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| Innovation Network's Dual Embeddedness, Network Coupling and Industry Upgrading:An Empirical Analysis Based on the Panel Data of Listed Companies |
| Meng Qingshi1,2,Xiong Li2,Yu Jiang3,4,Chen Feng4 |
| (1. School of Cultural Heritage and Information Management, Shanghai University, Shanghai 200444, China; 2. School of Management, Shanghai University, Shanghai 200444, China; 3. Institutes of Science and Development, Chinese Academy of Sciences, Beijing 100190, China; 4. School of Public Policy and Management, University of Chinese Academy of Sciences, Beijing 100049, China) |
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Abstract In the background of global digital innovation, value creating model in traditional products and services is undergoing change. In order to reduce the risk brought by technical uncertainty, innovators and investors of emerging industries tend to focus on mature industry areas and reduce risk by joint investment on technology innovation process or dual innovation strategies.Therefore, innovation decisions based on firms' managers exist at the same time in the innovation cooperation network between firms and the relationship network based on joint investment between shareholders, that is, the dual embedding of innovation network.In the industrial innovation network composed of industrial technological innovation actors, the heterogeneous resource endowment owned by different actors is the internal power that determines the formation, development and evolution of the network community structure and potential technological track formed by the cooperation between actors.Based on the impact analysis of individual characteristics of innovation and other individual-level elements on the overall transformation and upgrading of the industry, it can be seen that technological innovation in the flat panel display industry is intensive, and most firms are cross-field innovators.The high correlation between industrial technologies makes it more difficult to integrate new technologies into the existing technological system. Therefore, the dual network embedding will make the innovation cooperation closer, and the relationship between firms and shareholders will produce coupling, jointly affecting the innovation and development of the industry. This paper attempts to reveal the complex and dynamic mechanism of how individual-level industrial network affect industrial innovation and upgrading and provide references for multiple innovation embedding research.
In this paper, the panel data model of 291 listed companies in the flat panel display industry from 2009 to 2020 is constructed to empirically analyze the impact of innovation network factors on industrial development in industry upgrading from the perspective of dual network embedding.In order to increase the coverage and representativeness of firm samples, this paper chooses the representative flat panel display industry in the field of electronic information. As a basic and integrated and spanning industry, it includes multiple new generation information technology fields, and its technological innovation and technological evolution conform to borderless and modular characteristics of digital innovation.Considering that the Growth Enterprise Market in China was established in 2009, and the rapid development of China's flat panel display industry began in 2009 (it entered the period of rapid development after 2010 according to the comprehensive trend of technology and market development), the time range of sample data selection is set from 2009 to 2020.The patent data of sample firms were retrieved from Derwent Innovations Index database, and the adjacent matrix of innovation cooperation between firms from 2009 to 2020 was constructed based on patent cooperation application and Matlab software programming. Meanwhile, the data of top ten shareholders of 291 firms by shareholding was extracted from Wind database, and the shareholder relationship network was constructed based on joint investment behaviors.With the data of innovation network embedding and industry upgrading, the negative binomial regression model is used to test the theoretical hypothesis.
It is found that the connectivity and community scale of companies' individual innovative network, density of stockholders’ relation network and companies’ innovative capability have positive impacts on industry upgrading. Because of the negative influence of innovation decision conflict between manager and investor on industry upgrading, the network connectivity and companies’ R&D investment will be unfavorable for industry upgrading under the influence of overly dense relations between stockholders. The research results also show that the industry upgrading is a dynamics process including multiple dimensions comprised of companies’ individual innovation, innovative collaboration between firms and investors. Further research shall be focused on how to reduce the uncertainty of digital innovation and make effective use of the networked and innovation collaboration mechanism.
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Received: 08 November 2021
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