对移动通讯产业链的影响

• 机 构: 上海兆森通讯服务有限公司
• 出 处: 计算机
• 发表日期: 2002年Z5期
• 关键词: 集中度 纵向一体化 市场结构 市场风险 生产厂商 市场绩效 现金流 盈利能力 组织效率 产品供应

市场结构纵向一体化 ■产业链条本身没有缩减,只是运营商替代了原先手机终端产品批发商（代理/经销）的角色; ■手机生产厂商与零售商之间环节的集中度急剧提升,由原先的数十家变成两家（移动和联通）; ■导致厂商对运营商的依存度大大增加,市场风险与财务风险的急剧集中成为明显表现;

Longitudinal integration of the market structure ■ The industry chain itself has not shrunk, but the operator replaces the original role of wholesalers (agents / distributors) of the mobile phone terminal products; ■ The concentration between handset manufacturers and retailers has dramatically increased from the original Dozens into two (Mobile and China Unicom); ■ led to the manufacturer’s dependence on operators increased significantly, the sharp concentration of market risk and financial risk become apparent;