Intra-chain Climbing and Cross-chain Embedding: Co-evolution of Dynamic Capabilities in EMS Enterprises——A Longitudinal Case Study Based on Sanmina

Abstract

Abstract:

The evolution of dynamic capabilities is an interactive matching process between organization and environment. However, existing researches explore the generation and evolution mechanism of dynamic capabilities mainly from the micro level, ignoring the fact that dynamic capabilities are constantly evolving in the macro environment of global value chain upgrading; and global value chain upgrade researches based on GVC Governance Paradigm relatively neglect the endogenous dynamic process of capability formation and development at the firm level. Through the case study of Sanmina, this paper reveals the internal mechanism of the co-evolution of EMS firm's dynamic capabilities in the process of global value chain upgrading and reconstruction, and further elaborates the step-change process of the dynamic capabilities upgrading in different stages. Our study finds that the process of global value chain upgrading passes through three stages:the right intra-chain climbing, the left intra-chain climbing and the cross-chain embedding, which respectively correspond to different levels of dynamic capabilities. The evolution of dynamic capabilities is a stepping process of dynamic capabilities:from the first-order dynamic capability step to the second-order dynamic capability, and then step to the third-order dynamic capability. Behind the global value chain upgrade of EMS firm is a co-evolutional process of dynamic capabilities, that is, the dynamic capabilities step-change and upgrading supports the EMS firm's global value chain climbing and cross-chain embedded activities, while the latter provide opportunities and resource bases for the evolution and upgrading of dynamic capabilities.

Key words: intra-chain climbing, cross-chain embedding, dynamic capabilities, co-evolution

Wang Yimin, Zhao Zhibin, Xu Meng. Intra-chain Climbing and Cross-chain Embedding: Co-evolution of Dynamic Capabilities in EMS Enterprises——A Longitudinal Case Study Based on Sanmina[J]. , 2019, 31(1): 279-292.

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