知识整合能力与本土企业的快速追赶——基于华星光电的分析

Knowledge integration capability and local firms' fast catching-up:the case study on CSOT

技术学习是后发企业逐步实现技术追赶的重要途径,但是行业技术周期不断缩短也加大了旧技术学习的时间成本,依靠"引进—学习—吸收—重组—创新"的知识积累线性模式已经不可持续。在这一背景下,本文以TCL集团创立的液晶面板企业——华星光电作为案例研究对象,描述了华星光电整合从模组、面板到系统的产品知识、市场需求知识以及企业上下游的外部知识,形成产品、工艺和架构的同步设计能力与建线能力,从而实现液晶面板技术快速追赶的全过程。华星光电通过知识整合实现本土企业快速追赶的案例是中国企业创新发展的有益探索,既扬弃了传统后发企业知识累积线性追赶模式,也对本土企业通过知识整合作为连接零散和破碎的知识,重构新知识的手段,为新时期本土企业技术追赶实践提供了启示。

Technological learning is an important way for latecomer firms to realize technological catch - up. However, the linear model of knowledge accumulation which means ＂introduction- study- absorption- recombination- innovation＂ is unsustalnable for that time cost of learning old technology is increasing with the contraction of technology cycle. In such circumstances, the passage selects a firm named Shenzhen China Star Optoelectronics Technology （CSOT） as a case, and describes its process from integrating the product knowledge among module, panel and system, market demand knowledge and external knowledge of upstream and downstream firms to forming the synchronous design capability of product, craft and architecture and the capability to build line, and realizing fast catching - up of LCD panel technology finally. The case that CSOT realizes catching - up by integrating knowledge is a helpful exploring for Chinese local firms. It provides technological catching - up in contemporary China with new means - knowledge integration linking scattered and fragmented knowledge and reconstructing new knowledge as well as unlearns the traditional linear model of knowledge accumulation.