后发企业如何从颠覆性技术中获取价值?
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摘要
为探究颠覆性技术理论与新兴经济体的后发企业的商业模式实践的研究差距,成功实现对发达经济体先发企业的快速追赶。在中国独特的技术与市场情境下,"为什么后发企业可以从颠覆性技术中获取价值?"和"后发企业如何从颠覆性技术中获取价值?",以归纳理论为基础,基于价值曲线的淘宝网和eBay易趣网比较案例研究,提出了二次商业模式创新与颠覆性技术的共演阶段模型,展现了后发企业追赶的过程。研究结果表明:后发企业虽然在技术能力和市场资源上处于劣势,可以通过二次商业模式创新成功地将先进经济体的颠覆性技术引入新兴经济体;客户的价值主张对后发企业至关重要,后发企业可以充分利用战略伙伴的互补资产构建本地化的独特价值网络。因此,新兴经济体的后发企业不应忽视过度消费和非消费者群体带来的破坏性增长机遇。
In order to explore the research gap between the disruptive technology theory and the business model practice of the latecomer firms in emerging economies, the rapid catch-up of the advanced firms in developed economies can be realized successfully. In China's unique technology and market scenario, "Why can latecomer firms obtain value from disruptive technologies?" and "How do latecomer firms obtain value from disruptive technologies?", On the basis of the inductive theory and the comparative case study of the eBay & Taobao based on the value curve, the co-stage model of the innovation and disruptive technology of the secondary business model is proposed, which shows the process of the catch-up of the later firms. The results of the study indicate that although the latecomer firms are at a disadvantage in terms of technical capabilities and market resources, they can successfully introduce disruptive technologies from advanced economies into emerging economies through the innovation of the secondary business model; The value proposition of customers is very important to the latecomer firms, which can make full use of the complementary assets of strategic partners to build a localized unique value network. Therefore, the future of emerging economies should not ignore the destructive growth of overconsumption and non-consumer groups.
In order to explore the research gap between the disruptive technology theory and the business model practice of the latecomer firms in emerging economies, the rapid catch-up of the advanced firms in developed economies can be realized successfully. In China's unique technology and market scenario, "Why can latecomer firms obtain value from disruptive technologies?" and "How do latecomer firms obtain value from disruptive technologies?", On the basis of the inductive theory and the comparative case study of the eBay & Taobao based on the value curve, the co-stage model of the innovation and disruptive technology of the secondary business model is proposed, which shows the process of the catch-up of the later firms. The results of the study indicate that although the latecomer firms are at a disadvantage in terms of technical capabilities and market resources, they can successfully introduce disruptive technologies from advanced economies into emerging economies through the innovation of the secondary business model; The value proposition of customers is very important to the latecomer firms, which can make full use of the complementary assets of strategic partners to build a localized unique value network. Therefore, the future of emerging economies should not ignore the destructive growth of overconsumption and non-consumer groups.
引文
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[23] Schumpeter J,Backhaus U.The Theory of Economic Development[M].Joseph Alois Schumpeter.Springer US,2003.61-116.
[24] Markides C.Disruptive innovation:In need of better theory[J].Journal of Product Innovation Management,2006,23(1):19-25.
[25] Fagerberg J.Innovation:A guide to the literature[J].Working Papers on Innovation Studies,2003:1-26.
[26] Kim W C,Mauborgne R.Blue ocean strategy.[J].Harvard Business Review,2015,34(10):76-84.
[2] 吴晓波,朱培忠,吴东,等.后发者如何实现快速追赶?——一个二次商业模式创新和技术创新的共演模型[J].科学学研究,2013,31(11):1726-1735.
[3] 刘洋,应瑛,魏江.转型经济背景下组织启发式规则与研发网络边界拓展战略[J].科学学与科学技术管理,2016,37(9):78-89.
[3] 冯华,陈亚琦.平台商业模式创新研究——基于互联网环境下的时空契合分析[J].中国工业经济,2016,(3):99-113.
[4] 罗珉,马柯航.后发企业的边缘赶超战略[J].中国工业经济,2013,(12):91-103.
[5] 臧树伟,李平.基于破坏性创新的后发企业市场进入时机选择[J].科学学研究,2016,34(1):122-131.
[6] 吕一博,韩少杰,苏敬勤.翻越由技术引进到自主创新的樊篱——基于中车集团大机车的案例研究[J].中国工业经济,2017,(8):174-192.
[7] Barney J B.Resource-based theories,of competitive advantage:A ten-year retrospective on the resource-based view[J].Journal of Management,2016,27(6):643-650.
[8] Paulus A L,Murdapa P S.The utilization of resource-Based view theory on minimarket retail:Its implication toward strategy and competitive advantage[J].Social Science Electronic Publishing,2017:220-227.
[9] Zaidi M F A,Othman S N.Understanding the concept of dynamic capabilities by dismantling teece,pisano,and shuen (1997)’s definition[J].International Journal of Academic Research in Business & Social Sciences,2012,2(8):367-378.
[10] 赵立龙,刘洋,魏江,等.制造企业服务创新战略与竞争优势获取:机制与权变情境[J].科研管理,2017,38(5):20-29.
[11] Kalali N S,Heidari A.How was competitive advantage sustained in management consultancies during change:The role of dynamic capabilities[J].Journal of Organizational Change Management,2016,29(5):661-685.
[12] Hobday M.East asian latecomer firms:Learning the technology of electronics[J].World Development,1995,23(7):1171-1193.
[13] Kiamehr M,Hobday M,Hamedi M.Latecomer firm strategies in complex product systems (CoPS):The case of Iran’s thermal electricity generation systems[J].Research Policy,2015,44(6):1240-1251.
[14] Kerin R A,Varadarajan P R,Peterson R A.First-mover advantage:A synthesis,conceptual framework,and research propositions[J].Journal of Marketing,1992,56(4):33-52.
[15] Cho D S,Kim D J,Dong K R.Latecomer strategies:Evidence from the semiconductor industry in japan and korea[J].Organization Science,1998,9(4):489-505.
[16] Dosi G,Nelson R R.Technological paradigms and technological trajectories[J].Research Policy,1982,11(3):147-162.
[17] Foster R N.Working the s-curve:Assessing technological threats[J].Research Management,1986,29(4):17-20.
[18] 黄鲁成,成雨,吴菲菲,等.关于颠覆性技术识别框架的探索[J].科学学研究,2015,33(5):654-664.
[19] Huang X.Analysis of industry equilibria in models with sustaining and disruptive technology[J].European Journal of Operational Research,2010,207(1):238-248.
[20] Christensen C M,Rosenbloom R S.Explaining the attacker's advantage:Technological paradigms,organizational dynamics,and the value network[J].Research Policy,1995,24(2):233-257.
[21] Danneels E.Disruptive technology reconsidered:A critique and research agenda[J].Journal of Product Innovation Management,2004,21(4):246-258.
[22] Osterwalder A,Pigneur Y,Tucci C L.Clarifying business models:Origins,present,and future of the concept[J].Communications of the Association for Information Systems,2005,16(16):751-775.
[23] Schumpeter J,Backhaus U.The Theory of Economic Development[M].Joseph Alois Schumpeter.Springer US,2003.61-116.
[24] Markides C.Disruptive innovation:In need of better theory[J].Journal of Product Innovation Management,2006,23(1):19-25.
[25] Fagerberg J.Innovation:A guide to the literature[J].Working Papers on Innovation Studies,2003:1-26.
[26] Kim W C,Mauborgne R.Blue ocean strategy.[J].Harvard Business Review,2015,34(10):76-84.