中國移動商務市場中的平臺競爭

Emerging Platform Competition in China's Mobile Business Markets

李明志(Ming-Zhi Li) ； 劉欣銳(Xin-Rui Liu) ； Kai Reimers

《創新與管理》 9卷4期 (2012/11) Pp. 37-49

https://doi.org/10.30118/JIM.201211.0002

摘要

隨著3G和4G移動通信技術商用步伐的不斷加速，移動商務已經成為電信市場中盈利和發展最為迅速的環節。一方面，運營商要為保持和擴大市場份額而進行激烈的競爭，另一方面，他們還需要開發出殺手級移動商務應用服務，以吸引消費者加入自己的網路並不斷擴大需求。這種市場競爭行為恰好為產業組織理論中雙邊市場和平臺理論，提供完美的案例分析素材。本文介紹中國移動商務市場的演進歷程和競爭現狀，進而從平臺競爭的角度討論移動商務參與企業的競爭策略和對政府電信政策的啟示。

關鍵字

移動商務 ； 雙邊市場 ； 平臺 ； 電信

並列摘要

With the rapid deployment and commercialization of 3G and 4G technologies, mobile business is becoming the most profitable and booming sector in the telecommunications market. On the one hand, mobile operators are fiercely competing for market shares, and on the other hand, they also need to develop killer applications in order to attract the signing up of end users and their increasing consumption of these applications. This type of market behavior fits nicely into the emerging economics literature on two-sided markets and platforms competition. In this paper, we use the evolution of the competitive landscape in China's mobile business markets as a case study to illustrate the strategies of mobile business players and implications for the government telecom policy.

並列關鍵字

Mobile Business ； Two-Sided Market ； Platform ； Telecommunications