Course number

G-ECON31 6A651 LE38 G-ECON31 6A651 LE43 G-ECON31 6A651 LE44

Course title(and course Industries and Global Competition
title inEnglish)

Instructor's
name, job title,and departmentof affiliation

Industries and Global Competition

Target year

1st year students or above Number of credits 2Days and periods Mon.4

Class style

LectureGraduate School of Economics
Professor,KUROSAWA TAKAFUMI
Graduate School of Economics
Professor,TANAKA AKIRA

Year/semesters 2023/Second semester

Language of instruction English[Overview and purpose of the course]
In this course, students learn about the analytical framework for understanding the dynamics of industries in
the globalized economy. Industry is a unit of competition and division of labor. Therefore, understanding thedynamics of industries and the specific characteristics of individual industries from both theoretical andhistorical perspectives is essential for understanding today's global economy, as well as for understanding thecompetitiveness of specific firms, countries, and regions.
While the word "industry" is used in the field of industrial organization, which understands industry
abstractly as a place where competition among firms takes place, it does not go into the technological or
historical factors that make each industry different from others. In this course, contrary to the industrialorganization , we will focus on the characteristics and dynamics of multiple industries and analyses theirpositions and features from theoretical and historical perspectives.
Note#1: For students in the GLOCAL program, this course is one of three elective core courses (two of thethree designated courses must be taken during the fall/winter semester)Note#2: Some classes with outside guest speakers are offered online (not by recorded contents, but by
simultaneous interactive online classes).

[Course objectives]
Students will develop an understanding of the basic analytical concepts used in the field of industry studies,industrial dynamics and industry history, and the basic elements that define the dynamics andcompetitiveness of industries. They will also be able to understand why and how industries have changed
over time, how this has changed the competitive conditions, and how economic agents in different countries
and regions have had to respond. Based on this, students will acquire the ability to formulate and analyze
their own hypotheses.
[Course schedule and contents]
In this class, Prof. Kurosawa and Prof. Tanaka will be in charge of the entire class, while researchers fromother universities will be invited as guest lecturers for specific cases of individual industries.
This course consists of five classes (labeled "Theory" below) on theoretical issues, general frameworks ofanalysis, phenomena across many industries, comparative issues among different industries, and relationships
among multiple industries, and eight classes ("Case" below) on individual industries that serve as examples ofimportant concepts and issues.
1.(Oct. 2) Introduction: Ontology of the industry. What is industry? Why industry matters?
2.(Oct. 16) [Theory #1] Industry heterogeneity and boundaries of industries: intra-industry relationship; interindustry relationship; alternative concepts; SIC; M. Porter s Diamond3.(Oct. 23) [Theory #2] Temporal dimension of the industry: diverse lifecycles, innovation.
4.(Oct. 30) [Theory #3] Spatial dimension of the industry: industrial geography; global value chain; clustering,Continue to Industries and Global Competition (2)↓↓↓Industries and Global Competition (2)national innovation system and competitiveness.
5.(Nov. 6) [Theory #4] Principles of Manufacturing: Why manufacturing now? Goods and services;heterogeneity in manufacturing; processing and assembly; theory of production system.
6.(Nov. 13) [Case #1] Automobile Part 1 [Prof. Li]: Production system of the assembly industry: history &key issues
7.(Nov. 20) [Case #2] Automobile Part 2 [Prof. Li]: De-maturation of technology & products; emerging
economy as markets
8.(Nov. 27)[Case #3] Steel: The evolution of a capital-intensive industry
9.(Dec.4)[Case #4] PC/Smartphone & Semiconductor [Prof. Kawakami] Dynamism of high-tech devices andend products; GVC; RD case of Taiwan
10.(Dec.11)[Theory #5] Principles of service industries and industrial dynamics of digitization
11.(Dec.18)[Case #5] Retail Part-1 [Dr. Shi] Dynamics of retail formats: historical trajectory & theory
12.(Dec.25)[Case #6] Retail Part-2 [Dr. Shi] E-commerce and the changing boundary of industries
13.(Jan.15)[Case #7] Fashion & luxury [Prof. Donze] From manufacturing to branding & storytelling
14.(Jan.22)[Case #8] Healthcare [Prof. Donze] Interaction among technology & public policy
15.(TBD) Feedbacks*The exact contents and sequence of the above are subject to minor variation.
[Course requirements]
No prerequisite knowledge or skill required other than English language ability sufficient to interact actively
in class.
[Evaluation methods and policy]
Methods of evaluation: There will be no examination at the end of the semester, but students will be
evaluated based on their performance during the semester as below:-Three short analytical essays [2000 words writing each for #1-4, #5-9, #10-14] (75%)- Contributing to in-class discussions (10%)-Short Reflection (up to 200 words) using the feedback sheet after class [every 2-3 weeks] (15 %)Policy (viewpoints) of evaluation: Whether the student can understand and use the basic concepts of each
module. Criterion: Whether the student can understand and analyze industry-related articles in economic andbusiness journalism from a scholarly and critical perspective.
[Textbooks]
No specific textbook is used. However, one or two pieces of mandatory reading material and several otherrelated references will be assigned for each class. You are required to read the former before the class.
These materials will be uploaded to the PandA resource section at least one week before the class.

[References, etc.]（Reference books）
As indicated in the textbook section above, references for each session will be announced in PandA. The
following is a partial list.
1.Kurosawa, T. (2018). Introduction. Industry History: Its Concepts and Methods in: Industries andGlobal Competition : A History of Business Beyond Borders, edited by Bram Bouwens, Pierre-Yves Donze;Continue to Industries and Global Competition (3)↓↓↓Industries and Global Competition (3)and Takafumi Kurosawa, Routledge, New York, pp. 1- 24. https://library.oapen.org/handle/20.500.12657/22355
2.Kaplinsky, R. (2015). Global value chains: where they came from, where they are going and why this isimportant in Routledge Handbook of Industry and Development, edited by John Weiss, and Michael Tribe,
Taylor & Francis Group, pp.184-203
3.Hollander, S. C. (1960). The wheel of retailing in Journal of Marketing, 25(1), 37-42.
4. Donze;, P.-Y. & Fujioka R. (2020). The Formation of a Technology-Based Fashion System, 1945-1990:
The Sources of the Lost Competitiveness of Japanese Apparel Companies in Enterprise & Society, online
pre-publication, https://www.cambridge.org/core/journals/enterprise-and-society/article/formation-of-atechnologybased-fashion-system-19451990-the-sources-of-the-lost-competitiveness-of-japanese-apparelcompanies/083B0F626BA81F23804EE9DAC6A3A1E8
5. Tanaka, A & Wang Y. (2023). Procurement Systems and Industry Dynamics: The Case of the Steel
Industry in Oxford Handbook of Industry Dynamics, Oxford University Press, online publication, https://doi.org/10.1093/oxfordhb/9780190933463.013.11[Study outside of class (preparation and review)]【Learning before class】 For each module, several references (journal articles, handbook chapters, etc.) will
be assigned. These references will be uploaded to PandA at least two weeks before the class. Participating
students are expected to read these references in advance based on the instructions of the instructor of each
module before attending the class. Students will be asked to submit a brief comment/questionnaire based on
their prior reading by the day before each class.
【Learning after class】 After the class, students will be asked to submit a feedback sheet that includes avery brief assignment asking them to reflect on the content of the class.
（Other information (office hours, etc.)）
If it can be done in a short time, it should be done after class. For other cases, appointments should be madeindividually.
*Please visit KULASIS to find out about office hours.