Related yet diverging sectoral systems: telecommunications equipment and semiconductors in China
研究1978-2012年中国电信设备与半导体产业的演化，发现两个垂直相关产业从相同起点走向分化，系统因素分别促进或阻碍了全球竞争力，对理解产业追赶有启示。
This study examines the evolution of the telecommunications equipment and semiconductor industries in China from 1978 to 2012 using the sectoral systems framework. The article advances research on sectoral systems by examining the diverging evolution of two vertically related industries from a common starting point. In one case, system factors worked to foster global competitiveness, while in the other case, system factors slowed the formation of a competitive industry. The findings contribute to research on industrial dynamics and catching up by suggesting that the characteristics of vertically integrated industries may be seen as two sectoral systems that interact and influence the speed and direction of innovation and industrial development of each other’s industries.