China's emergence and changing global trade patterns in high-tech electronics: Is there a China-effect?

The paper examines the patterns and trends in global export performance in high-tech electronics (ICT goods) for 29 countries, including China, over the period 2000--2007. The aim is to detect any significant changes in global trade and specialisation patterns due to China's emergence. Additionally, the impact of China's ICT export expansion on the other countries' export performance is investigated econometrically with a panel-data model. Our empirical analysis on the likely negative China-effects indicates that such effects are present and statistically significant. However, those effects have a rather weak quantitative impact on the other countries' export specialisation in ICT goods.