Not every coopetitor is the same: The impact of technological, market and geographical overlap with coopetitors on firms’ breakthrough inventions

Long Range Planning - Tập 53 - Trang 101873 - 2020
Yan Yan1, John Qi Dong2, Dries Faems3
1School of Business, Renmin University of China, Beijing, 100872, China
2Faculty of Economics and Business, University of Groningen, 9747 AE Groningen, The Netherlands
3Entrepreneurship and Innovation Group, WHU – Otto Beisheim School of Management, 56179 Vallendar, Germany

Tài liệu tham khảo

Ahuja, 2001, Entrepreneurship in the large corporation: a longitudinal study of how established firms create breakthrough inventions, Strat. Manag. J., 22, 521, 10.1002/smj.176 Anand, 2000, Do firms learn to create value? The case of alliances, Strat. Manag. J., 21, 295, 10.1002/(SICI)1097-0266(200003)21:3<295::AID-SMJ91>3.0.CO;2-O Arts, 2014, Technology familiarity, recombinant novelty, and breakthrough invention, Ind. Corp. Chang., 24, 1215, 10.1093/icc/dtu029 Bell, 2007, Geography, networks, and knowledge flow, Organ. Sci., 18, 955, 10.1287/orsc.1070.0308 Bos, 2017, Concentrating or dispersing alliances within firms: a fragmented alliance portfolio perspective, Strat. Manag. J., 38, 2298, 10.1002/smj.2652 Bouncken, 2013, Innovation in knowledge-intensive industries: the double-edged sword of coopetition, J. Bus. Res., 66, 2060, 10.1016/j.jbusres.2013.02.032 Bouquet, 2008, Weight versus voice: how foreign subsidiaries gain attention from corporate headquarters, Acad. Manag. J., 51, 577, 10.5465/amj.2008.32626039 Breschi, 1997, Sectoral systems of innovation: technological regimes, Schumpeterian dynamics, and spatial boundaries, 130 Byrne, 2011, The role of policy in PV industry growth: past, present and future, 39 Carnabuci, 2013, Where do firms' recombinant capabilities come from? Intraorganizational networks, knowledge, and firms' ability to innovate through technological recombination, Strat. Manag. J., 34, 1591, 10.1002/smj.2084 Chen, 1996, Competitor analysis and interfirm rivalry: toward a theoretical integration, Acad. Manag. Rev., 21, 100, 10.5465/amr.1996.9602161567 Chen, 1992, Nonresponse and delayed response to competitive moves: the roles of competitor dependence and action irreversibility, Acad. Manag. J., 35, 539, 10.2307/256486 Cho, 2015, Network analysis of photovoltaic-related science citation index papers in Korea, J. Renew. Sustain. Energy, 7, 10.1063/1.4938148 Conti, 2014, Learning to be Edison: inventors, organizations, and breaktrhough inventions, Organ. Sci., 25, 833, 10.1287/orsc.2013.0875 Dong, 2017, How central is too central? Organizing interorganizational collaboration networks for breakthrough innovation, J. Prod. Innovat. Manag., 34, 526, 10.1111/jpim.12384 Elfenbein, 2017, Creating and capturing value in repeated exchange relationships: the second paradox of embeddedness, Organ. Sci., 28, 894, 10.1287/orsc.2017.1148 Estrada, 2016, Coopetition and product innovation performance: the role of internal knowledge sharing mechanisms and formal knowledge protection mechanisms, Ind. Mark. Manag., 53, 56, 10.1016/j.indmarman.2015.11.013 Faems, 2019, Multistep knowledge transfer in MNC networks: when do subsidiaries benefit from unconnected sister alliances?, J. Manag. Fleming, 2001, Recombinant uncertainty in technological search, Manag. Sci., 47, 117, 10.1287/mnsc.47.1.117.10671 Furr, 2018, Capabilities, technologies, and firm exit during industry shakeout: evidence from the global solar photovoltaic industry, Srategic Management Journal, 39, 33 Gimeno, 2004, Competition within and between networks: the contingent effect of competitive embeddedness on alliance formation, Acad. Manag. J., 47, 820, 10.2307/20159625 Gnyawali, 2009, Co-opetition and technological innovation in small and medium-sized enterprises: a multilevel conceptual model, J. Small Bus. Manag., 47, 308, 10.1111/j.1540-627X.2009.00273.x Gnyawali, 2011, Co-opetition between giants: collaboration with competitors for technological innovation, Res. Pol., 40, 650, 10.1016/j.respol.2011.01.009 Gnyawali, 2006, Impact of co-opetition on firm competitive behavior: an empriical examination, J. Manag., 32, 507 Greene, 2003 Gruber, 2013, Knowledge recombination across technological boundaries: scientists vs. engineers, Manag. Sci., 59, 837, 10.1287/mnsc.1120.1572 Guan, 2016, Technological proximity and recombinative innovation in the alternative energy field, Res. Pol., 45, 1460, 10.1016/j.respol.2016.05.002 Guan, 2015, The impact of multilevel networks on innovation, Res. Pol., 44, 545, 10.1016/j.respol.2014.12.007 Guellec, 2001, The internationalisation of technology analysed with patent data, Res. Pol., 30, 1253, 10.1016/S0048-7333(00)00149-9 Haans, 2016, Thinking about U: theorizing and testing U and inverted U shaped relationships in strategy research, Strat. Manag. J., 37, 1177, 10.1002/smj.2399 Haleblian, 2006, The influence of acquisition experience and performance on acquisition behavior: evidence from the U.S. commercial banking industry, Acad. Manag. J., 49, 357, 10.5465/amj.2006.20786083 Hargadon, 1997, Technology brokering and innovation in a product development firm, Adm. Sci. Q., 42, 716, 10.2307/2393655 Jaffe, 1993, Geographic localization of knowledge spillovers as evidenced by patent citations, Q. J. Econ., 108, 577, 10.2307/2118401 Jung, 2016, The quest for orginality: a new typology of knowledge search and breakthrough inventions, Acad. Manag. J., 59, 1725, 10.5465/amj.2014.0756 Kaplan, 2015, The double-edged sword of recombination in breakthrough innovation, Strat. Manag. J., 36, 1435, 10.1002/smj.2294 Kapoor, 2015, Complementarities and competition: unpacking the drivers of entrants' technology choices in the solar photovoltaic industry, Strat. Manag. J., 36, 416, 10.1002/smj.2223 Kelley, 2013, Where do breakthroughs come from? Characteristics of high-potential inventions, J. Prod. Innovat. Manag., 30, 1212, 10.1111/jpim.12055 Kogut, 1988, Joint ventures: theoretical and empirical perspectives, Strat. Manag. J., 9, 319, 10.1002/smj.4250090403 Lavie, 2006, The competitive advantage of interconnected firms: an extension of the resource-based view, Acad. Manag. Rev., 31, 638, 10.5465/amr.2006.21318922 Lavie, 2007, Alliance portfolios and firm performance: a study of value creation and appropriation in the U.S. software industry, Strat. Manag. J., 28, 1187, 10.1002/smj.637 Leydesdorff, 2015, Patents as instruments for exploring innovation dynamics: geographic and technological perspectives on “photovoltaic cells”, Scientometrics, 102, 629, 10.1007/s11192-014-1447-8 Lublinski, 2003, Does geographic proximity matter? Evidence from clustered and non-clustered aeronautic firms in Germany, Reg. Stud., 37, 453, 10.1080/0034340032000089031 Luca, 2007, Market knowledge dimensions and cross-functional collaboration: examining the different routes to product innovation performance, J. Market., 71, 95, 10.1509/jmkg.71.1.95 Mascitelli, 2000, From expereince: harnessing tacit knowledge to achieve breakthrough innvoation, J. Prod. Innovat. Manag., 17, 179, 10.1111/1540-5885.1730179 McCann, 2016, Agglomeration and the choice between acquisitions and alliances: an information economics perspective, Strat. Manag. J., 37, 1085, 10.1002/smj.2387 Nelson, 1994, Why do firms differ, and does it matter?, 121 Nieto, 2007, The importance of diverse collaborative networks for the novelty of product innovation, Technovation, 27, 367, 10.1016/j.technovation.2006.10.001 Oxley, 2004, The scope and governance of international R&D alliances, Strat. Manag. J., 25, 723, 10.1002/smj.391 Park, 1996, When competition eclipses cooperation: an event history analysis of joint venture failure, Manag. Sci., 42, 875, 10.1287/mnsc.42.6.875 Park, 2014, Impact of coopetition in the alliance portfolio and coopetition experience on firm innovation, Technol. Anal. Strat. Manag., 26, 893, 10.1080/09537325.2014.913016 Park, 2014, Walking the tight rope of coopetition: impact of competition and cooperation intensities and balance on firm innovation performance, Inustrial Marketing Management, 43, 210, 10.1016/j.indmarman.2013.11.003 Park, 2018, The impact of knowledge worker mobility through an acquisition on breakthrough knowledge, J. Manag. Stud., 55, 86, 10.1111/joms.12320 Phelps, 2010, A longitudinal study of the influence of alliance network structure and composition on firm exploratory innovation, Acad. Manag. J., 53, 890, 10.5465/amj.2010.52814627 Phene, 2006, Breakthrough innovations in the U.S. biotechnology industry: the effecs of technoloigcal space and geographic origin, Strat. Manag. J., 27, 369, 10.1002/smj.522 Piezunka, 2015, Distant search, narrow attention: how crowding alters organizations' filtering of suggestions in crowdsourcing, Acad. Manag. J., 58, 856, 10.5465/amj.2012.0458 Pouder, 1996, Hot spots and blind spots: geographical clusters of firms and innovation, Acad. Manag. Rev., 21, 1192, 10.5465/amr.1996.9704071867 Reagans, 2003, Network structure and knowledge transfer: the effects of cohesion and range, Adm. Sci. Q., 48, 240, 10.2307/3556658 Ritala, 2013, Incremental and radical innovation in coopetition — the role of absorptive capacity and appropriability, J. Prod. Innovat. Manag., 30, 154, 10.1111/j.1540-5885.2012.00956.x Ritala, 2014, Coopetition for radical innovation: technology, market and business-model perspectives, Technol. Anal. Strat. Manag., 26, 155, 10.1080/09537325.2013.850476 Ritala, 2015, Knowledge sharing, knowledge leaking and relative innovation performance: an empirical study, Technovation, 35, 22, 10.1016/j.technovation.2014.07.011 Ryu, 2018, Geographic co-location of partners and rivals: implications for the design of r&d alliances, Acad. Manag. J., 61, 945, 10.5465/amj.2016.0416 Sammarra, 2008, Heterogeneity and specificity of inter-firm knowledge flows in innovation networks, J. Manag. Stud., 45, 800, 10.1111/j.1467-6486.2008.00770.x Schilling, 2009, Understanding the alliance data, Strat. Manag. J., 30, 233, 10.1002/smj.731 Sears, 2014, Technological overlap, technological capabilities, and resource recombination in technological acquisitions, Strat. Manag. J., 35, 48, 10.1002/smj.2083 Shane, 2000, Prior knowledge and the discovery of entrepreneurial opportunities, Organ. Sci., 11, 448, 10.1287/orsc.11.4.448.14602 Söderblom, 2015, Inside the black box of outcome additionality: effects of early-stage government subsidies on resource accumulation and new venture performance, Res. Pol., 44, 1501, 10.1016/j.respol.2015.05.009 Song, 2003, Learning-by-hiring: when is mobility more likely to facilitate interfirm knowledge transfer?, Manag. Sci., 49, 351, 10.1287/mnsc.49.4.351.14429 Srivastava, 2011, When do relational resources matter? Leveraging portfolio technological resources for breakthrough innovation, Acad. Manag. J., 54, 797, 10.5465/amj.2011.64870140 Stock, 2002, A survey of weak instruments and weak identification in generalized method of moments, J. Bus. Econ. Stat., 20, 518, 10.1198/073500102288618658 Stuart, 2000, Interorganizational alliances and the performance of firms: a study of growth and innovation rates in a high-technology industry, Strat. Manag. J., 21, 791, 10.1002/1097-0266(200008)21:8<791::AID-SMJ121>3.0.CO;2-K Subramanian, 2017, Linking alliance portfolios to recombinant innovation: the combined effects of diversity and alliance experience, Long. Range Plan., 50, 636, 10.1016/j.lrp.2016.11.001 Tsai, 2002, Social structure of “coopetition” within a multiunit organization: coordination, competition, and intraorganizational knowledge sharing, Organ. Sci., 13, 179, 10.1287/orsc.13.2.179.536 Wagner, 2014, Overcoming localization of knowledge — the role of professional service firms, Strat. Manag. J., 35, 1671, 10.1002/smj.2174 Wu, 2012, Knowledge flows in the solar photovoltaic industry: insights from patenting by Taiwan, Korea, and China, Res. Pol., 41, 524, 10.1016/j.respol.2011.10.007 Zaheer, 2000, Strategic networks, Strat. Manag. J., 21, 203, 10.1002/(SICI)1097-0266(200003)21:3<203::AID-SMJ102>3.0.CO;2-K Zheng, 2015, Does familiarity foster innovation? The impact of alliance partner repeatedness on breakthrough innovations, J. Manag. Stud., 52, 213, 10.1111/joms.12112