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Platform leadership and supply chains: Intel, Centrino, and the restructuring of Wi‐Fi supply
Journal of Economics & Management Strategy ( IF 2.245 ) Pub Date : 2020-11-20 , DOI: 10.1111/jems.12409
Roberto Fontana 1, 2 , Shane Greenstein 3
Affiliation  

In this paper we examine Intel's launch of Centrino and interpret it as platform leader's attempt to restructure a supply chain. We provide a narrative of key actions and how they coordinated changes and offer a framework of the predictable consequences for complementary markets. We then collect data and test these predictions on outcomes in several related complementary markets. The overall findings are consistent with our framework. We show that the launch of Centrino increased the likelihood of exit from internal and external Wi‐Fi cards markets, and we find that the magnitude of the effect was largest for internal cards. We also show that the launch of Centrino's stimulated product introduction in the markets for complements overall and find that the effect varied across type of routers. Finally, we show that experience with producing Wi‐Fi cards shaped product introduction by router providers.

中文翻译:

平台领导者和供应链:英特尔,迅驰和Wi-Fi供应商的重组

在本文中,我们研究了英特尔推出Centrino的情况,并将其解释为平台领导者重组供应链的尝试。我们提供关键行动的叙述以及它们如何协调变化,并为互补市场提供可预测的后果的框架。然后,我们收集数据并在几个相关的互补市场中测试这些对结果的预测。总体结果与我们的框架一致。我们发现,迅驰的推出增加了退出内部和外部Wi-Fi卡市场的可能性,并且我们发现,这种影响的幅度对于内部卡最大。我们还表明,迅驰刺激产品的推出在市场上起到了整体的补充作用,并发现效果因路由器类型而异。最后,
更新日期:2020-11-20
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