組織学会大会論文集
Online ISSN : 2186-8530
ISSN-L : 2186-8530
分断的イノベーションによる市場シェア逆転メカニズムの分析
石井 昌宏網倉 久永
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ジャーナル フリー

2013 年 2 巻 1 号 p. 88-93

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Christensen (1997) describes market share turnaround processes, based on intensive case studies of Hard Disk Drive, or HDD industry. Even though established large firms are vulnerable to disruptive innovations, previous models have not explained the underlying mechanism definitively. To address this issue, we develop and use a modified Adner and Zemsky (2005) model. In this non-cooperative game model, two firms are assumed to supply same type of product. One firm, which is assumed to be an initial significant occupant of the market, offers products manufactured with mainly established technologies, and these are superior on the primary dimension. The other firm tries to make horizontal differentiation with new technologies. The demand depends on a net effect which represents switching cost, network externality of existing products, the value created by the new technologies and so on. This enables us to consider various relations between established and new products. So we show an example in which the new product ends up a niche (secondary or isolated) market because of the cost and other advantages gained by the established technology-firm. In contrast, there is a case where the firm adopting the new technology dominates the markets and enjoys the monopoly price. Here, the new technology-product is considered to win high evaluation by consumers. This case also implies that the cost advantage is not the necessary condition for the occurrence of disruptive innovations.

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© 2013 特定非営利活動法人 組織学会
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