CAJ | 학술논문

建立标准联盟是企业参与标准竞争的重要战略手段。本文以“开放手机联盟”为研究对象，通过事件研究法和多元回归法研究手机操作系统主导企业谷歌公司2010—2012年安卓（Android）系统重大技术升级对联盟成员企业产生的异质性影响，重点从成员企业角度探讨成员企业研发投入强度和技术距离在此过程中的作用。研究表明，联盟内不同类型的企业在主导企业对技术标准进行创新的过程中受到不一致的影响，成员企业研发投入强度与超常收益之间存在显著负向关系；技术距离以 U 型方式调节投入强度对超常收益的负向影响强度。
건립표준련맹시기업삼여표준경쟁적중요전략수단。본문이“개방수궤련맹”위연구대상，통과사건연구법화다원회귀법연구수궤조작계통주도기업곡가공사2010—2012년안탁（Android）계통중대기술승급대련맹성원기업산생적이질성영향，중점종성원기업각도탐토성원기업연발투입강도화기술거리재차과정중적작용。연구표명，련맹내불동류형적기업재주도기업대기술표준진행창신적과정중수도불일치적영향，성원기업연발투입강도여초상수익지간존재현저부향관계；기술거리이 U 형방식조절투입강도대초상수익적부향영향강도。
Establishing standards alliance is an important strategy for the enterprises to participate standards competition.The sample of this paper consists of panel data for the member companies of “open handset alliance”(OHA) from 2010 to 2012.Using event study and MLR,the paper observes the heterogeneous influence of Android system’s major updates launched by the dominant company of OHA—Google inc.—during these three years on other members,and especially explores the function of both R&D intensity and technological distances between the members and the dominant companies in the process.The results show that the respective R&D intensity has a negative effect on abnormal return. Moreover,technological distance moderates the effect of the R&D intensity on abnormal return in a U-curvilinear way.