【作者】 廖君；

【导师】 李明志；

【作者基本信息】 清华大学 ， 西方经济学， 2004， 硕士

【摘要】 移动通信产业是一种典型的网络型产业,网络型产业的一个最重要特征就是其所提供的产品或服务具有鲜明的网络外部性。由于网络外部性对企业的经营发展、政府管制政策的制定乃至整个经济的运行都会造成深刻的影响,因此研究网络外部性对企业竞争策略及政府管制的影响,将有助于移动通信企业在竞争中获取竞争优势,也有利于政府部门提高管制的效率。本文对Jeong-Yoo Kim(2000)建立的模型进行了扩展,详细研究了一家企业采用某种技术进入市场与在位企业进行竞争的情形。结果发现:网络外部性的存在会导致进入者和在位者之间价格竞争的加剧,但是产品之间的相互兼容可能会缓解这种价格竞争。并且,进入企业产品质量的高低将对企业产品的价格及兼容性水平的决定产生重要的影响。结合中国移动通信市场的发展现实,我们总结出四种竞争策略:利用质量的策略、利用价格的策略、利用预期的策略以及利用安装基础的策略,通过这些策略企业将更有可能在市场竞争中获取竞争优势。本文的另一部分工作是考察了在移动通信市场中政府管制政策的作用。经济学家关于网络外部性的理论分析以及各国移动通信产业发展经验表明,完全竞争或者完全垄断的市场结构都已不太适应于现代移动通信产业的发展,需要在原有垄断格局的基础之上引入竞争,逐步形成寡头竞争的市场格局,在这当中可能会出现很多问题。其中,如何在市场中引入竞争(让两个或两个以上厂商同时进入或者依次进入)等问题会受到网络外部性因素的影响,并且会对中国移动通信市场未来的发展起着至关重要的作用。本文所采用的研究方法是介绍中国移动通信市场中的典型案例,并且将用产业组织理论去分析解释它们。更多还原

【Abstract】 Mobile communications is a typical networked industry and one of its most important characters is that the product or service in it exhibits strong network externalities. Because network externalities have great effects on the firms’ development, the government’s decisions and the economy’s operation, the study on network externalities will help mobile communication firms to gain competitive advantage and help the government to improve its efficiency. Extending the models by Jeong-Yoo Kim (2000), this paper analyses the situation when an entrant firm adopts some technology to enter the market and competes with the incumbent firm. Network externalities will make the price competition between the entry and the incumbent more severe. However, compatibility between the products may ease the competition. Besides, product quality of the entry has an important effect on the decisions on price and compatibility. Applying these insights into China mobile communications market, we recommend four kinds of strategies: quality-based strategy, price-based strategy, expectation-based strategy, and installed bases-based strategy, through which the firm would have more chances to gain competitive advantage in the market.This paper also discusses the role that the government can play in the mobile communications market. The theories on network externalities and the development experiences of some countries’ mobile communication industries indicate that market structures such as perfect competition and pure monopoly are not fit for the development of modern mobile telecommunication industries, and oligopolistic competition is needed to be introduced to the market. During this process, issues such as how to introduce competition in the market (some firms enter the market in the same time or sequentially), are <WP=5>affected by network externalities and play the key function in the future development of mobile communications market.The research methodology of this thesis is introducing some typical case studies in China’s mobile telecommunications market and using industrial organization theories to analyze these cases.更多还原