한국 스마트폰 관련 기업이 승자로 남기 위한 조건
Winning Strategies for the Korean Smart Phone Industry: Virtuous Cycles in Network Effects and Innovation
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초록
본 연구는 스마트폰시장에서 최근 상승세를 타고 있는 국내 기업들이 장기적으로 승자가 되기 위한 조건을 네트워크 효과와 혁신의 관점에서 고찰한다. 네트워크 효과와 혁신 노력은 승자의 선순환 주기를 일으켜 지속적 경쟁우위의 원천이 된다. 현재 국내 스마트폰 관련 업체들은 혁신을 기반으로 경쟁우위를 구축하였다. 혁신의 선순환 원리를 분석하여 어떤 경우 이들이 경쟁우위를 유지하고, 어떤 경우 이 경쟁우위가 약화될 것인지에 대한 시사점을 도출한다. 현재 국내 기업들은 네트워크 효과에 의한 경쟁우위는 구축하지 못하였고, 주로 안드로이드 생태계를 중심으로 사업을 하고 있다. 삼성전자는 최근 독자 플랫폼 구축의 필요성을 인식하고 있다. 본 연구에서는 삼성전자와 같은 플랫폼 경쟁의 후발업체가 이미 네트워크 효과로 진입장벽을 구축한 선도기업과 어떻게 경쟁할 것인가에 대한 시사점도 제시한다.
Abstract
The present paper explores the conditions under which leading Korean companies in the smart phone industry will become winners in the long run. In particular, this paper focuses on network effects and innovation, which would be sustainable sources of competitive advantage by engendering virtuous cycles for the winner. Thus far, leading Korean companies have built up advantage by investing in R&D early on. By analyzing the virtuous cycle in innovation, we derive when market leaders sustain their advantage or when they fail to do so. Until now, Korean companies have not built up advantage based on network effects: They run their businesses relying on the Android ecosystem. Recently, it has been reported that Samsung Electronics is considering the introduction of its own operating system. The present paper offers how latecomers like Samsung Electronics could gain a foothold in the platform market
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