数字化转型驱动制造企业颠覆性创新的路径分析

Path Analysis of Digital Transformation Driving Disruptive Innovation in Manufacturing Firms

摘要:

在深度融合人工智能、大数据分析、云计算架构以及区块链技术等新型数字技术的背景下，企业发展进入数字时代，数字化转型已经成为制造企业获取颠覆性创新优势的重要途径，但目前关于数字化转型驱动制造企业颠覆性创新的相关研究讨论较少，且更为具体的路径研究尚不明晰。鉴于此，基于“技术—组织—环境”（TOE）框架，构建数字化转型驱动制造企业颠覆性创新的研究框架，并采用必要条件分析（NCA）与模糊集定性比较分析（fsQCA）结合的研究方法，选取中国25家制造企业作为研究对象，分析数字化转型不同条件因素对促进制造企业颠覆性创新的共同作用，进而系统探究数字化转型驱动制造企业颠覆性创新的组态路径。结果发现：（1）数字化转型驱动制造企业颠覆性创新是技术、组织及环境多方面条件协同、价值共创的结果，单一条件难以成为实现颠覆性创新的必要条件；（2）存在数字技术嵌入平台驱动型、数字技术协同战略融合型、数字平台集聚人才协同型与转型战略整合资金支持型共4条组态路径；（3）在数字化转型驱动制造企业颠覆性创新不同组态路径中条件因素发挥作用程度存在差异。

Abstract:

In the context of deep integration of new digital technologies such as artificial intelligence, big data analytics, cloud computing architecture, and blockchain technology, corporate development has entered the digital age, and digital transformation has become a crucial pathway for manufacturing firms to gain disruptive innovation advantages, but at present there are fewer discussions on the relevant research on digital transformation to drive the disruptive innovation of manufacturing firms, and the more specific path of the research is not yet clear. In light of this, based on the technology-organization-environment(TOE) framework, a research framework for disruptive innovation in manufacturing firms driven by digital transformation is constructed. The research method of combining necessary condition analysis (NCA) and fuzzy set qualitative comparative analysis (fsQCA) is adopted, and 25 manufacturing firms in China are selected as the research objects to analyze the common role of different condition factors of digital transformation in promoting disruptive innovation of manufacturing firms, and then systematically explore the group path of disruptive innovation of manufacturing firms driven by digital transformation. The results show that: (1) Digital transformation drives disruptive innovation in manufacturing firms, which is the result of the coordination and value co-creation of multiple conditions in technology, organization and environment, and a single condition is hardly necessary to achieve disruptive innovation; (2) There are four configuration paths: digital technology embedded platform driven, digital technology coordinated strategic integration, digital platform talent aggregation coordinated, and transformation strategy integrated financial support; (3) There are differences in the degree to which conditional factors play a role in different configuration paths of disruptive innovation of manufacturing firms driven by digital transformation.