Journal of Korea Technology Innovation Society (기술혁신학회지)

Korea Technology Innovation Society (한국기술혁신학회)
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Strategic Behavioral Characteristics of Co-opetition in the Display Industry

디스플레이 산업에서의 협력-경쟁(co-opetition) 전략적 행동 특성

  • Received : 2017.02.17
  • Accepted : 2017.06.12
  • Published : 2017.09.30
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Abstract

It is more salient in the high-tech industry to cooperate even among competitors in order to promptly respond to the changes in product architecture. In this sense, 'co-opetition,' which is the combination word between 'cooperation' and 'competition,' is the new business term in the strategic management and represents the two concepts "simultaneously co-exist." From this view, this study set up the research purposes as follows: 1) investigating the corporate managerial and technological behavioral characteristics in the co-opetition of the global display industry. 2) verifying the emerging factors during the co-opetition behavior hereafter. 3) suggesting the strategic direction focusing on the co-opetition behavioral characteristics. To this end, this study used co-word network analysis to understand the structure in context level of the co-opetition. In order to understand topics on each network, we clustered the keywords by community detection algorithm based on modularity and labeled the cluster name. The results show that there were increasing patterns of competition rather than cooperation. Especially, the litigations for mutual control against Korean firms much more severely occurred and increased as time passed by. Investigating these network structure in technological evolution perspective, there were already active cooperation and competition among firms in the early 2000s surrounding the issues of OLED-related technology developments. From the middle of the 2000s, firm behaviors have focused on the acceleration of the existing technologies and the development of futuristic display. In other words, there has been competition to take leadership of the innovation in the level of final products such as the TV and smartphone by applying the display panel products. This study will provide not only better understanding on the context of the display industry, but also the analytical framework for the direction of the predictable innovation through analyzing the managerial and technological factors. Also, the methods can support CTOs and practitioners in the technology planning who should consider those factors in the process of decision making related to the strategic technology management and product development.

제품 수명주기의 급격한 단축화와 기술융합의 가속화와 같은 환경 변화의 대응 방안으로서 경쟁뿐만 아니라 기업 간 협력의 중요성도 강조되고 있다. 이러한 관점에서 본 연구는 디스플레이 산업에서 나타나는 코피티션의 맥락과 동향을 파악하고자 다음과 같은 연구목적 하에 연구를 진행하였다. 첫째, 전 세계 디스플레이 산업에서 기업들의 협력과 경쟁을 결정하는 경영 및 기술 관련 행위의 특성을 규명한다. 둘째, 전 세계 디스플레이 산업에서 협력과 경쟁 행위에서 향후 중요하게 부각되는 요소를 파악한다. 셋째, 한국의 디스플레이 산업에서 협력과 경쟁 행위의 특징과 향후 견지해야 할 전략적 방향을 제시한다. 이를 위하여, 최근 15년간의 전 세계 기업들의 협력 및 경쟁 행위 관련 정보를 수집하였으며, 기술시장의 전환시점을 고려하여 이를 두 기간으로 구분하였다. 기업 행위 정보를 이용하여 구축한 키워드 네트워크의 네트워크 지표 분석과 군집 분석을 통해 전 세계 기업과 국내 기업의 코피티션 동향을 비교 분석하였다. 분석 결과, 디스플레이 산업에서의 코피티션은 다양한 주제가 분산되어 나타나기보다는 특정 주제들이 중심이 되어 협력과 경쟁 활동을 주도하는 경향을 보였으며, 한국의 파생기술과 산업주도권 선점을 위한 선제적 활동이 두드러지게 나타났다. 본 연구는 전 세계 디스플레이 산업에서 나타나는 기술 분야의 전조 현상 및 이와 관련한 전략적 행동들을 포착하고, 한국 기업들의 선제적 역할을 파악하였다는데 의의가 있다. 연구결과는 향후 제품개발 및 기술마케팅 혁신 방향의 예측가능성을 제시하는데 활용 가능할 것으로 기대된다.

Keywords

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