A Study on the Information Market and the Coopetition Strategies of Infocom Players

• Main Authors: Ian Peng, 彭建航
• Other Authors: 李吉仁
• Format: Others
• Language: zh-TW
• Published: 2007
• Online Access: http://ndltd.ncl.edu.tw/handle/61475091309491344923

碩士 === 國立臺灣大學 === 國際企業學研究所 === 95 === This thesis focus on two issues: 1). Why large multinational internet companies like Google, Yahoo will undertake continuous mergers and acquisitions , e.g., ebay merged Skype, Google merged YouTube, Yahoo merged Flickr in US, and merged Kimo and Wretch in Taiwan; 2). Why mobile internet fails to be well developed in Taiwan and other countries, except in Japan. To respond to the above inquiries, this thesis starts from discussing the tri-layer structure of information and communication, analyzing utilities of information, and the demand and supply of the information market. Under these bases, we then define the role that a “Infocom” player, like Google, Yahoo, plays in the information market as well as four categories of utility these Infocom players supply: Communication, Information, Transaction, Entertainment (CITE as abbreviation). We then identify three alternatives in which Infocoms can create revenue. By linking CITE with alternatives, we are able to logically draw conclusions to the research questions. We found that critical factors driving large Infocoms to engage merger and acquisitions are to search for economics of scope, to elevate users’ willingness-to-pay, and to establish entry barriers. In addition, the key reason why mobile internet failed to develop well is mainly due to a poor development of value-net and ineffective coordination among key players, like telecoms, Infocoms, and mobile device makers. This research suggests that: 1). For personal portal: Infocoms can offer program-based CITE integrated services, raise WTP, build higher entry barriers, and help leveraging PC internet users to mobile internet usage; 2). For telecoms, infocoms, mobile device makers, they have to highly coordinate to design device interface and promote these mobile internet access devices first. In addition, large infocoms should offer key content and services to facilitate initial customer base and to accelerate the development of mobile internet market.