封闭与开放平台的选择策略:基于需求与成本优势的下游厂商博弈分析

发布时间：2017-12-27 03:12

本文关键词：封闭与开放平台的选择策略:基于需求与成本优势的下游厂商博弈分析　出处：《中国工业经济》2017年03期 　论文类型：期刊论文

【摘要】：开放平台和封闭平台在信息行业快速发展的背景下备受关注,而且对传统行业的分析表明这两类平台的资源配置模式在很多行业中普遍存在。现有文献对平台本身以及最终消费者的研究非常充分,本文将研究视角转向处于二者之间的下游厂商。鉴于下游厂商的数量远逊于最终消费者,众多文献关注的"网络效应"对于下游厂商的平台决策意义不大。在将不同类型平台界定为"需求优势"和"成本优势"的基础上,本文将完全信息动态(产量)博弈的结果作为支付,构建了一个平台选择的不完全信息动态博弈模型。分析结果表明:在分离策略下,如果先行动的厂商不按照需求优势选择平台类型,则不存在博弈均衡。如果先行动厂商按照需求选择平台类型,则需求优势越大,后动厂商越倾向于选择封闭平台;成本优势越大,越倾向于选择开放平台。在混同策略下,当先动厂商始终选择开放平台时,如果高需求的非均衡路径概率比事前概率大得越多,需求优势越大,成本优势越大,那么后动厂商越倾向于选择开放平台;否则,越倾向于选择封闭平台。当先动厂商始终选择封闭平台时,如果高需求的事前概率比非均衡路径的概率大得越多,需求优势越大,成本优势越小,那么,后动厂商越倾向于选择封闭平台;否则,越倾向于选择开放平台。
[Abstract]:Open platform and closed platform have attracted much attention in the background of rapid development of information industry, and analysis of traditional industries shows that the resource allocation mode of these two platforms is widespread in many industries. The existing literature is very full of research on the platform itself and the final consumer. This paper will turn the research perspective to the downstream vendors between the two. Since the number of downstream vendors is far less than the final consumer, the "network effect" of many literature concerns is not significant for the platform decision of downstream vendors. Based on the definition of different types of platforms as "demand advantages" and "cost advantages", this paper constructs a dynamic game model of incomplete information with platform selection based on the results of complete information dynamic (output) game as payment. The analysis results show that, under the separation strategy, the game equilibrium does not exist if the manufacturer of the first action does not choose the platform type according to the demand advantage. If the first action manufacturer chooses the platform type according to the demand, the greater the demand advantage, the more inclined the latter company is to choose the closed platform. The bigger the cost advantage, the more inclined to choose the open platform. In the pooling strategy, leading firm always choose the open platform, if the non equilibrium path probability than prior probability of high demand more, demand more advantages, bigger cost advantage, firms tend to choose more dynamic open platform so; otherwise, the more likely to choose the closed platform. As the firm always choose a closed platform, if the probability of ex ante probability than non equilibrium path of the high demand for the more demand, the greater the advantages, the cost advantage is small, so, after the firm is more likely to choose the closed platform; otherwise, more inclined to choose the open platform.
【作者单位】：辽宁大学经济学院;美国范德堡大学欧文商学院;
【基金】：国家社会科学基金一般项目“政策创新和区域经济发展与趋同研究”(批准号14BJL083) 教育部人文社会科学基金青年项目“官员行为、产业政策与产业结构变迁:理论与经验研究”(批准号12YJC790046)
【分类号】：F224.32;F272
【正文快照】： 一、引言“平台”作为一种新的资源配置方式正在受到各方的关注,“封闭平台”和“开放平台”是其中的两种主要类型。封闭平台在传统经济社会中占有重要地位,也是以往经济学研究的主要内容,其显著特点就是对平台使用者收费,并且具有很强的准入限制。然而,现实中也存在一些平台

【参考文献】