In the face of intense global competition,the Chinese semiconductor industry grapples with unprecedented challenges.Addressing theissueeof“bottleneck technology”has become a paramount concern among experts from vari...In the face of intense global competition,the Chinese semiconductor industry grapples with unprecedented challenges.Addressing theissueeof“bottleneck technology”has become a paramount concern among experts from various domains in China.However,the trajectory of the global semiconductor sector is inexorably linked to the innovation of its business models and adherence to the tenets of technological evolution.It can be posited that,without business model innovation,Moore's Law would cease to exist.In the semiconductor arena,where the first-mover advantage wields immense influence,exclusive focus on“technological breakthroughs”froma technical standpoint would invariably constrict itself within existing technological paradigms,leaving it susceptible to external control.This paper undertakes an in-depth examination of pivotal case studies,particularly that of TSMC and Samsung,two enterprises which transcended1their latecomer status and shattered the“glass ceiling”by embracing“business model innovations.”Through a comprehensive analysis,it introduces and delineates two distinctive avenues of business model innovation:paper“reconstruction of the division of labor system”aand“mismatched demand.”Subsequently,tthe researchini vestigates two more cases,SiEn Integrated Circuits Co.,Ltd.and Changguangg Group,exploring specific business modelinnovation paths,“innovation consortium”and“differentiated demand,”pertinentto latecomer semiconductor companies operating in China.Drawing from these insightsand considering thecurrent international competitive landscape and the ramifications of the COVID-19 pandemic,this paper culminates in the synthesis of eight breakthrough trajectories for latecomer semiconductor firms.These pathways are examined through the lenses of technology paradigms(traditional and emerging),market contextss(globalized and deglobalized),and various types of business model innovation(original and secondary).Furthermore,this research offersa comprehensive analysis and discussion concerning the resources,capabilities,andstrategies,with the ultimate objective of shedding light on the potential“breakthrough”avenuefor China's semiconductor industry.展开更多
基金the general project"The Sixth Generation of Technology Innovation Paradigm Research Based on Value Network"of the National Natural Science Foundation of China(No.72172140)the key project"Theory,Methods,and Applications of Big Data-Driven Innovation in Enterprise-User Interaction in the Internet Environment"of the National Natural Science Foundation of China(No.71832013).
文摘In the face of intense global competition,the Chinese semiconductor industry grapples with unprecedented challenges.Addressing theissueeof“bottleneck technology”has become a paramount concern among experts from various domains in China.However,the trajectory of the global semiconductor sector is inexorably linked to the innovation of its business models and adherence to the tenets of technological evolution.It can be posited that,without business model innovation,Moore's Law would cease to exist.In the semiconductor arena,where the first-mover advantage wields immense influence,exclusive focus on“technological breakthroughs”froma technical standpoint would invariably constrict itself within existing technological paradigms,leaving it susceptible to external control.This paper undertakes an in-depth examination of pivotal case studies,particularly that of TSMC and Samsung,two enterprises which transcended1their latecomer status and shattered the“glass ceiling”by embracing“business model innovations.”Through a comprehensive analysis,it introduces and delineates two distinctive avenues of business model innovation:paper“reconstruction of the division of labor system”aand“mismatched demand.”Subsequently,tthe researchini vestigates two more cases,SiEn Integrated Circuits Co.,Ltd.and Changguangg Group,exploring specific business modelinnovation paths,“innovation consortium”and“differentiated demand,”pertinentto latecomer semiconductor companies operating in China.Drawing from these insightsand considering thecurrent international competitive landscape and the ramifications of the COVID-19 pandemic,this paper culminates in the synthesis of eight breakthrough trajectories for latecomer semiconductor firms.These pathways are examined through the lenses of technology paradigms(traditional and emerging),market contextss(globalized and deglobalized),and various types of business model innovation(original and secondary).Furthermore,this research offersa comprehensive analysis and discussion concerning the resources,capabilities,andstrategies,with the ultimate objective of shedding light on the potential“breakthrough”avenuefor China's semiconductor industry.
