主题：Technology Specications and Production Timing in a Co-Opetitive Supply Chain
摘要：Motivated by Google’s technology regulation practice in Android device industry, we consider firms’ decisions on production timing in a co-opetitive supply chain comprising a manufacturer and an original equipment manufacturer (OEM), where the manufacturer acts as the OEM’s upstream contract manufacturer and downstream competitor. Demand is uncertain, and depends on the market acceptance of product features and design. If a firm decides to implement ex-post production strategy (PS), it can delay the production until the market acceptance of its product is realized. Otherwise, ex-ante production strategy (AS) is implemented and the early commitment value is enjoyed. We find that, in the co-opetive supply chain, PS does not always benefit either the manufacturer or the OEM, because the value of market acceptance realization is diminished by competition and the effect of early commitment under AS. Further, firms’ decisions on production timing are influenced by their market acceptance uncertainty (MAU), which can be low if the product design fits the customers’ expectation well. Both firms choose PS when they are at the risk of high MAU, while only one of them chooses PS when their MAU are moderate or high. Interestingly, when the competition is intense, the manufacturer tends to choose PS, because it can benefit from both the realized market acceptance and OEM’s early commitment.
报告人简介：牛保庄，华南理工大学工商管理学院教授，博导，2017年度教育部“青年长江学者”，2018年国家优青。广东省政协委员。本、硕、博分别毕业于山东大学、华南理工大学和香港理工大学。在中国合同制造企业创牌增值下的供应链竞合管理领域取得一系列创新成果。目前已在运营管理领域发表顶级期刊论文10篇，包括Manufacturing & Service Operations Management 2篇，Production and Operations Management 5篇，Transportation Research Part B: Methodological 3篇，另有28篇文章发表在EJOR, Omega等知名期刊。任MS，MSOM, POM, TRB等20 余种重要期刊审稿人。获中国管理学青年奖，广东省哲学社会科学优秀成果二等奖(排名第1)三等奖(通讯作者)各一次，中国决策科学青年科技奖等多个奖项。