Unrelated diversification in latecomer contexts: Emergence of the Chinese solar photovoltaics industry

被引:60
作者
Binz, Christian [1 ,2 ]
Anadon, Laura Diaz [3 ,4 ]
机构
[1] Eawag Swiss Fed Inst Aquat Sci & Technol, Ueberlandstr 133, CH-8600 Dubendorf, Switzerland
[2] Lund Univ, CIRCLE, S-22362 Lund, Sweden
[3] Univ Cambridge, Dept Land Econ, Cambridge CB3 9EP, England
[4] Harvard Univ, John F Kennedy Sch Govt, Belfer Ctr Sci & Int Affairs, Cambridge, MA 02138 USA
基金
瑞士国家科学基金会;
关键词
Unrelated diversification; Cleantech; Path creation; Catching-up; Innovation system; Solar photovoltaics; China; TECHNOLOGICAL-INNOVATION SYSTEMS; EVOLUTIONARY ECONOMIC-GEOGRAPHY; GLOBAL VALUE CHAINS; SUSTAINABILITY TRANSITIONS; MULTILEVEL PERSPECTIVE; INDIGENOUS INNOVATION; DEVELOPING-COUNTRIES; SPATIAL PERSPECTIVE; COMBINING INSIGHTS; EMERGING ECONOMIES;
D O I
10.1016/j.eist.2018.03.005
中图分类号
X [环境科学、安全科学];
学科分类号
08 ; 0830 ;
摘要
New industries emerge in increasingly complex spatial patterns that challenge existing explanations of industrial path creation. In particular, the case of latecomer regions building up industries in fields that are unrelated to their previous industrial capabilities is not well understood in the literature. This paper aims to address this gap by expanding on an analytical framework that draws on innovation studies and catching-up literature to characterize unrelated diversification processes in latecomer contexts. A case study in the Chinese solar photovoltaics (PV) sector reveals an industry formation process that differs from traditional models of industry formation. The PV industry emerged from a highly internationalized entrepreneurial project in which Chinese firms directly mobilized knowledge, markets, investment and technology legitimacy developing outside China and combined them with the country's generic capabilities in mass-manufacturing. In some industries, globalization thus enables a new model of industry formation that heavily draws heavily on extra-regional system resources.
引用
收藏
页码:14 / 34
页数:21
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