Business Model Innovation in China's Semiconductor Industry:A Pathway to Technological Breakthrough

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.

后发者如何实现快速追赶?——一个二次商业模式创新和技术创新的共演模型

中国的电子商务企业在过去10余年间,通过建立自主的技术研发与市场结构,成功实现了对发达国家领先企业的快速追赶。在中国独特的技术与市场情境下它们究竟是如何实现快速追赶的?本文选取阿里巴巴集团作为研究案例,提出了二次商业模式创新与技术创新的共演模型,较好地展现了两者的共演机制与共演阶段。二次商业模式创新的演进始于后发企业对支撑技术的引进,通过"二次商业模式创新—市场结构—竞争战略—技术创新—二次商业模式创新"的循环路径形成与本地技术创新的共演机制,并经过"支撑技术引进—自主技术创新—新兴技术引领"三个共演阶段,推动本地技术的快速发展与追赶。这一共演模型从二次商业模式创新与技术创新的复合视角丰富了后发企业追赶理论,为后发企业创新实践提供了借鉴。

后发企业如何从颠覆性技术中获取价值?

为探究颠覆性技术理论与新兴经济体的后发企业的商业模式实践的研究差距,成功实现对发达经济体先发企业的快速追赶。在中国独特的技术与市场情境下,“为什么后发企业可以从颠覆性技术中获取价值?”和“后发企业如何从颠覆性技术中获取价值?”,以归纳理论为基础.基于价值曲线的淘宝网和eBay易趣网比较案例研究,提出了二次商业模式创新与颠覆性技术的共演阶段模型,展现了后发企业追赶的过程。研究结果表明:后发企业虽然在技术能力和市场资源上处于劣势,可以通过二次商业模式创新成功地将先进经济体的颠覆性技术引入新兴经济体;客户的价值主张对后发企业至关重要,后发企业可以充分利用战略伙伴的互补资产构建本地化的独特价值网络。因此,新兴经济体的后发企业不应忽视过度消费和非消费者群体带来的破坏性增长机遇。

商业模式二次创新和制度环境共演的过程与机制:基于支付宝发展历程的纵向案例研究

部分中国互联网企业引入国外先进商业模式并根据本土环境特征进行商业模式二次创新,追赶并超越了原型企业,其创新过程和成功路径值得深入研究。本文选取支付宝作为典型案例,分析企业商业模式二次创新的过程,并探究其与制度环境的共演机制。研究发现,商业模式二次创新包含适应创新和自主创新两个阶段,存在适应式商业模式创新、探索式商业模式创新、协同式商业模式创新三种不同创新方式的演进,并通过不同的创新方式与制度环境相互影响,进一步提炼出“制度压力驱动企业进行商业模式适应创新”“商业模式创新触发潜在的制度压力”“商业模式自主创新引致制度环境变化”的作用机制。本文的研究发现可以丰富商业模式二次创新理论,也对企业在变化的制度环境中如何进行商业模式创新提供指导。