垂直价值链正在断裂,其碎片流向那些跨企业、行业和商品的水平价值链。这是关乎现今行业分析和公司战略设计的重要问题。数字化现在正在对市场洗牌。在变幻莫测、资源可换的数字时代,后发优势能制约先行优势,草根也能称雄。如果在数字经济和数字产业的新规则下,比赛的赢家是飞利浦、西门子、索尼、通用电气这些老牌企业,我们才应该感到惊讶。并不 The vertical value chain is breaking down and its fragmentation flows to the level of value chains across enterprises, industries and commodities. This is an important issue related to today’s industry analysis and company strategy design. Digitization is now reshuffling the market. In the unpredictable and resource-replaceable digital era, the advantage of backwardness can limit the first-mover advantage and the grass-roots can dominate. We should be surprised if the winners of the competition were veteran companies such as Philips, Siemens, Sony and General Electric, under the new rules of the digital economy and the digital industry. No