Nichia、Toyoda Gosei、Cree、Osram和Philips五大国际厂商代表了当今LED的最高水平,其发展动态对产业具有重大的影响。LED行业专利集中度日益降低,五大厂商呈现竞争与合作关系。五大厂商之间技术资源的异质性及相互依赖性所导致的技术优势互补是竞合关系形成的前提。我国LED生产企业应争取进入五大厂商交叉授权关系网,应构建紧密的互赖合作网络,以合作网络形成的集体力量提高对于市场的掌控与应变能力。
Nichia, Toyoda Gosei, Cree, Osram, and Philips represent the highest level of LED, their development trends have a significant impact on the industry. Patent concentration of LED industry becomes increasingly lower. Therefore, the relationships among five manufacturers are changed into a co - opetition relation which is win - win situation for them. The heterogeneity and interdependence of technical resources for the top five manufacturers have led to technology" complementary, which is the prereq- uisite of co - opetition formation. Chinese LED manufacturers should access the cross - licensing relationships of the top five ven- dors. Moreover, a closed interdependence co - operation network should be built in order to improve the capability of market con- trol and resilience.