Uma Nota sobre a Oferta de Eild e Fechamento Vertical do Mercado de Banda Larga no Brasil

Abstract

Palavras-chave:Banda Larga, Estrutura de Mercado, Fechamento Vertical.Códigos JEL: L13, L42, L86.O presente trabalho tem o objetivo de analisar a estrutura concorrencial do mercado de redes de transporte de telecomunicações, considerando a oferta de Exploração Industrial de Linhas Dedicadas (EILD). Para tal, são utilizadas informações municipais referentes à oferta de EILD e à demanda por serviços de banda larga em cada município. Após a avaliação da estrutura concorrencial é feita uma análise econométrica de dados referentes à demanda pelos serviços de banda larga em cada município de forma a avaliar a existência de evidências de fechamento vertical nesse mercado.This work aims to analyze the competitive structure of the market for telecommunications transport networks, considering the supply of Leased Lines (EILD). To this end, local information concerning the provision of EILD and the demand for broadband services are used. After identifying the most suitable market structure at that level, we proceed to an econometric analysis of the broadband services demand in each municipality in order to assess the possibility of vertical foreclosure in those markets. INTRODUÇÃOO Brasil tem observado nos últimos anos um crescimento acentuado da participação do acesso à internet em banda larga na vida dos seus cidadãos. Na Figura 1 observamos que entre 2000 e 2012 o crescimento médio do número de acessos em banda larga fixa no Brasil foi de 53% ao ano nos últimos 12 anos.Apesar do vigoroso crescimento do acesso à internet em banda larga, dados da Pesquisa Nacional por Amostra de Domicílios (PNAD), realizada pelo IBGE, indicam que em 2012 apenas 40,3% dos domicílios brasileiros possuíam acesso à internet. De maneira global, esse instrumento não apenas proporciona

Stimulating broadband adoption: state-owned companies versus tax exemptions – the Brazilian case

“…In this sense, a critical argument to the simulation presented above might be that the impact of a price reduction to the level practiced by Telebras should be calculated. It is easy to identify that such criticism is fundamentally based on the assumption that competition in the EILD market follows a structure à la Bertrand, which is not consistent with the evidence of the structure of the Brazilian EILD market identified in Baigorri and Maldonado (2015) as being a market where firms compete à la Cournot. In this sense, the simulation of the effects of Telebras considering that the prices charged by the state-owned company would be "followed" by other competitors is not coherent with the competition structure empirically detected in that work.…”

“…To evaluate the impact of the entry of a new company in EILD supply market, we consider the results presented in Baigorri and Maldonado (2015), indicating that the entry of a new competitor reduces the market price of EILD to approximately 3.79 percent.…”

“…To evaluate the impact of a reduction in the tax burden over the penetration of broadband, we will consider that reducing taxes are passed on to consumers through lower prices, in direct proportion to the number of competitors in each municipality, according with the market structure results presented in Baigorri and Maldonado (2015).…”

“…At the same time, that company aimed to minimize the effects of vertical foreclosure of the broadband market (the integration between a wholesale supplier and a local retail supplier). The evidence about vertical foreclosure in the Brazilian broadband market was analyzed in Baigorri and Maldonado (2015).…”

“…First, the impact of price reduction in the broadband service is analyzed and, then, the impact of the insertion of a new competitor in the sector is accessed. For both exercises, we use two findings reported in Baigorri and Maldonado (2015) for the Brazilian broadband market: the sensitivity of the market price with respect to the entrance of a new competitor and the verification that firms supplying broadband services compete à la Cournot.…”