摘要

This study develops a general framework of competitor identification by using the similarities of capabilities and markets between the focal firm and its competitors, and particularly the influences of the emergence of a dominant design to delineate the competitive dynamics of interfirm rivalry. A case study of the smartphone industry confirms the predictive validity of the present framework. This study contributes to the advancement and clarification on the research of competitor analysis as well as dominant design on several fronts: (1) explaining why the development process of a dominant design is a critical factor in identifying potential competitive threats; (2) clarifying the conditions which cause firms to initiate high-risk attacks; (3) explaining motives for competitive threats from the market and the value chain as well; (4) deepening the understanding of the mechanisms by which a dominant design influences the competitive behaviors of incumbents and suppliers.