ABSTRACT

This study investigates the dynamic evolution of coopetition between giant entrants from different industries and incumbent leaders, and the role of coopetition in industry leadership battles in a convergent segment. We analyse the case of coopetition between Apple and Samsung in the smartphone industry, taking both a broad perspective and a more focused approach. Our findings suggest that in convergent situations, innovative leaders from other industries are likely to enter newly convergent segments and coopetition between giant entrants and incumbents plays an important role in the industry leadership battles. Also, from the dynamic perspective, the cooperative relationships between giant entrants and incumbents can change to coopetition over time. Thus, the way to value creation will change across the stages of the coopetition and balance is critical for the continuation of a coopetitive relationship.

摘要

本研究调查了来自不同行业的巨头进入者与现任领导者之间竞争的动态演变，以及竞争在融合细分市场中的行业领导权争夺战中的作用。我们分析了苹果和三星在智能手机行业的竞争案例，既采取了更广阔的视角，也采取了更有针对性的方法。我们的研究结果表明，在融合情况下，来自其他行业的创新领导者可能会进入新的融合领域，巨头进入者与现有企业之间的竞争在行业领导权之争中发挥着重要作用。此外，从动态的角度来看，巨头进入者和在位者之间的合作关系会随着时间的推移而转变为合作竞争。因此，