Forecasting Competition of Telecommunication Company in Full Browsing Service Market Based on First-Mover Advantage Analysis

풀브라우징 서비스 시장에서의 이동통신 3사의 경쟁 동향 분석: 선발자 이익 분석 관점

  • Park, Jin-Soo (Graduate School of Business, Seoul National University) ;
  • Choi, Young-Seok (College of Business Administration, Seoul National University)
  • Received : 2009.09.01
  • Accepted : 2009.12.05
  • Published : 2010.04.30

Abstract

Since the third generation (3G) mobile communication service has been launched by most mobile communication operators in Korea, the portion of data service in mobile communication service becomes one of the most important factors in mobile communication service market. In past mobile communication market, most mobile communication operators made their profit mostly from voice communication service. However, the portion of profit from data service has gradually increased based on both video phone call and mobile Internet service. In this situation, LG telecom launched the full browsing mobile Internet service. This service provides a new type of mobile Internet service platform which enables to access the World Wide Web using mobile browsers, so we generally access the Web using web browsers in the desktop computer. Under the open network structure of mobile Internet like situation, it is very important to analyze the factors which can affect the competition between mobile communication service companies. So, in this paper, we first present the current state of full browsing service, followed by the expectation of its growth potentials and barriers. Then, we analyze the advantages and disadvantage of LG telecom as a first-mover and SK telecom/KTF as followers. Finally, based on this analysis, we predict the future competition among these companies and the market.

현재 이동통신 시장은 과거 음성통화 위주의 서비스 시장과는 달리 다양한 서비스 제공 및 사용을 기반으로 한 통신 산업의 질적 팽창기로 여겨지고 있다. 특히 3세대 서비스가 시작된 2007년 이후, 각 이동통신 사업자들은 영상통화를 시작으로 다양한 이동통신 서비스를 고객에게 제공하기 시작하였고 휴대전화 기술 역시 기술의 발전에 힘입어 디지털 융합(digital convergence) 기기로 변화된 양상이다. 이러한 상황에서, LG 텔레콤이 최초로 서비스를 시작한 풀브라우징(full browsing) 서비스가 3세대 (3G) 핵심 서비스로 주목 받고 있다. 풀브라우징 서비스란, 휴대전화를 통해 컴퓨터와 동일한 형태의 인터넷 환경을 사용 가능하게 하는 서비스로, 기존 월드가든(walled garden) 형태의 데이터 서비스의 개념을 뛰어 넘는 개방형 모바일 인터넷 서비스를 지향한다. 이와 같은 개방형 네트워크 서비스 환경에서의 기업 간의 경쟁 양상과 경쟁에 영향을 줄 수 있는 요인을 분석하는 것은 추후 이동통신 시장의 향방 및 개별 기업의 전략 수립에 매우 중요한 축이 될 수 있다. 따라서 본 연구에서는 첫째, 급변하고 있는 이동통신 서비스 시장에서의 풀브라우징 서비스의 시장 현황 및 걸림돌, 성장 가능성 등을 정성적으로 예측하였다. 둘째, 풀브라우징 서비스 선발자(first mover)로서의 LG 텔레콤과 후발자(follower)로서의 KTF, SK 텔레콤이 갖는 경쟁에 있어서의 장단점이 기존 이동통신 시장에서 나타났던 장단점과 어떻게 다르게 나타나는지 확인한 후, 이를 통해 기업 간 경쟁의 향방을 예상해 보았다.

Keywords

Acknowledgement

Supported by : 서울대학교

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