I 摘要 智能终端是电子产业的重要组成部分，是推动工业经济增长的主要动力之一。 近年来，随着科技的发展及创新步伐的加快，智能终端产业在全球范围内得到迅 猛发展。现有的移动智能终端产品涵盖了智能手机、智能设备、电脑和电脑延伸 产品等几大类别。移动智能终端从出现至今，已经在世界范围内各个行业中应用， 例如银行、家居、生活消费、教育、安全等多个领域，同时智能终端产品已经发 挥越来越重要的作用。 智能终端产业中从2011年开始进入高速发展时期，以智能手机为代表的智 能终端产业经过近10年的高速发展已进入行业成熟期。随着信息技术的持续发 展，消费者对智能终端产品也将保持一个较高的更新换代需求，目前其他智能终 端设备（包括智能家居、智能穿戴设备等）也正处于发展初期且未来需求将呈蓬 勃趋势。我国智能终端产业最早是在珠三角地区发展并壮大，形成了强大的产业 集群，深圳手机在国内乃至全世界都具有相当重要的地位。但随着企业成本逐年 增加，持续的劳动力短缺和成本上涨迫使珠三角地区智能终端企业开始向内地转 移。 Y市则是在此背景下以较好的政策和资源优势承接珠三角地区的产业转移， 并快速建立相关产业配套及布局，在较短时间形成了一定的产业规模，Y市从 2016年8月高速推进智能终端产业发展为起始,至今已签约智能终端产业项目185 个,协议投资总额466亿元,协议达产年产值超过2200亿元。但从目前来看，Y市 智能终端产业主要以代工为主，品牌知名度不够，产业优势还并未显现。在同一 时期，承接沿海地区产业转移的内陆城市还有很多，对Y市来讲也正面临着外部 竞争的强大威胁。本文以Y市智能终端产业为例，通过Y市已有智能终端的产 业链进行纵向深入分析，同时，选取重庆市智能终端产业进行横向的标杆对照分 析，找到Y市智能终端产业发展中产业链缺失及附加值低、品牌知名度不足、产 业集群效果不显著等薄弱环节，提出Y市智能终端产业未来发展建议，主要包括 加速产业集聚（完善产业配套、完善产业链条等）、推动产业融合（延伸产业链 条、产业合作互补等）、促进产业升级（面向高端市尝提升研发实力等）。为 Y市智能终端产业在未来发展路径上提供值得借鉴的参考。同时，为其他地市级 城市的产业发展提供一定的参考意见。 关键词：智能终端，Y市，产业发展 ABSTRACT II ABSTRACT Intelligent terminal is an important part of the electronic industry and one of the main driving forces of industrial economic growth. In recent years, with the development of science and technology, the acceleration of the pace of innovation, intelligent terminal industry has developed rapidly in the global scope. Intelligent terminal products include smart phones, smart devices, PCs and PC extension products four categories. At present, mobile intelligent terminals have been used in a variety of industries (such as insurance, medical care, public security and life services) and play an irreplaceable role in various fields. Since 2011, intelligent terminal industry enters the high-speed development period. Represented by the smart phones, intelligent terminal industry after nearly 10 years of rapid development has entered the industry mature period. With the continuous development of information technology, consumers will also keep on intelligent terminal products upgrading to a higher demand, the other intelligent terminal equipment (including smart home, intelligent dressing equipment, etc.) is also in the early stage of development, and the trend of future demand will be booming. China's intelligent terminal industry first developed and grew in the Pearl River delta region, forming a strong industrial cluster, Shenzhen mobile phone in the country and the world has a very important position. However, as the cost of enterprises increases year by year, the persistent labor shortage and rising cost force the intelligent terminal enterprises in the Pearl River delta region to start moving to the inland. Y city, under this background also with good policies and resources advantages , undertake the industrial transfer of the Pearl River delta region, and quickly establish related industries supporting and layout, forming a certain scale of industry in a relatively short time. Y city, which promoted high-speed propulsion intelligent terminal industry development from August 2016 as the starting, has contracted projects of intelligent terminal industry in 151, agreements with a total investment of 46.6 billion yuan, agreement reaches producing annual output value of more than 220 billion yuan. However, from the current point of view, the intelligent terminal industry in Y city is mainly based on OEM, without sufficient brand awareness or industrial advantages. In the same period, there are still many inland cities that undertake the industrial transfer ABSTRACT III of coastal areas, and Y city is also facing a strong threat from external competition. This thesis chooses intelligent terminal industry in Y city as an example, analyses Y city industrial chain longitudinally and thoroughly with the existing intelligent terminal. At the same time, select Chongqing intelligent terminals industry to analyses in horizontal contrast, benchmarking to find missing Y city intelligent terminal industry development in the industrial chain and low added value, lack of brand awareness, and no significant effect of industrial cluster, such as weak links, and put forward suggestions for future development of Y city intelligent terminal industry, mainly including accelerating industrial agglomeration (perfect supporting industry, perfect the industry chain, etc.), the industry convergence (complementary extension industry chain, industry cooperation, etc.), and promote industrial upgrading, for high-end market, promote research and development strength, etc.). It provides a reference for the future development path of intelligent terminal industry in Y city. At the same time, provide certain reference for other prefectural city industry development. Keywords: intelligent terminal, Y city, industrial development 目 录 IV 目 录 第一章 绪论.....................................................................................................................1 1.1 研究背景............................................................................................................1 1.2 研究意义............................................................................................................3 1.2.1 理论意义.................................................................................................3 1.2.2 实践意义.................................................................................................3 1.3 技术路线图和方法............................................................................................4 1.3.1 技术路线图.............................................................................................4 1.3.2 研究方法.................................................................................................5 1.4 主要研究内容....................................................................................................6 1.5 本章小结............................................................................................................7 第二章 智能终端产业相关理论.....................................................................................8 2.1 智能终端产业介绍............................................................................................8 2.1.1 智能终端的概念.....................................................................................8 2.1.2 智能终端产业现状与发展趋势.............................................................9 2.2 研究模型..........................................................................................................11 2.2.1 PEST分析模型......................................................................................11 2.2.2 标杆分析法（Benchmarking）............................................................12 2.3 相关产业研究理论..........................................................................................12 2.3.1 产业梯度转移理论...............................................................................12 2.3.2 产业集群理论.......................................................................................14 2.3.3 产业价值链理论................................................................................