keiretsu structures
Simon Collinson
Keiretsu are corporate groupings of Japanese
frms characterized by long-term relations and
cross-shareholdings. Members of the group
maintain their operational independence but co-
ordinate strategy and often exchange assets and
resources with other frms in the group. Some
studies view them as suffciently distinctive to
represent a “third” form of business structure
between “hierarchy” and “market” in Oliver
Williamson’s terminology.
There are broadly two types of keiretsu,
the horizontal (kinyu) type and the vertical,
manufacturing keiretsu. Both are undergoing
change in an era of austerity for Japan. Kinyu
are horizontal conglomerates encompassing a
wide range of diversifed businesses, centered
on a dominant bank and/or trading company
(or “sogo shosha”). They are the descendents
of the pre-War zaibatsu, most directly in the
case of Mitsui, Mitsubishi, and Sumitomo,
which survived the attempts of the allied
forces to break them up in the aftermath of the
Second World War (see ZAIBATSUSTRUCTURES).
The remaining three, Fuyo/Fuji, Sanwa, and
Dai-lchi Kangyo, are more like centralized
holding companies. These top six alone directly
accounted for about 5% of the Japanese labor
force and 16% of total Japanese corporate sales
in the early 1980s. But their cross-shareholding
networks and their infuence across and down
the main corporate hierarchies in Japan were far
more prevalent than these fgures suggest.
Vertical manufacturing keiretsu, such as
Toyota, Hitachi, and Matsushita (now Pana-
sonic) are comprised of fag-ship frms at the
center of particular industry value chains. Struc-
tured as co-operative, co-prosperity pyramids,
they connect with preferred suppliers upstream
and with distributors and retailers down-
stream. Toyota once had 168 frst-tier suppliers,
4000 second-tier, and around 32 000 third-tier
suppliers, according to one estimate. These
have been rationalized during the extended
recessionary period in Japan.
Mitsubishi was said to be the most tightly
woven keiretsu, based in Tokyo’s business
district, Marunouchi (or “Mitsubishi Village”),
with over 216 000 employees in businesses
ranging throughout the fnancial, manufac-
turing, services, and trading sectors from heavy
engineering and oil to aerospace and beer.
At its heart were 29 core companies, holding
an average of 38% cross-shareholdings. Joint
investments, co-operative R&D, and strategic
alignment are still maintained by the exchange
of personnel, information-sharing and close
relationships from senior to junior management
across the group. This alignment is orches-
trated from the top, with the presidents and
chairmen of the 29 core frms holding lunch
meetings on the second Friday of each month as
members of the Mitsubishi Kinyokai, or Friday
Club.
Embedded in the Japanese cultural values
of loyalty and obligation, keiretsu structures
have positive and negative effects on market
effciency and the ease-of-doing-business in
Japan. For Japanese frms, they represent trust-
based, rather than price-based relationship
networks. These support intensive interaction,
the co-production of knowledge and enhanced
synergies in the co-ordination of operations,
product innovation, and competitive strate-
gies. For foreign frms, however, they represent
signifcant barriers to market entry.
More generally, in an era of low economic
growth in Japan, they are viewed as sources
of path-dependency and inertia in the face
of changing competitive environments. Some
would argue they are anticompetitive struc-
tures associated with weak shareholders and
capital markets that have not traditionally
emphasized return on investment (ROI) and
dividends.
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Hicheon, K., Hoskisson, R.E. and Wan, W.P. (2004)
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Copyright © 2014 John Wiley & Sons, Ltd.