최근 글로벌 기업의 M&A 사례 분석을 통한 GVC 연구: 미국과 한국 기업 사례를 중심으로
Analysis of the Global Value Chains through Recent Global M&A: A Case Study of US and Korean Companies
김희중(Kotra 아카데미 미국통상정책 연구소); 변재웅(계명대학교 국제통상학과)
24권 3호, 123~138쪽
초록
In recent years, global value chains (GVCs) have undergone significant transformations driven by a confluence of factors, including the COVID-19 pandemic, the US-China trade conflict, resource scarcity, and the burgeoning demand for advanced technologies. The pandemic has disrupted supply chains and highlighted the vulnerabilities of overreliance on single-source suppliers. The trade war has exacerbated geopolitical tensions and encouraged companies to diversify their sourcing strategies. Resource scarcity, particularly in critical minerals like lithium, has prompted companies to secure alternative supply sources. And the rapid advancement of the 4th Industrial Revolution (4IR) has created new opportunities and challenges for GVCs. As industries embrace 4IR technologies such as AI, robotics, big data, and cloud computing, demand is expected to surge for products and services in these areas, including electric vehicles, autonomous vehicles, and smart factories. To prepare for this shift, global companies are actively pursuing mergers and acquisitions (M&As). These M&As aim to acquire complementary technologies, expand market reach, and enhance innovation capabilities. This study delves into the changing dynamics of GVCs and the role of M&As in shaping corporate strategies. It begins by reviewing relevant literature on GVCs in Chapter II. Chapter III presents case studies of GVCs established through M&As by global companies. Chapter IV analyzes the key characteristics of GVCs formed through M&As. Chapter V concludes by drawing insights and implications for future research and practice.
Abstract
In recent years, global value chains (GVCs) have undergone significant transformations driven by a confluence of factors, including the COVID-19 pandemic, the US-China trade conflict, resource scarcity, and the burgeoning demand for advanced technologies. The pandemic has disrupted supply chains and highlighted the vulnerabilities of overreliance on single-source suppliers. The trade war has exacerbated geopolitical tensions and encouraged companies to diversify their sourcing strategies. Resource scarcity, particularly in critical minerals like lithium, has prompted companies to secure alternative supply sources. And the rapid advancement of the 4th Industrial Revolution (4IR) has created new opportunities and challenges for GVCs. As industries embrace 4IR technologies such as AI, robotics, big data, and cloud computing, demand is expected to surge for products and services in these areas, including electric vehicles, autonomous vehicles, and smart factories. To prepare for this shift, global companies are actively pursuing mergers and acquisitions (M&As). These M&As aim to acquire complementary technologies, expand market reach, and enhance innovation capabilities. This study delves into the changing dynamics of GVCs and the role of M&As in shaping corporate strategies. It begins by reviewing relevant literature on GVCs in Chapter II. Chapter III presents case studies of GVCs established through M&As by global companies. Chapter IV analyzes the key characteristics of GVCs formed through M&As. Chapter V concludes by drawing insights and implications for future research and practice.
- 발행기관:
- 한국무역통상학회
- 분류:
- 무역학