企业边界变迁的产业组织演化

交易成本理论从成本角度分析企业边界形成与变迁,企业能力理论则采用比较利益的方法从收入角度分析.短期中,如果企业能力有很大的差异,交易成本降低,位于价值链中上下游的企业将趋于专业化生产;如果企业能力均匀分布,交易成本降低,对专业化生产没有影响.长期中,企业能力、交易成本、企业边界形成互动循环的演化机制,并且在竞争过程中实现自然选择,引起产业组织演化.

The Change of Firm Boundaries and the Evolution of Industrial Organization

Transaction cost theory analyzes the formation and change of firm boundaries from cost angle, firm capability theory adopts comparative advantage method from income angle to analyze then. In a short run, if the enterprise ability has much difference, reducing transaction cost leads to specialized production of the firms locating on the value chain; If the enterprise capability scatters homogeneously, reducing transaction cost does not affect specialization of different parts of production. In a long run, firm capabilities, transaction cost, enterprise boundaries form a co - evolution mechanism of interactive circulating, realizing natural selection during the process of competition, arousing the evolution of industrial organization.