Spatial lifecycles of cleantech industries - The global development history of solar photovoltaics
Spatial lifecycles of cleantech industries - The global development history of solar photovoltaics
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DOI：
10.1016/j.enpol.2016.10.034
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发表时间：
2017-02
期刊：
影响因子：
9
通讯作者：
C. Binz;T. Tang;J. Huenteler
中科院分区：
文献类型：
--
作者：
C. Binz;T. Tang;J. Huenteler
新产业在日益全球化的网络中发展，其动态并不为学术界和决策者所充分理解。太阳能光伏（PV）是一个很好的例子，在很短的时间内经历了几次空间组织的变化。最近出现了一场激烈的争论，争论的焦点是新清洁技术领域的空间动态是否符合现有的行业生命周期模型，或者全球化是否创造了文献中未充分解释的新生命周期模式。本文基于对太阳能光伏行业定量数据的广泛分析来解决这个问题。包含86，000项专利以及制造和销售记录的综合全球数据库用于分析1990年至2012年间光伏行业创新、制造和市场部署活动的地理变化。分析揭示了空间生命周期模式，在制造和市场活动中具有低于预期的先发优势，新兴经济体的公司更早进入制造和知识创造领域。我们讨论了这些研究结果对发达国家和新兴经济体公司竞争地位的影响，为行业生命周期理论推导出新的程式化假设，并勾勒出反映新兴清洁技术行业全球相互依存关系的政策方法。
New industries develop in increasingly globalized networks, whose dynamics are not well understood by academia and policy making. Solar photovoltaics (PV) are a case in point for an industry that experienced several shifts in its spatial organization over a short period of time. A lively debate has recently emerged on whether the spatial dynamics in new cleantech sectors are in line with existing industry lifecycle models or whether globalization created new lifecycle patterns that are not fully explained in the literature. This paper addresses this question based on an extensive analysis of quantitative data in the solar PV sector. Comprehensive global databases containing 86,000 patents as well as manufacturing and sales records are used to analyze geographic shifts in the PV sector’s innovation, manufacturing and market deployment activities between 1990 and 2012. The analysis reveals spatial lifecycle patterns with lower-than-expected first mover advantages in manufacturing and market activities and an earlier entry of firms from emerging economies in manufacturing and knowledge creation. We discuss implications of these findings for the competitive positions of companies in developed and emerging economies, derive new stylized hypotheses for industry lifecycle theories, and sketch policy approaches that are reflexive of global interdependencies in emerging cleantech industries.