Il back-reshoring manifatturiero nei processi di internazionalizzazione: inquadramento teorico ed evidenze empiriche. (Manufacturing back-reshoring in the internationalization processes: theoretical framework and empirical evidence)
DOI:
https://doi.org/10.7433/s98.2015.09Keywords:
back-shoring, relocation, internationalization, off-shoring, near-reshoring, re-shoringAbstract
Purpose of the paper: The aim of the paper is to identify an operational definition for the back-reshoring and to characterize such an emerging phenomenon.
Methodology: We adopted an exploratory research methodology, which is useful to develop research hypotheses, even if obtained results are not generalizable to the population at large.
Findings: We offered a characterization of back-reshoring as part of the firm’s internationalization process, identifying differences with other phenomena (de-internationalization, international divestment, return repatriation). We also summarized and evaluated the available empirical evidence on back-reshoring and extended it by presenting the findings of an extensive data collection of cases of back-reshoring.
Practical implications: We define specific elements characterizing the off-shoring and back-reshoring phenomena which support companies in their decisions regarding manufacturing activities’ location.
Originality of the paper: Originality and research limits are both related to the adopted explorative research methodology. More specifically, while this approach is useful to guide the development of research hypotheses, its results are not generalizable to the population at large.
References
ARLBJØRN J.S., LÜTHJE T. (2012), “Global operations and their interaction with supply chain performance”, Industrial Management and Data Systems, vol. 112, n. 7, pp. 1044-1064.
ARON R., SINGH J.V. (2005), “Getting offshoring right”, Harvard Business Review, vol. 83, n. 12, pp. 135-140.
BABBIE E. (1989), The practice of social research, Wadsworth, Belmont Ca.
BARKEMA H.G., BELL J.H.J., PENNINGS J. (1996), “Foreign entry, cultural barriers and learning”, Strategic Management Journal, vol. 17, n. 2, pp. 151-166.
BELDERBOS R., ZOU J. (2006), “Foreign investment, divestment and relocation by Japanese electronics firms in East Asia”, Asian Economic Journal, vol. 20, n. 1, pp. 1-27.
BENITO G.R.G. (1997), “Divestment of foreign production operations”, Applied Economics, vol. 29, n. 10, pp. 1366-1378.
BENITO G.R.G. (2005), “Divestment and International business strategy”, Journal of Economic Geography, vol. 5, n. 2, pp. 235-251.
BENITO G.R.G., WELCH L.S. (1997), “De-internationalization”, Management International Review, vol. 37, n. 2, pp. 7-25.
BENITO G.R.G., PETERSEN B., WELCH L.S. (2009), “Towards more realistic conceptualizations of foreign operation modes”, Journal of International business Studies, vol. 40, n. 9, pp. 1455-1470.
BENITO G.R.G., PETERSEN B., WELCH L.S. (2011), “Mode combinations and international operations. Theoretical issues and an empirical investigation”, Management International Review, vol. 51, n. 6, pp. 803-820.
BERRY H. (2009), “How do firms divest?”, Organizational Science, vol. 21, n. 2, pp. 135-155.
BERRY H. (2013), “When do firms divest foreign operations?”, Organizational Science, vol. 24, n. 1, pp. 246-261.
BERTOLI G., RESCINITI R. (a cura di), (2012), International Marketing and the Country of Origin Effect: The Global Impact of “Made in Italy”, Edward Elgar Publishing: Cheltenham, UK.
BODDEWYN J.J. (1979), “Foreign divestment: Magnitude and factors”, Journal of International business Studies, vol. 10, n. 1, pp. 21-27.
BODDEWYN J.J., (1985), “Theories of foreign direct investment and disinvestment: A classificatory note”, Management International Review, vol. 25, n. 1, pp. 57-65.
BODDEWYN J.J., TORNEDEN R. (1973), “U.S. foreign divestment: A preliminary survey”, Columbia Journal of World Business, vol. 8, n. 2, pp. 25-29.
BORGMANN C., KLOSTERMEYER A., LÜDICKE T. (2000), “Strategische und organisatorische Erfolgsmuster der Herstellung von Einfachprodukten am Standort Deutschland” in Schmierl K. (a cura di), Intelligente Produktion einfacher Produkte am Standort Deutschland, Campus Verlag, Frankfurt, pp. 61-95.
BURT S., DAWSON J., SPARKS L. (2003), “Failure in international retailing: Research propositions”, The International Review of Retail, Distribution and Consumer Research, vol. 13, n. 4, pp. 355-373.
BUSINESS INTERNATIONAL (1976), International divestment: A survey of corporate experience, Geneve and New York.
CAIRNS P., DOHERTY A.M., ALEXANDER N., QUINN B. (2008), “Understanding the international retail divestment process”, Journal of Strategic Marketing, vol. 16, n. 2, pp. 111-128.
CALOF L.J., BEAMISH P.W. (1995), “Adapting to foreign markets: Explaining internationalization”, International Business Review, vol. 4, n. 2, pp. 115-131.
CASSON M. (1986), “International divestment and restructuring decisions (with special reference to the motor industry)”, International Labour Office, Multinational Enterprises Program Working Paper, n. 40.
CASSON M. (2013), “Economic analysis of international supply chains: An internalization perspective”, Journal of Supply chain Management, vol. 49, n. 2, pp. 8-13.
CHOPRA J., BODDEWYN J.J., TORNEDEN R.L. (1978), “U.S. foreign divestment: A 1972-1975 updating”, Columbia Journal of World Business, Spring, vol. 13, n. 1, pp. 14-18.
COXON M.D., RITTER R.C., STERNFELS R.A. (2005), “The onshoring option. California can do more than dream about retaining manufacturing jobs”, McKinsey Quarterly Web Exclusive, Regional Report, pp. 2-3.
DACHS B., KINKEL S. (2013), Back-shoring of production activities in European manufacturing. Evidence from a large scale survey, Paper presentato all’EURopean Operations Management Association (EurOMA), Dublino, Irlanda, 7-12 June.
DAUDIN G., RIFFLART C., SCHWEISGUTH D. (2011), “Who produces for whom in the World economy?”, Canadian Journal of Economics/Revue Canadienne d’Economique, vol. 44, n. 4, pp. 1403-1437.
DHOLAKIA N., KOMPELLA R.K., HALES D. (2012), The dynamics of inshoring, Paper presentato alla Knowledge Globalization Conference, Pune, India, vol. 6, n. 1, pp. 88-95.
DUENNING T.N., CLICK R.L. (2005), Essentials of business process outsourcing, John Wiley & Sons, New Jersey.
DUNNING J.H., (1995), “Reappraising the eclectic paradigm in an age of alliance capitalism”, Journal of International business Studies, vol. 26, n. 3, pp. 461-492.
ELLRAM L.M., (2013), “Off-shoring, reshoring and the manufacturing location decision”, Journal of Supply Chain Management, vol. 49, n. 2, pp. 3-5.
ELLRAM L.M., TATE W.L., PETERSEN K.J. (2013), “Offshoring and reshoring: An update on the manufacturing location decision”, Journal of Supply chain Management, vol. 49, n. 2, pp. 14-22.
ENGEL D., PROCHER V. (2010), “Home firm performance after foreign investments and divestitures”, Ruhr Economic Papers, n. 193.
FERDOWS K. (1997), “Making the most of foreign factories”, Harvard Business Review, vol. 75, n. 2, pp. 73-88.
FERREIRA J., PROKOPETS L. (2009), “Does off-shoring still make sense?”, Supply chain Management Review, January-February, pp. 20-27.
FISCH J.H., ZSCHOCHE M. (2012), “The effect of operational flexibility on decision to withdraw from foreign production locations”, International Business Review, vol. 21, n. 5, pp. 806-816.
FISCHER A. (2006), “Bringing the jobs home”, Fortune Magazine, March 20th, http://archive.fortune.com/magazines/fortune/fortune_archive/2006/03/20/8371784/index.htm.
GRAY J.V., SKOWRONSKY K., ESENDURAN G., RUNGTUDANATHAM M. J. (2013), “Reshoring phenomenon: What supply chain academics ought to know and should do”, Journal of Supply Chain Management, vol. 49, n. 2, pp. 27-33.
GUENTHER G. (2012), Federal tax benefits for manufacturing: current law, legislative proposals, and issues for the 112th Congress, Congressional Research Service, Washington D.C..
HAIR J.F. Jr., WOLFINBARGER CELSI M., MONEG A.H., SAMOUEL P., PAGE M.J. (2011), Essentials of Business Research Methods, M.E., Sharpe, Inc..
HAMILTON R.T., CHOW Y.K. (1993), “Why managers divest: Evidence from the New Zeland’s largest companies”, Strategic Management Journal, vol. 14, n. 6, pp. 479-84.
HARDOCK P. (2000), Produktionsverlagerung von Industrieunternehmen ins Ausland. Formen, Determinanten, Wirkung Gabler, Wiesbaden.
HASHAI N., ASMUSSEN C.G., BENITO G.R.G., PETERSEN B. (2010), “Technological knowledge intensity and entry mode diversity”, Management International Review, vol. 49, n. 6, pp. 659-681.
HENNART J.F., ROEHL T., ZENG M. (2002), “Do exits proxy for a liability of foreigners? The case of Japanese exits from the United States”, Journal of International Management, vol. 8, n. 3, pp. 241-264.
HOLZ R. (2009), An investigation into off-shoring and back-shoring in the German automotive industry, PhD Thesis University of Wales, Swansea.
JAGERSMA P.K., VAN GORP P.K. (2003), “International divestments: An empirical perspective”, Journal of General Management, vol. 29, n. 1, pp. 47-67.
JAVALGI R.G., DELIGOUNUL S., DIXIT A., CAVUSGIL S.T. (2011), “International market reentry: A review and research framework”, International business Review, vol. 20, n. 4, pp. 377-393.
JENSEN P.D.Ø., LARSEN M., PEDERSEN T. (2013), “The organizational design of offshoring: Talking stock and moving forward”, Journal of International Management, doi: INTMAN-00492.
JUNGNICKEL R. (1990), Technologien und Produktionsverlagerungen, Verlag Weltarchiv, Hamburg.
KINKEL S. (2012), “Trends in production relocation and back-shoring activities: Changing patterns in the course of the global economic crisis”, International Journal of Operations and Production Management, vol. 32, n. 6, pp. 696-720.
KINKEL S., WENGEL J. (1998), “Produktion zwischen Globalisierung und regionaler Vernetzung, Mit der richtigen Strategie zu Umsatz-und Beschäftigungswachstum”, Mitteilungen aus der Produktinnovationsforschung, n. 10, Fraunhofer-Institut für Systemtechnik und Innovationsforschung, Karlsruhe.
KINKEL S., MALOCA S. (2009), “Drivers and antecedents of manufacturing off-shoring and backshoring - A German perspective”, Journal of Purchasing and Supply Management, vol. 15, n. 3, pp. 154-165.
KINKEL S., ZANKER C. (2013), New patterns of German production relocation and back shoring activities after the global economic crisis?, Paper presentato all’EURopean Operations Management Association (EurOMA), Dublino, Irlanda, 7-12 June.
LEIBL P., MOREFIELD R., PFEIFFER R. (2011), “A study of Effects of back-shoring in the EU”, Journal of Business and Behavioural Sciences, vol. 23, n. 2, pp. 72-79.
LEIBL P., NISCHLER C., MOREFIELD R., PFEIFFER R. (2009), “An analysis of Off-shoring manufacturing to reduce costs”, Journal of Business and Behavioural Sciences, vol. 2, n. 1.
LEWIN A.Y., MASSINI S., PEETERS C. (2009), “Why are companies offshoring innovation? The emerging global race for talent”, Journal of International business Studies, vol. 40, n. 6, pp. 901-925.
LI J. (1995), “Foreign entry and survival: Effects of strategic choices on performances in international markets”, Strategic Management Journal, vol. 16, n. 5, pp. 348-362.
LI J.T., TANG Y. (2010), “CEO hubris and firm risk taking in China: The moderating role of managerial discretion”, Academy of Management Journal, vol. 53, n. 1, pp. 45-68.
LI J., GUISINGER S. (1991), “Comparative business failures of foreign-controlled firms in the United States”, Journal of International business Studies, vol. 22, n. 2, pp. 209-224.
LIAO W.C. (2012), “Inshoring: The geographic fragmentation of production and inequality”, National University of Singapore - Institute of Real Estate Studies Working Paper, n. 009.
LIVESEY F. (2012), “The need for a new understanding of manufacturing and industrial policy in leading economies”, Innovations: Technology, Governance, Globalization, vol. 7, n. 3, pp. 193-202.
MALMENDIER U., TATE G. (2005), “CEO overconfidence and corporate investment”, Journal of Finance, vol. 60, n. 6, pp. 2661-2700.
MARIOTTI S. (2009), “Tendenze degli investimenti diretti esteri dopo la crisi finanziaria: Che accade?”, Economia e Politica Industriale, vol. 36, n. 3.
MAROIS B. (1979), “L’Art de désinvestir”, Revue Française de Gestion, vol. 3, n. 13-23.
MATA J., PORTUGAL P. (2000), “Closure and divesture by foreign entrants: The impact of entry mode and post-entry strategies”, Strategic Management Journal, vol. 21, n. 5, pp. 549-562.
McDERMOTT M.C. (1989), Multinationals: Foreign direct investments and disclosure, McGraw Hill, London.
McDERMOTT M.C. (1996), “The Europeanization of CPC International: Manufacturing and marketing implications”, Management Decision, vol. 34, n. 2, pp. 35-46.
McDERMOTT M.C. (2010), “Foreign divestment: The neglected area of International business?”, International Studies of Management and Organization, vol. 40, n. 4, pp. 37-53.
MOUHOUD E.M. (2007), Mondialisation et délocalisation des entreprises, Éditions La Découverte, Paris.
MÜLLER E. (1996), “Reumütige Rückkehrer. Etliche Firmen, die billig in Deutschland produzieren, kommen wieder nach Deutschland”, FOCUS, vol. 5, n. 39, pp. 258-260.
MUSSO F., FRANCIONI B., PAGANO A. (2012), “The role of country of origin in supporting export consortia in emerging markets”, in Bertoli G., Resciniti R. (a cura di), International Marketing and the Country of Origin Effect: The Global Impact of “Made in Italy”, Edward Elgar Publishing, Cheltenham, pp. 178-198.
OHMAE K. (1985), Triad power: The coming shape of global competition, The Free Press, New York, USA.
PALMER M. (2004), “International retail restructuring and divestment: The experience of Tesco”, Journal of Marketing management, vol. 20, n. 9-10, pp. 1075-1105.
PAGANO A., (2009), “The role of relational capabilities in the organization of international sourcing activities: A literature review”, Industrial Marketing management, vol. 38, n. 8, pp. 903-913.
PETERSEN B., WELCH L.S., BENITO G.R.G. (2010), “Managing the internalisation process”, Management International Review, vol. 50, n. 2, pp. 137-154.
RENZ M. (2005), “Rückverlagerung deutscher Unternehmen aus dem Ausland”, Diploma Thesis, University Tübingen, Tübingen (Germany) www.rueckverlagerung.de. Accessed, 2009, January.
RITTER C., STERNFELS R.A. (2004), “When offshore manufacturing doesn’t make sense”, The McKinsey Quarterly, n. 4, pp. 124-127.
SACHLEV J.C. (1976), “Disinvestment: A corporate failure or a strategic success?”, International Studies of Management and Organization, Spring-Summer, pp. 112-130.
SCHMEISSER B. (2013), “A systematic review of literature on off-shoring of value chain activities”, Journal of International Management, doi.org/10.101016/j.intman.2013.03.011.
SCHNIEDERJANS M.J., SCHNIEDERJANS A.M., SCHNIEDERJANS D. (2005), Outsourcing and insourcing in an international context, Sharpe M.E., Armonk, NY.
SCHULTE A. (2002), “Das Phänomen der Rückverlagerungen, Internationale Standortentscheidungen kleinerer und mittlerer Unternehmen”, Management International Review, Gabler Verlag, Wiesbaden.
SCIARELLI S. (2011), “L’etica nelle scelte di investimento diretto all’estero”, Sinergie, n. 85, pp. 35-43.
SIMŌES V.C. (2005), “Divestment by foreign-based companies: Founding conditions, sourcing and firm boundaries”, Policies for Knowledge Based Economies in the Enlarged EU, Corvinus University of Budapest.
SIRKIN H.L., ZINSER M., HOHNER D., ROSE J. (2012), “U.S. manufacturing nears the tipping point. Which Industries, why and how much?”, BCG.perspectives, March 22nd.
SKIPPER W. (2006), “Services off-shoring: An overview”, Anthropology of Work Review, vol. 27, n. 2, pp. 9-17.
SOULE S.A., SWAMINATHAN A., TIHANYI L. (2013), “The diffusion of foreign divestment from Burma”, Strategic Management Journal, doi: 10.1002.smj.2147.
SWOBODA B., OLEJNIK E., MORCHETT D. (2011), “Changes in foreign operation modes: Stimuli for increases versus reductions”, International business Review, vol. 20, n. 5, pp. 578-590.
THE ECONOMIST (2013), “Here, there and anywhere”, January, 19th.
TORNEDEN R.L. (1975), Foreign divestment by U.S. multinational corporations, Praeger, New York.
TSETSEKOS G., GOMBOLA M. (1992), “Foreign and domestic divestments: Evidences on valuation effects of plant closing”, Journal of International business Studies, 2nd quarter, pp. 203-223.
TURCAN R.V. (2003), “De-internationalization and the small firm”, in Wheeler C., Mcdonald F., Greaves I. (a cura di), Internationalization firm strategies and management, Palgrave Mac-Millan, Houndmills, Basingstoke, Hampshire, pp. 208-222.
TURCAN R.V. (2011), “De-internationalization: A conceptualization”, Paper presentato all’Academy of International business UK and Ireland Chapter Conference, April.
TURCAN R.V., MÄKELÄ M.M., SØRENSEN O.J., RÖONKKÖ M. (2010), “Mitigating theoretical and coverage biases in the design of theory-building research: An example from international entrepreneurship”, International Entrepreneurship and Management Journal, vol. 6, pp. 399-417.
UNCTAD (2013), World investment report 2013. Global value chains: Investment and trade for development, Geneva, United Nations Conference on Trade and Development.
VAN DEN BULCKE D. (1979), “Disinvestments by foreign multinational corporations in the European Community”, in Van Den Bulcke D., Boddewyn J.J., Martens B., Klemmer P. (a cura di) Investments and divestments policies of multinational corporations in Europe, Praeger, London-Saxon House/Teakfield; New York.
VISSAK T. (2010), “Nonlinear internationalization: A neglected topic in international business research”, in Devinney T., Pedersen T., Tihanyi T., (a cura di) The past, present and future of International business and management, Emerald, Bingley.
VISSAK T., FRANCIONI B., (2013), “Serial nonlinear internationalization in practice: A case study”, International business Review, vol. 22, n. 6, pp. 951-962.
VISSAK T., FRANCIONI B., MUSSO F. (2012), “MVM’s nonlinear internationalization: A case study”, Journal of East-West Business, vol. 18, n. 4, pp. 275-300.
WELCH C.L., WELCH L.S. (2009), “Re-internationalisation: Exploration and conceptualization”, International business Review, vol. 18, n. 6, pp. 567-577.
YOUNG S., HOOD N., FIRN J. (2001), “Globalization, corporate restructuring and influences on the multinational subsidiary”, Strathclyde International business Unit, Working Paper Series.