{"title":"信息技术投资与劳动力转移:来自韩国的证据","authors":"Joonbae Lee","doi":"10.1016/j.telpol.2025.102999","DOIUrl":null,"url":null,"abstract":"<div><div>There is widespread concern that many companies heavily invest in IT, such as artificial intelligence (AI) and cloud technologies, in order to replace human labor. Using novel Korean data, we verify whether such an effect is present in the cross-sectional variation among firms’ IT investment and workforce size. At the firm level, the economy-wide effect of doubling IT investment per worker is associated with a reduction of over 60 workers in total workforce size. Meanwhile, IT investment seems to be enhancing productivity, as reflected in its positive association with both the total salary bill and the average wage per capita. The overall effect of IT investment appears to be a decrease in the labor share. Despite the strong government-led push for the adoption of new IT technologies during the same period, the analysis suggests that this effort should be complemented by additional policy measures to mitigate the potential impacts of reduced human involvement in production.</div></div>","PeriodicalId":22290,"journal":{"name":"Telecommunications Policy","volume":"49 7","pages":"Article 102999"},"PeriodicalIF":6.4000,"publicationDate":"2025-08-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":"{\"title\":\"IT investment and labor displacement: Evidence from Korea\",\"authors\":\"Joonbae Lee\",\"doi\":\"10.1016/j.telpol.2025.102999\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"<div><div>There is widespread concern that many companies heavily invest in IT, such as artificial intelligence (AI) and cloud technologies, in order to replace human labor. Using novel Korean data, we verify whether such an effect is present in the cross-sectional variation among firms’ IT investment and workforce size. At the firm level, the economy-wide effect of doubling IT investment per worker is associated with a reduction of over 60 workers in total workforce size. Meanwhile, IT investment seems to be enhancing productivity, as reflected in its positive association with both the total salary bill and the average wage per capita. The overall effect of IT investment appears to be a decrease in the labor share. Despite the strong government-led push for the adoption of new IT technologies during the same period, the analysis suggests that this effort should be complemented by additional policy measures to mitigate the potential impacts of reduced human involvement in production.</div></div>\",\"PeriodicalId\":22290,\"journal\":{\"name\":\"Telecommunications Policy\",\"volume\":\"49 7\",\"pages\":\"Article 102999\"},\"PeriodicalIF\":6.4000,\"publicationDate\":\"2025-08-01\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"0\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"Telecommunications Policy\",\"FirstCategoryId\":\"91\",\"ListUrlMain\":\"https://www.sciencedirect.com/science/article/pii/S0308596125000965\",\"RegionNum\":2,\"RegionCategory\":\"管理学\",\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"Q1\",\"JCRName\":\"COMMUNICATION\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"Telecommunications Policy","FirstCategoryId":"91","ListUrlMain":"https://www.sciencedirect.com/science/article/pii/S0308596125000965","RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q1","JCRName":"COMMUNICATION","Score":null,"Total":0}
IT investment and labor displacement: Evidence from Korea
There is widespread concern that many companies heavily invest in IT, such as artificial intelligence (AI) and cloud technologies, in order to replace human labor. Using novel Korean data, we verify whether such an effect is present in the cross-sectional variation among firms’ IT investment and workforce size. At the firm level, the economy-wide effect of doubling IT investment per worker is associated with a reduction of over 60 workers in total workforce size. Meanwhile, IT investment seems to be enhancing productivity, as reflected in its positive association with both the total salary bill and the average wage per capita. The overall effect of IT investment appears to be a decrease in the labor share. Despite the strong government-led push for the adoption of new IT technologies during the same period, the analysis suggests that this effort should be complemented by additional policy measures to mitigate the potential impacts of reduced human involvement in production.
期刊介绍:
Telecommunications Policy is concerned with the impact of digitalization in the economy and society. The journal is multidisciplinary, encompassing conceptual, theoretical and empirical studies, quantitative as well as qualitative. The scope includes policy, regulation, and governance; big data, artificial intelligence and data science; new and traditional sectors encompassing new media and the platform economy; management, entrepreneurship, innovation and use. Contributions may explore these topics at national, regional and international levels, including issues confronting both developed and developing countries. The papers accepted by the journal meet high standards of analytical rigor and policy relevance.