Vertical structure and innovation: A study of the SoC and smartphone industries.

This article studies how vertical integration and upstream R&D subsidy affect innovation and welfare in vertically separated industries. I formulate a dynamic structural model of a dominant upstream firm and oligopolistic downstream firms that invest in complementary innovations. I estimate the mode...

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Published in:RAND Journal of Economics (Wiley-Blackwell) Vol. 51; no. 3; pp. 739 - 786
Main Author: Yang, Chenyu
Format: Article
Published: Wiley-Blackwell Sep2020
Subjects:
Online Access:View this record in EBSCOhost
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      tig:
        atl: Vertical structure and innovation: A study of the SoC and smartphone industries.
      aug:
        au: Yang, Chenyu
        affil: Department of Economics, University of Maryland, College Park
      su:
        Technological innovations
        Smartphone industry
        Vertical integration
        Structural models
        Dynamic models
      sug:
        subj:
          Technological innovations
          Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing
          Electronic components, navigational and communications equipment and supplies merchant wholesalers
          Other Electronic Parts and Equipment Merchant Wholesalers
          Smartphone industry
          Vertical integration
          Structural models
          Dynamic models
      ab: This article studies how vertical integration and upstream R&D subsidy affect innovation and welfare in vertically separated industries. I formulate a dynamic structural model of a dominant upstream firm and oligopolistic downstream firms that invest in complementary innovations. I estimate the model using data on the System‐on‐Chip (SoC) and smartphone industries. The results suggest that a vertical merger can increase innovation and welfare, mainly driven by the investment coordination of the merged firms. I also find that subsidizing the upstream innovation increases overall private investment, innovation, and welfare.
      pubtype: Academic Journal
      doctype: Article
      src: R
    language: English
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