Expansion of Technical Innovation and Demand Determines Production Organization Pattern in Strategic Emerging Industries——Taking Example of TFT-LCD Industry

Taking the evolution process of TFT-LCD industry as an example,this paper applied history-friendly model to analyze the effect of technology innovation and learning,and market demand growth and fluctuation on the evolution of production organization pattern in strategic emerging industries.Our research indicates that:(1) when market demand maintains linear growth,continuous technology innovation capabilities of vertically integrated enterprises in leading position of an industry are the key factor in deciding whether dominant production organization pattern will shift from vertical integration to specialization;(2) when market demand is in cyclical fluctuation,the technology learning capabilities of specialized enterprises in catch-up position are the key factor in deciding whether dominant production organization pattern will shift from vertical integration to specialization;(3) when market demand growth is under cyclical fluctuation,if the relative gap between technology innovation capabilities of vertically integrated enterprises and technology learning capabilities of specialized enterprises remains constant,the phase when industry cycle moves from trough to plateau is the best time window for specialized enterprises to catch up with and overtake vertically integrated enterprises.Hence,policy design supporting the development of strategic emerging industries should give full consideration to factors like market demand environment and technology innovation and learning capabilities of domestic enterprises.

Innovative Services Models Based on ＂Four new＂ Economy

The propose of ＂four new＂ economy is to undertake innovation-driven transformation of Shanghai, promote the development of strategic emerging industries and transform and upgrade of manufacturing. In the following years, Shanghai will focus on the capture of key technologies, promoting the transformation of technology, expanding market demand, improving the development of the carrier, encouraging and supporting enterprises, financial institutions and social capital to increase the investment and use of＂four new＂ economy, to promote the ＂four new＂ economy gradually grow and develop. With the ＂four new＂ economy＇s development and growth, its service model should be changed too. On the basis of theory and practice, the text proposes three forms of innovative services models and relate recommendations to promote it.