Fast-Follower Industrial Dynamics: The Case of Taiwan's Emergent Solar Photovoltaic Industry
Fast-Follower Industrial Dynamics: The Case of Taiwan's Emergent Solar Photovoltaic Industry
复制标题
快速追随者的产业动态：以台湾新兴太阳能光伏产业为例
DOI：
10.1080/13662716.2011.541104
复制
发表时间：
2011
影响因子：
3.9
通讯作者：
Ching
中科院分区：
文献类型：
--
作者：
J. Mathews;Mei;Ching
世界正处于能源系统重大转型的风口浪尖，太阳能光伏系统是化石燃料最有前途的替代品之一。台湾也是利用这种新生产机会的国家之一，它在这个新部门中采用了其在半导体、信息通信技术产品和平板显示器等早期产业转移中完善的快速跟随战略。本文提供了一个中期评估台湾的早期进入战略，包括重点放在主流晶体硅太阳能电池，以及进入新兴的利基部门，如薄膜第二代电池和集中太阳能电池利用新型半导体材料。台湾企业的快速跟随战略强调和评估的文献中的产业动态和追赶过程一般。本文根据以往的行业经验和太阳能光伏行业的最新发展，对建立关于快速跟进的九个命题做出了理论贡献。台湾的战略作为一个模式，为中国进行了讨论，而本文提出了台湾作为一个替代的“封闭”和“开放”的光伏扩散模型确定为日本和美国。
The world is on the cusp of major transformations of energy systems, with solar photovoltaic (PV) systems providing one of the most promising alternatives to fossil fuels. Amongst the countries moving to take advantage of the new production possibilities thus being opened up is Taiwan, employing in this new sector its characteristic strategies of fast followership that it has perfected in earlier industrial shifts involving semiconductors, ICT products and flat panel displays. This paper provides an interim assessment of Taiwan's early entry strategies, involving a focus on mainstream crystalline silicon solar cells, as well as entry into emerging niche sectors such as thin-film second-generation cells and concentrated solar cells utilizing novel semiconductor materials. Taiwan firms’ fast-follower strategies are highlighted and assessed in light of the literature on industrial dynamics and catch-up processes generally. The paper makes a contribution to theory in building nine propositions regarding fast followership, based on prior industrial experiences and this latest episode in the solar PV industry. Taiwan's strategies as a model for China are discussed, while the paper proposes Taiwan as an alternative to the “closed” and “open” models of photovoltaic diffusion identified for Japan and the USA.