠆਛߢ㖧࿖ߣ บḧߩ⾏ᤃࠪࠚࠕ߇Ყセ⊛቟ቯߒߡ޿ߚ߇ޔ⴫ 3 ࠍ⷗ࠆߣ 2000 ᐕઍߦ౉ߞߡ㖧࿖ߣบḧߢߪߘࠇ ߙࠇᖱႎㅢାᯏེߩਛ㑆⽷ߣ⢻േㇱຠߩャ಴ࠪࠚ ࠕ߇㗼⪺ߦჇടߒߡ߅ࠅޔߎࠇࠄߩ࿖ޘ߇ਛ࿖߳ ߩਛ㑆⽷ャ಴ࠍჇ߿ߔߎߣߦࠃߞߡャ಴ࠪࠚࠕࠍ ⛽ᜬߒߡ޿ࠆߎߣ߇ಽ߆ࠆޕߔߥࠊߜޔߘࠇ߹ߢ ਛ࿖એᄖߩ࿖ޘߦ߅޿ߡಽᢔߒߡⴕࠊࠇߡ޿ߚᖱ ႎㅢାᯏེ↢↥ߩᓟᎿ⒟߇ਛ࿖ߦ㓸ਛߔࠆ௑ะ߇ ᒝ߹ߞߚߎߣޔߘࠇߦ઻ߞߡ᧲ධࠕࠫࠕ⻉࿖㑆ߩ ਛ㑆⽷ߩขᒁ߇⋧ኻ⊛ߦᷫዋߒߚߎߣߥߤߦࠃࠅޔ ᧲ࠕࠫࠕో૕ߩGL ᜰᢙ߇ૐਅߒߚߣ⠨߃ࠄࠇࠆޕ  ਄⸥ߩὐࠍ⏕⹺ߔࠆߚ߼ߦޔߎߎߢ೨▵ߣห᭽ ߩᚻᴺࠍ೑↪ߒޔ1995 ᐕ߆ࠄ 2005 ᐕߦ߆ߌߡߩ ᧲ࠕࠫࠕߩ㔚ᯏ⾏ᤃߩGL ᜰᢙߩᄌേࠍฦ࿖ߩነ ਈᐲߦಽ⸃ߒߡߺࠃ߁ޕߎߎߢߪ㔚ᯏ↥ᬺో૕ࠍ ᦨ⚳⽷ㇱ㐷㧔

I

1㧕ߣਛ㑆⽷ㇱ㐷㧔

I

2㧕ߦ඙ಽߒޔ t ᐕߦ߅ߌࠆi ࿖ߩ

Ǿ

mㇱ㐷ߩGL ᜰᢙࠍIITi t, ( )Im ޔ ᧲ࠕࠫࠕၞౝߩ

Ǿ

mㇱ㐷ߩ⾏ᤃ✚㗵ߦභ߼ࠆi ࿖ ߩࠪࠚࠕࠍwi t, ( )Im ߣᦠߊߎߣߦߔࠆޕߘߒߡ (1-8)ᑼߦ୮޿ޔㇱ㐷೎ߩ᧲ࠕࠫࠕో૕ߩ GL ᜰᢙ ࠍએਅߩࠃ߁ߥฦ࿖ߩGL ᜰᢙߩട㊀ᐔဋ୯ߣߒ ߡ⴫⃻ߔࠆޕ (3-1)

11 ,

,

1 . m m m t i t i t i IIT I

¦

w I IIT I ߐࠄߦ೨▵ߣหߓⷐ㗔ߢt ᐕߣ s ᐕߩ㓏Ꮕࠍߣߞ ߡᢛℂߔࠆߣ (3-2)

11 * , , 1 ( ) , , , , ( ) ( ) m m m t i t i s i a m m m m i s i t i t i t b c IIT w IIT w IIT w IIT I I I I I I I ª « ' «' «¬ º »  '  ' ' » »¼

¦

ߣߥࠆޕߎߎߢ * , ( )m i s

IIT I ߪIITi s, ( )Im IITs( )Im ޔ

ߔߥࠊߜ

Ǿ

Oㇱ㐷ߦ㑐ߔࠆi ࿖ߩGL ᜰᢙߣ᧲ࠕࠫ

ࠕో૕ߩGL ᜰᢙߩᏅࠍᗧ๧ߒߡ޿ࠆޕ

BACI ࠍ↪޿ߡ 1995 ᐕ߆ࠄ 2005 ᐕߦ߆ߌߡ 2

ᐕ㑆㓒ߢ(3-1)ᑼߣ(3-2)ᑼߩ୯ࠍ⸘▚ߒߚ⚿ᨐ߇⴫

(18)

4 ᧲ࠕࠫࠕߩ㔚ሶ࡮㔚᳇ᯏེ⾏ᤃߦ߅ߌࠆฦ࿖ߩࠪࠚࠕߣ GL ᜰᢙ [A] ᦨ⚳⽷ 㗄⋡ ࿖࡮࿾ၞ 1995 1997 1999 2001 2003 2005 w (%) ߔߴߡߩ࿖ޘ 100.0 100.0 100.0 100.0 100.0 100.0 w (%) ᣣᧄ 24.4 23.3 23.2 21.5 19.1 17.8 w (%) 㖧࿖ 6.1 6.0 7.1 8.1 8.3 7.8 w (%) บḧ 7.9 8.4 9.7 9.4 9.1 8.6 w (%) ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ 23.7 22.3 19.8 17.6 14.5 13.4 w (%) ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ 8.5 8.9 8.2 8.5 8.7 8.6 w (%) ਛ࿖ + 㚅᷼ 29.3 31.2 32.1 34.8 40.2 43.8 IIT (%) ߔߴߡߩ࿖ޘ 26.1 26.2 26.1 26.3 27.5 29.3 IIT (%) ᣣᧄ 27.0 26.4 25.2 25.0 25.3 25.4 IIT (%) 㖧࿖ 27.6 28.0 28.5 32.6 35.1 36.2 IIT (%) บḧ 32.7 31.0 28.3 30.7 32.5 30.3 IIT (%) ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ 27.7 29.2 31.3 31.9 32.6 32.8 IIT (%) ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ 21.0 18.5 18.1 18.6 21.6 21.0 IIT (%) ਛ࿖ + 㚅᷼ 23.4 24.5 24.4 23.6 25.2 29.8 (a ) + (b ) + (c ) ߔߴߡߩ࿖ޘ 0.1 -0.1 0.2 1.2 1.8 (a ) + (b ) + (c ) ᣣᧄ -0.1 -0.3 0.0 0.1 0.0 (a ) + (b ) + (c ) 㖧࿖ 0.0 0.1 0.4 0.2 0.0 (a ) + (b ) + (c ) บḧ -0.1 -0.2 0.2 0.1 -0.2 (a ) + (b ) + (c ) ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ 0.3 0.3 0.0 -0.1 0.0 (a ) + (b ) + (c ) ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ -0.2 0.0 0.0 0.2 0.0 (a ) + (b ) + (c ) ਛ࿖ + 㚅᷼ 0.3 -0.1 -0.3 0.5 1.9 [B] ਛ㑆⽷ 㗄⋡ ࿖࡮࿾ၞ 1995 1997 1999 2001 2003 2005 w (%) ߔߴߡߩ࿖ޘ 100.0 100.0 100.0 100.0 100.0 100.0 w (%) ᣣᧄ 23.3 21.1 19.8 18.7 16.8 15.4 w (%) 㖧࿖ 8.6 8.2 8.7 9.0 9.3 9.4 w (%) บḧ 10.4 10.7 11.8 12.1 12.3 12.7 w (%) ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ 27.4 26.4 24.2 22.1 19.0 17.9 w (%) ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ 9.7 11.5 11.9 10.8 10.1 9.4 w (%) ਛ࿖ + 㚅᷼ 20.7 22.1 23.6 27.3 32.5 35.2 IIT (%) ߔߴߡߩ࿖ޘ 43.2 45.2 46.1 47.0 45.2 44.0 IIT (%) ᣣᧄ 37.6 41.7 45.6 47.0 47.5 48.3 IIT (%) 㖧࿖ 43.2 46.8 52.0 57.7 55.3 54.6 IIT (%) บḧ 46.2 49.1 51.2 49.4 46.8 45.3 IIT (%) ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ 49.5 51.0 50.4 52.6 51.1 49.4 IIT (%) ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ 39.1 39.2 40.0 41.5 41.3 41.2 IIT (%) ਛ࿖ + 㚅᷼ 41.6 42.2 40.3 40.1 38.5 36.8 (a ) + (b ) + (c ) ߔߴߡߩ࿖ޘ 2.0 0.9 0.9 -1.8 -1.2 (a ) + (b ) + (c ) ᣣᧄ 1.0 0.8 0.3 0.1 0.1 (a ) + (b ) + (c ) 㖧࿖ 0.3 0.5 0.5 -0.2 0.0 (a ) + (b ) + (c ) บḧ 0.3 0.3 -0.2 -0.3 -0.2 (a ) + (b ) + (c ) ࡑ࡟࡯ࠪࠕ + ࠪࡦࠟࡐ࡯࡞ 0.3 -0.3 0.4 -0.5 -0.4 (a ) + (b ) + (c ) ߘߩઁߩ᧲ධࠕࠫࠕ⻉࿖ -0.1 0.1 0.2 0.0 0.0 (a ) + (b ) + (c ) ਛ࿖ + 㚅᷼ 0.1 -0.5 -0.3 -0.9 -0.8 (಴ᚲ) BACIࠍ߽ߣߦ⪺⠪㓸⸘ޕ(ᵈ) ⴫3ߦหߓޕ

(19)

(b)ޔ(c)ࠍ୘೎ߦႎ๔ߔࠆߎߣߪߖߕޔߎࠇࠄ 3 㗄 ߩ๺ߛߌࠍឝタߒߡ޿ࠆޕ਄Ბߩ[A]ࠍ⷗ࠆߣޔᦨ ⚳⽷ߦ㑐ߒߡߪ2000 ᐕઍߦ౉ߞߡਛ࿖㧔㧗㚅᷼㧕 ߩ⾏ᤃࠪࠚࠕߣGL ᜰᢙ߇ᕆỗߦ਄᣹ߒߡ߅ࠅޔ ߘࠇ߇᧲ࠕࠫࠕో૕ߩGL ᜰᢙࠍ᛼ߒ਄ߍࠆ௛߈ ࠍߒߡ޿ߚߎߣ߇ಽ߆ࠆޕ⴫3[A]ߦ߅޿ߡ⷗ߚࠃ ߁ߦޔ1995 ᐕ߆ࠄ 2000 ᐕઍೋ㗡ߦ߆ߌߡߩᦼ㑆 ߪਛ࿖ߩᖱႎㅢାᯏེߩᦨ⚳⽷ߩャ౉⿥ㆊ߇ᕆㅦ ߦ❗ዊߒߚᤨᦼߦᒰߚߞߡ޿ࠆޕ߹ߚޔߘߩᓟߪ ャ಴⿥ㆊ߇᜛ᄢߒߚ߇ޔᣰ⋓ߥౝ㔛ߦ‧ᒁߐࠇߡ ャ౉㗵߽Ⴧടߒߡ޿ࠆޕߘߩߚ߼ޔ⾏ᤃࠪࠚࠕߣ GL ᜰᢙߩ਄᣹߇หᤨߦ↢ߓߚ߽ߩߣᕁࠊࠇࠆޕ  ৻ᣇޔਅᲑߩ[B]ࠍ⷗ࠆߣޔਛ㑆⽷ߦ㑐ߒߡߪਛ ࿖㧔㧗㚅᷼㧕ߩGL ᜰᢙ߇ 1990 ᐕઍᧃ߆ࠄᄢ߈ߊ ૐਅߒޔߘߩᓟࠍㅊ߁ࠃ߁ߦ᧲ࠕࠫࠕో૕ߩ GL ᜰᢙ߽ૐਅߒߡ޿ࠆޕߎࠇߪ⴫3 ߢ⷗ߚࠃ߁ߦޔ ਛ࿖߇⢻േㇱຠࠍਛᔃߣߒߚਛ㑆⽷ߩャ౉⿥ㆊࠍ ⤘ࠄ߹ߖߥ߇ࠄᖱႎㅢାᯏེߩᦨ⚳⽷ߩャ಴ࠍჇ ടߐߖߚߚ߼ߣᕁࠊࠇޔߘߩற⸽ߣߒߡਛ࿖ߦኻ ߔࠆਛ㑆⽷ߩਥⷐଏ⛎࿖ߢ޽ࠆ㖧࿖߿บḧߩ GL ᜰᢙ߽⋡┙ߞߡૐਅߒߡ޿ࠆޕ ߥ߅ޔ⴫4[B]ߢߪ 2000 ᐕઍߦ౉ߞߡࡑ࡟࡯ࠪ ࠕ࡮ࠪࡦࠟࡐ࡯࡞ߩ⾏ᤃࠪࠚࠕߣGL ᜰᢙ߽ૐਅ ௑ะߦ޽ࠆޕ߆ߟߡߪࡑ࡟࡯ࠪࠕ߿ࠪࡦࠟࡐ࡯࡞ ߦ߅޿ߡIC ߥߤ㔚ሶㇱຠߩ೨Ꮏ⒟ࠍⴕ޿ޔߘࠇࠍ ⾓㊄᳓Ḱߩૐ޿ࡈࠖ࡝ࡇࡦߥߤߦャ಴ߒߡഭ௛㓸 ⚂⊛ߥᓟᎿ⒟ࠍⴕ޿ޔቢᚑߐࠇߚㇱຠࠍࡑ࡟࡯ࠪ ࠕ߿ࠪࡦࠟࡐ࡯࡞ߦᜬߜᏫߞߡࠦࡦࡇࡘ࡯࠲ᯏེ ߿ࠝࡈࠖࠬᯏེߦ៞タߒߚ਄ߢ╙ਃ࿖ߦャ಴ߔࠆ ߣ޿ߞߚขᒁ߇ᵴ⊒ߦⴕࠊࠇߡ޿ߚޕߒ߆ߒㄭᐕ ߢߪࡑ࡟࡯ࠪࠕ߿ࠪࡦࠟࡐ࡯࡞ߥߤߦ߅޿ߡ IC ߩඨ⵾ຠࠍ⵾ㅧߒޔߘࠇࠍਛ࿖࿖ౝߢታⵝߒߚ਄ ߢ㔚ሶᯏེߩᦨ⚳Ꮏ⒟߹ߢⴕ߁ࠤ࡯ࠬ߇Ⴧടߒߡ ޿ࠆޕ⴫3 ߦ߅޿ߡࡑ࡟࡯ࠪࠕ࡮ࠪࡦࠟࡐ࡯࡞ߩ ⢻േㇱຠߩャ౉ࠪࠚࠕ߇ャ಴ࠪࠚࠕએ਄ߦ⪭ߜㄟ ࠎߢ޿ߚߩߪߘߩࠃ߁ߥ࿖㓙㑆ߩᎿ⒟ಽᬺ᭴ㅧߩ ᄌൻࠍ෻ᤋߒߚ߽ߩߣᕁࠊࠇࠆޕ⴫4 ࠍ⷗ࠆ㒢ࠅޔ ᦨ⚳⽷ߦ߅޿ߡ߽ਛ㑆⽷ߦ߅޿ߡ߽ 2000 ᐕઍએ 㒠ߪਛ࿖ߩነਈᐲ߇߈ࠊ߼ߡᄢ߈ߊߥߞߡ߅ࠅޔ ਛ࿖ࠍਛᔃߣߒߚ᧲ࠕࠫࠕߩᎿ⒟ಽᬺߩ࡝ࠬ࠻࡜ ࠢ࠴ࡖ࡝ࡦࠣ߇㔚ᯏߩၞౝ⾏ᤃߩGL ᜰᢙߩ࠻࡟ ࡦ࠼ߩᄌൻߩਥ࿃ߛߞߚߎߣࠍⵣઃߌߡ޿ࠆޕ

4. ੹ᓟߩ᧲ࠕࠫࠕߩ↥ᬺౝ⾏ᤃߩዷᦸ

೨▵ߩಽᨆߦࠃࠅޔ2000 ᐕ೨ᓟ߆ࠄᖱႎㅢାᯏ ེ↢↥ߩᓟᎿ⒟ߩਛ࿖߳ߩ㓸ਛ௑ะ߇ᒝ߹ࠆਛߢ ᧲ࠕࠫࠕ⻉࿖㑆ߩ⾏ᤃ᭴ㅧ߇ᄌൻߒޔ1990 ᐕઍ߹ ߢߩࠃ߁ߦ㔚ᯏ↥ᬺ߇᧲ࠕࠫࠕߦ߅޿ߡၞౝ⾏ᤃ ߣIIT ߩ᜛ᄢߩਥዉᓎࠍᨐߚߖߥߊߥߞߚߎߣ߇ ␜ߐࠇߚޕ੹ᓟޔ᧲ࠕࠫࠕߩIIT ߣၞౝ⾏ᤃߩ᭴ ㅧߪߤߩࠃ߁ߦᄌൻߒߡࠁߊߩߛࠈ߁߆ޕᧄ┨ߢ ߎߩ໧㗴ࠍ⹦⚦ߦಽᨆߔࠆߎߣߪߢ߈ߥ޿߇ޔߎ ߎߢ㔚ᯏ↥ᬺߣߘࠇએᄖߩ⵾ㅧᬺߦಽߌߡ⧯ᐓߩ ⠨ኤࠍⴕߞߡ߅ߎ߁ޕ 㔚ሶ࡮㔚᳇ᯏེߦ㑐ߒߡߪޔᖱႎㅢାᯏེࠍਛ ᔃߣߔࠆ㔚ሶᯏེߩ↢↥ߩਛ࿖߳ߩ㓸ਛ߇ߤߎ߹ ߢㅴⴕߔࠆ߆߇ᒰ㕙ߩ᧲ࠕࠫࠕၞౝߩ⾏ᤃ᭴ㅧࠍ ᳿߼ࠆਥ࿃ߣߥࠈ߁ޕ೨▵ߢߪਛ࿖߇ㄭ㓞ߩ㖧࿖ ߿บḧ߆ࠄਛ㑆⽷ߩャ౉ࠍ⤘ࠄ߹ߖߥ߇ࠄᖱႎㅢ ାᯏེߩቢᚑຠߩャ಴ࠍჇ߿ߒߡ޿ࠆߎߣࠍ⷗ߚޕ ߒ߆ߒ⴫3 ࠍ⹦ߒߊⷰኤߔࠆߣޔ2000 ᐕઍߦ౉ߞ ߡ߆ࠄߪቢᚑߐࠇߚᖱႎㅢାᯏེߛߌߢߥߊᖱႎ ㅢାᯏེߩਛ㑆⽷߿ฃേ࡮⵬ഥㇱຠߦ㑐ߒߡ߽ਛ ࿖㧔㧗㚅᷼㧕ߩャ಴ࠪࠚࠕ߇ᄢ߈ߊ਄᣹ߒߡ߅ࠅޔ 2003 ᐕ߆ࠄ 2005 ᐕߦ߆ߌߡߎࠇࠄߩຠ⋡ߩャ౉ ⿥ㆊ᏷߇ࠊߕ߆ߥ߇ࠄᷫዋߒߡ޿ࠆߎߣߦ᳇ߠߊޕ ߎߩߎߣߪਛ࿖ߩ㔚ሶᯏེ↥ᬺ߇ߔߢߦනߥࠆᄖ ࿖ડᬺߩᦨ⚳⚵┙ၮ࿾ߢߥߊߥߞߡ߅ࠅޔࠃࠅᎹ ਄ߩᎿ⒟ߦ߅޿ߡ߽↢↥ജࠍ㜞߼ߟߟ޽ࠆߎߣࠍ ␜ໂߒߡ޿ࠆޕ  ߥ߅ޔ࿖㓙⊛ߥ㔚ሶᯏེߩ↢↥࡮⽼ᄁࡀ࠶࠻ࡢ ࡯ࠢߪ᧲ࠕࠫࠕߛߌߢቢ⚿ߒߡ޿ࠆࠊߌߢߪߥߊޔ ઁߩ࿾ၞߣ߽ᷓߊㅪ㑐ߒߡ޿ࠆޕ⴫3 ߪ޽ߊ߹ߢ ߽᧲ࠕࠫࠕၞౝߩ⾏ᤃߦභ߼ࠆฦ࿖ߩࠪࠚࠕߢ޽ ࠆߚ߼ޔߎߩ⴫߆ࠄฦ࿖ߩ↢↥⢻ജߩᄌൻࠍᱜ⏕

(20)

ߦ⺒ߺߣࠆߎߣߪ㔍ߒ޿ޕߘߎߢ੹ᐲߪBACI ߦ ߅޿ߡ৻⽾ߒߚ࠺࡯࠲߇ᓧࠄࠇࠆߔߴߡߩ࿖ޘࠍ ኻ⽎ߦ฽߼ޔ⴫3 ߣห᭽ߩᚻ㗅ߢ਎⇇ో૕ߩ⾏ᤃ 㗵ߦභ߼ࠆਥⷐ࿖࡮࿾ၞߩャ಴౉ࠪࠚࠕࠍ⸘▚ߒ ߡߺࠃ߁ޕߘߩ⚿ᨐࠍ߹ߣ߼ߚߩ߇⴫5 ߢ޽ࠆޕ ߎߎߢർ☨ߣߪ☨࿖ޔࠞ࠽࠳ޔࡔࠠࠪࠦࠍᗧ๧ߒ ߡ߅ࠅޔ᰷Ꮊߪ᰷Ꮊห⋖㧔European UnionޔEU㧕 ട⋖࿖ߣࡁ࡞࠙ࠚ࡯ޔࠬࠗࠬࠍᗧ๧ߒߡ޿ࠆޕߥ ߅ޔ⴫߇ᾘ㔀ߦߥࠆߎߣࠍㆱߌࠆߚ߼ޔߎߎߢߪ 㖧࿖ߣบḧޔࠪࡦࠟࡐ࡯࡞࡮ࡑ࡟࡯ࠪࠕߣઁߩ᧲ ධࠕࠫࠕ⻉࿖ߩࠪࠚࠕࠍߘࠇߙࠇว▚ߒߡႎ๔ߒ ߡ޿ࠆޕ  ⴫5 ߦ߅޿ߡ߹ߕ᳇ߠߊߎߣߪޔኻ਎⇇ߩ⾏ᤃ ߢߪਛ࿖㧔㧗㚅᷼㧕ߪ[A]ᖱႎㅢାᯏེ㧔ᦨ⚳⽷㧕 ߛߌߢߥߊ[B]ᖱႎㅢାᯏེ㧔ਛ㑆⽷㧕ߣ[D]ฃേ࡮ ⵬ഥㇱຠߦ߅޿ߡ߽ߔߢߦャ಴⿥ㆊߦߥߞߡ߅ࠅޔ [C]⢻േㇱຠߩߺߦ߅޿ߡ࿶ୟ⊛ߥャ౉⿥ㆊ߇⛯ ޿ߡ޿ࠆߎߣߢ޽ࠆޕ߹ߚޔ2000 ᐕઍߦ౉ߞߡ [A][B][D]ߩ޿ߕࠇߦ߅޿ߡ߽ਛ࿖ߩャ಴ࠪࠚࠕ ߇ᕆ᜛ᄢߒߡ߅ࠅޔઁߩ߶ߣࠎߤߩ࿾ၞߩࠪࠚࠕ ߪᷫዋߔࠆ߆ᮮ߫޿ߦߣߤ߹ߞߡ޿ࠆޕ᧲ࠕࠫࠕ એᄖߢߪർ☨ߦ߅޿ߡ2000 ᐕઍߦ౉ߞߡ[A]߅ࠃ ߮[B]ߩ⚐ャ౉ࠪࠚࠕߩᕆ᜛ᄢ߇↢ߓߡ޿ࠆޕർ☨ ߢߪ1994 ᐕߩർ☨⥄↱⾏ᤃදቯ㧔North American

Free Trade AgreementޔNAFTA㧕✦⚿ߥߤࠍ⢛᥊ߦ ၞౝߩ↢↥Ꮏ⒟ಽᬺ߇ㅴߺޔ৻ᤨ⊛ߦࠦࡦࡇࡘ࡯ ࠲ᯏེ߿AV ᯏེߩਛ㑆⽷߿ቢᚑຠߩ⾏ᤃ㗵߇ᕆ Ⴧߒߚ㧔Kumakura 2008㧕ޕߒ߆ߒ⴫ 5 ࠍ⷗ࠆ㒢ࠅޔ 2000 ᐕ೨ᓟࠍႺߦߘࠇ߹ߢർ☨ၞౝߢಽᬺߐࠇ ߡ޿ߚ↢↥Ꮏ⒟߇߹ߣ߼ߡਛ࿖ߦ⒖▤ߐࠇࠆ௑ะ ߇ᒝ߹ߞߡ޿ࠆࠃ߁ߦᕁࠊࠇࠆޕ  ㄭᐕޔਛ࿖એᄖߩ᧲ࠕࠫࠕ⻉࿖߇ਛ࿖ߦᎿᬺ⵾ ຠߩਛ㑆⽷ࠍャ಴ߒޔਛ࿖ߢ⚵ߺ┙ߡࠄࠇߚᦨ⚳ ⽷߇ർ☨߿᰷Ꮊߦャ಴ߐࠇࠆޟਃⷺ⾏ᤃޠߦࠃࠅޔ ਛ࿖ߣߘࠇએᄖߩ᧲ࠕࠫࠕ⻉࿖ߩャ಴߇ߣ߽ߦჇ ടߒߟߠߌࠆߣ੍᷹ߐࠇࠆߎߣ߇޽ࠆ㧔Ahearne et al. 2006㧕ޕߒ߆ߒޔ㔚ᯏߩਛߢ⃻࿷ߢ߽ਛ࿖ߩャ ౉ଐሽᐲ߇ૐਅߒߡ޿ߥ޿ߩߪ IC ߥߤዋᢙߩ⢻ േㇱຠߛߌߢ޽ࠅޔߘࠇએᄖߩㇱຠ߿ਛ㑆⽷ߦ㑐 ߒߡߪᕆㅦߦ࿖ౝ⺞㆐₸߇㜞߹ߞߡ޿ࠆޕߎߎߢ ߪ⚕᏷ߩ೙⚂ߦࠃࠅ⹦ㅀߢ߈ߥ޿߇ޔ⢻േㇱຠએ ᄖߩᄙߊߩ㔚ሶᯏེߦ߅޿ߡਛ࿖ߩ↢↥⢻ജ߇ᕆ ㅦߦ㜞߹ߞߡ޿ࠆߎߣߪ⾏ᤃ⛔⸘ߛߌߢߥߊ↢↥ 㗵⛔⸘߆ࠄ߽⏕⹺ߢ߈ࠆ㧔Kumakura 2008㧕ޕ  ⴫6 ߪਛ࿖ߩᶏ㑐⛔⸘ࠍ↪޿ߡਛ࿖ߩࠦࡦࡇࡘ ࡯࠲ᯏེߣਥⷐߥ㔚ሶㇱຠߩ⾏ᤃ㗵ߩផ⒖ࠍ⋥ㄭ ߩ2007 ᐕ߹ߢ㓸⸘ߒߚ߽ߩߢ޽ࠆޕᏀ஥ߩ[A]⴫ ࠍ⷗ࠆߣಽ߆ࠆࠃ߁ߦޔࠦࡦࡇࡘ࡯࠲ᯏེߦ㑐ߒ ߡߪ 2001 ᤨὐߢᦨ⚳⽷ޔਛ㑆⽷ߣ߽ߦャ಴⿥ㆊ ߦߥߞߡ߅ࠅޔㄭᐕߢߪ(A-1)ߩࠦࡦࡇࡘ࡯࠲ᧄ૕ ߩ⚐ャ಴㗵߇ỗჇߒߡ޿ࠆޕ߹ߚޔߎߎߦߪឝタ ߒߡ޿ߥ޿߇ޔ2007 ᐕᤨὐߢ៤Ꮺ㔚⹤ߩᦨ⚳⽷ߪ ⚂370 ం☨࠼࡞ߩャ಴⿥ㆊߣߥߞߡ߅ࠅޔਛ㑆⽷ ߩ⾏ᤃ෼ᡰ߽ 2005 ᐕ߆ࠄ㤥ሼߦߥߞߡ޿ࠆޕ⴫ 4[A]ߢߪ 2001㧙2003 ᐕߣ 2003㧙2005 ᐕߩ᧲ࠕࠫ ࠕߩ㔚ᯏߩᦨ⚳⽷⾏ᤃߩGL ᜰᢙߩᄌൻߦኻߔࠆ ਛ࿖㧔㧗㚅᷼㧕ߩነਈᐲ߇ᱜߦߥߞߡ޿ߚ߇ޔߎ ࠇߪߎߩᤨᦼ߇ਛ࿖ߩਥⷐߥ㔚ሶᯏེߩ⾏ᤃ෼ᡰ ߇ᰴޘߦᄢ᏷ߥャ౉⿥ㆊ߆ࠄャ಴⿥ㆊߦォߓߚᤨ ᦼߦ޽ߚߞߡ޿ߚߚ߼ߢ޽ࠆޕߒ߆ߒߘߩᓟޔਛ ࿖ߩࠦࡦࡇࡘ࡯࠲ᯏེ߿៤Ꮺ㔚⹤ޔࠝࡈࠖࠬᯏེ ߩቢᚑຠߩャ಴⿥ㆊ߇ỗჇߒߡ޿ࠆߎߣࠍ⠨ᘦߔ ࠆߣޔ⃻࿷ߢߪਛ࿖ߩነਈᐲߪ⽶ߦォߓߡ޿ࠆน ⢻ᕈ߇㜞޿ޕ ᰴߦ⴫6[B]ߦ߅޿ߡ㔚ሶㇱຠߩ⾏ᤃ෼ᡰࠍⷰኤ ߔࠆߣޔ޿ߕࠇߩຠ⋡߽ャ౉⿥ㆊ߇⛮⛯ߒߡ޿ࠆ ߇ޔ⚐ャ౉㗵߇⓭಴ߒߡᄢ߈޿ߩߪ(C-2)ߩ IC ߢ ޽ࠆޕ2007 ᐕᤨὐߢਛ࿖ߩ IC ߩ⚐ャ౉㗵ߪ⚂ 1,049 ం☨࠼࡞ߦ਄ߞߡ߅ࠅޔߎࠇߪࠦࡦࡇࡘ࡯࠲ ߣ៤Ꮺ㔚⹤ᧄ૕ߩ⚐ャ಴㗵ߦ߶߷඘ᢜߔࠆޕ⴫ 4[B]ߢߪ 1990 ᐕઍᧃએ㒠ߩ᧲ࠕࠫࠕߩ㔚ᯏߩਛ 㑆⽷ߩGL ᜰᢙߦኻߔࠆਛ࿖࡮㚅᷼ߩነਈᐲ߇⽶ ߣ᷹ቯߐࠇߡ޿ߚޕ⴫6 ߦ߅޿ߡ2005 ᐕ߆ࠄ2007 ᐕߦ߆ߌߡ IC ߩャ౉⿥ㆊ߇᜛ᄢߔࠆ৻ᣇߢࠦࡦ ࡇࡘ࡯࠲ᯏེ߿៤Ꮺ㔚⹤ߩਛ㑆⽷ߩャ಴⿥ㆊ߽Ⴧ ടߒߚߎߣࠍ⠨ᘦߔࠆߣޔ⴫4[B]ߢⷰኤߒߚ௑ะ

参照

関連したドキュメント

1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004. 国有企業

Classifications – International economic and social classifications – Classifications files – Free downloads – Correspondence between HS1996, SITC Rev.3, CPC Ver.1.0, ISIC

(2)財・サービス貿易および1次産品部(The Division on International Trade in Goods and Services, and Commodities : DITC) 、

(1) 重層的な産業集積,および緻密な生産ネットワークの形成 (とくに,電 機・電子産業) , (2) 「世界の工場」「世界の市場」となった中国経済の台頭 と今後の動向,

第 14 、第 15 、第 16 項目は、観光業、商業・貿易、製造業を取り上げている。第 15

Chaudhuri, Sudip[2005]The WTO and India’s Pharmaceuticals Industry: Patent Protection, TRIPS and Developing Countries, New Delhi, Oxford University Press. Economist

授権により上場企業の国有法人株主となった企業は,国有資産管理局部門と

Basic Input-Output Table of Thailand, 1975, (IDE Statistical Data Series, No. 30), Tokyo: Institute of Developing Economies. OSCAS-NEC (Office of Statistical Coordination