中文摘要：

技术轨道理论为企业技术创新路径选择提供了重要启示，但实践中存在的“创新路径多样性”对其提出了挑战。构建了“市场轨道”概念模型，并通过美国苹果公司的创新案例研究论证和剖析了市场轨道的存在及其所对应的创新路径。基于市场需求的动态演化特性，以满足新需求、打开新市场为导向的创新路径是新“市场轨道”创立的结果。“市场轨道”概念模型拓展了技术轨道理论，总结了基于需求导向和利用市场机会进行创新的演化规律，可以丰富企业的创新路径选择空间。

英文摘要：

Technological trajectory theory provides important implications for the choice of technological innova- tion pathways, but the diversity of innovation ways in practice shows great challenges to its traditional findings This study explores to construct a new conceptual model, ＇market trajectory＇, together with illustrating and analyzing its existence and lution, the formation model puts mand-driven app of lication based on Apple Inc.＇s case study. According to the dynamics of market needs evomarket trajectory＇ is oriented by satisfying new demands and opening new markets. This forward the traditional trajectory research and systematically summarizes the evolutionary pattern of deinnovation activities and market opportunity exploitation, which shall extend the space of choosing innovation pathways for firms