This study explores the dynamics between the extremes of open innovation (OI)—from inclusive co-creation to exclusive vertical integration (VI). This analysis addresses the management issues of how Tesla and Porsche manage value capture and value distribution in the e-mobility industry through their contrasting approaches and strategic shifts between OI and VI. It develops a novel theoretical model juxtaposing the OI mode from open to closed with the value chain position from horizontal to vertical. Analyzing Tesla and Porsche’s strategic moves offers a paradigm shift for OI practitioners. Our model can enable enhanced value capture through greater openness and more inclusive value distribution through proactive inside-out strategies in core technology areas. Instead of positioning VI and OI as static polar extremes, a novel combination of VI and OI can realize untapped potential.

中文翻译：

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垂直整合与开放式创新？从 Winner Takes it All 到 Winners Make it All


本研究探讨了开放式创新 （OI） 极端之间的动态——从包容性共创到排他性垂直整合 （VI）。本分析探讨了特斯拉和保时捷如何通过 OI 和 VI 之间的对比方法和战略转变来管理电动汽车行业的价值捕获和价值分配的管理问题。它开发了一种新的理论模型，将 OI 模式从开放到封闭与价值链位置从水平到垂直并列。分析特斯拉和保时捷的战略举措为 OI 从业者提供了范式转变。我们的模型可以通过在核心技术领域实施积极的由内而外的战略，通过更大的开放性和更具包容性的价值分配来增强价值捕获。VI 和 OI 的新组合可以实现尚未开发的潜力，而不是将 VI 和 OI 定位为静态的极值。