The aim of this study is to describe and analyze the competitive and innovation dynamics of computer equipment and semiconductor industries. Hence, it focuses on analyzing how the technological paradigm characterized by modularity configures itself as the major element in the creation of leading technology platforms, which determine the competitive and innovation dynamics in these industries. With regard to the computer equipment industry, it was concluded that the establishment of technology cooperation, the scale effects, and innovation readiness are the main sources of competitive asymmetry. It was also observed that innovation dynamics in this sector is based on modular designs in the semiconductor industry. On the other hand, their technology advances are due to the evolution of (i) the capacity to increase the number of transistors available in a single circuit and (ii) the capacity of creating design standards able to integrate more circuits in a single chip.
Information Technologies; Competitive and innovation dynamics; Technological and industrial competitiveness policies; Computer equipment industry; Semiconductor Industry
