转移成本与产品兼容对网络产业动态演化的影响  

Switching cost,compatibility,and the dynamic evolution of network industry

作　　者：马键[1] 林建浩[2] 王美今[2] 

机构地区：[1]广州大学经济与统计学院,广州510006 [2]中山大学岭南学院,广州510275

出　　处：《系统工程理论与实践》2015年第11期2809-2820,共12页Systems Engineering-Theory & Practice

基　　金：国家自然科学基金(71503056;71303264);广东省自然科学基金(S2013040015332);广东省普通高校创新人才项目(2014WQNCX072)

摘　　要：构建同时包含网络效应、转移成本与产品兼容的动态博弈模型,并计算其马尔可夫精炼均衡.数值模拟发现一种新的混合均衡,其中市场分享与倾翻均可能出现.发现网络产业中,转移成本对市场支配的影响非单调:高转移成本会导致用户锁定,抑制市场倾翻;适中的转移成本则会刺激企业采取策略性定价,加剧市场倾翻.某些情况下,减少转移成本的规制政策会降低市场的可竞争性.产品兼容的去差异化效应弱于平整效应,结合促兼容政策可促进市场良性竞争.从此视角分析中国移动通信市场中的号码携带政策,发现其实施滞后的部分原因在于市场早期的互联互通障碍与网内网间差别定价.We study the influence of switching cost and compatibility in a network industry. A dynamic model which includes both network effect and switching cost is constructed, and its Markov perfect equilibrium is computed. The numerical experiments discover a new kind of equilibrium, named the mixed equilibrium, in which both market sharing and tipping could occur. Furthermore, we find that, in net- work industry, switching cost has a non-monotony influence on market dominance. High switching cost will lead to locked-in, and reduce the possibility of market dominance, while moderate switching cost tend to increase the possibility of market tipping. In some circumstance, regulation policies for reducing switching cost will worsen the market competition. The leveling effects of compatibility dominate the un-differentiating effects, if switching cost reducing policies are incorporated with pro-compatibility policies, market dominance could be avoided. These findings provide an explanation of the slow process of mobile number portability （MNP） in China, that it is partly due to insufficient interconnection and price discrimination in the market.

关 键 词：网络效应 转移成本 产品兼容 马尔可夫精炼均衡 号码携带 

分 类 号：F224.9[经济管理—国民经济] F062.9