From the United States to China? A trade perspective to reveal the structure and dynamics of global electronic‐telecommunications

Despite contributions, most of the studies on electronic‐telecommunications trade are conducted within the framework of a global value chain and mainly based on an enterprise‐level. The global trade structure and dynamics of electronic‐telecommunications are still mysterious. In this paper, by deriving trade data of electronic‐telecommunications between countries (regions) from the UN Comtrade Database, characteristics in product, space and network of the global electronic‐telecommunications trade from 2000 to 2017 are explored, and the factors influencing its evolution. The results indicate that telecommunications equipment is gradually replacing electronic integrated circuits, thus leading the development of global trade on electronic‐telecommunications. In space, the global import pattern of electronic‐telecommunications has always been a tri‐polar pattern dominated by Asia‐Pacific, Europe, and North America, while the geography of global electronic‐telecommunications export has undergone fundamental changes, most notably the rise of the East Asia region represented by Mainland China. The global trade center in electronic and communication products has changed from USA to China. In terms of network structure, the global electronic‐telecommunications trade network continues to expand, showing significant small‐world and core‐peripheral characteristics, and a more competitive multi‐centric core is observed. In addition, Quadratic Assignment Procedure analysis indicates that culture proximity, innovation differences, and manufacturing differences have a positive effect on the international trade, while geographical distance, economic gap, openness gap, trade gap, and infrastructure gap play negative roles.