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Catch-up strategy of an emerging firm in an emerging country: analysing the case of Huawei vs. Ericsson with patent data

机译:新兴国家的新兴公司追赶战略:通过专利数据分析华为与爱立信的案例

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摘要

The telecommunication system industry has long been dominated by the Swedish giant, Ericsson. Huawei, a newly emerged firm from China, entered the industry, grew rapidly, and finally overtook Ericsson in terms of sales in 2012. Given the rarity of this phenomenon, this study seeks to explain how this became possible. We first verified that Huawei's market share catch-up is rather owing to its technological capabilities than its cost advantages. Then, our analysis of the European patents shows that Huawei grew rapidly by developing technologies that are different from those of Ericsson, and that the former relies more on recent and scientific knowledge in its innovation strategies. This study suggests that creating one's own technological path rather than following the path of the incumbents could be a viable strategy for successful technological catch-up.
机译:长期以来,电信系统行业一直由瑞典巨头爱立信主导。来自中国的一家新兴公司华为进入了该行业,发展迅速,最终在2012年的销售额超过了爱立信。鉴于这种现象的稀有性,本研究试图解释这种可能性。我们首先证明,华为的市场份额追赶主要是由于其技术能力而不是其成本优势。然后,我们对欧洲专利的分析表明,华为通过开发与爱立信不同的技术而迅速发展,并且前者在创新策略上更多地依赖于最新的科学知识。这项研究表明,创建自己的技术道路而不是遵循现有企业的道路可能是成功进行技术追赶的可行策略。

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