如何从破坏性创新中创造并捕获价值——基于开放商业模式的视角

摘要/Abstract

摘要： 关于破坏性创新价值创造与捕获的跨组织边界互动机制及其演化过程的研究存在理论缺口和实践必要性。本文从开放商业模式视角进行纵向单案例分析，研究发现：第一，破坏性创新扩散是一个依赖开放商业模式的过程，在此过程中存在破坏性创新与其侵入策略的适应性，又存在破坏性创新侵入策略与价值创造和捕获策略的动态协调。第二，破坏性创新扩散依赖于商业模式开放度调整，并且在破坏性创新扩散的三个阶段，要求现有价值网络后发企业沿着“内向型→耦合型→平台型”路径提高价值创造的开放度，沿着“互利导向→互补导向→共生导向”路径提高价值捕获的开放度。第三，破坏性创新的演进日益依赖开放度更高的价值创造和捕获机制，这有助于后发企业深度嵌入更广泛的创新系统并颠覆已有主导逻辑。

关键词: 破坏性创新, 侵入策略, 价值创造, 价值捕获, 开放商业模式

Abstract: There are theoretical gaps and practical necessities in the research concerning the evolution path of profit from corporate disruptive innovation. Based on the open business model theory, a longitudinal case study that we conduct from the perspective of open business model reaches the following conclusions. First, disruptive innovation diffusion is a process compatible with the openness of the business model, in which there are consistencies between disruptive innovation and its encroachment strategy, and between encroachment strategy of disruptive innovation and value creation and capture strategy. Second, in the three stages of low-end encroachment, high-end encroachment and high-end maintenance, the open mechanism of value creation is characterized respectively by inbound orientation, coupling orientation and platform orientation, the open mechanism of value capture is characterized respectively by mutual-benefit orientation, complementary orientation and symbiotic orientation. Finally, the evolution of disruptive innovation increasingly relies on more open value creation and capture mechanisms, and this trend is conductive for late-mover companies to embed themselves deeply into wider ecosystem and upgrade the existing dominant logic.

Key words: disruptive innovation, encroachment strategy, value creation, value capture, open business model

张振刚, 陈一华, 尚钰. 如何从破坏性创新中创造并捕获价值——基于开放商业模式的视角[J]. 管理评论, 2023, 35(4): 325-338.

Zhang Zhengang, Chen Yihua, Shang Yu. How to Create and Capture Value from Disruptive Innovation: An Open Business Model Perspective[J]. Management Review, 2023, 35(4): 325-338.

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