基于“三矩”结构范式的本土代工企业升级能力构建

Local OEM/ODM Firms Upgrading Competencies Construction Based on "3-Matrixes" Structure Paradigm

本文针对本土代工企业能力研究"去升级化"与"去情境化"局限,基于租金攫取视角的新升级观与网络竞合的新情境,提出升级能力概念并构建其"三矩"结构范式:升级动能矩阵、升级势能矩阵、升级效能矩阵。本土代工企业升级的枢纽,在于打破组织边界、蓄积升级动能,作为升级的源发力量和破冰之举,并驱动企业本位和网络本位两个层面、技术和营销两种形态的升级势能,以创造租金;同时,达成专有性和专用性的有效均衡,以确保升级效能、实现租金攫取。本土代工企业需要重构升级理念,按照核心技术能力提升与客户化创新的二阶进程,从知识溢出效应和租金攫取绩效两个维度,动态选择"链、网、云"等三种典型升级路径以及关键策略。促进本土代工企业升级的政策取向,需要从品牌或技术的自主创新,向升级能力螺旋武、递进性的构建转变。

For local OEM/ODMs capabilities research＇s limitation of non-upgrading and non-context, this paper comes up with the new concept of upgrading competency and its structure paradigm, based on the new upgrading hypotheses of rent seizing and new context of network competition-cooperation. Constructs 3 matrixes structure paradigm： upgrading kinetic energy matrix, upgrading potential energy matrix, and upgrading efficiency matrix. The local OEM/ODMs upgrading lies on constructing network learning and innovation mechanism as the starting energy of upgrading which will drive both firms level and network level, technology and marketing potential energy to create rent. With the effectively balanced ego-ownership and specificity condition, upgrading will be realized by rent seizing. Local OEM/ODMs upgrading competency construction enjoys 3 typical paths：link, network, and cloud. To foster local OEM/ODMs upgrading should shift the theory from brand or technology self dependent innovation to improving the upgrading competency.