通过对利丰公司从面临被淘汰危险的中介角色逐步发展为平台生态圈领导者这一过程的研究,本文构建起焦点企业赢得平台领导权的“方向盘模型”.包括提出系统性价值主张、去物质化、扩网和聚核四个关联行动。它们共同构筑了一个丰富的备用行动集合,在不断壮大平台生态圈的同时。推动焦点企业螺旋上升。从边缘到核心。这一动态过程具体如下:焦点企业提出的系统性价值主张会带来伙伴对其依赖的非线性增长;对此.焦点企业需主动去扩大网络.促使这一价值主张中的共同依赖和网络效应的作用机制充分发挥起来;网络扩大使得焦点企业将新的信息资源去物质化:去物质化可带来系统中的价值向焦点企业集聚,丰富其价值主张.如此往复循环。方向盘模型中系统性价值主张界定了焦点企业的权力边界,去物质化塑造了焦点企业的业务边界.扩网和聚核则是促使焦点企业系统性价值主张发挥作用的双元行动.平衡着生态圈内部的“向心力”和“离心力”。就理论发展而言.本文推动了资源依赖理论在网络层面的拓展.方向盘模型表明存在增加相互依赖影响权力不平衡甚至出现权力关系逆转的路径。
Through analyzing Li & Fung's steps from endangered infomediary to platform leader, we develop a steering-wheel model to elaborate how focal firm goes from network periphery to the core. This model consists of four interacted actions, namely proposing systematic value proposition (SVP), dematerialization, networking and coring, which work together to expand the platform ecosystem and spiral up the focal firm in the same time. They function as follows: SVP will make dependence on focal firm increase exponentially, then the focal firm needs to expand its network to let two mechanisms, common dependence and network effect, play their roles, new information in the larger network needs dematerialization, which in turn enrich SVP proposed by the focal firm. Indeed, the four actions interact recursively. Proposing SVP and dematerialization define focal firm's power boundary and business boundary respectively, and networking and coring are ambidextrous forces to make SYP effective. We extend resource dependence theory to inetwork level in this model, which suggests the increase of mutual dependence can affect power imbalance or even lead to power alteration.