摘要
本文从网络外部性的角度研究分析中国移动通信产业中联通与移动的2.5G市场竞争问题。研究结果表明,在2G时代的竞争中,市场的后进入者中国联通选择与主导厂商中国移动相同的GSM标准为其进入该市场铺平了道路,但同时也造就了联通在以后的竞争中只能成为市场追随者的局面。随着中国移动通信市场的成熟和网络外部性效应的影响,在向3G过渡的2.5G竞争中,联通选择了CDMA标准与移动的GPRS相竞争,这为联通在市场竞争中胜出提供了契机。但哪种标准会占领市场,这将取决于网络效应中消费者对市场的预期以及技术标准对用户安装基础的控制。
Network externality stem from the bandwagon effects of the market which results in'winner takes all'.From the perspective of network economy,this paper analyzes competition between China Mobile and China nicom in China's mobile2G and2.5G markets.In the period of2G market,the choice of GSM paved entrance path for China Unicom who is the latter participant in this market,but also positioned it as the follower of China Mobile in competition.While in the2.5G competition,CDMA against GPRS provides China Unicom opportunities to overtake China Mobile.However,which mode will take the leading role in market;network externality will play a crucial role because that will be decided by customer expectation of market under network effects and control of installation basis by technology standards.
出处
《中国软科学》
CSSCI
北大核心
2003年第9期49-54,共6页
China Soft Science
