三网融合背景下网络基础设施升级的理论与实证研究  

A Theoretical and Empirical Research on Network Infrastructure Upgrade in the Context of Triple Play

作　　者：杨煜[1] 秦双全[2] 胡汉辉[3] 

机构地区：[1]东南大学公共管理系,江苏南京211189 [2]上海财经大学国际工商管理学院,上海200433 [3]东南大学集团经济与产业组织研究中心,江苏南京211189

出　　处：《管理工程学报》2013年第4期186-195,共10页Journal of Industrial Engineering and Engineering Management

基　　金：国家自然科学基金资助项目(71173036);中央高校基本科研业务费专项资金(东南大学新进教师科研启动基金)资助项目

摘　　要：网络基础设施的升级是实现三网融合的硬件支撑,并将促使网络运营商从服务竞争转向设施竞争。本文从动态视角分析了两种竞争阶段及其过渡期的市场竞争。理论分析表明,进入设施竞争阶段不会改变运营商之间的相对市场地位,但能够提升有线运营商的市场需求和利润。在位的电信运营商可能会延缓市场转向设施竞争阶段,有线运营商则通过降低服务的替代性程度加快这一转变。通过计量模型和描述性统计,检验了相关命题,并进一步验证了率先实施融合型业务的有线运营商往往能获得相对多的市场势力。Chinese government is adopting the Three Network Convergence strategy, an official triple play strategy, to promote several converged pilot projects. The upgraded network infrastructures are highly demanded since operators begin offering the bundle ＂of data, voice and video services in the triple play era. Higher network operation capacity is a basic requirement for those converged services as well as operators＂ competitiveness in the new market environment. Therefore, cable and telecom operators are accelerating the construction of the next generation cable networks and fiber-optic broadband network respectively. The network upgrade will promote the market competition paradigm shifting from currently the service-based competition to a facility-based one. This paper will contribute to the research fields of network infrastructure upgrading, service-based and facility-based competition. As for the theoretical analysis, scholars mostly concentrate on the comparative static analysis while neglect the dynamic perspective. As for the empirical studies, recent literatures have some limitations that set the network penetration as a dependent variable. We improve the previous works in two aspects. First, this paper discusses the upgrade of network infrastructure and the service-based-to-facility- based transition from a dynamic perspective so that the adjustment of market competition in this process could be better understood. Second, we use market power as a key indicator in order to test their effects on network operators followed by the investment of network infrastructures. In the theoretical analysis from the dynamic perspective, our main concern is the comparison between service-based competition and facility-based competition, as well as issues in the transitional stage. Propositions on the market position and influencing factors on operators are proposed. Analysis results show that the comparative market power of cable and telecom operators will keep unchanged in both competition stages. After entering the

关 键 词：服务竞争 设施竞争 市场势力 替代性 

分 类 号：F49[经济管理—产业经济]