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Research on Leap-forward Development Path of Disruptive Innovation Based on Modularization and Value Network: A Case Study of Geely Auto Group |
Zhang Shusheng1,Chen Jin2,3,Yang Jiaqi1 |
(1. Faculty of Business Administration, Shanxi University of Finance and Economics, Taiyuan 030006, China;2. School of Economics and Management, Tsinghua University, Beijing 100084, China;3. Research Center for Technological Innovation,Tsinghua University,Beijing 100084, China) |
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Abstract Later-developed enterprises in the global modular production network have been locked in the low-end state of value creation for a long time, and disruptive innovation has become a sharp weapon to break the dilemma of upgrading and achieve leapfrog development. Based on the 20 years' rapid growth of Geely Auto Group into an incumbent company in China, this paper explores the intrinsic mechanism of Geely's successful disruptive innovation from the perspective of modularization and value network. The research finds that the incumbent creates disruptive innovators in the Chinese context, and the key to disruptive innovation is the upgrading of value network. The mature modular environment of the automobile industry promotes the disruptive innovation of Geely. According to the evolution track of Geely's product, cost model, product attribute ranking and technology paradigm, four stages of Geely's disruptive innovation leapfrog development path are identified, and the internal logical relationship between each stage's upgrading model and each stage's development is clarified, and then a complete leapfrog development path of Geely's disruptive innovation is constructed.
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Received: 08 June 2020
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