数据业务时代我国移动通信产业链整合模式及绩效研究——基于双边市场理论的分析视角

Research on Integration Model and Performance of Chinese Mobile Communications Industry Chain in Data Services Era——An Analysis Based on Two-sided Markets

数据业务时代,移动通信产业的业务重点不再是基本话音服务,而转向移动增值服务。产业链的构成日益复杂,成员之间虽有竞争,但更多的表现出相互依赖,产业竞争模式不再是单个企业之间的竞争,而是产业链之间的竞争。在激烈的竞争中,整合产业链中的各个环节,吸引所有成员企业参与价值创造活动,以实现协同共赢将是提升产业链整体竞争力的关键。本文引用双边市场理论,采用定性分析、建模论证、实例检验和实证分析相结合的分析范式,探讨了新形势下,移动通信产业链的整合模式、内在机理和整合绩效,旨在为发展我国移动通信产业提供理论依据和策略参考。

In the era of data services,mobile communications industry chain’s core business is not voice services,but mobile value added services.Mobile communications industry chain is becoming more and more complex,competition and interdependence both exist among the units of industry chain,and interdependence more important.Industry competition has evolved to the one among industry chain.Integrating each segment,absorbing every unit participating value-creating activities,and realizing collaboration and all-win are the key to enhance industry chain overall competitiveness.Based on two-sided markets theories,qualitative and quantitative,theorize and factuality study,this paper explores the integration modes,inherent mechanism and integration performance of mobile communication industry chain,the aim is to supply theoretical basis and reference strategies for developing chnese mobile communication industry.