Econ Papers Daily / 期刊论文
全球智能手机行业的进入顺序与市场绩效
Order of Entry and Market Performance in the Global Smartphone Industry
摘要
The global cell phone market has transitioned significantly from feature phones to smartphones since 2007. This particular period of smartphone industry expansion, and a detailed product-level dataset of all the cell phones sold in 40 major economies between 2007 and 2016, give us an unprecedented chance to study how the order of entry affects the performance of the same firm in different markets. We begin with a theoretical framework wherein the order of a firm’s entry affects both consumers’ preferences and suppliers’ delivery costs. We then document a market sales advantage for early entrants, especially those originating from developed countries, offering higher-priced products, or having diversified product lines. Finally, we show that adopting product-specific innovations, such as the Android operating system and high-performance hardware components, can help late followers leapfrog over formerly leading firms.
中文摘要
自2007年以来，全球手机市场已从功能手机显著转向智能手机。智能手机产业这一特定扩张时期，以及2007年至2016年间40个主要经济体中所有已售手机的详细产品层面数据集，为我们研究进入顺序如何影响同一企业在不同市场中的表现提供了前所未有的机会。我们首先构建了一个理论框架，其中企业的进入顺序同时影响消费者偏好和供应商的交付成本。随后，我们记录了早期进入者的市场销售优势，尤其是那些来自发达国家、提供更高价格产品，或拥有多元化产品线的企业。最后，我们表明，采用针对特定产品的创新，如安卓操作系统和高性能硬件组件，可以帮助后期追随者超越此前的领先企业。