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Related yet diverging sectoral systems: telecommunications equipment and semiconductors in China

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  • Jiang Yu
  • Franco Malerba
  • Pamela Adams
  • Yue Zhang

Abstract

This study examines the evolution of the telecommunications equipment and semiconductor industries in China from 1978 to 2012 using the sectoral systems framework. The article advances research on sectoral systems by examining the diverging evolution of two vertically related industries from a common starting point. In one case, system factors worked to foster global competitiveness, while in the other case, system factors slowed the formation of a competitive industry. The findings contribute to research on industrial dynamics and catching up by suggesting that the characteristics of vertically integrated industries may be seen as two sectoral systems that interact and influence the speed and direction of innovation and industrial development of each other’s industries.

Suggested Citation

  • Jiang Yu & Franco Malerba & Pamela Adams & Yue Zhang, 2017. "Related yet diverging sectoral systems: telecommunications equipment and semiconductors in China," Industry and Innovation, Taylor & Francis Journals, vol. 24(2), pages 190-212, February.
    • Handle: RePEc:taf:indinn:v:24:y:2017:i:2:p:190-212
    DOI: 10.1080/13662716.2016.1224709
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    Cited by:

    1. Li, Daitian & Capone, Gianluca & Malerba, Franco, 2019. "The long march to catch-up: A history-friendly model of China’s mobile communications industry," Research Policy, Elsevier, vol. 48(3), pages 649-664.
    2. Mobeen Ur Rehman & Wafa Ghardallou & Nasir Ahmad & Xuan Vinh Vo & Sang Hoon Kang, 2024. "Does effect of risk and uncertainties on US sectoral returns differ across different investment horizons and market conditions," Risk Management, Palgrave Macmillan, vol. 26(1), pages 1-49, February.
    3. Yu, Jiang & Liu, Rui & Chen, Feng, 2020. "Linking institutional environment with technological change: The rise of China's flat panel display industry," Technological Forecasting and Social Change, Elsevier, vol. 151(C).
    4. Zabala-Iturriagagoitia, Jon Mikel & Porto Gómez, Igone & Aguirre Larracoechea, Urko, 2020. "Technological diversification: a matter of related or unrelated varieties?," Technological Forecasting and Social Change, Elsevier, vol. 155(C).

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