R&D能力、产业结构与商业模式关系研究:知识溢出的视角  

Research on Relationship between R&D Capability,Industry Structure and Business Models:From the Perspective of Knowledge Spillover

作　　者：董广茂[1,2] 张江涛[1] 刘晨[1] 

机构地区：[1]西安工业大学经济管理学院,陕西西安710032 [2]清华大学技术创新研究中心,北京100084

出　　处：《系统工程》2015年第7期12-18,共7页Systems Engineering

基　　金：国家自然科学基金资助项目(71072158;70772072);陕西省自然科学基金资助项目(2015JM7362)

摘　　要：以在终端产品市场具有竞争关系的一体化企业和专业化企业构成的产业结构为背景,研究发现:与专业化企业不同,一体化企业是否参与终端产品市场竞争并不完全是由自己的R&D能力决定的,而是还要取决于其与竞争者R&D能力之间的相对关系;当知识溢出达到一定的水平时,一体化企业将退出终端产品市场,从而导致新的产业结构的形成;无论是在终端产品市场亏损时,或是在新的产业结构中,原来的一体化企业仍会继续进行降低终端产品生产成本的创新,从而出现了生产边界与创新边界"分而不离"的现象,这些都有助于解释一些新的商业模式的形成机制及其特点。Taking the industry structure where an integrated firm and a specialized firm compete on the same final product market as background,this paper finds that：first,unlike the specialized firm,whether the integrated firm can compete on final market depends not only on its R＆D capability,but also on the ratio of their R＆D capabilities;second,when the rate of knowledge spillover increases to some level,further,the integrated firm will exit from the final market,and a new industry structure will follow;and finally,either not benefiting from competing on final market or staying continually in the new industry structure,the integrated firm will still continue to invest in R＆D and the separation but the integration of production boundary and R＆D boundary can happen,which help to explain the formation mechanism and characteristics of some new business models.

关 键 词：知识溢出 R&D能力 产业结构 商业模式 

分 类 号：F270[经济管理—企业管理]