新一代信息技术产业发展模式转变的演进机理——以中国蜂窝移动通信产业为例

The model shift mechanisms of the new generation information technology industry—— The case study of China's mobile telecommunications industry

基于商业生态系统和产业技术追赶等相关理论,综合运用规范的多案例研究、社会网络分析等定性定量研究方法,以我国蜂窝移动通信产业为典型研究案例,提出了"全球化背景下新兴国家新一代信息技术产业生态系统演进与创新"的理论框架。研究发现生态系统结构、新兴技术体系、生态系统能力、制度要素的共同演进对支撑产业发展模式的转变发挥了重要的作用。通过深度剖析我国蜂窝移动通信产业发展模式转变的运行机制及其内在规律,提出了新兴国家产业的并行发展模式,拓展了产业技术追赶的相关理论,并为分析产业演进创新过程中的机制与动力提供了新的视角。

Bases on the theory of business ecosystem and technology catching-up,this paper conducts the case study of China＇s wireless telecommunications industry. By adopting the methodology of multi-case study and social network analysis,this paper proposes the theoretical framework of ＂the evolution and innovation of business ecosystem for emerging countries＇ new generation information technology industry in globalization context＂. We find the co-evolution of technology system,institutional setting,and business ecosystem＇s configuration and capability play an important role in supporting the model shift. Through analyzing the changing mechnisms of China＇s mobile telecommunications industry＇s development model,this paper proposes a parallel development paradigm which extends the theory of technology catch-up. We also provide a new perspective for analyzing the mechanisms and dynamics of industrial evolution.