新兴技术轨道情境下在位后发企业的创新战略及其影响因素——来自丝丽雅、长虹、美的和华为的案例

Innovation Strategies of Incumbent Latecomers in Context of Emerging Technological Trajectory and Their Influence Factors:Cases from Grace,Changhong,Midea and Huawei

运用多时点、多案例交叉检验方法,以中国生物基纤维行业的丝丽雅、彩电行业的长虹、微波炉行业的美的以及通信设备行业的华为为例,研究了新兴技术轨道情境下在位后发企业的创新战略选择及其影响因素。研究结果表明:在新技术轨道涌现的情境下,在位后发企业面临的创新机会和风险并非在位企业与后发企业的机会和风险的简单叠加,在位后发企业利用机会和克服风险的创新战略选择及其演化更加多元。其中,技术轨道转换速度、知识可获得性和知识产权壁垒、公司治理和融资、政府介入和政策在很大程度上影响在位后发企业的创新战略选择及其演化。

This paper studies the innovation strategies of incumbent latecomers and its influencing factors in the context of emerging technological trajectory by adopting the research methods of multi-points and multi-cases to get cross examination,and based on the cases of Grace,Changhong,Midea and Huawei. The results indicates as follows: the innovation opportunities and risks of incumbent latecomers are not simply overlapped by which incumbent firms and latecomer firms faced with in the context of emerging technological trajectory,and the innovation strategies of incumbent latecomers exploiting opportunities and avoiding risks are much complex. Furthermore,the rate of technological trajectory switching,the accessibility of knowledge and the barrier of intellectual property,corporate governance and finance,government and its policy play significant roles in the innovation strategies of incumbent latecomers.