网络外部性、软件保护与软件产业市场结构的关联分析——基于软件商业模式的角度

Correlative Analysis on Software Protection,Network Externality and Market Structure of Software Industry:Based on Perspective of Software Business Mode

本文结合软件需求和供给的网络外部性、法律保护和厂商自我保护对软件的供给和需求的影响等,着重分析了软件产业中两种主要的商业模式——Windows模式和Linux模式,并研究了影响软件产业市场结构的因素及市场形成机理。研究结果表明:软件厂商主要通过选择不同的商业模式展开市场竞争,不同商业模式下软件的网络外部性和自我保护程度存在明显差异,这种差异内生了创新成本、获利能力、产品特性等差别化竞争优势,进而对软件产业市场结构的形成产生重要影响。

Considering the network externality of need and supply of software,the legal protection and the self-protection taken by manufacturers for software,this paper emphatically analyzes two main business modes in software industry, namely Windows mode and Linux mode, and studies the determinants influencing market structure of software industry as well as the formation mechanism of market structure. The result shows that, software corporations compete by choosing different business modes,and these differences are mainly reflected by the network externality of software and the level of software self-protection in different business modes,which leads to different competitive advantages,and further brings important impacts on market structure of software industry.