Creating Value through Complexity: Partial Compatibility as a Sustaining Strategy in Japan's Contactless Integrated Circuit Payment System
Creating Value through Complexity: Partial Compatibility as a Sustaining Strategy in Japan's Contactless Integrated Circuit Payment System
复制标题
通过复杂性创造价值：部分兼容性作为日本非接触式集成电路支付系统的可持续策略
DOI：
10.23919/picmet.2018.8481755
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发表时间：
2018
期刊：
影响因子：
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通讯作者：
Fredrik Hacklin
中科院分区：
文献类型：
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作者：
Masaharu Tsujimoto;Fredrik Hacklin
管理平台的挑战最近引起了广泛关注。尽管有各种专注于构建、管理和维持平台生态系统的概念，但如何从焦点公司的角度利用平台的问题（平台杠杆）仍然是一个尚未探索的领域。本研究提出了部分兼容性的概念作为一种新颖的平台杠杆机制。部分兼容包括互补者的平台内包围和最终用户通过与互补者拥有的不同平台连接而参与平台。补充者与创建者领先平台的广泛分布的安装基础保持半兼容性，但最终用户受到追随者平台的约束。我们认为，部分兼容性使追随者能够遵循赢者通吃的策略建立可持续的竞争优势，即使安装基础可能较小。我们调查了日本基于FeliCa的非接触式集成电路支付系统的案例。我们的实证分析基于 1988 年至 2015 年的纵向历史数据集以及对参与生态系统的 29 名高管的采访。我们通过强调部分兼容性产生的动态功能机制作为实现平台杠杆的合理战略选择，为平台文献做出了贡献。
The challenge of managing platforms has recently gained widespread attention. Even though there are various concepts focusing on building, managing, and sustaining platform ecosystems, the question of how to capitalize on a platform from the perspective of a focal firm—the platform leverage—remains an unexplored area. This study proposes the notion of partial compatibility as a novel mechanism of platform leverage. Partial compatibility consists of intra-platform envelopment by complementors and platform involvement of end users by connecting with the different platforms owned by complementors. The complementors maintain semi-compatibility to the widely diffused install base of the creator's leading platform, but end users are bound to the followers' platform. We argue that partial compatibility enables the follower to establish a sustainable competitive advantage following a winner-takes-all strategy, even though the install base might be smaller. We investigate the case of the FeliCa-based contactless integrated circuit payment system in Japan. Our empirical analysis is based on a longitudinal historical dataset from 1988 to 2015 and interviews with 29 executives involved in the ecosystem. We contribute to the platform literature by highlighting a dynamic functional mechanism resulting from partial compatibility as a rational strategic choice for achieving platform leverage.