Publication: Ventajas competitivas de las empresas de telefonía móvil en América Latina: Análisis desde la perspectiva de los grupos estratégicos
Loading...
Official URL
Full text at PDC
Publication Date
2015
Advisors (or tutors)
Editors
Journal Title
Journal ISSN
Volume Title
Publisher
Fondo de Cultura Económica
Citations
Exportar
Abstract
El objetivo del presente artículo es estudiar la estructura de la industria de telefonía móvil en los países latinoamericanos, identificando la existencia de grupos estratégicos así como analizando las diferencias de desempeño empresarial entre los mismos. El propósito final es identificar las ventajas competitivas de los grupos con mejor desempeño, así como las estrategias que les han llevado a conseguirlo. El análisis empírico se ha llevado a cabo utilizando datos de una muestra de las 22 empresas latinoamericanas con mayor capitalización bursátil de la industria en el año 2013. Los resultados revelan la existencia de cinco grupos estratégicos y la presencia de diferencias significativas en el desempeño empresarial intergrupal. Las variables determinantes de las ventajas competitivas de los grupos con mejor desempeño son la cuota de mercado, el número de suscriptores y la fidelidad de los clientes.
The purpose of this work is to study the structure of the mobile phone industry in Latin American countries, identifying the existence of strategic groups and analyzing business performance differences between them. The final aim is to find the competitive advantages of the groups identified and the strategies that have led them to achieve them. The empirical research was carried out using data from a sample of the 22 largest Latin American firms of the industry in terms of market capitalization in 2013. The results reveal the existence of five strategic groups and significant performance differences between them. The determinant variables of the competitive advantages of the best performing groups are the market share, the number of subscribers, and the customer loyalty.
The purpose of this work is to study the structure of the mobile phone industry in Latin American countries, identifying the existence of strategic groups and analyzing business performance differences between them. The final aim is to find the competitive advantages of the groups identified and the strategies that have led them to achieve them. The empirical research was carried out using data from a sample of the 22 largest Latin American firms of the industry in terms of market capitalization in 2013. The results reveal the existence of five strategic groups and significant performance differences between them. The determinant variables of the competitive advantages of the best performing groups are the market share, the number of subscribers, and the customer loyalty.
Description
UCM subjects
Keywords
Citation
Amel, D.F., y S.A. Rhoades (1988), “Strategic Groups in Banking”, Review of Economics and Statistics, vol. 70, núm. 4, pp. 685-689.
Bain, J. (1959), Industrial Organization, Nueva York, Wiley.
Barney, J. (1991), “Firm Resources and Sustained Competitive Advantage”, Journal of Management, vol. 17, pp. 99-120.
Barney, J. B., y R. E. Hoskisson (1990), “Strategic Groups: Untested Assertions and Research Proposals”, Managerial and Decision Economics, vol. 11, pp. 187-198.
Bresse, R. K., R. L. Dunbar y T. Jithendranathan (1994), “Competitive and Collective Strategies: An Empirical Examination of Strategic Groups”, en P. Shrivastava, A. S. Huff y J. E. Dutton (eds.), Advances in Strategic Management Interorganizational Relations and Interorganizational Strategies, vol. 10/B, Greenwich, CT., Jai Press Inc.
Castle, N. G. (2003), “Strategic Groups and Outcomes in Nursing Facilities”, Health Care Management Review, vol. 28, núm. 3, pp. 217-230.
Caves, R. E., y M. E. Porter (1977), “From Entry Barriers to Mobility Barriers: Conjectural Decisions and Contrived Deterrence to New Competition”, Quarterly Journal of Economics, pp. 241-261.
----, y P. Ghemawat (1992), “Identifying Mobility Barriers”, Strategic Management Journal, vol. 13, núm. 1, pp. 1-12.
Chou, T. K. (2011), “Strategic Groups, Mobility Barriers, and Industry Evolution: An Empirical Study of Taiwan Banking Industry”, The Journal of American Academy of Business, vol. 17, núm. 1, pp. 239-248.
Claver, E., J. F. Molina y D. Quer (2002), “Grupos estratégicos, resultados empresaria-les y niveles de riesgo. Análisis empírico del sector de la construcción”, Economía Industrial, núm. 345, pp. 147-158.
----, J. Pereira, y J. F. Molina (2010), “Grupos estratégicos en el sector hotelero español: diferencias de desempeño intra e intergrupo”, Revista Europea de Dirección y Economía de la Empresa, vol. 19, núm. 4, pp. 59-78.
Cool, K., y D. Schendel (1987), “Strategic Group Formation and Performance: The Case of U.S Pharmaceutical Industry 1963-1982”, Management Science, vol. 30, núm. 9, pp. 1102-1124.
Day, G. S. (1984), Strategic Market Planning: The Pursuit of Competitive Advantage, St. Paul, Minnesota, West Publishing Company.
Desarbo, D. W., y R. Grewal (2008), “Hybrid strategic groups”, Strategic Management Journal, vol. 29, núm. 3, pp. 293-317.
Dess, G. G., y P. S. Davis (1984), “Porter’s (1980) Generic Strategies as Determinants of Strategic Group Membership and Organizational Performance”, The Academy of Management Journal, vol. 27, pp. 467-488.
Dikmen, I., M. T. Birgonul y C. Budayan (2009), “Strategic Group Analysis in the Construction Industry”, Journal of Construction Engineering and Management, abril, pp. 288-297.
Dornier, R., N. Selmi y T. Delécolle (2012), “Strategic Groups Structure, Positioning of the Firm and Performance: A Review of Literature”, International Business Research, vol. 5, núm. 2, pp. 27-40.
Dranove, D., M. Peteraf y M. Shanley (1998), “Do Strategic Groups Exist? An Economic Framework for Analysis”, Strategic Management Journal, vol. 19, pp. 1029-1044.
Fiegenbaum, A. y H. Thomas (1990), “Strategic Groups and Performance: the U.S. Insurance Industry 1970-84”, Strategic Management Journal, vol. 11, pp. 197-215.
Flavian, C. y Y. Polo (2001), “Diversidad estratégica y resultados en la distribución”, Revista de Economía Aplicada, vol. IX, núm. 26, pp. 29-56.
Galbraith, G. y D. Schendel (1983), “An Empirical Analysis of Strategy Types”, Strategic Management Journal, vol. 4, núm. 2, pp. 153-173.
García, M. T., M. V. Santos y E. Vallelado (2001), “Grupos estratégicos en las cajas de ahorro españolas: dinámica temporal, consistencia interna y resultados”, Cuadernos de Economía y Dirección de la Empresa, vol. 10, pp. 433-463.
González-Fidalgo, E. y J. Ventura-Victoria (2002), “How Much Do Strategic Groups Matter?”, Review of Industrial Organization, vol. 21, pp. 55-71.
Grant, R. M. (1996), “Prospering in Dynamically-Competitive Environments: Organizational Capability as Knowledge Integration”, Organization Science, vol. 7, pp. 375-388.
Groupe Speciale Mobil (GSMA) (2013), “Latin America Mobile Observatory 2013”, Groupe Speciale Mobil.
Harrigan, K. R. (1985), “An Application of Clustering for Strategic Group Analysis”, Strategic Management Journal, vol. 6, pp. 55-73.
Hatten, K. J., y M. L. Hatten (1987), “Strategic Groups, Asymmetrical Mobility Barriers and Contestability”, Strategic Management Journal, vol. 8, núm. 4, pp. 329-342.
----, y D. E. Schendel (1977), “Heterogeneity Within an Industry: Firm Conduct in the U.S. brewing industry, 1952-71”, The Journal of Industrial Economics, vol. 26, pp. 97-113.
Hervás, J. L., J. I. Dalmau y J. Albors (2004), “Asociación de grupos estratégicos y performance empresarial. Evidencia empírica a través de la relación con las estrategias genéricas”, en XIV Congreso: Conocimiento y competitividad, Murcia, Organización de Empresas, Universidad Politécnica de Valencia.
Hunt, M. S. (1972), “Competition in the Major Home Appliance Industry 1960-1970”, disertación de doctorado, Harvard University.
Ketchen, D. J., y C. L. Shook (1996), “The Application of Cluster Analysis in Strategic Management Research. An Analysis and Critique”, Strategic Management Journal, vol. 17, núm. 6, pp. 441-458.
----, C. C. Snow y V. L. Hoover (2004), “Research on Competitive Dynamics: Recent Accomplishments and Future Challenges”, Journal of Management, vol. 30, pp. 779-804.
Lawless, M. W., y L. F. Tegarden (1991), “A Test of Performance Similarity Among Strategic Group Members in Conforming and Non-conforming Industry Structures”, Journal of Management Studies, vol. 28, pp. 645-664.
Leask, G., y D. Parker (2007), “Strategic Groups, Competitive Groups and Performance within the U.K. Pharmaceutical Industry: Improving our Understanding of the Competitive Process”, Strategic Management Journal, vol. 28, pp. 723-745.
Lewis, P., y H. Thomas (1990), “The Linkage between Strategy, Strategy Groups and Performance in the UK Retail Grocery Industry”, Strategic Management Journal, vol. 11, pp. 385-397.
Mascarenhas, B. (1989), “Strategic Group Dynamics”, Academy of Management Journal, 32, pp. 333-352.
----, y D. A. Aaker (1989), “Mobility Barriers and Strategic Groups”, Strategic Management Journal, vol. 10, pp. 475-485.
Mas-Ruiz, F. J., Juan L. Nicolau-Gonzálbez y F. Ruiz-Moreno (2005), “Asymmetric Rivalry between Strategic Groups: Response, Speed of Response and Ex ante vs. Ex post Competitive Interaction in the Spanish Bank Deposit Market”, Strategic Management Journal, vol. 26, núm. 8, pp. 713-745.
McGee, J., y H. Thomas (1986), “Strategic Groups: Theory, Research, and Taxonomy”, Strategic Management Journal, vol. 7, núm. 2, pp. 141-160.
----, H. Thomas y M. Pruett (1995), “Strategic Groups and the Analysis of Market Structure and Industry Dynamics”, British Journal of Management, vol. 6, núm. 4, pp. 257-270.
Mcnamara, G., D. L. Deephpuse y R. A. Luce (2003), “Competitive Positioning within and Across a Strategic Group Structure: The Performance of Core, Secondary, and Solitary Firms”, Strategic Management Journal, vol. 24, núm. 2, pp. 161-174.
Mehra, A., y S. W. Floyd (1998), “Product Market Heterogeneity, Resource Imitability and Strategic Group Formation”, Journal of Management, vol. 24, núm. 4,pp. 511-533.
Nair, A., y S. Kotha (2001), “Does Group Membership Matter? Evidence from the Japanese steel industry”, Strategic Management Journal, vol. 22, núm. 3, pp. 221-235.
Nath, D., y T. S. Gruca (1997), “Convergence Across Alternative Methods for Forming Strategic Groups”, Strategic Management Journal, vol. 18, pp. 745-760.
Newman, H. H. (1973), “Strategic Groups and the Structure Performance Relationship: A Study with Respect to the Chemical Process Industries”, tesis de doctorado, Harvard University.
Osborne, J. D., C. I. Stubbart y A. Ramaprasad (2001), “Strategic Groups and Competitive Enactment: a Study of Dynamic Relationships between Mental Models and Performance”, Strategic Management Journal, vol. 22, núm. 5, pp. 435-454.
Olusoga, S., M. P. Mokwa y C. H. Noble (1995), “Strategic Groups, Mobility Barriers, and Competitive Advantage: An Empirical Investigation”, Journal of Business Research, vol. 33, pp. 153-164.
Pereira, J., E. Claver y J. F Molina (2011), “Efectos empresa, grupo estratégico y localización en el sector hotelero español”, Cuadernos de Economía y Dirección de la Empresa, vol. 14, pp.123-138.
Peteraf, M. (1993), “The Cornerstones of Competitive Advantages: A Resource-Based View”, Strategic Management Journal, vol. 14, núm. 3, pp. 179-192.
----, y M. Shanley (1997), “Getting to Know You: A Theory of Strategic Identity”, Strategic Management Journal, edición especial de verano, núm. 18, pp. 165-186.
Porter, M. E. (1979), “The Structure within Industries and Companies’ Performance”, Review of Economics and Statistics, vol. 61, pp. 214-227.
----(1980), Competitive Strategy, Nueva York, Free Press.
Prior, D., y J. Surroca (2006), “Strategic Groups Based on Marginal Rates: An Application to the Spanish Banking Industry”, European Journal of Operational Research, vol. 170, núm. 81, pp. 293-314.
Ramsler, M. (1982), “Strategic Groups and Foreign Market entry in Global Banking Competition”, disertación de doctorado, inédita, Harvard University.
Rondán, F. J., A., Navarro, E. C. Díez, C. Rodríguez y M. Guisado (2010), “Estudio del performance de los grupos estratégicos en el sistema de franquicia español”, Investi-gaciones Europeas de Dirección y Economía de la Empresa, vol. 16, núm. 2, pp. 43-62.
Rumelt, R., D. Schendel y D. Teece (1994), Fundamental Issues in Strategy, Harvard Business Press.
Scherer, F., y D. Ross (1970), Industrial Market Structure and Economic Performance, Boston, Houghton-Mifflin Company.
Short, J. C., T. B. Palmer y D. J. Ketchen (2002), “Resource-based and Strategic Group Influences on Hospital Performance”, Health Care Management Review, vol., 27, pp. 7-17.
----, J. R. Ketchen, T. B. Palmer y T. M. Hult (2007), “Firm, Strategic Group and Industry Influences on Performance”, Strategic Management Journal, vol. 11, pp. 147-167.
Shortell, S., y E. Zajac (1990), “Perceptual and Archival Measures of Miles and Snow’s Strategic Types: a Comprehensive Assessment of Reliability and Validity”, Academy of Management Journal, vol. 33, pp. 817-832.
Spulber, D. F. (2003), Management Strategy, Nueva York, McGraw Hill.
Stouten, H., A., Heene, X. Gellynk y H. Polet (2011), “Strategic Groups in the Belgian Fishing Fleet”, Fisheries Research, vol. 108, pp. 121-132.
Thomas, H., y T. Pollock (1999), “From I-O Economics’ S-C-P Paradigm through Strategic Groups to Competence-based Competition: Reflections on the Puzzle of Competitive Strategy”, British Journal of Management, vol. 10, pp. 127-140.
----, y N. Venkatraman (1988), “Research on Strategic Groups: Progress and Prognosis”, Journal of Management Studies, vol. 25, núm. 6, pp. 537-555.
Tywoniak, S., P. Galvin y J. Davies (2007), “New Institutional Economics’ Contribution to Strategic Groups Analysis”, Managerial & Decision Economics, vol. 28, núm. 3, pp. 213-228.
Wanden-Berghe, J. L., E. Fernández y C. Bañón (2011), Introducción a la contabilidad financiera, Madrid, Pirámide.
Warning, S. (2004), “Performance Differences in German Higher Education: Empirical Analysis of Strategic Groups”, Review of Industrial Organization, vol. 24, núm. 4, pp. 393-408.
Wernerfelt, B. (1984), “A Resource-based View of the Firm”, Strategic Management Journal, vol. 5, núm. 2, pp. 71-180.
Zahra, S., y J. Covin (1993), “Business Strategy, Technology Policy and firm Performance”, Strategic Management Journal, vol. 14, pp. 451-478.
Zúñiga, J. A., J. M., Fuente e I. Suárez (2004), “Dynamics of the strategic group membership-performance linkage in rapidly changing environments”, Journal of Business Research, vol. 57, pp. 1378-1390.