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Several Concepts of Industrial Innovation Policy and their Weights in Diverse Countries: Policy Implications for Korea

산업혁신정책의 주요 담론들과 그 정책목표의 국제 비교: 한국에의 시사점

  • 이근 (서울대학교 경제학부 ) ;
  • 김준엽 (서울대학교 경제학부 )
  • Received : 2023.01.01
  • Accepted : 2023.05.20
  • Published : 2023.05.31

Abstract

This study first reviews the evolving literature on industrial innovation policy and thereby identifies three main goals of such policy. The first goal is traditional industrial policy aiming growth of existing and future industries, the second goal is sustainable development and quality of life, and third goal encompasses the issues related to supply chain and economic security. Then, the paper evaluates industrial innovation policy goals of the five economies (United States, China, Germany, Japan, and Taiwan) in terms of the relative weights given to each goal by each economy, and derives implications for Korea. The United States emphasizes economic security and supply chain stability amid its rivalry with China. In contrast, China focuses more on traditional industrial policies but has recently begun to consider supply chain and economic security. Germany and Japan tend to give similar weights to each of the three goals. Taiwan follows this trend with a new and additional emphasis on economic security given the rising threats from China. For Korea, economic security may not be the top priority, unlike the two super-powers. Instead, it seems more appropriate for Korea to follow Germany or Japan to prioritize supply chain stability and technology sovereignty, and, at the same time, fostering future growth industries must be still an important goal. Further, the concept of economic security for Korea should include promotion of defense industry and food security.

본 연구는 최근 세계 주요국(미국, 중국, 독일, 일본, 대만)의 산업혁신정책의 목표를 3대 분야 6개 세부목표로 분류하여 평가한다. 3대 분야의 첫째는 '기존산업과 미래성장'이라는 전통적 산업정책 목표인데 이는 다시 '기존산업 경쟁력 강화'와 '미래 성장산업의 육성'이라는 두 세부 목표로 나뉜다. 둘째는 '환경과 삶의 질' 분야인데 이는 '국민의 삶의 질 개선'과 '환경과 지속가능성'으로 구분된다. 셋째는 '공급망과 경제안보'인데, 이는 '공급망 안정성 확보'와 '경제안보'로 세분된다. 미국은 미·중 패권경쟁 상황 속에서 상대적으로 공급망과 경제안보를 중시하는 반면, 중국은 전통적 산업정책을 추구하여 왔으나 최근 공급망과 경제안보도 고려하기 시작했다. 독일과 일본은 전통적 산업정책과 함께 환경과 삶의 질뿐만 아니라 기술주권 및 공급망 안정도 중시함에 따라 산업정책의 3대 분야를 골고루 중시한다고 볼 수 있다. 대만도 비슷하다고 볼 수 있으나, 최근 중국의 위협에 따라 경제안보를 중시하기 시작했다. 한국의 경우, 경제패권국인 미·중과 달리 '경제안보'가 최우선 순위가 아닐 수 있다. 오히려 독일과 같이 국가 간 연대와 협력에 기반한 '공급망 안정성', '기술주권' 확보가 더 적절하여 보인다. 즉, 미국이나 독일 및 일본과의 기술격차를 줄이고 넘어서기 위한 '미래 성장산업과 기술의 육성'이 여전히 중요하다. 결론적으로 한국은 3대 분야에 대해서 비슷한 수준으로 가중치를 두어 기존산업과 미래산업을 중시하는 '전통적 산업정책'을 지속하면서, 일단 리스크 관리 차원에서 '공급망 안정성 확보'에 단기적으로 가중치를 둘 필요가 있다. 한국적 상황에서 안보란 방위산업 육성이나 식량안보가 더 적절하다.

Keywords

Acknowledgement

이 논문은 2021년도 서울대학교 융·복합 연구과제 지원사업의 지원을 받아 수행된 연구이다,

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