技术冲击与企业网络演化的时机和方向——激光光盘行业的案例

Technological shocks,and the timing and direction of the evolution of firms' networks:A case of the compact disc industry

以1995~2008年激光光盘行业的战略联盟网络为对象,采用纵向案例研究方法,从企业网络演化的时机和方向考察网络演化过程。以行业关键事件作为分析企业网络演化时机的＂时间窗口＂,通过结构强化效应和结构弱化效应来分析企业网络演化方向。我们认为,企业网络演化是企业网络对行业中发生的关键事件作出的反应,这些事件可能会强化网络结构或者弱化网络结构。通过分析行业关键事件的特征,可以事先识别出这些事件对网络结构的影响,从而使管理者能够采取适当的战略行为塑造网络结构,为企业获取竞争优势创造有利的外部环境。

Based on the longitudinal case study, the paper takes the alliance networks in the compact disc industry between 1995 and 2008 as the case and investigates the network evolution process by analyzing the timing and direction of the evolution of the firms＇ networks. We characterize the timing of network evolution by using the key industry events as ＂the time window＂, while the evolution direction of finns＇ networks is characterized by structure - reinforcing and structure - loosening effects. We argue that firms＇ network evolution is the response to the key industry events, which may be structure - reinforcing or structure - loose- ning. By analyzing the characteristics of key industry events, managers may identify the different effects of key industry events on network structure in advance. Managers can then take proper strategic actions to shape the network structure and create favorable environment for finns to gain competitive advantages.