Decisión de los bordes verticales de la empresa: Consideraciones de complementariedade

Autores/as

DOI:

https://doi.org/10.19094/contextus.2020.43903

Palabras clave:

integración vertical, costos de transacción, costos de medición, visión basada en recursos, complementariedad

Resumen

El estudio buscó presentar como un enfoque guiado por proposiciones de complementariedad de las teorías TCT - Costos de transacción; TCM - Costos de medición; VBR - Vista basada en recursos, puede apoyar la comprensión de la adopción de la estructura de gobernanza de integración vertical. Intentamos proponer un esquema teórico, con metodología cualitativa y el concepto de complementariedad. Se descubrió que la transacción de activos altamente específicos (TCT) y la dificultad de medición (TCM) justifican la integración vertical, pero la teoría de VBR señala que la elección de los agentes también depende de la disponibilidad de capacidades y recursos. El objetivo era formular esta proposición teórica para considerarse empíricamente en las más variadas cadenas de producción.

 

Biografía del autor/a

Bianca Jupiara Fortes, Universidade Estadual de Maringá (UEM)

Possui graduação em Administração de Empresas (2011), pela UFSM. Mestrado em Engenharia de Produção (2015) na linha de Gerência da Produção/Métodos Quantitativos para a Tomada de Decisão do Programa de Pós-graduação de Engenharia de Produção da Universidade Federal de Santa Maria /UFSM; Atuou como bolsista de Mestrado da CAPES (2013-2015). Atuou como Professora substituta do Departamento de Administração da Universidade Federal de Santa Maria/Campus Palmeira das Missões- RS (2015-2017); e atuou como Professora orientadora do curso de Graduação/EAD em Gestão Pública da UFSM. Atualmente é Doutoranda em Administração na linha de Marketing e Cadeias Produtivas do Programa de Pós-Graduação em Administração da Universidade Estadual de Maringá/UEM e é bolsista de Doutorado da CAPES. 

José Paulo de Souza, Universidade Estadual de Maringá (UEM)

Possui graduação em Administração pela Universidade Estadual de Maringá (1987), mestrado em Engenharia de Produção pela Universidade Federal de Santa Catarina (1999), doutorado em Engenharia de Produção pela Universidade Federal de Santa Catarina (2002) e pós-doutorado em Administração, pela Universidade de São Paulo (2008). Atualmente é professor associado no Departamento de Administração da Universidade Estadual de Maringá. 

Citas

Aguilar Filho, H. A. de, & Silva Filho, E. B. da. (2010). A crítica novo-institucionalista ao pensamento da Cepal: a dimensão institucional e o papel da ideologia no desenvolvimento econômico. Economia e Sociedade, 19(2), 211-232. https://doi.org/10.1590/S0104-06182010000200001

Argyres, N. (1996). Evidence on the role of firm capabilities in vertical integration decisions. Strategic Management Journal, 17(2), 129-150. https://doi.org/10.1002/(SICI)1097-0266(199602)17:2%3C129::AID-SMJ798%3E3.0.CO;2-H

Argyres, N., & Zenger, T. (2010). Capabilities, transaction costs, and firm boundaries: a dynamic perspective and integration. Atlanta Competitive Advantage Conference 2010 Paper. https://doi.org/10.2139/ssrn.1554033

Argyres, N., & Zenger, T. (2012). Capabilities, transaction costs, and firm boundaries. Organization Science, 23(6), 1643-1657. https://doi.org/10.2307/23362018

Augusto, C. A., Souza, J. P., & Cario, S. A. F. (2013). Estruturas de governança e recursos estratégicos em destilarias do estado do Paraná: uma análise a partir da complementaridade da ECT e da VBR. Revista de Administração, 48(1), 179-195. https://doi.org/10.5700/rausp1081

Augusto, C. A., Souza, J. P., & Cario, S. A. F. (2014). Nova economia institucional: vertentes complementares. Revista Ibero-Americana de Estratégia, 13(1), 93-108. https://doi.org/10.5585/riae.v13i1.2036

Augusto, C. A., Souza, J. P., & Cario, S. A. F. (2017). Strategic contractual relationships in the automotive sector. Revista de Administração, 52(4), 443-455. https://doi.org/10.1016/j.rausp.2017.08.006

Augusto, C. A., Souza, J. P., & Cario, S. A. F. (2018). Integração Vertical em Montadoras Automotivas. Revista de Administração Contemporânea, 22(5), 704-725. https://doi.org/10.1590/1982-7849rac2018170281

Azevedo, P. F. (2000). Nova Economia Institucional: referencial geral e aplicações para a agricultura. Agricultura em São Paulo, 47(1), 33-52.

Bacharach, S. B. (1989). Organizational theories: Some criteria for evaluation. Academy of Management Review, 14(4), 496-515. https://doi.org/10.2307/258555

Barney, J. (1991). Firm resources and sustained competitive advantage. Journal of Management, 17(1), 99-120. https://doi.org/10.1177/014920639101700108

Barney, J. (1999). How a Firm’s Capabilities Affect Boundary Decisions. Sloan Management Review, 40(3), 137-146.

Barney, J. (2002). Gaining and Sustaining Competitive Advantage. 3. ed. Prentice-Hall.

Barney, J., & Clark, D. (2007). Resource-Based Theory Creating and Sustaining Competitive Advantages. Oxford University Press.

Barzel, Y. (1997). Economic analysis of property righ. 2. ed. Cambridge University Press.

Barzel, Y. (2002). Organization firms and measurement costs. Congresso da International Society for the New Institutional Economics. Berkeley, California.

Barzel, Y. (2003). Property rights in the firm. In T. L. Anderson & F. S. Mcchesney (Eds.), Property rights: Cooperation, conflict and law (pp. 43-57). Princeton University Press.

Barzel, Y. (2005). Organizational forms and measurement costs. Journal of Institutional and Theoretical Economics, 161(3), 357-373. https://doi.org/10.1628/093245605774259291

Caleman, S. M. Q., Sproesser, R. L., Lima Filho, D. O., & Tredezin, C. A. O. (2006). Mecanismos de governança em sistemas agroalimentares – um enfoque nos custos de mensuração. Revista de Economia e Agronegócio, 4(2), 219-240. https://doi.org/10.25070/rea.v4i2.81

Coase, R. H. (1937). The nature of the firm. Economica, 4(16), 386-405. https://doi.org/10.1111/j.1468-0335.1937.tb00002.x

Coase, R. H. (1960). The problem of social cost. Journal of Law and Economics, v. III, October.

Commons, J. R (1959). Institutional economics, its place in political economy. University of Wisconsin Press.

Conner, K., & C. K. Prahalad. (1996). A resource based theory of the firm: Knowledge versus opportunism. Organization Science, 7(5), 477-501.

Crook, T. R., Combs, J. G., Ketchen, D. J., & Aguinis, H. (2013). Organizing around transaction costs: What have we learned and where do we go from here? Academy of Management Perspectives, 27(1), 63-79. https://doi.org/10.5465/amp.2012.0008

Dorobantu, S., Kaul, A., & Zelner, B. (2017). Non-Market Strategy through the Lens of New Institutional Economics: An Integrative Review and Future Directions. Strategic Management Journal, 38(1), 114-140. https://doi.org/10.1002/smj.2590

Durand, R., Grant, R. M., & Madsen, T. L. (2017). The expanding domain of strategic management research and the quest for Integration. Strategic Management Journal, 38(1), 4-16. https://doi.org/10.1002/smj.2607

Ennen, E., & Richter, A. (2010). Literature on complementarities in organizations: The whole is more than the sum of its parts- or is it? A review of the empirical. Journal of Management, 36(1), 207-233. https://doi.org/10.1177/0149206309350083

Foss, K., & Foss, N. J. (2004). The next step in the evolution of the VBR: Integration with transaction cost economics. Management Revue, 15(1), 107-121. https://doi.org/10.5771/0935-9915-2004-1-107

Foss, N. J. (2005). Strategy, Economic Organization, and the Knowledge Economy: The coordination of firms and resources. Oxford University Press.

Foss, N. J., & Stieglitz, N. (2010). Modern Resource-Based Theory (ies). SMG Working Paper, 7. https://doi.org/10.2139/ssrn.1676255

Foss, N. J., & Hallberg, N. L. (2017). Changing assumptions and progressive change in theories of strategic organization. Strategic Organization, 15(3), 410-422. https://doi.org/10.1177/1476127016671099

Furubotn, E. G., & Richter, R. (2005). Institutions and economic theory: the contribution of the new institutional economics. The University of Michigan Press.

Gans, J., & Ryall, M. D. (2017). Value Capture Theory: A Strategic Management Review. Strategic Management Journal, 38 (1), 17-41. https://doi.org/10.1002/smj.2592

Ghoshal, S., & Moran, P. (1996). Bad for practice: A critique of the transaction cost theory. Academy of Management Review, 21(1), 13-47. https://doi.org/10.5465/AMR.1996.9602161563

Ghozzi, H., Soregaroli, C., Boccaletti, S., & Sauvée, L. (2016). Impacts of non-GMO standards on poultry supply chain governance: transaction cost approach vs resource based view. Supply Chain Management: An International Journal, 21(6), 743-758. https://doi.org/10.1108/SCM-03-2016-0089

Gulbrandsen, B.; Lambe, C. J., & Sandvik, K. (2017). Firm boundaries and transaction costs: the complementary role of capabilities. Journal of Business Research, 78, 193-203. https://doi.org/10.1016/j.jbusres.2016.12.015

Hoetker, G. (2005). How Much You Know Versus How Well I Know You: Selecting a Supplier for a Technologically Innovative Component. Strategic Management Journal, 26(1), 75-97. https://doi.org/10.1002/smj.453

Jacobides, M. G., & Hitt, L. M. (2005). Losing sight of the forest for the trees? Productive capabilities and gains from trade as drivers of vertical scope. Strategic Management Journal, 26(13), 1209-1227. https://doi.org/10.1002/smj.501

Jacobides, M. G., & Winter, S. G. (2005). Co-evolution of capabilities and transaction costs: Explaining the institutional structure of production. Strategic Management Journal, 26(1), 395-413. https://doi.org/10.1002/smj.460

Joskow, P. L. (2003). New Institutional Economics: a report card. Conference of International Society of New Institutional Eonomics Procedings. Budapest, Hungary.

Langlois, R. N. (1992). Transaction-cost economics in real time. Oxford Journal – Industrial and Corporate Change, 1(1), 99-127. https://doi.org/10.1093/icc/1.1.99

Leiblein, M., & Miller, D. (2003). An Empirical Examination of Transaction- and Firm level influences on the Vertical Boundaries of the Firm. Strategic Management Journal, 24(9), 839-859. https://doi.org/10.1002/smj.340

Leite, Y. V. P., & Primo, M. A. M. (2014). Cadeias globais: uma contribuição da RBV no processo de internacionalização. Produto & Produção, 15(1), 10-21. https://doi.org/10.22456/1983-8026.36793

Liu, X. (2016). Vertical integration and innovation. International Journal of Industrial Organization, 47(1), 88-120. https://doi.org/10.1016/j.ijindorg.2016.02.002

Magretta, J. (2012). Entendendo Michael Porter: o guia essencial da competição e estratégia. Tradução: Carlos Szlak. HSM Editora.

Milgrom, P., & Roberts, J. (1992). Economics, organization and management. Englewood New Jersey: Prentice Hall.

Mitchell, W. (1967). Types of Economic Theory: From Mercantilism to Institutionalism. Augustus M. Kelley.

Monteiro, G. F. A., & Zylbersztajn, D. (2011). Direitos de propriedade, custos de transação e concorrência: o modelo de Barzel. Economic Analysis of Law Review, 2(1), 95-114. https://doi.org/10.18836/2178-0587/ealr.v2n1p95-114

Monteverde, K. (1995). Technical dialog as an incentive for vertical integration in the semiconductor industry. Management Science, 41(10), 1624-1638. https://doi.org/10.1287/mnsc.41.10.1624

Nickerson, J. A. (2003). Toward a Positioning Economizing Theory of Strategy. Mimeo. John M. Olin School of Business. Whashington University in Saint Louis.

North, D. (1990). Institutions, Institutional Change and Economic Performance. Cambridge: Cambridge University Press.

North, D. (1998). Custos de transação, instituições e desempenho econômico. Instituto Liberal.

Oliver, C. (1997). Sustainable competitive advantage: combining Institutional and Resource-Based views. Strategic Management Journal, 18(9), 697-713. https://doi.org/10.1002/(SICI)1097-0266(199710)18:9<697::AID-SMJ909>3.0.CO;2-C

Penrose, E. T. (1959). The theory of the growth of the firm. New York: John Wiley.

Peteraf, M. A. (1993). The cornerstones of competitive advantage: A resource based view. Strategic Management Journal, 14(1), 179-191. https://doi.org/10.1002/smj.4250140303

Poppo, L., & Zenger, T. (1998). Testing alternative theories of the firm: Transaction cost, knowledge based, and measurement explanations for make-or-buy decisions in information services. Strategic Management Journal, 19(9), 853-877. https://doi.org/10.1002/(SICI)1097-0266(199809)19:93.0.CO;2-B

Porter, M. (1979). How competitive forces shape strategy. Harvard Business Review, March Issues.

Porter, M. E. (1980). Competitive strategy: Techniques for analysing industries and competitors. Free Press.

Porter, M. E. (1985). Competitive advantage: Creating and sustaining competitive performance. Free Press.

Reay, T. (2014). Publishing qualitative research. Family Business Review, 27(2), 95-102. https://doi.org/10.1177/0894486514529209

Rumelt, R. P. (1991). How Much Does Industry Matter? Strategic Management Journal, 12(3), 167-185. https://doi.org/10.1002/smj.4250120302

Saes, M. S. M. (2009). Estratégias de diferenciação e apropriação da quase-renda na agricultura: A produção de pequena escala. São Paulo: Annablume, Fapesp.

Souza, J. P., & Bankuti, S. M. S. (2012). Integração da atividade logística e desempenho: uma proposta de análise sob cinco enfoques teóricos. Revista da FAE, 15(1), 134-149.

Suddaby, R. (2010). Editor’s comments: Construct clarity in theories of management and organization. Academy of Management Review, 35(3), 346-357. https://doi.org/10.5465/AMR.2010.51141319

Tebboune, S., & Urquhart, C. (2016). Netsourcing strategies for vendors: A resource-based and transaction cost economics perspective. Journal of Information Technology, 31(1), 32-47. https://doi.org/10.1057/jit.2015.20

Teece, D. J., R.; Rumelt, G. D.; & Winter, S. (1994). Understanding Corporate Coherence. Theory and Evidence. Journal of Economic Behavior and Organization, 23(1), 1-30. https://doi.org/10.1016/0167-2681(94)90094-9

Teece, D., Pisano, G., & Shuen, A. (1997). Dynamic capabilities and strategic management. Strategic Management Journal, 18(7), 509-533. https://doi.org/10.1002/(SICI)1097-0266(199708)18:73.0.CO;2-Z

Veblen, T. (1974). A Teoria da Classe Ociosa – Um estudo econômico das instituições. Trad. Olívia Krähenbühl. Atica, (Os pensadores).

Wernerfelt, B. (1984). A resource-based view of the firm. Strategic Management Journal, 5(2), 171-180. https://doi.org/10.1002/smj.4250050207

Williamson, O. E. (1985). The economic institutions of capitalism: Firms, markets, relational contracting. Free Press.

Williamson, O. E. (1996). The mechanisms of governance. Oxford University Press.

Zylbersztajn, D. (1995). Estruturas de governança e coordenação do agribusiness: Uma aplicação da nova economia das instituições (Tese de livre docência), Departamento de Administração, Faculdade de Economia, Administração e Contabilidade, Universidade de São Paulo.

Zylbersztajn, D. (2009). Papel dos contraltos na coordenação agro-industrial: Um olhar além dos mercados. In J. P. de Souza & I. N. Prado (Orgs.), Cadeias produtivas: Estudos sobre competitividade e coordenação (pp. 38-74). EDUEM.

Publicado

2020-07-27

Cómo citar

Fortes, B. J., & Souza, J. P. de. (2020). Decisión de los bordes verticales de la empresa: Consideraciones de complementariedade. Contextus – Revista Contemporánea De Economía Y Gestión, 18, 123–145. https://doi.org/10.19094/contextus.2020.43903

Número

Sección

Artículos