session 1 - cluster analysis - academia
TRANSCRIPT
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
http://www.cit.ie
Monday 28th and Tuesday 29th of September 2015
Proudly Sponsored by: Faculty of Business and Humanities & Cork County Council
As featured in:
Programme:• Session 1: Cluster Analysis - Academia. Monday 28th 2:30 to 4:30pm Venue: Seminar Room, CIT.• Session 2: Building International Collaborations - Industry. Monday 28th 6:00 to 7:30pm Venue: County Hall Council Chamber.• Session 3: Building Economic Growth Through Clusters - Policy. Tuesday 29th 10:00 to 12:00pm Venue: CIT Council Chambers.• Session 4: Cluster Organisation Development. Tuesday 29th 2:30 to 4:30pm Venue: Seminar Room, CIT.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Triple Helix Clusters?
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Academic Session Presenters
Joan Martí Estévez
Director of Cluster Development ACCIÓ (Catalan Agency for Competitiveness)
[email protected] @JMartiClusters
Tamara Högler
Head of Innovations and International Affairs CyberForum e.V., Karlsruhe, Germany.
[email protected] @CyberForum
Justin Doran
School of Economics University College Cork
[email protected] @justin_doran
Eoin Byrne
Department of Management & EnterpriseCork Institute of Technology
[email protected] @eoinbyrne9
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
http://www.cit.ie
Running order for Session 1: Cluster Analysis
Thursday 10th of September 2015 13:00 – 14:00
www.cit.ie/vlinc
Monday 28th 2:30 to 4:30pm Venue: Seminar Room, Melbourne Building, CIT.Opening of Session by Mr Gerard O’Donovan, Head of Faculty Business and Humanities, CIT.
• Eoin Byrne (CIT): Adding Geography to Network Analysis of Clusters using the V-LINC analysis.• Justin Doran (UCC): Bringing Econometric Analysis to Clusters and Networks.• Tamara Högler (CyberForum) and Joan Martí Estévez (ACCIÓ): Cluster Theory Vs. Clusters in Practice.
Q&A
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
http://www.cit.ie
Cluster Seminar SeriesAcademic Session: Cluster Analysis
By: Eoin Byrne, Dr John Hobbs & Brigid Walsh Monday 28th September 2.30 – 4.30pm
Department of Management and Enterprise, Cork Institute of TechnologyE-mail: [email protected]
V-LINC – Visualisation of Linkages In Networked Clusters
www.cit.ie/vlinc
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Clusters: Identifying, Mapping and Visualisation, and Analysis
Identifying: Define them and their presence.Geographical concertation and industrial specialisation indices Methods: Gini coefficient, Herfindahl-Hirschman index, Input-Output, Location Quotient., Van Egeraat et al. (2015). Qualitative methods survey and expert opinion (case studies).
Mapping: Presence, profile, economic performance.US Cluster Mapping Project and the European Cluster Observatory.
Figure: The establishment of the European Cluster Observatory. Source: Sölvell et al. 2009, and authors own elaboration.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Cluster Visualisation
Figure: Observatory Star Rating for IT by EU Region. Source: www.clusterobservatory.eu.
Figure: Cluster Stars IT Sector EU Regions. Source: European Cluster Observatory 2015.
Figure: Specialization in Analytical IT Cluster by Area, 2013. Source: US Cluster Mapping Project, 2015.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Cluster Analysis: How to Understand Clusters?
How do they function and operate?• Are the firms well connected? • Who participates in the cluster?• Who are the key connectors?• Are there links with research institutes, universities and B2B research links.• Is the cluster focused on specific markets?• Is there a local “buzz” or global “pipeline”.
Case Studies and qualitative analysis – surveys, interviews and expert opinion.
Clusters Analysis
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Cluster Analysis: How to Understand Clusters?Nature of interactions that firms engage in, how these lead to competitive advantage.
Network analysis techniques have been applied to investigate the structure of interactions in regions and clusters, (Giuliani and Bell, 2005; Eraydın and Fingleton , 2006; Morrison, 2008; Ter Wal and Boschma, 2009; Giuliani and Pietrobelli , 2011).
Figure 2a: Information network. Source: Morrison, 2008.
Figure 2b: The structure of the local knowledge network, 2006 (NetDraw). Source: Giuliani, 2013.
Clusters Analysis and Network Analysis
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
How to Understand Clusters
V-LINC is a methodology and software application which informs and develops policy recommendations through mapping, visualising and analysing the strength of key relationships within Cluster Ecosystems. V-LINC can be applied to any industry sector.
The V-LINC research team work in partnership with cluster organisations, regional/national authorities and academics to develop strategic short, medium and long term policies based on Regional/National strengths and capabilities.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Visualisation of Linkages in Networked ClustersLinkages between firms and other organisations are at the heart of how clusters function.
The key components of V-LINC data are; 1. Define the linkage category,
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Visualisation of Linkages in Networked Clusters
These linkage categories are derived from Marshall’s (1890) ‘Triad of External Economies of Industrial Localisation;’ Porter’s (1998a) ‘Diamond of Local Industrial Clustering,’ and Leydesdorff’s (2012) ‘Triple Helix Cluster configuration’ each of which recognise the role of knowledge, innovation, collaboration, administrative supports and specialised inputs.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Visualisation of Linkages in Networked ClustersLinkages between firms and other organisations are at the heart of how clusters function.
The key components of V-LINC data are; 1. Define the linkage category, 2. Define geographic scope, and
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Visualisation of Linkages in Networked Clusters
The methodology distinguishes itself from Porter’s (1990, 1998) work in that it recognises that clusters are dynamic and have linkages which occur with partner’s external to a cluster.
Markusen (1996) recommends a broader institutional approach which encompasses the degree of embeddedness across district boundaries.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Visualisation of Linkages in Networked ClustersLinkages between firms and other organisations are at the heart of how clusters function.
The key components of V-LINC data are; 1. Define the linkage category, 2. Define geographic scope, and 3. Assess the business significance of each linkage as perceived by respondent firm personnel.
• Firm linkage data is collected through structured, face-to-face interviews with firms. • When uploaded, the linkage data for a sample of firms is aggregated to produce an insight
into the network of firm linkages of a cluster. • A novel section of the methodology is the Perceived significance scores for the firm’s
linkages. This allows the researcher to assess what types of linkages are most important in the cluster and where they occur.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Ile de France ICT Cluster Ecosystem
Local National
European International
Total Linkages = 393 (Local = 150; National = 73; European = 88 and International = 82)
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Ile de France ICT: Local Linkages
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Ile de France ICT: Local R&D
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Policy Recommendations Slovenia ICTV LINC Analysis of Linkages in the ICT Sector in Slovenia‐
1. Increase ICT TN’s membership and value to members in order to provide a voice and networking cluster for Slovenia’s growing SME base. The Triple Helix Cluster organisation should take responsibility for access to finance for SMEs and co-ordinate co-operations between SMEs.
2. Develop the ICT TN Triple Helix Cluster to strengthen the linkage with National Government to increase the levels of Research, Development and Innovation. ICT TN to support interactions and collaborations between firms in the ICT sector and Government agencies to incentivise RD&I. Government should encourage linkages between MNE units, indigenous SMEs and academia, which may lead to increased innovation and R&D partnerships.
3. Focus on the Internationalisation of Slovenian ICT Firms through mechanisms such as the Business Roaming Agreement and the BeWiser project. A cooperative development plan is needed to help SMEs and micro enterprises make international connections. ICT TN are in a position to be able to facilitate the creation of linkages through their participation in the BeWiser project (www.be-wiser.eu), and partnership with CyberForum’s Business Roaming Agreement.
V LINC report endorsed by:‐
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Identification of Key Connectors: Cork ICT
Key Connector it@cork EI CCC UCC CIT IDAHigh 30 to 40 6% 12% 0% 10% 22% 44%Medium 20 to 30 44% 65% 44% 40% 44% 44%Low 10 to 20 44% 24% 50% 50% 22% 11%Tenuous 0 to 10 6% 0% 6% 0% 11% 0%Total (n) 18 17 16 10 9 9
Linkage Category 15 IA, 3 TN
14 GA, 3 TN
11 IA, 5 TN
5 RD, 4 TN, 1 SS
6 RD, 3 TN 9 GA
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Cork ICT and Biopharma: Specialist ServicesSpecialist Services are the 2nd most frequent linkage category for ICT MNEs, 19% (n=61) and 77% of Specialist services linkages are within Ireland.
ICT
Bio-pharma
Specialist Services are the most frequent linkage category for Biopharma MNEs, 19% (n=150) and 85% of Specialist services linkages are within Ireland.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
International and European Output Linkages Operated by Cork ICT SMEs.
Internationalisation Strategy developed for Cork ICT firms using:• Trade Missions• Business Roaming Agreement - Clusterize• V-LINC matchmaking – Be Wiser Connect (Launched on 28th Sept)• Dealbroker program (leveraging MNCs)
Total Linkages = 75 (Local = 16%; National = 28%; European = 23% and International = 33%)
Key target regions:
Internationalisation strategies for clusters.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Research Teams’ Experience and Project Portfolio
Experience working on European and Nationally Funded Cluster Projects:
BEWISER project (www.be-wiser.eu).
REMCAP project (www.remcap.eu).
WCPD Agri-food (www.wcdp.ie).
Bord Iascaigh Mhara (www.bim.ie).
Other experience includes:• Smart Specialisation Peer Review• Executing SWOT & PESTLE Analysis • Undertaking Market Analysis• Animating Policy Roundtables• Developing + Conducting Online Surveys &
Analysis• Joint Action Planning• Dissemination Activities• Academic Publications
V-LINC Analysis has been undertaken on clusters in the following industry sectors:
• Information Communications Technology• Biopharma• Maritime • Agri-food• Tourism
V-LINC analysed Clusters across the following countries.
Page 23
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Final Thoughts
What’s next for identifying, mapping and visualisation, and analysis of clusters?
• What is the best method for analysing clusters?
• Important to realise the aim and the audience for different types of analysis.o National or Regional Gov., cluster organisations/practioners, academia.
• What are the needs of national/regional policy makers and cluster organisations?
• The role of visualisation.
Bringing Econometric Analysis to Clusters and NetworksJustin Doran, Eoin Byrne* & John Hobbs*School of Economics, University College Cork, Cork, Ireland*Department of Management & Enterprise, Cork Institute of Technology
Introduction
• Overview of statistical analysis which can be accomplished through the use of V-LINC data.
• What determines networking activity?• Uses V-LINC data from over 110 firms across sectors and countries.
• How resilient are networks to shocks?• Case study of the ICT sector in Cork.
• What networks do firms find most Important?• Case study of the ICT sector in Cork.
• Shows how analysis based on V-LINC data can provide insights into cluster dynamics.
26
Overview of Key Issues
• V-LINC is a methodology which maps, visualises and analyses firm linkages to investigate cluster ecosystems.
• As part of an ongoing process, data is collected at the firm-level to investigate the following;
1. the type of linkages that firms engage in;2. the geographic scope of the linkages;3. the importance of linkages to the firm.
• The data contains information on firms from different countries and sectors.
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Part 1: Patterns of Networking Behaviour
Explaining Variation in Linkages Across Sectors• Different firms may engage in different types of
linkages to a greater or lesser extent than others.
• Some may be more inclined to engage with local partners while others engage with international agents.
• Firms’ age, sector, size and other factors may drive its networking decisions.
• This section shows how V-LINC can be used to analyse networking patterns in general across different clusters, sectors and firm types.
29
Methodology
• The methodology adopted is regression analysis which enables the identification of relationships between variables.
• Specifically we estimate the following model
• This is estimated using Possion regression techniques.
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Results – All Linkages
31
Sector Specific Effects
Results – Local to Global
32
Sector Specific Effects
Results – Local to Global
33
• Summary of highest number of linkages to lowest number of linkages based on coefficients presented in the previous slide.
Results – By Linkage Type
• Summary of highest number of linkages to lowest number of linkages based on coefficients presented in the previous slide.
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35
Part 2: Resilience of Networks – The Case of the Cork ICT Sector
Methodology
• In this section we talk about what defines a resilient network.
• A resilient network is one in which the departure of firms from the network does not reduce the flow of knowledge through the network by a significant degree.
• However, there is a trade off between resilience and the development of ‘gatekeepers’ or ‘key connectors’ of knowledge.
• There is a need for both resilient flows of knowledge but also efficient channels through which knowledge can flow.
36
Typology of Networks
37
Resilience of the Cork ICT Sector
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1. Many Nodes2. Numerous
Linkages between the core and periphery
3. Resilient structure
Resilience at Different Spatial Scales
39
1. Similar Pattern to overall network plot.
2. Resilient structure
1. Somewhat similar Pattern to overall network plot.
2. Resilient structure
1. Few linkages between core and periphery
2. Not resilient
1. Few linkages between core and periphery
2. Not resilient
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Part 3: The Importance of Networks
Methodology
• Here we discuss the measurement of how important a firm finds different linkages.
• While before we have treated all linkages as being equally important it is likely that firms will find some linkages more advantages than others.
• Here we model what types of linkages firms are likely to find most important.
• We ask whether the linkage type or geographical location impact on firms perceived importance of the linkage.
41
Determinants of the Importance of a Linkage
42
Different linkage types are more or less important
Geography varies in importance
Geography of Linkage
43
Ranking of Linkage Importance
Network Type
44
Part 4: Example Conclusions from Statistical Analysis
Discussion
• Drawing the implications from the various parts yields insights into the Cork ICT cluster’s dynamics.
45
Part 1•Comparing Specific Sector against a benchmark•Identifying the type of linkages and geographical scale firms’ typically engage in.
Part 2•Identify resilient/exposed networks•Identify key-connectors within the cluster
Part 3•Identify the most important linkage types within a network.
Part 4•Combine insights from previous parts to identify strengths/weaknesses of a cluster’s network.
Discussion
• We note that ICT firms are amongst the least likely to engage in networks relative to other sectors.
• However, relative to other sectors, they are more likely to engage in EU and international linkages.
• Bio-pharma, tourism etc. have higher levels of local and national level linkages.
• ICT engages more frequently in IA linkages but engages to a lesser extent with IN linkages.
46
Discussion
• When we consider the resilience of local, national and international linkages in Cork’s ICT sector we note that
• Local and national network are resilient to shocks• However, EU and international linkages are dependent
upon a few key nodes and lack resilience.
• This suggests that EU and international networks may be heavily disrupted if key connectors leave the cluster.
• This can be linked with the finding that EU and international linkages are view as the most important types of linkages.
47
Thank you for your attention and your comments and questions are very welcome
48
Contact details:
Justin DoranEmail: [email protected] Twitter: @doran_justinWeb: www.justindoran.ie
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
Session 1Cluster Theory vs. Cluster Practice
Tamara Högler, Head of Innovations and International Affairs, CyberForum e.V.Cork, 28.09.2015
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Overview
• Introduction– Have you ever heard about… Karlsruhe?– CyberForum – An IT and Hightech Business Network
• Porter´s Cluster Theory vs. Practice
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Karlsruhe – A Medium-Sized City with Huge Opportunities • Karlsruhe is a European ICT Hub (4th place among > 1,000 regions, only Munich, London and Paris
ahead)• Karlsruhe is a German ICT stronghold and participant of the German Software-Cluster• 99% SMEs, but also large companies (SAP, Siemens, Bosch, United Internet, …)• Many Hidden Champions (e.g. security, logistics, traffic management)• Many companies and research facilities are involved in the top cluster „Electric Mobility South-
West“• Outstanding research facilities
• Karlsruhe Institute of Technology (largest German research facility)• FZI Research Centre for Information Technologies• 3 Fraunhofer institutes
• Many citizens are tech- and media-savvy• 13 of 100 citizens possess an own domain (2nd place in Germany after Munich)• 12 of 100 citizens use cloud applications (top position in Germany)
• Largest regional German ICT cluster => CyberForum
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Cyberforum… Who we are & what we do
1997Inception
1000IT Start Ups
4000NewEmployees
>1000Members
23.000Staff
600Trainees
33Employees
2015Today
MultipleCertifications* as oneof the best IT-clusters in Europe!
1
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Our services – A short overview…
Founders´guidance Mentoring Business
AngelsVentureCapital
Innovation-Transfer
Internationali-sation
Networking: InfoMarket, CyberCongress, RoundTables…
Idea Foundation Early Growth Growth Maturity
Catch-the-JobCyberStarter
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Porter´s Cluster Theory – vs. CyberForum Practice ITheory:• Once a cluster forms, the whole group of industries
becomes mutually supportingPractice:• Nope… it´s a long and exhausting way to get
companies start / used to support each other• Trust building is of key importance and does not
happen „by nature“• Think big. Start small! Build trust. Step by step.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Porter´s Cluster Theory – vs. CyberForum Practice IITheory:• Benefits flow forward, backward, and horizontally.Practice:• Benefits flow to strong, well connected companies• Startups and SMEs are always in danger of being
swallowed by bigger ones.• Think big. Start small! Build trust. Step by step.• Support first and foremost SMEs. • Build an ethical code!
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Porter´s Cluster Theory – vs. CyberForum Practice IIITheory:• Entry from other industries spurs upgrading in the
cluster by stimulating diversity in R&D and introducing new strategies and skills.
Practice:• No comments needed. Just think about the current
refugee crisis.• Think big. Start small! Build trust. Step by step.• Bring them pro-actively together, e.g. by small common
projects!
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Porter´s Cluster Theory – vs. CyberForum Practice IVTheory:• Information flows freely and innovations diffuse
rapidly through the conduits of suppliers or customers who have contact with multiple competitors.
Practice:• Information is kept either by single companies or by
small groups of companies.• Build trust. Step by step. Support innovation
processes!
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Porter´s Cluster Theory – vs. CyberForum Practice VTheory:• Interconnections within the cluster, often unanticipated,
lead to the perception of new ways of competing and entirely new opportunities, where people and ideas combine in new ways.
Practice:• People and ideas do NOT combine in new ways.• This process has to be actively supported and triggered!• In most clusters such unanticipated coop does not exist.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Porter´s Cluster Theory – vs. CyberForum Practice VITheory:• The presence of the cluster increases information
flow and the likelihood of new entry from spin-offs, downstream, upstream and in related industries.
Practice:• … only if the cluster management does a really really
good job (trust…!)!
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Porter´s Cluster Theory – vs. CyberForum Practice VIITheory:• The presence of the cluster increases information
flow and the likelihood of new entry from spin-offs, downstream, upstream and in related industries.
Practice:• … only if the cluster management does a really really
good job (trust…!)!
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Porter´s Cluster Theory – vs. CyberForum Practice VIIITheory:• Joint projects by trade associations involving firms
from different industrial sectors are common.Practice:• … only if the cluster management does a really really
good job (trust…!)!• It is a HUGE amount of work to get them to cooperate.• You mostly need a „germ cell“ that starts cooperation.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Porter´s Cluster Theory – vs. CyberForum Practice IXTheory:• The pull of size and prestige in attracting talent to the
cluster becomes stronger, leading to an increase in the nation’s international reputation in the field.
Practice:• … only if the cluster management does a really really
good job (trust…!)!• … only if you have an excellent PR (which in fact most
clusters do not have!)
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
www.be-wiser.eu
Porter´s Cluster Theory – vs. CyberForum Practice XTheory:• A cluster may thus be defined as a system of
interconnected firms and institutions whose value as a whole is greater than the sum of its parts.
Practice:• … only if the cluster management does a really really
good job (trust…!)• Unfortunately: Most companies do not recognise this
fact… and act as lone fighters.
This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no. 319907
Tamara HöglerHead of Innovations and International AffairsEmail: [email protected]
Thank you for your attention!
Cluster Analysis in CataloniaFrom theory to practice
Cork, Monday 28th September 2015
Carrer argenteriaCarrer dels assaonadors Carrer dels sombrerers…
Catalonia: a country of clusters
Leather tanners Igualada: s. XVIII and nowadays
Source: J. Nadal, Atlas de la Industrialización en España 1750-2000, Barcelona 2003
Source: Googlemap. T. Megia, Infforme situació sector cluster pell a IgualadaInforme intern del OPI-SIE Internal report – not published
Clusters: an economic reality
Cluster (“wild cluster”)
“Clusters are geographic concentrations of interconnected companies, specialized suppliers, service providers, firms in related industries, and associated institutions in particular fields that compete but also cooperate”Michael E. Porter
Footwear industry
Raw materials(recolectors)
Leather tannersFontanellas i Marti
Vidal BoschCurtidos Badia
Apparel industryGoes SA
Torras SA(...)
Chemical products
Cleaning and tanningAdovinbe
WarehouseBuyers
AssociationsUnió d’adobadors
CEC-FECURGremi de Blanquers
TechnologicalCentres
AIICA
SLAUGHTER
HOUSES
Other end-users
Cluster initiative
“Cluster initiatives are organised efforts to increase the growth andcompetitiveness of clusters within a region, involving cluster firms,government and/or the research community”
Örjan Sölvell, Göran Lindqvist & Christian Ketels in The Cluster Initiative Greenbook (2003).
Mapping Analysis ImplementationInstitutionalization
MentoringMonitoringEvaluation
Cluster association
Cluster organizations are entities that are managing and representing a cluster initiative.
A cluster organization does not necessarily have members, but it provides services to the cluster initiative participants.
A cluster association is a not for profit legally formed entity gathering businesses and other stakeholders involved in cluster initiatives
CLUSTERS IN THE WORLD
2001199719921980
Regions and countries with initiatives based on cluster development
•+
•-
Emilia-RomagnaToscana....
Basque CountryScotlandArizonaCataloniaMassachusetts New Zealand
Costa RicaCalifornia....
SwedenTurkeyLithuania
AustriaJordanianMéxicoSouth Africa....
FranceEstoniaDenmarkSloveniaUKMinas Gerais...
1990 2003
Aprox. More than 3.000 initiatives in different countries
and regions (*)
2005
PakistanKazakhstanPoland….
2015
(*) Estimation from TCI,European Cluster Observatory 2011
Catalonia: a pioneer country
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Catalan productive fabric is very concentrated in clusters (40% of total industrial turnover).
Economy mainly composed by SMEs (99% of total firms).
Cluster policy allow to intervene on endogenous assets with limited budget.
Working at cluster level represent a good way of structuring strategic dialogue between Government and other stakeholders.
Rationale of introducing cluster policy in Catalonia
International recognition
Raw materials Technology Products Strategy Final marketProductive process
CRO
SS-S
ECTO
RIAL
MU
LTIP
RODU
CT
Water treatment
Kids cluster
Habitat
Beauty
Fashion
Railway
Fish Farming
Biotech
ICT
Optics and photonics
Agricultural machineryMotorcycle
Gourmet food
GROUPING FACTOR
+
-
TRADITIONAL CLUSTERINITIATIVES
EMERGING CLUSTERSINITIATIVES
“NEW GENERATION “CLUSTER INITIATIVES
Innovating in cluster policies: the case of Catalonia
Pork meat
Strategic Change Process
Month 0 Month 4
Competitive analysis
Strategic AnalysisDefinition main characteristics of the sectorStrategic analysis (competitive strengths)Environment analysisBusiness tendencies at global levelSuggested actions for companiesSuggested actions for Government
Cluster monitoring
Publ
ic p
rese
ntat
ion
Action planCompanies’ Strategic change
Technological change
Executive training
Internationalization
Benchmarking
Strategic Dive
Tailored actions
Cluster Methodology
Month 16
1Understanding the business
2Changing the strategy in
the right direction
Set up cluster
association
3Stablishing governance
Hiring Cluster manager
4 Guarantying sustainability
Governance
Month 20
Analysis Udate after 4 years
Cluster analysis
-Analysis and process:2 sides of the same coin
- Fact-based , but also anthropology
- Impartial- author and customer
-Consistent-analysis experts vs sectorial experts
-Updated
-Don’t allow paralysis by analysis
Definition Scope and segments
1 2 43
Basic content of cluster mapping
International data
5 6 7 8
Cluster analysis in 8 steps
DDBB quantification
Value chain and agents
mapping
Tendencies International Benchmarking
Strategic challenges
Who to interview?
Personal commitment with innovationBreak the conventional wisdom
Vision of the futureBusiness Ambition
RootsResilience (They try harder!!)
Who to interview: key people
FIRST PEOPLE, THEN STRATEGY
1. Business definition
Gourmet food Cluster
Info gathering and analysis from secondary sources
Interviews to experts and companies and DDBB analysis
2013
HABITAT
HIPOTESISCONTRAST
2. Scope
INDUSTRY – OWN PRODUCT COMPANIES
FOOD(food, children specific products-breakfast, snack..- confectionery, sweets...)
SALES BIG DISTRIBUTIONCHANNEL
HYGIENE, COSMETICS, HEALTH(Cologne, soap, nappies, creams, medicines...)
FASHION AND ACCESSORIES(Clother, shoes, accessories for children...)
HABITAT(decor, children’s furniture, home textile...)
CHILDCARE ITEMS (prams, child car seats...)
LEISURE AND ENTERTEINMENT (toys, audiovisual products, books...)
SCHOOL EQUIPMENT(stationery,textbooks...)
Retailers
Child specialist
IndependentRetailers
Child specialist
IMAG
E O
WN
ERS-
LICE
NSE
S
LICE
NSE
S ST
AKEH
OLD
ERS
Independent Retailers
DIST
RIBU
TIO
N
School Distribution
Pharmacy
MARKET
ORGANISED EDUCATION SERVICES
ORGANISED LEISURE SERVICES
3. Kids related activities value chain
PURE PLAYERS
COMPANIES WITH SPECIFIC PRODUCTS
100% OF TURNOVER AND WORKERS CONTRIBUTE TO
THE BUSINESS
% UNKNOWN OF TURNOVER AND WORKERS CONTRIBUTE
TO THE BUSINESS
Estimation:
Interviews to companies. Analysis of companies’ product portfolio. Secondary sources.
4. Mapping quantification
Definition Scope and segments
1 2 43
Basic content of cluster mapping
International data
5 6 7 8
Cluster analysis in 8 steps
DDBB quantification
Value chain and map of agents
Tendencies International Benchmarking
Strategic challenges
84
FSG.ORG
© 2013 FSG© 2013 FSG84
Tools for analysis: original methodology adapting Porterian tools
Value chain + 5 forces + diamond
Porter tools at 2015:new challenges
-Crisis of capitalism: shared value
- Global value chains- Cross sectorial business models:5 forces or maybe 7?
-Diamond for local (?) ecosystems
Go raibh maith agat!
Joan Martí EstévezDirector Cluster Development Division
[email protected]:@JMartiClusters
LinkedIN: http://es.linkedin.com/pub/joan-martí-estévez/10/433/34b