Lema, Rasmus and Berger, Axel and Schmitz, Hubert (2013): China's Impact on the Global Wind Power Industry. Published in: Journal of Current Chinese Affairs , Vol. 42, No. 1 (2013): pp. 37-69.
Preview |
PDF
MPRA_paper_49604.pdf Download (854kB) | Preview |
Abstract
China’s economic rise has transformed the global economy in a number of manufacturing industries. This paper investigates whether China’s transformative influence extends to the new green economy. Drawing on the debate about how China is driving major economic changes in the world – the “Asian drivers” debate – it identifies five corridors of influence and investigates their relevance for the wind energy industries. Starting with the demand side, it suggests that the size and rapid growth of the Chinese market have a major influence on competitive parameters in the global wind power industry. While Western firms have found ways of participating in the growth of the Chinese market, the government’s procurement regimes benefit Chinese firms. The latter have invested heavily and learned fast, accumulating production capabilities that have led to changes in the global pecking order of lead firms. While the combined impact of Chinese market and production power is already visible, other influences are beginning to be felt – arising from China’s coordination, innovation and financing power.
Item Type: | MPRA Paper |
---|---|
Original Title: | China's Impact on the Global Wind Power Industry |
Language: | English |
Keywords: | China, wind energy, global value chain, economic power, Asian drivers, coordination power, innovation, finance |
Subjects: | F - International Economics > F6 - Economic Impacts of Globalization L - Industrial Organization > L0 - General O - Economic Development, Innovation, Technological Change, and Growth > O1 - Economic Development |
Item ID: | 49604 |
Depositing User: | Rasmus Lema |
Date Deposited: | 08 Sep 2013 08:36 |
Last Modified: | 27 Sep 2019 15:51 |
References: | Altenburg, Tilman (2006), Governance Patterns in Value Chains and their Development Impact, in: The European Journal of Development Research, 18, 4. 498–521. Altenburg, Tilman, Hubert Schmitz, and Andreas Stamm (2008), Breakthrough China’s and India’s Transition from Production to Innovation, in: World Development, 36, 2, 325–334. Azure International (2010), China, Norway and Offshore Wind Development. A Win-win Wind Relationship?, Bergen: Azure International. BNEF (2010), Joined at the Hip: The US-China Clean Energy Relationship, New York: Bloomberg New Energy Finance. BTM (2011), World Market Update 2010, Ringkøbing: BTM Consult. BTM (2008), “Made in China” – Chinese Wind Power Market Assessment 2008–2012, Ringkøbing: International Wind Energy Development, BTM Consult. BTM (2006), World Market Update 2005, Ringkøbing: BTM Consult. CCB International (2011), Alternative Energy – China Wind Power, Hong Kong: China Construction Bank Corporation. Conrad, Björn, and Mirjam Meissner (2011), Catching a Second Wind – Changing the Logic of International Cooperation in China’s Wind Energy Sector, Berlin: Global Public Policy Institute (GPPi). Earth Policy Institute (2010), World on the Edge – Energy Data – Wind, Washington, DC: Earth Policy Institute. Eichengreen, Barry, and Hui Tong (2006), How China is Reorganizing the World Economy, in: Asian Economic Policy Review, 1, 1, 73–97. Enright, Michael J., Edith E. Scott, and Ka-Mun Chang (2005), Regional Powerhouse: The Greater Pearl River Delta and the Rise of China, Singapore, Hoboken, NJ, Chichester, England: Wiley. Ernst, Dieter (2009), A New Geography of Knowledge in the Electronics Industry? Asia’s Role in Global Innovation Networks, Policy Studies, 54, Honolulu: East-West Center. Fischer, Doris (2012), Challenges of Low Carbon Technology Diffusion: Insights from Shifts in China’s Photovoltaic Industry Development, in: Innovation and Development, 2, 1, 131–146. Gereffi, Gary (1999), International Trade and Industrial Upgrading in the Apparel Commodity Chain, in: Journal of International Economics, 48, 1, 37–70. Gereffi, Gary, John Humphrey, and Timothy Sturgeon (2005), The Governance of Global Value Chains, in: Review of International Political Economy, 12, 1, 78–104. Gottschalk, Ricardo (2006), The Asian Drivers: Financial Flows into and out of Asia – Implications for Developing Countries, in: IDS Bulletin, 37, 1, 98–106. Griffith-Jones, Stephany (2004), Asian Drivers: International Financial and Macro-economic Implications Globally and for Developing Countries, First Asian Drivers Workshop, Brighton: Institute of Development Studies. GWEC (2011), World Wind Energy Report 2010, Brussels: Global Wind Energy Council. Han, Jingyi, Arthur P. J. Mol, Yonglong Lu, and Lei Zhang (2009), Onshore Wind Power Development in China: Challenges Behind a Successful Story, in: Energy Policy, 37, 8, 2941–2951. Humphrey, John, and Hubert Schmitz (2002), How does Insertion in Global Value Chains Affect Upgrading in Industrial Clusters?, in: Regional Studies, 36, 9, 1017–1027. Hung, Ho-Fung (2009), China and the Transformation of Global Capitalism, Baltimore: Johns Hopkins University Press. Jacques, Martin (2009), When China Rules the World: The Rise of the Middle Kingdom and The End of the Western World, London: Allen Lane. Jenkins, Rhys, and Alexandre De Freitas Barbosa (2012), Fear for Manufacturing? China and the Future of Industry in Brazil and Latin America, in: The China Quarterly, 209, 59–81. Kanter, James (2012), Europe Intensifies Solar Panel Investigation, in: New York Times, 8 November. Kaplinsky, Raphael (2006), Asian Drivers: Opportunities and Threats, in: IDS Bulletin, Special Issue, 37, 1. Kaplinsky, Raphael, and Masuma Farooki (2011), What are the Implications for Global Value Chains when the Market Shifts from the North to the South?, in: International Journal of Technological Learning, Innovation and Development, 4, 1, 13–38. Kaplinsky, Raphael, and Masuma Farooki (2010), What are the Implications for Global Value Chains when the Market Shifts from the North to the South?, World Bank Policy Research Working Paper, Washington: The World Bank. Kaplinsky, Raphael, and Dirk Messner (2008), The Impact of Asian Drivers on the Developing World, in: World Development, Special Issue, 36, 2. Kirkegaard, Jacob Funk, Thilo Hanemann, and Lutz Weischer (2009), It Should Be a Breeze: Harnessing the Potential of Open Trade and Investment Flows in the Wind Energy Industry, Working Paper, 14, Washington, DC: World Resources Institute. Kirkegaard, Jacob Funk, Thilo Hanemann, Lutz Weischer, and Matt Miller (2010), Toward a Sunny Future? Global Integration in the Solar PV Industry, Working Paper, 6, Washington, DC: World Resources Institute. Klagge, Britta, Zhigao Liu, and Pedro Campos Silva (2012), Constructing China’s Wind Energy Innovation System, in: Energy Policy, 50, 370–382. Lema, Rasmus, Axel Berger, Hubert Schmitz, and Hong Song (2011), Competition and Cooperation between Europe and China in the Wind Power Sector, IDS Working Papers, 377, Brighton: IDS. Lema, Rasmus, and Adrian Lema (2012), Technology Transfer? The Rise of China and India in Green Technology Sectors, in: Innovation and Development, 2, 1, 23–44. Lema, Rasmus, Ruy Quadros, and Hubert Schmitz (2012), Shifts in Innovation Power to Brazil and India: Insights from the Auto and Software Industries, IDS Research Reports, 73. Lewis, Joanna I. (2011), Building a National Wind Turbine Industry: Experiences from China, India and South Korea, in: International Journal of Technology and Globalisation, 5, 3–4, 281–305. Lewis, Joanna I. (2007), Technology Acquisition and Innovation in the Developing World: Wind Turbine Development in China and India, in: Studies in Comparative International Development, 42, 3–4, 208–232. Li, Jiabao (2012), China Opposes US Tariffs on Wind Turbines, in: China Daily, 10 January. Li, Junfeng, and Gao Hu (2007), China Wind Power Report 2007, Beijing: Chinese Renewable Energy Industry Association, Greenpeace China, Global Wind Energy Council, China Environmental Science Press. Li, Junfeng, Pengfei Shi, and Gao Hu (2010), China Wind Power Outlook 2010, Beijing: Chinese Renewable Energy Industries Association, Global Wind Energy Council, Greenpeace. Li, Xin, Klaus Hubacek, and Yim Ling Siu (2012), Wind Power in China – Dream or Reality?, in: Energy, 37, 1, 51–60. Liao, Cuiping, Eberhard Jochema, Yi Zhang, and Nida R. Farid (2010), Wind Power Development and Policies in China, in: Renewable Energy, 35, 9, 1879–1886. Meyer, Sebastian (2010), Relaxing the Rules of Supply, in: Windpower Monthly Magazine, Special Report – China, October, 9–22. Nature (2009), China’s Wind-power Potential, 457, 7228, 357–357. Poulsen, Rene T., and Henrik Sornn-Friese (2011), Downfall Delayed: Danish Shipbuilding and Industrial Dislocation, in: Business History, 53, 4, 557–582. Prideaux, Eric (2011), Asian Firms Knock on Europe’s Door, in: Windpower Monthly Magazine, April, online: <www.windpowermonthly.com/article/1063355/Asian-firms-knock-Europes-door> (15 November 2012). Recknagel, Paul (2010), Wind Power in China 2008. An Analysis of the Status Quo and Perspectives for Development, Beijing: China Wind Power Project (CWPP) and Gesellschaft für Technische Zusammenarbeit (GTZ). Schmitz, Hubert (2006), Asian Drivers: Typologies and Questions, in: IDS Bulletin, 37, 1, 54–61. Schmitz, Hubert, and Dirk Messner (2008), Poor and Powerful: The Rise of China and India and the Implications for Europe, Bonn: German Development Institute. Schmitz, Hubert, and Simone Strambach (2009), The Organisational Decomposition of Innovation and Global Distribution of Innovative Activities: Insights and Research Agenda, in: International Journal of Technological Learning, Innovation and Development, 2, 4, 231–249. Schwartz, Lou, and Ryan Hodum (2008), China’s Wind Power Industry: Localizing Equipment Manufacturing, in: Renewable Energy World, 18 July, online: <www.renewableenergyworld.com/rea/news/article/2008/07/chinas-wind-power-industry-localizing-equipment-manufacturing-53076> (15 November 2012). Song, Hong (2006), Global Quota System and China’s Textile and Clothing Industry, in: China & World Economy, 14, 5, 78–92. WWEA (2011), World Wind Energy Report 2010, Bonn: World Wind Energy Association. Zeller, Tom, and Keith Bradsher (2010), Wind Power for Boston, Made in China, in: The New York Times, 16 December. Zhao, Zhen-Yu, Wen-Jun Ling, George Zillante, and Jian Zuo (2012), Comparative Assessment of Performance of Foreign and Local Wind Turbine Manufacturers in China, in: Renewable Energy, 39, 1, 424–432. |
URI: | https://mpra.ub.uni-muenchen.de/id/eprint/49604 |