市场轨道理论溯源：技术轨道与市场颠覆

摘要

基于＂创新＂概念的内涵和外延的丰富性,提出拓宽轨道理论的新构想,将研究焦点从＂技术视角＂延伸至＂市场视角＂。认为：市场轨道的理论源头是技术轨道理论和市场颠覆理论;基于市场轨道演化的创新产品或服务可获取侵蚀或替代现有市场的市场渗透机会,即新市场逐渐侵蚀已有的主流市场空间,甚至全面颠覆原有的主流市场;市场轨道的特性和效应与技术轨道具有对称性。%Based on the richness of connotation and extension of innovation,this paper extends the research perspective from technology to mar- ket, and constructs a new framework in order to broaden the traditional trajectory theory. It proposes as follows：market trajectory theory is built on the theory of technological trajectory and disruptive innovation;innovative products or services within market trajectory could essentially ac- quire the opportunities of eroding or penetrating the existing market place which starts from the emergence of a new market and ends with the substitution or disruption of the existing market,the characteristics and effects of market trajectory are symmetric to those of technological traj- ectory.