| Industrial organization evolution research probes into the dynamic changes of industrial organization and the predominant factors on them. With the thriving of information technology from the 1990s, the former large enterprises of vertical integration have disintegrated successively, taken the new shape of modular organization, and eventually developed into the highly-specialized industrial clusters for the sake of geographic concentration. Modularization of industrial organization and specialization of regional industry have become the major development trends in developed countries. Some scholars even hold the view that modularization is the essence of new industrial structure. All that illustrated above have endowed evolution of industrial organization with brand-new research contents under modular division of labor.As well, domestic scholars have conducted correspondent researches on evolution of modular organization in China from various perspectives. For example, some scholars have adopted the neo-classical methods to study the emergence of modular organization in the position of labor division; others have laid research emphasis on the influence of the development of modular organization on China's enterprises and industries, in micro and macro way respectively. Nevertheless, no well-rounded theatrical model has not been found to elaborate the characteristics and rules during the evolution, depicting the process from competition to monopoly, and then to modular division.Practice of industrial development in China show that optimization and upgrading of the industrial structure has always been the focus of the academics. However, domestic researchers who expertise on optimization and upgrading of the industrial structure, as well as modular organization so far, mainly concentrate on the upgrading of intra-industry value chain or specific upgrading path of given industries. On the other hand, the influence of modular organization on intra-industry upgrading has not been covered. Moreover, although the optimization and specialization of regional industrial structure remains a major realistic problem to be dealt with urgently, researches under the perspective of modular division are still quite rare. Lead by theoretical research of industrial organization, evolutionary economics, new institutional economics and methodology of new economic geography, this dissertation employ theoretical analysis and empirical research to conceive a theoretical framework and model of industrial organization evolution under the circumstance of modular division, and then specify the impact of modular organization evolution on the development of China's industry.First of all, this dissertation has discovered the determinant factors of industrial organization evolution through exploration of the impact of three technological revolutions on industrial organization evolution with the application of techno-economic paradigm. On the basis, the influencing mechanism how technique and institution propel industrial organization evolution is generalized in the dissertation, and a relevant theoretical model is built accordingly. The main conclusion is drawn as follows:scale economy and technology progress brought by the industrial revolution promoted the integration of industrial organization; the fall of endogenous transaction cost brought by information revolution promoted the longitudinal disintegration of industrial organization; the fall of exogenous transaction cost brought by the change of transportation pattern promoted the geographic concentration of industrial organization. The interaction of the above three forces prompted industrial organization to constantly evolve from competition to monopoly, then to modularization and present three different features, namely horizontal integration, longitudinal integration as well as industrial geographic concentration.Further, backed up by nationwide questionnaire data covering various industries such as IT, mobile industry and financial industry, this dissertation reveals the sluggish development of China's modular organization and disequilibrium of development between different regions. As a whole, the development of modularization in China is experiencing the critical step of transition from modularization of market to modularization of organization, with the overall development still at a relatively low level. In terms of the classification of modular organization, the modularization of foreign-funded enterprises is at a higher development level than that of state-owned enterprises and private enterprises, the modularization of system integrators higher than that of module suppliers, the modularization of special module suppliers higher than that of general module suppliers, and the modularization of enterprises in the eastern regions higher than that of enterprises in middle and west regions.Finally, this dissertation analyzes the present development situation of China's modular organization, with the application of the model above to the researches of the optimization of China's regional industrial structure and industrial upgrading, and explores the general rules of evolution of China's regional industrial specialization and the specific routines for inter-industry and intra-industry upgrading. The theoretical and empirical study on regional industrial specialization indicates that:on the basis of modular division, the level of regional industrial specialization presents a U-shaped curve, with the effects of the technology progress and change of transaction cost. Now that the evolution rules of China's regional industrial specialization agree with the rules of U-shaped curve, a boost should be given to the optimization and specialization of regional industrial structure by narrowing down the gaps between the eastern, central and western areas in terms of wage level, construction of transportation infrastructures, foreign trade and foreign direct investment.An extended product space model indicates that:as far as industrial upgrading is concerned, large enterprises reveal more advantages than medium-sized and small enterprises in developing modular organization and upgrading the inter-industry with wide technical gaps. On one hand, the development of modular organization accelerates the integration of information industry and traditional industry, enabling enterprises to gain higher upgrading profits. On the other hand, it confines the enterprises of developing countries to the production of peripheral modular products, thus lowering their upgrading profits. On the whole, the development of modular organization reduces the capital cost that developing countries need in the shift to the production of new products. Through subsidies given to core modular technology by government, not only can enterprises in developing countries obtain the high yields coming from producing core modular products, but also enjoy the low cost brought by modular technology by means of outsourcing.The major innovations of this paper are as follows:Firstly, it fits market concentration rate and space concentration rate into one framework of theoretical analysis, which effectively compasses all sorts of characteristics on modularization of industrial organization under the traditional monopoly-competition framework of analysis. Based on the analysis above, it deduces the influence mechanism of technology progress, endogenous transaction cost and exogenous transaction cost on industrial organization and then comes up with a theoretical model of the dynamic evolution of industrial organization.Secondly, it makes a thorough and in-depth analysis on the overall development of the modular organization and proposes suggestions for improvement accordingly, with the help of questionnaire date collected from a nationwide survey covering industries, such IT, automobile industry and financial industry.Thirdly, it conducts a comprehensive empirical research on evolution law of China's regional industrial specialization, which provides an alternative for optimization of China's regional industrial structure. Through researches on theoretical model of relation between modularization development and inter-industry as well as the case on automobile industry, the paper also indicates a possibly right direction for the upgrading of China's industrial structure, which is well worth to be concerned.
|
PDF Full Text Request