Analysis of Thailand's fixed broadband internet services demand: A merger screening of AIS and 3BB

IF 5.9 2区 管理学 Q1 COMMUNICATION
Thunwar Phansatarn , Chalita Srinuan
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引用次数: 0

Abstract

The article conducted a ‘merger screening’ of the potential impact of the merger between AIS and 3BB, which were the second and third largest internet service providers among the four major operators prior to the merger in 2022. National survey data across country in 2022 and discrete choice model was used for the analysis. Surprisingly, finding showed that AIS and 3BB were not the closest competitors, but instead True, the provider with the largest market share, was their closest competitor. Based on the pre-merger analysis, it was predicted that service prices were likely to increase, and this merger is comprised a relevant market. To accurately define the market (market definition), other operators' services should not be considered as well. Considering the rising magnitude in service prices, it is estimated that, on average, prices will increase by 7.51%–31.51% compared to the current rates in 2022. Moreover, the study revealed that the merger would lead to an average increase in cost efficiency of 15.01% of the current marginal cost, which would allow the post-merger service prices to remain unchanged if the cost savings are passed on to consumers. A key policy recommendation was for regulatory agencies to conduct further analysis of competition, including evaluating entry barriers, the response of non-merging competitors, and competition without regulated pricing. Additionally, the study examines the potential future impacts on social welfare.

泰国固定宽带互联网服务需求分析:AIS 和 3BB 的合并筛选
文章对 AIS 和 3BB 合并的潜在影响进行了 "合并筛选",这两家公司在 2022 年合并前是四大运营商中第二大和第三大互联网服务提供商。分析采用了 2022 年全国调查数据和离散选择模型。令人惊讶的是,调查结果显示,AIS 和 3BB 并非最接近的竞争对手,相反,拥有最大市场份额的 True 才是它们最接近的竞争对手。根据合并前的分析,可以预测服务价格可能会上涨,此次合并属于相关市场。为了准确界定市场(市场定义),不应同时考虑其他运营商的服务。考虑到服务价格的上涨幅度,预计到 2022 年,服务价格将比目前平均上涨 7.51%-31.51%。此外,研究还显示,合并将使成本效率平均提高当前边际成本的 15.01%,如果将节省的成本转嫁给消费者,合并后的服务价格将保持不变。一项重要的政策建议是,监管机构应进一步分析竞争情况,包括评估进入壁垒、非合并竞争者的反应以及无监管定价的竞争情况。此外,研究还探讨了未来对社会福利的潜在影响。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
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来源期刊
Telecommunications Policy
Telecommunications Policy 工程技术-电信学
CiteScore
10.80
自引率
12.50%
发文量
122
审稿时长
38 days
期刊介绍: Telecommunications Policy is concerned with the impact of digitalization in the economy and society. The journal is multidisciplinary, encompassing conceptual, theoretical and empirical studies, quantitative as well as qualitative. The scope includes policy, regulation, and governance; big data, artificial intelligence and data science; new and traditional sectors encompassing new media and the platform economy; management, entrepreneurship, innovation and use. Contributions may explore these topics at national, regional and international levels, including issues confronting both developed and developing countries. The papers accepted by the journal meet high standards of analytical rigor and policy relevance.
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