近年来部分跨国企业开始向中国低收入消费者市场拓展业务并取得实效,从破坏性创新理论视角,这表明部分跨国企业已经在中国市场上开展破坏性创新。应用破坏性创新及BOP市场理论,结合相关资料数据和典型企业案例说明,中国市场的性质、规模、避免本土企业成为全球破坏者等因素是促使跨国企业在中国市场开展破坏性创新的主要动因。而开展破坏性创新,具备破坏性创新能力是必要条件。通过建立一个基于RPV框架的破坏能力构建概念模型,对模型分析后得出,本土化战略是跨国企业获取破坏性能力的主要手段。
In recent years, some multinational companies began expanding their business to Chinese low-income consumer market, and got good return. From the view of disruptive innovation, it indicates that these multinational companies have carried out disruptive innovation strategy in the Chinese market. Based on disruptive innovation and BOP market theory, by reading a lot of related data and typical company cases, this paper shows that the main factors which motivate multinational companies to carry out disruptive innovation strategy in Chinese market are: the nature and scale of the Chinese market, and how to avoid local companies to become 'destroyer'. On the other hand, it is necessary to develop the disruptive innovation capability for multinational companies to tap the above market. The paper establishes a conceptual model based on the RPV framework for this question. After the analysis of the model, it shows that the main method is localization strategy by which multinational companies get disruptive innovation capability. The results of this paper enrich the academic research about the incumbent company implementation of disruptive innovation strategy