日本経済の情報化と生産性に関する米国との比較分析

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1 RIETI Dscusson Paer Seres 02-J-08

2 RIETI Dscusson Paer Seres 02-J-08 IT nvesmen and roducvy growh of Jaan economy and comarson o he Uned Saes Jorgenson JEL Classfcaon: O30O47O53

3 IT GDP.4% Dgal Economy ( US DOC(2002)) Olner and Schel (2000)Jorgenson and Sroh (2000) (2000) IT 93SN OECD OECD OECD(200) NIP Jorgenson (200) 2

4 TFP () (Growh ccounng Mehod) ϕ ϕ L L s s Y Y L ϕ ϕ ) ( L L s L L Y Y ϕ ϕ ) ( ) ( L L s L L s L L Y Y noit noit noit IT IT IT Rober 3

5 Solow Solow(957) Solow(966) Y L Yf(L) () SkSl F L Y Y L L (2) L Pl Jorgenson Jorgenson (963) Pk 0 d R m d d ) ( 2 Y L (989) 4

6 ) ( R δ 0 q d q s s r q D q q m q q q d d q q q ) ( ( ) D r ) / δ D ) ( r δ 3 5

7 Y ) ln( ) ln( P P v ) ( 2 v v v k k P P v ) ln( ) ln( P P w ) ( 2 w w w P P w 6

8 ) ln( ) ln( () WPI CPI WPI 200 7

9 WPI( CPI CSPI) WPI qualy consan WPI 5 WPI CPI 8

10 NIP GDP SN GDP BE 970 9

11 g g g g 3 2 δ δ δ 973 g δ 0 ) ( q d u q ) ( r u δ ) ( r u κ δ (998) (998) 0

12

13 WPI Hedonc CSPI % 285 (2%) 07 (8) (4) 6 5 2

14 995 5 () (3) % %.69%

15 Y Y s L IT noit IT ( ) s noit ( ) sl ( ) L IT noit ϕ ϕ 3 Jorgenson (200) SN Sk 992 EO 6 93 EO 992 EO SL 93 EO SNa SN2a 3 Jorgenson (200) SN GDP

16 3 3 3 ( ( ( ) ) SN ) SN SN GDP (2) TFP 980 3% TFP TFP IT TFP 990 TFP IT 90 5

17 Jorgenson (200) Jorgenson(200) 990 TFP % 0.5% 995 TFP TFP 6

18 TFP TFP () Basu996TFP TFP TFP 990 TFP TFP 990 TFP 2 3 TFP 990 TFP TFP % 0.57% 995 ~ % 0.74% 990 TFP 0.5% 7

19 TFP Jorgenson and Sroh (2000) BE Jorgenson and Sroh (2000) WPI BE Jorgenson and Sroh (2000) case case2 WPI BE WPI BE WPI CSPI BE TFP 8

20 BE TFP TFP TFP Jorgenson200BE BE TFP Jorgenson (200) TFP 9

21 TFP IT TFP IT 7 Brynjolfsson and H (995) (Bresnahan e. al. (2000)) CD/CM ERP Moohash (200) IT Research Queson 7 Grlches(992) NBER Brookng Insuon 20

22 () 5 (2) - (3) (4) (5)

23 95 WPI 70 CPI) CPI WPI( CPI) WPI( WPI( CPI) 22

24 23

25 95 (Prvae Consumon Exendure) (353-0) (7-0) (7-02) (7-03) (253-03) uos Trucks Ohers (RVs) Furnure Chna Glassware Oher Durables Comuers Vdeo and udo (372-0) (39-0) Oher (39-02) (399-0) Jewelry Ohhalmc Books and Mas Wheel Goods 24

26 25

27 26

28 27

29 8 Parker and Grmm (2000) 28

30 29

31 30

32 3

33 P P r P δ ( P P ) P P r P δ ( P P ) P P u z ( P r P δ ( P P ) P ) u δˆ ˆ δ z r ˆ δ 32

34 (989) (996) No.8 (2000)IT No (200) Workng Paer 0-6 (998)998 0 Basu S (996) Procyclcal Producvy: Increasng Reurns or Cyclcal Ulzaon? Quarerly Journal of Economcs Vol. No Bresnahan T. Brynjolffson E. and L. H (2000) IT Worklace Organzaon and he Demand for Sklled Labor: Frm Level nalyss Quarerly Journal of Economcs Brynjolffson E. and L. H (995) Informaon Technology as a Facor of Producon he Role of Dfferences among Frms Economcs of Innovaon and New Technology vol Grlches Z. (992) Inroducon n Z. Grlches ed. Ouu Measuremen n he Servce Secor Chcago Press. Ho S. M. Jorgenson D. W. and. Sroh (999) US Hgh-Tech Invesmen and he Pervasve Slowdown n he Growh of Caal Servces Seember mmeo Jorgenosn D. W. (200) Informaon Technology and he US Economy mercan Economc Revew vol. 9 No. March 200 Jorgenson D. W. (889) Caal as a Facor of Producon In Technology and Caal Formaon Jorgenson and Landau ed. Cambrdge M MIT Press Jorgenson D. W. ( 963) Caal Theory and Invesmen Behavor mercan Economc Revew vol. 57 No. 3 May Jorgenson & Sroh Rasng he Seed Lm: US Economc Growh n he Informaon ge Brookng Paer on Economc cves 200 Moohash. (200) Economc nalyss of Informaon Nework Use : Organzaonal and Producvy Imacs on Jaanese Frms mmeo OECD (2000) OECD Producvy Manual: Gude o he Measuremen of Indusry-Level and ggregae Producvy Growh-Revson 2.2 OECD Pars OECD (200) The Imac of Informaon and Communcaon Technologes on Ouu Growh: Issues and Prelmnary Fndngs DSTI/ES/IND/SWP(200) 33

35 Olner & Schel (2000) The Resurgence of Growh n he Lae 990 s: Is Informaon Technology he Sory FRB dscusson aer May 2000 Parker R. and B. Grmm (2000) Recognon of Busness and Governmen Exendure for Sofware as Invesmen: Mehodology and Quanave Imacs BE US Dearmen of Commerce Solow R. M. (963) Conrbuon o he Theory of Economc Growh Quarerly Journal of Economcs vol. 70 no. February Solow R. M. (957) Techncal Change and he ggregaed Producon Funcon Revew of Economcs and Sascs vol. 39 No. 2 ugus US Dearmen of Commerce (2002) Dgal Economy 2002 US Dearmen of Commerce Economcs and Sascs dmnsraon 34

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