Session 107

Evolving Industries, Evolving Products

Track I

Date: Monday, October 5, 2015


Time: 13:45 – 15:00

Common Ground

Room: Plaza Court 2


  • MB Sarkar, Temple University

Title: Contested Practices and Boundaries: Organizational Identity in the Field of Online Journalism


  • Gillian Brooks, University of Oxford

Abstract: Legitimacy in traditional journalism has solidified over time, but with the emergence of online media, established journalistic standards have been challenged. This study explores the changing nature of the profession as a space of contested power relations and networked communities, focusing specifically on how online news organizations, born digital, become legitimate. There exists a unique structured space internal to the field of online journalism – a field of practices and of power relations based on strategic offline relationships – with online news organizations accumulating varying degrees of social capital in order to legitimize their identity. Based on over 85 interviews conducted over a period of six months in three prominent US online news organizations, this study seeks to identify how they achieve organizational identity within the field.

Title: How Does Knowledge Evolve?: Evidence from Solid-State Lighting


  • Won Kyung Min, Fordham University
  • MB Sarkar, Temple University

Abstract: In this paper, we study the knowledge evolution of an emerging industry. We use the phenomenon of the emergence of solid-state lighting industry to examine the technical development, the first step of product innovation that was relatively neglected in industry evolution literature. We document that the technical development unfolded in the nested hierarchy of the LED technical system of different technological components, which exhibited respective life cycles over time. We characterize that industry knowledge evolves from modular to architectural in nature as a new product emerges and that the knowledge interactions are idiosyncratic in the types of linkages of technical components and in time. We develop stylized facts about the knowledge evolution of LED technology and discuss important theoretical implications from the provided empirical evidence.

Title: Industry Evolution and Contingent Effects of Breadth and Depth of Experience on Product Development Outcomes


  • Hakan Ozalp, LMU Munich

Abstract: The growth and strategic renewal of a firm depend on its ability to continually develop successful products. Central in explaining why some firms fare better in these efforts is the role of experience. Existing research suggests that we must distinguish between breadth and depth of experience. Still, there is a lack of general understanding when each type of experience is useful. In understanding the value of types of experience, not taking into account for the evolutionary changes within the industry is problematic. This paper overcomes this by arguing that the effect of experience breadth and depth on product performance is determined by three major evolutionary changes in an industry. Findings from the US Video Game Industry 1995-2008 are consistent with most theoretical predictions.

Title: Promethian Cliques, Mercurian Communities: Effects of Community-Building on 3D Desktop Printing and Micro-Computer Industries


  • Robert Ryan, University of Pittsburgh

Abstract: One of the most elusive aspects of new industry formation is the transition from the first commercial project to the “Cambrian explosion” of new products, and the effects of newly established commercial communities on that transition. Prior theories have been virtually silent on patterns of industry formation in terms of community-building (Van den Ven, 1993). This study examines Promethian Cliques and Mercurian Communities and their impacts on two cases of emerging industries: Micro-computing and 3d Desktop Printing. Through historical accounts and QCA analysis, I demonstrate the opposing community dynamics of social/technical homogeneity (Promethian) and social/technical heterogeneity (Mercurian) acting on new industries. This rare study on industry formation contributes new theory as well as powerful evidence for how industry dynamics depend on early community-building activities.

Title: The Sourcing of Financial Innovation


  • Peter Gianiodis, Duquesne University

Abstract: In this study, we conduct a natural experiment to evaluate the extent to which an intervention (i.e. governmental action) affected the sourcing and diffusion of knowledge within the existing technological regime. In particular, we investigate the extent to which patterns of knowledge sourcing changed within the technological regime governing financial innovation. We find that regulatory-based interventions model a punctuated equilibrium process of change where a stable environment gives way to a radical change, but eventually reverts back to a stable state, mirroring the knowledge sourcing patterns of the previous stable environment.

Title: There’s Plenty of Room at the Bottom: Moore’s Law, Miniaturization, and Endogeneity of Complementary Technologies


  • Raja Roy, Northeastern Illinois University
  • Jacob Miller, Drexel University

Abstract: Miniaturization has been the the main driver of technological change in the semiconductor industry for over six decades. During this time period, microchip miniaturization has affected all kinds of technology, from home entertainment to space exploration. Although miniaturization holds a prominent place in technological evolution of semiconductors, strategy and innovation researchers have somewhat overlooked the importance of this phenomenon. Using the charge-coupled device vision sensors as the context, we strive to explain how miniaturization relates to the existing typologies of technological changes, and in the process, extend Henderson and Clark’s (1990) typology.

All Sessions in Track I...

Sun: 08:00 – 09:15
Session 276: K&I Sunday Panel: Big Data & Analytics in Strategy
Sun: 09:45 – 11:00
Session 277: K&I Foundations Session: A Conversation with Dan Levinthal
Sun: 11:15 – 12:30
Session 278: K&I Sunday Panel: Knowledge and Innovation in models of Business Models
Sun: 16:15 – 17:30
Session 104: Resource Allocation and Innovation
Session 261: Knowledge Creation and Sharing in Virtual Communities
Sun: 17:45 – 00:00
Session 317: Knowledge and Innovation Business Meeting
Mon: 08:00 – 09:15
Session 62: Multi-level perspectives on capability development
Session 105: Sourcing Strategies for Knowledge
Session 256: Innovation and the Strategy-Performance Relationship
Mon: 11:15 – 12:30
Session 203: Post Acquisition Learning
Session 204: Acquiring human capital: Process and outcomes
Mon: 13:45 – 15:00
Session 107: Evolving Industries, Evolving Products
Session 205: Knowledge Recombination and Interdependencies
Mon: 16:45 – 18:00
Session 100: Innovation Management in Networks, Ecosystems, and Innovation Hubs
Session 200: Strategic Leadership, Learning, and Exploration
Tue: 08:00 – 09:15
Session 136: Innovating and Learning in Collaborative Alliances
Session 255: Processes for Innovation and Ideation
Tue: 11:00 – 12:15
Session 101: Strategic Patenting
Session 137: Entrepreneurial Experience and Cognition: Implications for Venture Performance
Tue: 14:15 – 15:30
Session 198: Emerging Market Strategies
Session 206: Knowledge Replication, Transfer and Absorption
Tue: 15:45 – 17:00
Session 17: Human Capital and Entrepreneurship
Session 108: Open Innovation: Antecedents and Performance Effects
Session 262: Pioneering Knowledge
Tue: 17:30 – 18:45
Session 60: Blurring the Boundaries of Strategy Work
Session 202: Team Dynamics and Creativity
Session 271: Spinouts

Strategic Management Society