战略性新兴产业具有技术复杂性、市场不确定性和高风险性等特征,故而后发企业仅依靠自身资源难以实现赶超发展,亟需借助价值网络整合赶超资源,以提升赶超能力。基于价值网络理论,构建了后发企业进入战略性新兴产业赶超路径选择的分析框架,即企业赶超能力决定企业的价值网络位置,企业价值网络位置决定企业赶超战略的选择,而企业赶超战略则决定赶超路径的选择。在此基础上,以智能手机行业的苹果公司和小米公司为例,探究了后发企业的赶超路径。结果表明:后发企业在赶超资源和能力相对薄弱的情形下,应借助价值网络推进开放式创新,实施技术突破和市场颠覆,以实现赶超发展。其中,赶超能力较弱的后发企业应选择边缘赶超战略,实施市场突破主导路径,以满足中低端市场需求,从而积累赶超能力,并逐渐接近价值网络中心;而赶超能力较强的后发企业则应选择中心赶超战略,实施技术突破主导路径,以主导价值网络的发展,引领主流市场需求。
Strategic emerging industries have characteristics of technical complexity, market uncertainty and high risks, so latecomer firms are difficult to achieve tremendous development rely on their own resources, and they need to involve in a value network to integrate complementary resources, and promote their ability to catch up Based on value network theory, the article builds a theory framework of latecomer firms' catching up paths entering into strategic emerging industries, namely firms' capability of catching up determines firms' position in the value network, firms' position in the value network determines firms' choices of surpassing strategy, firms' surpassing strategy determines finns' choices of catching up paths. On this basis, the article takes Apple inc. and MI in the smartphone industry as examples to explore the catching up paths of the latecomer firms. Results show that: Latecomer firms with relative weak resources and ability to catch up should use value network to promote open complementary innovation, implement technological and market breakthroughs, and achieve tremendous development. In the process of catching up, latecomer firms with weaker ability to catch up should choose edge surpassing strategy, and implement market breakthrough leading path, to meet the needs of low-end market, integrate into the value network, and gradually occupy the center of the value network; Latecomer finns with stronger ability to catch up should choose center surpassing strategy, and implement technological breakthrough leading path, to dominate the development of the value network, and lead the demand of mainstream market.