How non-dominant specialized firms sustain systemic innovation influence in modular service ecosystems without occupying architectural control positions remains theoretically underdeveloped. This study develops a dual-path Resource–Strategy–Capability (R–S–C) mechanism framework to explain how structurally distinct network positions generate divergent innovation trajectories among non-dominant firms. The empirical analysis draws on large-scale patent collaboration network data from China’s autonomous driving industry, covering 26 hidden champion firms and 14 global leading enterprises across 2009–2023. The framework identifies two divergent pathways: firms occupying structural hole positions adopt specialization-deepening strategies that build module-anchoring capabilities, while firms with high betweenness centrality adopt T-shaped strategies that build interface-bridging capabilities—both enabling systemic influence without architectural control. To make the resource construct theoretically precise, the framework distinguishes four categories of network-derived resources operative in the R–S–C mechanism—informational, coordination, reputational, and module-definition resources—and specifies three microfoundational processes through which strategic orientation translates into capability: experiential learning, codification of routines, and legitimation through external recognition. Institutional policy environments moderate these mechanisms by reshaping network structural heterogeneity rather than directly driving firm outcomes. The study challenges the canonical prediction of structural hole theory by demonstrating that brokerage positions generate specialization deepening rather than scope expansion when absorptive capacity constraints are binding, extends service ecosystem theory by introducing non-dominant firm pathways to systemic value co-creation, and reframes institutional policy as a network-structural moderator with transferable implications beyond the Chinese context.
Hong et al. (Thu,) studied this question.