B04
Firm Size, Organization, and Innovation
Discussion Papers

Discussion Paper No. 378
January 30, 2023

Mergers, Foreign Competition, and Jobs: Evidence from the U.S. Appliance Industry

Author:

Felix Montag (Tuck School at Dartmouth)

Abstract:

Policy choices often entail trade-offs between workers and consumers. I assess how foreign competition changes the consumer welfare and domestic employment effects of a merger. I construct a model accounting for demand responses, endogenous product portfolios, and employment. I apply this model to the acquisition of Maytag by Whirlpool in the household appliance industry. I compare the observed acquisition to one with a foreign buyer. While a Whirlpool acquisition decreased consumer welfare by $250 million, it led to 1,300 fewer domestic jobs lost. Jobs need to be worth above $220,000 annually for domestic employment effects to offset consumer harm.

Keywords:

JEL-Classification:

F61; L13; L40;

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Discussion Paper No. 366
January 4, 2023

Everyone Likes to Be Liked: Experimental Evidence from Matching Markets

Author:

Timm Opitz (MPI-IC Munich, LMU Munich)
Christoph Schwaiger (LMU Munich)

Abstract:

Matching markets can be unstable when individuals prefer to be matched to a partner who also wants to be matched with them. Through a pre-registered and theory-guided laboratory experiment, we provide evidence that such reciprocal preferences exist, significantly decrease stability in matching markets, and are driven both by belief-based and preference-based motives. Participants expect partners who want to be matched with them to be more cooperative, and are more altruistic themselves. This leads to higher cooperation and larger profits when participants can consider each other's preferences.

Keywords:

experiment; market design; matching; reciprocal preferences; incomplete information; Gale-Shapley deferred acceptance mechanism;

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Discussion Paper No. 341
November 30, 2022

The Breakup of the Bell System and its Impact on US Innovation

Author:

Martin Watzinger (University of Muenster, CEPR)
Monika Schnitzer (LMU Munich, CEPR)

Abstract:

We analyze the effects of the 1984 breakup of the Bell System on the rate, diversity, and direction of US innovation. In the antitrust case leading to the breakup, AT&T, the holding company of the Bell System, was accused of using exclusionary practices against competitors. The breakup was intended to end these practices. After the breakup, the scale and diversity of telecommunications innovation increased. Total patenting by US inventors related to telecommunications increased by 19%, driven by companies unrelated to the Bell System. Patenting by Bell's successor companies decreased, but not the number of top inventions.

Keywords:

antitrust; innovation; diversity; exclusionary practices;

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Discussion Paper No. 340

Filling the Gap: The Consequences of Collaborator Loss in Corporate R&D

Author:

Felix Poege (Boston University, IZA)
Fabian Gaessler (Universitat Pompeu Fabra, MPI)
Karin Hoisl (MPI, University of Mannheim, Copenhagen Business School)
Dietmar Harhoff (MPI, LMU Munich, CEPR)
Matthias Dorner (Institute for Employment Research, Nuremberg)

Abstract:

We examine how collaborator loss affects knowledge workers in corporate R&D. We argue that such a loss affects the remaining collaborators not only by reducing their team-specific capital (as argued in the prior literature) but also by increasing their bargaining power over the employer, who is in need of filling the gap left by the lost collaborator to ensure the continuation of R&D projects. This shift in bargaining power may, in turn, lead to benefits, such as additional resources or more attractive working conditions. These benefits can partially compensate for the negative effect of reduced team-specific capital on productivity and influence the career trajectories of the remaining collaborators. We empirically investigate the consequences of collaborator loss by exploiting 845 unexpected deaths of active inventors. We find that inventor death has a moderate negative effect on the productivity of the remaining collaborators. This negative effect disappears when we focus on the remaining collaborators who work for the same employer as the deceased inventor. Moreover, this group is more likely to be promoted and less likely to leave their current employer.

Keywords:

collaboration; mobility; innovation; inventors; patents; teams;

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Discussion Paper No. 297
November 15, 2021

Fostering the Diffusion of General Purpose Technologies: Evidence from the Licensing of the Transistor Patents

Author:

Monika Schnitzer (LMU Munich, CESifo, CEPR)
Markus Nagler (FAU Erlangen-Nuremberg, CESifo, LASER)
Martin Watzinger (University of Muenster, CESifo, CEPR)

Abstract:

How do licensing and technology transfer influence the spread of General Purpose Technologies? To answer this question, we analyze the diffusion of the transistor, one of the most important technologies of our time. We show that the transistor diffusion and cross-technology spillovers increased dramatically after AT&T began licensing its transistor patents along with symposia to educate follow-on inventors in 1952. Both these symposia and the licensing of the patents itself played important roles in the diffusion. A subsequent reduction in royal- ties did not lead to further increases, suggesting that licensing and technology transfer were more important than specific royalty rates.

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Discussion Paper No. 265
November 10, 2021

Truly Standard-Essential Patents? A Semantics-Based Analysis

Author:

Lorenz Brachtendorf (MPI-IC Munich, LMU Munich)
Fabian Gaessler (MPI-IC Munich)
Dietmar Harhoff (MPI-IC Munich, LMU Munich)

Abstract:

Standard-essential patents (SEPs) have become a key element of technical coordination in standard-setting organizations. Yet, in many cases, it remains unclear whether a declared SEP is truly standard-essential. To date, there is no automated procedure that allows for a scalable and objective assessment of SEP status. This paper introduces a semantics-based method for approximating the standard essentiality of patents. We provide details on the procedure that generates the measure of standard essentiality and present the results of several validation exercises. In a first empirical application we illustrate the measure's usefulness in estimating the share of true SEPs in firm patent portfolios for several mobile telecommunication standards. We find firm-level differences that are statistically significant and economically substantial. Furthermore, we observe a general decline in the average share of presumably true SEPs between successive standard generations.

Keywords:

patents; standards; standard essentiality; standard-setting organizations;

JEL-Classification:

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Discussion Paper No. 258
November 9, 2021

Firm Responses to High-Speed Internet

Author:

Henrike Steimer (LMU Munich)

Abstract:

Does access to the broadband internet stimulate firm growth? In this paper, I analyze within-firm growth of established firms caused by the access to faster internet using geocoded social-security data. I identify firm responses to the access to the first generation of broadband internet and later speed upgrades by exploiting technological peculiarities of the broadband internet network. I find that firms with access to the first generation of broadband internet grow more slowly in employment while keeping their output growth constant. They reduce the share of low-skilled employment in their workforce. Further, I find that firms that receive access to later speed upgrades grow more in revenues and employment than firms that got access to the first generation of broadband internet but not to the upgrades. When getting access to higher internet speed, firms over-proportionally increase medium-skilled employment.

Keywords:

ICT; internet; firm growth; skill-bias; technology;

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Discussion Paper No. 229

The Transmission of Sectoral Shocks Across the Innovation Network

Author:

Christian Fons-Rosen (University of California, Merced)
Zhaoxin Pu (MPI-IC Munich)

Abstract:

Recent innovation literature has documented the benefits of cross-pollination of ideas across a wide set of industries and technology fields in an economy. Industrial and trade policies, by contrast, tend to favor economic specialization through the promotion of selected sectors. In this paper we use a firm-level panel of 13 European countries to assess whether an industry-specific policy propagates across the network of innovating firms through technological linkages. Following the competition shock to the European textile sector, triggered by the 2001 removal of import quotas on Chinese textiles, we find that patenting and knowledge sourcing behavior of non-textile firms are negatively affected. At the aggregate regional level, this indirect effect on non-textile firms can be around three to five times larger than the direct effect.

Keywords:

technological linkages; spillovers; patents; knowledge sourcing; industrial policy;

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Discussion Paper No. 220

Bargaining Failure and Freedom to Operate: Re-evaluating the Effect of Patents on Cumulative Innovation

Author:

Fabian Gaessler (MPI-IC Munich)
Dietmar Harhoff (MPI-IC Munich)
Stefan Sorg (MPI-IC Munich)

Abstract:

We investigate the causal effect of patent rights on cumulative innovation, using large-scale data that approximate the patent universe in its technological and economic variety. We introduce a novel instrumental variable for patent invalidation that exploits personnel scarcity in post-grant opposition at the European Patent Office. We find that patent invalidation leads to a highly significant and sizeable increase of follow-on inventions. The effect is driven by cases where the removal of the individual exclusion right creates substantial freedom to operate for third parties. Importantly, our results suggest that bargaining failure between original and follow-on innovators is not limited to environments commonly associated with high transaction costs.

Keywords:

cumulative innovation; patents; bargaining failure; freedom to operate; opposition;

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Discussion Paper No. 215

Standing on the Shoulders of Science

Author:

Martin Watzinger (LMU Munich)
Monika Schnitzer (LMU Munich)

Abstract:

The goal of science is to advance knowledge, yet little is known about its value for marketplace inventions. While important breakthrough technologies could not have been developed without scientific background, skeptics argue that this is the exception rather than the rule, questioning the usefulness of basic research for private sector innovations and the effectiveness of the knowledge transfer from university to industry. We analyze the universe of U.S. patents to establish three new facts about the relationship between science and the value of inventions. First, we show that a patent that directly builds on science is on average 2.9 million U.S. dollars more valuable than a patent in the same technology that is unrelated to science. Based on the analysis of the patent text, we show second that the novelty of patents predicts their value, and third that science-intensive patents are more novel. This documents that science introduces new concepts that are valuable for marketplace inventions. Our study informs the debate on the merits of science for corporate innovation and the origins of breakthrough inventions.

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