Tracing competencies and product requirements in technology space: a new perspective on firm and industry evolution
将资源基础观与演化视角结合，把企业技术能力和产品技术要求投射到技术空间地图上，研究其随时间变化的位置，并以1993-2012年移动电话产业为例，对比新进入者苹果、谷歌与老牌企业爱立信、摩托罗拉、诺基亚、RIM，揭示企业动态定位与识别机会威胁的重要性。
Abstract This paper combines a resource-based perspective with a dynamic, evolutionary perspective to study firm and industry evolution. The technological competencies of firms and the technological requirements of products are projected onto a map of technology space where respective positions can be studied as a function of time. The potential of the developed approach is demonstrated by shedding new light on the mobile phone industry from 1993 to 2012, comparing new entrants Apple and Google with incumbents Ericsson, Motorola, Nokia, and RIM. Findings highlight the importance of firms’ abilities to orient and situate themselves in their dynamic environments and to recognize and act upon opportunities and threats that result from evolving technological supply and demand.