A mesterséges intelligencia munkaerőpiaci hatásai a globális értékláncok elméletének tükrében

  • Szalavetz Andrea ELTE KRTK, Világgazdasági Intézet
Kulcsszavak: globális értékláncok, mesterséges intelligencia, kiszervezés-kihelyezés, feljebb lépés, technológiai munkanélküliség

Absztrakt

A tanulmány azt vizsgálja, hogyan segíthetik a globális értékláncok (global value chains, GVC) elméletének analógiái a mesterséges intelligencia (artificial intelligence, AI) munkaerőpiaci hatásainak értelmezését. Három GVC-témakörre épít: a feladatalapú megközelítésre, a feljebb lépésre és a földrajzi feldarabolódás határaira. A cikk arra a következtetésre jut, hogy 1. a humán hozzájárulás relatív értéke és a munkajövedelmek GDP-hez mért aránya várhatóan tovább csökken, miközben az AI által előállított hozzáadott érték növekszik; 2. a feladatalapú és az állásmegszűnésre építő előrejelzések közötti különbség idővel mérséklődik. A szerző szerint a munkaerő számos abszolút előnnyel rendelkezik ugyan, ezek megőrzése azonban csak akkor lehetséges, ha a munkavállalók és a szervezetek tudatosan úgy használják az AI-t, hogy az a humán képességeket kiegészítse, ne pedig erodálja.

Hivatkozások

Acemoglu, D. (2025). The simple macroeconomics of AI. Economic Policy, 40(121), 13–58. https://doi.org/10.1093/epolic/eiae042

Acemoglu, D., & Autor, D. (2011). Skills, tasks and technologies: Implications for employ-ment and earnings. In D. Card & O. Ashenfelter (Eds.), Handbook of labor economics (Vol. 4, pp. 1043–1171). Elsevier.

Acemoglu, D., & Restrepo, P. (2019a). Artificial intelligence, automation, and work. In A. Agrawal, J. Gans, & A. Goldfarb (Eds.), The economics of artificial intelligence: An agenda (pp. 197–236). University of Chicago Press.

Acemoglu, D., & Restrepo, P. (2019b). Automation and new tasks: How technology displaces and reinstates labor. Journal of Economic Perspectives, 33(2), 3–30.

Acemoglu, D., Kong, D., & Ozdaglar, A. (2026). AI, human cognition and knowledge collapse (NBER Working Paper, No. 34910). National Bureau of Economic Research. https://doi.org/10.3386/w34910

Agrawal, A., McHale, J., & Oettl, A. (2025). AI in science. https://www.nber.org/books-and-chapters/economics-science/ai-science

Antalóczy, K., Gáspár, T., & Sass, M. (2021). A gyógyszeripari értéklánc sajátosságai Ma-gyarországon. Közgazdasági Szemle, 68(6), 645–673. https://doi.org/10.18414/KSZ.2021.6.645

Anthony, C., Bechky, B. A., & Fayard, A. L. (2023). “Collaborating” with AI: Taking a system view to explore the future of work. Organization Science, 34(5), 1672–1694. https://doi.org/10.1287/orsc.2022.1651

Arntz, M., Gregory, T., & Zierahn, U. (2016). The risk of automation for jobs in OECD coun-tries: A comparative analysis (OECD Social, Employment and Migration Working Paper, No. 189). https://www.oecd-ilibrary.org/social-issues-migration-health/the-risk-of-automation-for-jobs-in-oecd-countries_5jlz9h56dvq7-en

Autor, D. H., Levy, F., & Murnane, R. J. (2003). The skill content of recent technological change: An empirical exploration. The Quarterly Journal of Economics, 118(4), 1279–1333. https://doi.org/10.1162/003355303322552801

Autor, D., & Thompson, N. (2025). Expertise. Journal of the European Economic Association, 23(4), 1203–1271. https://doi.org/10.1093/jeea/jvaf023

Autor, D., Chin, C., Salomons, A., & Seegmiller, B. (2024). New frontiers: The origins and content of new work, 1940–2018. The Quarterly Journal of Economics, 139(3), 1399–1465. https://doi.org/10.1093/qje/qjae008

Babina, T., Fedyk, A., He, A., & Hodson, J. (2024). Artificial intelligence, firm growth, and product innovation. Journal of Financial Economics, 151, 103745. https://doi.org/10.1016/j.jfineco.2023.103745

Baldwin, R. E. (2006). Globalisation: The great unbundling(s). Graduate Institute of Inter-national Studies. https://repository.graduateinstitute.ch/record/295612/files/Baldwin_06-09-20.pdf

Beltran, M. (2025). Japanese convenience stores are hiring robots run by workers in the Philippines. https://restofworld.org/2025/philippines-offshoring-automation-tech-jobs

Bonney, K., Breaux, C., Buffington, C., Dinlersoz, E., Foster, L., Goldschlag, N., Haltiwanger, J., Kroff, Z., & Savage, K. (2024). The impact of AI on the workforce: Tasks versus jobs? Economics Letters, 244, 111971. https://doi.org/10.1016/j.econlet.2024.111971

Brusoni, S., Prencipe, A., & Pavitt, K. (2001). Knowledge specialization, organizational cou-pling, and the boundaries of the firm: Why do firms know more than they make? Ad-ministrative Science Quarterly, 46(4), 597–621. https://doi.org/10.2307/3094825

Brynjolfsson, E., Chandar, B., & Chen, R. (2025). Canaries in the coal mine? Six facts about the recent employment effects of artificial intelligence. https://digitaleconomy.stanford.edu/wp-content/uploads/2025/08/Canaries_BrynjolfssonChandarChen.pdf

Brynjolfsson, E., Mitchell, T., & Rock, D. (2018). What can machines learn and what does it mean for occupations and the economy? AEA Papers and Proceedings, 108, 43–47. https://doi.org/10.1257/pandp.20181019

Brynjolfsson, E., Rock, D., & Syverson, C. (2021). The productivity J curve: How intangibles complement general purpose technologies. American Economic Journal: Macroeconomics, 13(1), 333–372. https://doi.org/10.1257/mac.20180386

Buckley, P. J. (2009). Internalisation thinking: From the multinational enterprise to the global factory. International Business Review, 18(3), 224–235. https://doi.org/10.1016/j.ibusrev.2009.01.006

Castellani, D., & Lavoratori, K. (2020). The lab and the plant: Offshore R&D and co-location with production activities. Journal of International Business Studies, 51(1), 121–137. https://doi.org/10.1057/s41267-019-00255-3

Challapally, A., Pease, C., Raskar, R., & Chari, P. (2025). The GenAI divide: State of AI in business 2025. https://www.artificialintelligence-news.com/wp-content/uploads/2025/08/ai_report_2025.pdf

Cohan, P. (2026). SaaSpocalypse Now? AI is disrupting SaaS – but not all software is doomed. https://www.forbes.com/sites/petercohan/2026/02/06/saaspocalypse-now-ai-is-disrupting-saas---but-not-all-software-is-doomed/

Contractor, F. J., Kumar, V., Kundu, S. K., & Pedersen, T. (2010). Reconceptualizing the firm in a world of outsourcing and offshoring: The organizational and geographical relocation of high value company functions. Journal of Management Studies, 47(8), 1417–1433. https://doi.org/10.1111/j.1467-6486.2010.00945.x

Coveri, A., & Zanfei, A. (2023). The virtues and limits of specialization in global value chains: Analysis and policy implications. Journal of Industrial and Business Economics, 50(1), 73–90. https://doi.org/10.1007/s40812-022-00247-9

Davenport, T., & Paredes, M. (2025). Can we predict what jobs will AI take? Harvard Data Science Review, 7(4). https://doi.org/10.1162/99608f92.8975ddd1

David, P. A. (1990). The dynamo and the computer: an historical perspective on the modern productivity paradox. The American Economic Review, 80(2), 355–361. https://www.jstor.org/stable/2006600

Davidson, S. (2025). The limits of artificial intelligence. The Review of Austrian Economics. https://doi.org/10.1007/s11138-025-00705-2

Dedrick, J., Kraemer, K. L., & Linden, G. (2010). Who profits from innovation in global value chains? A study of the iPod and notebook PCs. Industrial and Corporate Change, 19(1), 81–116. https://doi.org/10.1093/icc/dtp032

Economist. (2025). Who needs Accenture in the age of AI? The Economist. https://www.economist.com/business/2025/06/26/who-needs-accenture-in-the-age-of-ai

Európai Parlament és a Tanács. (2024). 2024/1689 rendelet a mesterséges intelligenciára vonatkozó harmonizált szabályok megállapításáról… (A mesterséges intelligenciáról szóló rendelet.) https://eur-lex.europa.eu/legal-content/HU/TXT/PDF/?uri=OJ:L_202401689

Fernandez Stark, K., & Gereffi, G. (2019). Global value chain analysis: A primer. In S. Ponte, G. Gereffi, & G. Raj Reichert (Eds.), Handbook on global value chains (pp. 54–76). Edward Elgar Publishing.

Frey, C. B., & Osborne, M. A. (2017). The future of employment: How susceptible are jobs to computerisation? Technological Forecasting and Social Change, 114, 254–280. https://doi.org/10.1016/j.techfore.2016.08.019

Fügener, A., Walzner, D. D., & Gupta, A. (2026). Roles of artificial intelligence in collabora-tion with humans: Automation, augmentation, and the future of work. Management Science, 72(1), 538–557. https://pubsonline.informs.org/doi/epdf/10.1287/mnsc.2024.05684

Gáspár, T., & Koppány, K. (2020). A globális értékláncok mérése nemzetközi ÁKM-ek alapján. Statisztikai Szemle, 98(9), 1035–1065. http://doi.org/10.20311/stat2020.9.hu1035

Gereffi, G. (1999). International trade and industrial upgrading in the apparel commodity chain. Journal of International Economics, 48(1), 37–70. https://doi.org/10.1016/S0022-1996(98)00075-0

Gereffi, G., Humphrey, J., & Sturgeon, T. (2005). The governance of global value chains. Review of International Political Economy, 12(1), 78–104. https://doi.org/10.1080/09692290500049805

Gimbel, M., Kendall, J., & Kulsakdinun, R. (2026). Labor market AI exposure: What do we know? https://budgetlab.yale.edu/research/labor-market-ai-exposure-what-do-we-know

Grossman, G. M., & Rossi-Hansberg, E. (2008). Trading tasks: A simple theory of offshoring. American Economic Review, 98(5), 1978–1997. https://doi.org/10.1257/aer.98.5.1978

Gruner, R. L., & Power, D. (2021). Analogical reasoning guidelines: A review and application to sustainable supply chains. Supply Chain Management: An International Journal, 26(2), 153–173. https://doi.org/10.1108/SCM-12-2019-0450

Guilhoto, J. M., Webb, C., & Yamano, N. (2022). Guide to OECD TiVA indicators (OECD Sci-ence, Technology and Industry Working Papers, No. 2022/02). https://www.oecd.org/en/publications/2022/04/guide-to-oecd-tiva-indicators-2021-edition_77019d3b.html

Heikkilä, M., Ring, S., & Thomas, D. (2026). How Anthropic achieved AI coding break-throughs – and rattled business. Financial Times. https://www.ft.com/content/fd134065-c2c6-4a99-99df-404d658127e6

Hobday, M., Davies, A., & Prencipe, A. (2005). Systems integration: A core capability of the modern corporation. Industrial and Corporate Change, 14(6), 1109–1143. https://doi.org/10.1093/icc/dth080

Hui, X., Reshef, O., & Zhou, L. (2024). The short-term effects of generative artificial intel-ligence on employment: Evidence from an online labor market. Organization Science, 35(6), 1977–1989. https://doi.org/10.1287/orsc.2023.18441

Humlum, A., & Vestergaard, E. (2025). Large language models, small labor market effects (NBER Working Paper, No. 33777). National Bureau of Economic Research. https://doi.org/10.2139/ssrn.5250742

Hummels, D., Munch, J. R., & Xiang, C. (2018). Offshoring and labor markets. Journal of Economic Literature, 56(3), 981–1028. https://doi.org/10.1257/jel.20161150

Humphrey, J., & Schmitz, H. (2002). How does insertion in global value chains affect up-grading in industrial clusters? Regional Studies, 36(9), 1017–1027. https://doi.org/10.1080/0034340022000022198

Kano, L. (2018). Global value chain governance: A relational perspective. Journal of In-ternational Business Studies, 49(6), 684–705. https://doi.org/10.1057/s41267-017-0086-8

Ketokivi, M., & Ali-Yrkkö, J. (2009). Unbundling R&D and manufacturing: Postindustrial myth or economic reality? Review of Policy Research, 26(1-2), 35–54. https://doi.org/10.1111/j.1541-1338.2008.00368.x

Ketokivi, M., Mantere, S., & Cornelissen, J. (2017). Reasoning by analogy and the progress of theory. Academy of Management Review, 42(4), 637–658. https://doi.org/10.5465/amr.2015.0322

Lahiri, S. (2016). Does outsourcing really improve firm performance? Empirical evidence and research agenda. International Journal of Management Reviews, 18(4), 464–497. https://doi.org/10.1111/ijmr.12075

Larsen, M. M., Manning, S., & Pedersen, T. (2013). Uncovering the hidden costs of offshoring: The interplay of complexity, organizational design, and experience. Strategic Management Journal, 34(5), 533–552. https://doi.org/10.1002/smj.2023

Linares-Navarro, E., Pedersen, T., & Pla-Barber, J. (2014). Fine slicing of the value chain and offshoring of essential activities: Empirical evidence from European multinationals. Journal of Business Economics and Management, 15(1), 111–134. https://doi.org/10.3846/16111699.2012.745817

Liu, R., & Trefler, D. (2019). A sorted tale of globalization: White collar jobs and the rise of service offshoring. Journal of International Economics, 118, 105–122. https://doi.org/10.1016/j.jinteco.2018.11.004

Manning, S. J., & Aguirre, T. (2026). How adaptable are American workers to AI-induced job displacement? (NBER Working Paper, No. 34705). National Bureau of Economic Research. https://doi.org/10.3386/w34705

McElheran, K., Li, J. F., Brynjolfsson, E., Kroff, Z., Dinlersoz, E., Foster, L., & Zolas, N. (2024). AI adoption in America: Who, what, and where. Journal of Economics & Management Strategy, 33(2), 375–415. https://doi.org/10.1111/jems.12576

McElheran, K., Yang, M. J., Kroff, Z., & Brynjolfsson, E. (2025). The rise of industrial AI in America: Microfoundations of the productivity J-curve(s) (Working Paper, No. 25–27). Center for Economic Studies, U.S. Census Bureau. https://doi.org/10.2139/ssrn.5036270

Minniti, A., Prettner, K., & Venturini, F. (2025). AI innovation and the labor share in Euro-pean regions. European Economic Review, 177, 105043. https://doi.org/10.1016/j.euroecorev.2025.105043

Molnár, E. (2021). A félperiféria ipara és a globális termelési hálózatok. Didakt Kiadó.

Mudambi, R. (2008). Location, control and innovation in knowledge-intensive industries. Journal of Economic Geography, 8(5), 699–725. https://doi.org/10.1093/jeg/lbn024

Niederhoffer, K., Rosen Kellerman, G., Lee, A., Liebscher, A., Rapuano, K., & Hancock, J. T. (2025). AI-generated “workslop” is destroying productivity. Harvard Business Review. https://hbr.org/2025/09/ai-generated-workslop-is-destroying-productivity

Pananond, P., Gereffi, G., & Pedersen, T. (2020). An integrative typology of global strategy and global value chains: The management and organization of cross-border activities. Global Strategy Journal, 10(3), 421–443. https://doi.org/10.1002/gsj.1388

Pastor-Merino, A., Martínez-Barbero, X., Vicente, M. R., & Domenech, J. (2026). Does AI boost firm productivity? A web scraping and LLMs approach. Telecommunications Policy, 50(2), 103138. https://doi.org/10.1016/j.telpol.2025.103138

Petricevic, O., & Teece, D. J. (2019). The structural reshaping of globalization: Implications for strategic sectors, profiting from innovation, and the multinational enterprise. Journal of International Business Studies, 50(9), 1487–1512. https://doi.org/10.1057/s41267-019-00269-x

Raj, R., Srivastava, A. K., & Behera, R. (2026). Automatio–Augmentation of artificial intelli-gence and human intelligence. Technovation, 152, 103462. https://doi.org/10.1016/j.technovation.2025.103462

Restrepo, P. (2025). We won’t be missed: Work and growth in the era of AGI. In The eco-nomics of transformative AI (NBER Chapters). https://doi.org/10.3386/w34423

Shen, J. H., & Tamkin, A. (2026). How AI impacts skill formation. https://arxiv.org/pdf/2601.20245

Spark, Z. (2025). The LLM cost paradox: How “cheaper” AI models are breaking budgets. ikangai.com

Srikanth, K., & Puranam, P. (2011). Integrating distributed work: Comparing task design, communication, and tacit coordination mechanisms. Strategic Management Journal, 32(8), 849–875. https://doi.org/10.1002/smj.908

Sturgeon, T. J. (2008). Mapping integrative trade: Conceptualising and measuring global value chains. International Journal of Technological Learning, Innovation and Development, 1(3), 237–257. https://doi.org/10.1504/IJTLID.2008.019973

Susskind, D. (2024). Technological unemployment. In J. B. Bullock, Y. C. Chen, J. Himmel-reich, V. M. Hudson, A. Korinek, M. M. Young, & B. Zhang (Eds.), The Oxford handbook of AI governance (pp. 641–659). Oxford University Press.

Susskind, D. (2025). What will remain for people to do? https://knightcolumbia.org/content/what-will-remain-for-people-to-do

Szalavetz, A. (2019). Globális értékláncok, szakosodás és feljebb lépés. Magyarországi fel-dolgozóipari leányvállalatok tapasztalatai. Napvilág Kiadó.

Szalavetz, A. (2021). Digitális átalakulás és a feldolgozóipari értékláncok új szereplői. Kül-gazdaság, 65(1-2), 137–149. https://doi.org/10.47630/KULG.2021.65.1-2.137

Szalavetz, A. (2026). Hogyan igazodjunk el a mesterséges intelligencia munkaerőpiaci hatásait övező zajban? Közgazdasági Szemle, 73(1), 72–94. https://doi.org/10.18414/KSZ.2026.1.72

Szanyi, M. (2023). Deglobalizáció és változó értékláncok? Értelmezési kísérlet a technoló-giai ciklusok kontextusában. Külgazdaság, 67(7-8), 37–65. https://doi.org/10.47630/KULG.2023.67.7-8.37

Szanyi, M. (2024). Platformok és értékláncok. In Szanyi, M., Szunomár, Á., & Török, Á. (szerk.), Trendek és töréspontok V. Kockázatok és mellékhatások (240–252. o.). Akadémiai Kiadó. https://doi.org/10.1556/9789636640323.11

Timmer, M. P., Miroudot, S., & de Vries, G. J. (2019). Functional specialisation in trade. Journal of Economic Geography, 19(1), 1–30. https://doi.org/10.1093/jeg/lby056

Tobias, A. V., & Wahab, A. (2025). Autonomous ‘self-driving’ laboratories: A review of technology and policy implications. Royal Society Open Science, 12(7), 250646. https://doi.org/10.1098/rsos.250646

Trammel, P. (2026). Workflows and automation. https://philiptrammell.com/static/Workflows_and_Automation.pdf

Vaccaro, M., Almaatouq, A., & Malone, T. (2024). When combinations of humans and AI are useful: A systematic review and meta-analysis. Nature Human Behaviour, 8(12), 2293–2303. https://doi.org/10.1038/s41562-024-02024-1

Zhou, Y., Liu, Q., Huang, J., & Li, G. (2026). Creative scar without generative AI: Individual creativity fails to sustain while homogeneity keeps climbing. Technology in Society, 84, 103087. https://doi.org/10.1016/j.techsoc.2025.103087

Megjelent
2026-05-18
Hogyan kell idézni
SzalavetzA. (2026). A mesterséges intelligencia munkaerőpiaci hatásai a globális értékláncok elméletének tükrében. Közgazdasági Szemle, 73(5), 501-521. https://doi.org/10.18414/KSZ.2026.5.501
Folyóirat szám
Rovat
Tanulmány