产业架构研究:起源、理论框架及展望  

Research on the Origin,Theoretical Framework and Future Prospects of Industrial Architecture

作　　者：郑准[1] 张凡 王炳富[1] Zheng Zhun;Zhang Fan;Wang Bingfu(Business School,Hunan First Normal University,Changsha 410205,China;Business School,Hunan University of Finance and Economics,Changsha 410205,China)

机构地区：[1]湖南第一师范学院商学院,湖南长沙410205 [2]湖南财政经济学院工商管理学院,湖南长沙410205

出　　处：《外国经济与管理》2020年第6期3-19,共17页Foreign Economics & Management

基　　金：国家社会科学基金项目(19BGL018)。

摘　　要："产业架构"概念源自学界对Teece的创新获利理论的深化和扩展,它使该理论的分析层面从双元关系扩展到产业整体范围,更强调价值创造和价值占有之间的辩证关系,同时也更体现开放式创新模式的广泛实践。产业架构是产业内价值分工和价值分配的一整套行为规则和认知框架,主要回答"谁创造价值"和"谁占有价值"两大问题,它深刻地诠释了企业与产业的共同演化关系,具有认知合法性、路径依赖性和战略可塑性三大特征,企业战略行为、技术演进、需求变化以及制度环境对产业架构的形成和发展具有重要影响。本文沿用并扩展Jacobides等学者的观点,将共同专业化划分为资产互补性和资产移动性两个维度并形成四种组合,由此可以分别描绘"竞合博弈型产业架构""平台生态型产业架构""松散分离型产业架构""资源拼凑型产业架构"四种典型的产业架构类型。本文最后构建了产业架构未来研究的理论框架,并深入探讨了产业架构研究的理论基础以及未来研究方向。The concept of industrial architecture originates from the theory of Teece’s Profiting from Innovation(PFI theory), which extends the analytical level of the theory from the dual relationship to the overall scope of industry, with more emphasis on the dialectical relationship between value creation and value appropriation, and also reflects the wide practice of open innovation. Industrial architecture is different from the industrial structure and the industrial labor division. It is a set of behavioral rules and cognitive frameworks for value configuration and distribution within the industry,and mainly answers the two questions of "who creates value" and "who captures value". Cognitive legitimacy, path dependence and strategic plasticity are three major characteristics. Firms’ strategy and behavior, technological evolution, demand changes and institutional environment have an important impact on the formation and development of industrial architecture. Based on the views of Jacobides,co-specialization can be divided into two dimensions and form four combinations, which can respectively describe the "competitive-cooperation game industrial architecture" "platform ecosystem industrial architecture" "loose and separate industrial architecture" and "resource-packed industrial architecture". For Chinese firms, to achieve a more favorable balance between value creation and value appropriation under the perspective of industrial architecture, they should fully understand and grasp China’s huge advantages and potentials of demand, technology and institution, and implement a more dynamic value creation strategy which can reshape industrial architecture, and then achieve a spiral upward cycle of "larger value creation - greater value appropriation". This article finally builds a theoretical framework for the future research of industrial architecture, deeply discusses the theoretical basis of industrial architecture research, and further believes that "firm complementary asset management and profiting from innovati

关 键 词：产业架构 创新获利 价值创造 平台 生态系统 

分 类 号：F270[经济管理—企业管理]