Does Platform Owner's Entry Crowd Out Innovation? Evidence From Google Photos
Does Platform Owner's Entry Crowd Out Innovation? Evidence From Google Photos
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DOI：
10.1287/isre.2018.0787
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发表时间：
2016-06
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影响因子：
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通讯作者：
Jens Förderer;T. Kude;Sunil Mithas;Armin Heinzl
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文献类型：
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作者：
Jens Förderer;T. Kude;Sunil Mithas;Armin Heinzl
我们研究了平台所有者进入互补市场的决定如何影响平台周围生态系统的创新。尽管关于平台所有者对互补者的行为展开了激烈的辩论，但人们对平台所有者进入和互补性创新的联系机制知之甚少。我们利用谷歌2015年在自己的Android平台上进入摄影应用市场的机会作为一种准实验。根据我们对6620款应用程序的时间序列分析，我们得出结论，谷歌的进入与互补性创新的大幅增加有关。我们估计，与类似但没有受到影响的应用程序相比，这一条目导致受谷歌条目影响的应用程序进行重大更新的可能性增加了9.6%。进一步的分析表明，谷歌的进入引发了互补的创新，因为消费者对摄影应用的关注度增加了，而不是竞争性的“赛车”或“红皇后”效果。这种注意溢出效应尤其显著。
We study how platform owners’ decision to enter complementary markets affects innovation in the ecosystem surrounding the platform. Despite heated debates on the behavior of platform owners toward complementors, relatively little is known about the mechanisms linking platform owners’ entry and complementary innovation. We exploit Google’s 2015 entry into the market for photography apps on its own Android platform as a quasi-experiment. We conclude based on our analyses of a time-series panel of 6,620 apps that Google’s entry was associated with a substantial increase in complementary innovation. We estimate that the entry caused a 9.6% increase in the likelihood of major updates for apps affected by Google’s entry, compared to similar but not affected apps. Further analyses suggest that Google’s entry triggered complementary innovation because of the increased consumer attention for photography apps, instead of competitive “racing” or “Red Queen” effects. This attention spillover effect was particularly p...