价值模块整合与产业融合

Value Modularity Integration and Industry Convergence

本文重点研究了与产业融合、产业结构密切相关的价值模块研发、重用和整合三个关键环节 ,分析了三种基本的模块整合模式 :内部组织模式、元件市场交易模式和授权设计交易模式。认为价值模块是产业融合的载体 ,并总结了SIP模块、SOC对 3C产业融合的影响。模块化、产业融合不仅使生产结构基础改变了 ,竞争的基础也发生了转变 ,使企业之间的合作与竞争都达到了极致 ,这集中表现为企业之间的合作竞争 ,而企业之间的竞争又分为两个层面 :设计规则的标准竞争和模块供应商之间激烈的“背对背”竞争。

This paper studied three key part which have tight relationship with industry convergence and industry structure: value modularity R&D, reuse and integration, analyzed three generic alternative organizational modes: internal organization, licensing markets or component markets. I find that value modularity carrier of industry convergence. SIP modularity and SOC have important effects on 3C industry convergence. Modulization, industry convergence not only change the base of production structure but also the base of competition. It make well function of cooperation and competition among enterprises, which focus on co-competition among firms. Competition among enterprises has two layers: standard competition of design rules and “back to back” competition of value modularity marker.