论文部分内容阅读
即时通信是典型的网络产品,未互联时容易形成“赢家通吃”的市场结构。本文构建一个用户体验竞争模型,分析在单边市场下用户多归属行为对即时通信企业市场势力的影响,研究发现在单边市场下如果用户能够选择多归属,企业的独特外部资源和用户转化能力将是影响企业用户规模的主要因素,转移成本的作用将降低,用户选择灵活性增强,有效削弱了主导企业排除市场竞争的能力。因此在即时通信企业反垄断分析中认定企业市场支配地位时,要基于行业特征采取谨慎的态度,避免执法过度给企业和市场竞争造成的负面影响。本文研究实际上为奇虎诉腾讯垄断案的终审意见提供了一个经济学逻辑。
Instant messaging is a typical networking product that is easy to create a “winner-take-all” market structure when not interconnected. This paper constructs a user experience competition model to analyze the effect of multihoming behavior of users on the market power of instant messaging enterprises in the unilateral market. It is found that under the unilateral market, if the user can choose to attribution, the unique external resources of the enterprise and user transformation ability Will be the main factor affecting the scale of enterprise users, the role of transfer costs will be reduced, the user flexibility to choose more effectively weakened the ability of dominant enterprises to exclude market competition. Therefore, when determining the market dominance of an enterprise in the antitrust analysis of an instant messaging enterprise, a cautious attitude based on the characteristics of the industry should be taken to avoid the negative impact caused by the excessive implementation of law enforcement to the enterprise and market competition. This study provides an economic logic in fact for the final opinion of Qihoo v. Tencent’s monopoly case.