| Title |
How do global manufacturing shifts affect long-term clean energy innovation? A study of wind energy suppliers |
| ID_Doc |
32020 |
| Authors |
Doblinger, C; Surana, K; Li, DY; Hultman, N; Anadón, LD |
| Title |
How do global manufacturing shifts affect long-term clean energy innovation? A study of wind energy suppliers |
| Year |
2022 |
| Published |
Research Policy, 51, 7 |
| DOI |
10.1016/j.respol.2022.104558 |
| Abstract |
Clean energy technologies are important for meeting long-term climate and competitiveness goals. But clean energy industries are part of global value chains (GVCs), where past manufacturing shifts from developed to emerging economies have raised questions on a decline in long-term innovation. Our research centers on how geographic shifts in the GVC shape long-term innovation, i.e., innovation in a time frame within which "mission-oriented", societal, or firm strategic objectives need to be met rather than tactical, near-term market competitiveness alone. Focusing on wind energy, we introduce a temporal measure to distinguish between long-term and short-term innovation, applying natural language processing methods on patent text data. We consider supply-side value chain factors (i.e., manufacturing supplier relationships with original equipment manufacturers (OEMs)) and demand-side factors (i.e., policy-induced clean energy market growth), shaping the patenting activities of 358 global specialized wind suppliers (2006-2016). Our findings suggest that the wind industry did not suppress long-term innovation during manufacturing shifts, in this case to China. After 2012 when China developed a large wind market, long-term innovation increased by 80.7% in European suppliers working with non-European OEMs (including Chinese) and by 67.2% in Chinese suppliers working with non-Chinese OEMs. Our results highlight the importance of coupling international manufacturing relationships with sizeable local demand for inducing long-term innovation. Our results advance research in innovation, GVCs, and green industrial policy with implications for several industries that can contribute to climate mitigation. |
| Author Keywords |
Temporal dimension of innovation; Wind energy; Clean energy; Global value chains; Suppliers |
| Index Keywords |
Index Keywords |
| Document Type |
Other |
| Open Access |
Open Access |
| Source |
Social Science Citation Index (SSCI) |
| EID |
WOS:001116147400008 |
| WoS Category |
Management |
| Research Area |
Business & Economics |
| PDF |
http://manuscript.elsevier.com/S0048733322000828/pdf/S0048733322000828.pdf
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