研討日期

2022112812:40~ 13:350

研討地點

國立臺灣大學社會科學院710會議室

主講題目

Title of the paper

Bundling, Vertical Differentiation, and Platform Competition

作者

Authors of the paper

Keke Sun

文獻出處

Journal, vol.(issue), pp

Rev Netw Econ 2018; 17(1): 1–23

主講人

暳陵助理教授

參加人員

黃鴻、林燕淑、王光正、高國峯、張瑞雲、梁文榮、彭正浩、許至乙、蘇家叡、Suttiwan SuwannajoiManuel-Milan Ramsler

摘要

Abstract of the paper

This paper studies the bundling strategies of two firms that each sell a

horizontally differentiated platform and a complementary good. When the complementary goods are vertically differentiated, the firm that sells the superior

one can commit to a more aggressive pricing strategy through bundling. In the

presence of asymmetry in externalities between the two sides in the platform

market, bundling may be profitable without foreclosing the rival when platforms

implement cross subsidies from the high-externality side (developers) to the lowexternality side (consumers). Bundling has a positive effect on welfare because it allows for better internalization of the indirect network effects and reduces the developer cost of multi-homing, but it also has a negative effect because some consumers consume less-preferred components. Consequently, bundling is socially desirable when platforms are not too differentiated and the vertical differentiation between the complementary goods is high.