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Interspecific Interactions in Phytophagous Insects: Competition

Interspecific Interactions in Phytophagous Insects: Competition

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Annu. Rev. Entomol. 1995. 40:297-331 Copyright © 1995 by Annual Reviews Inc. All rights reserved

INTERSPECIFIC INTERACTIONS IN PHYTOPHAGOUSINSECTS: Competition Reexamined and Resurrected

Robert F. Denno Departmentof Entomology,University of Maryland,College Park, Maryland20742

Mark S. McClure TheConnecticut Agricultural Experiment Station, ValleyLaboratory, Cook Hill Road,Box 248, Windsor,Connecticut 06095

James R. Ott Departmentof Biology,Southwest Texas State University,601 University Drive, San Marcos,Texas 78666

KEYWORDS: facilitation, competition-mediating factors, competitive exclusion, niche, . resource partitioning by University of Minnesota- Law Library on 09/17/06. For personal use only. ABSTRACT Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org This review reevaluates the importanceof interspecific competitionin the populationbiology of phytophagousinsects and assesses factors that mediate competition. Anexamination of 193 pair-wise species interactions, repre- senting all major feeding guildsl providedinformation on the occurrence, frequency, symmetry,consequences, and mechanismsof competition. Inter- specific competitionoccurred in 76%of interactions, wasoften asymmetric, and wasfrequent in mostguilds (sap feeders, woodand stem borers, seed and fruit feeders) exceptfree-living mandibulatefolivores. Phytophagousinsects weremore likely to competeif they wereclosely related, introduced,sessile, aggregative,fed on discrete resources,and fed on forbs or grasses. Interference 297 0066-4170/95/0101-0297505.00 Annual Reviews www.annualreviews.org/aronline

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competition was most frequent between mandibulate living in con- cealed niches. Host plants mediated competitive interactions more frequently than natural enemies, physical factors, and interspecific competition. Sufficient experimentalevidence exists to reinstate interspecific competition as a viable hypothesis warranting serious consideration in future investigations of the structure of phytophagousinsect communities.

INTRODUCTION

The importance of interspecific competition as a force affecting the distribu- tion, abundance, and communitystructure of phytophagousinsects has expe- rienced a controversial history, to say the least (107, 152, 174). During the 1960s and 1970s, field investigations of interspecific competition amongher- bivorous insects consisted mainly of observational studies of resource parti- tioning (e.g. 108, 143, 147, 179, 184). The rationale for such studies stemmed from classical competition theory, which predicted that two species could not occupy the same niche and coexist, and that coexistence could be achieved only through divergence in resource use (reviewed in 152). Thus, manyinsect ecologists sought differences in the wayherbivorous insects divided up their host plants or habitats and implicated competition as the cause of such differ- ences when they were found. We also contributed to this fashionable but deductive approach (36, 127), for which the precedent had been set largely vertebrate ecologists (reviewed in 151, 161). During these decades, experi- mental field studies documentingthe occurrence of interspecific competition in phytophagousinsects were rare (126, reviewed in 26, 153). Nevertheless, there was sufficient experimental support for competition emerging from ma- rine invertebrate and terrestrial vertebrate systems (26, 153) to persuade many insect ecologists to accept interspecific competition as the paradigmfor the organization in phytophagousinsect communities. by University of Minnesota- Law Library on 09/17/06. For personal use only. During the early 1980s, however, the role of competition in structuring

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org phytophagousinsect communities was challenged severely, and within a few years its status fell from a position of prominence to that of a weak and infrequent process (89, 102-104, 106, 107, 174). Twomajor lines of criticism led to this downfall. The first had its roots in a theoretical paper by Hairston et al (74), whoargued that because defoliation was rare, food must rarely limiting for herbivores, and that predators, parasites, and pathogens were largely responsible for maintaining densities below competitive lev- els. The few insect studies included in reviews at the time (26, 107, 153, 174) seemedto substantiate this contention. The second avenue of criticism stemmed from analyses of phytophagous insect distributions and cooccurrences. Positive interspecific associations, the failure to find repulsed distributions (19, 102, 170, 171), and the presence Annual Reviews www.annualreviews.org/aronline

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vacant niches and unsaturated communities(102) led someecologists to ques- tion the importance of competition. Notably few experimental field studies of competition in phytophagousinsects had been added to the literature at this time, and the insect studies responsible for both the deification and demiseof interspecific competition were overwhelmingly observational and pattern rather than process oriented. By the mid 1980s the scientific communityhad responded to a plea for a more experimental approach (26, 153), and more controlled, manipulative investigations of competition betweeninsect herbivores were instigated (e.g. 31, 41, 45, 50, 63, 81, 92, 94, 96, 114, 123, 124, 129, 132, 134, 135, 167). Accompanyingsuch studies has been a growing body of evidence suggesting that herbivorous insects indeed do compete, and recent assessmentsreflect this reversal in thinking (34, 48, 49, 1’69). The focus of this review is to reevaluate the importance of interspecific competition in the population biology of phytophagousinsects and to assess those factors that promoteits occurrence. Previous treatments have emphasized folivores (34, 107), and current perceptions of the importance of competition for phytophagousinsects are based largely on conclusions drawn from this . Here, we examine interactions for food and space in all guilds of herbivorousinsects (e.g. folivores, seed feeders, woodborers, gall makers,root feeders) except pollinators. Interactions involvingdetritivores (e.g. 156 in part, 187) are also excluded. Our specific objectives are to: (a) update and expand the database interspecific interactions for phytophagousinsects; (b) compareevidence for and against competition and facilitation within and amongguilds and contrast the occurrence, frequency, symmetry, consequences, and mechanismsof com- petition; (c) examinefour factors that mediate (promoteor diminish) interspe- cific competition including host plants, natural enemies, physical factors, and intraspecific competition; (d) determine whether taxonomicrelatedness, vari-

by University of Minnesota- Law Library on 09/17/06. For personal use only. ous life-history traits, diet breadth, and host plant growth form predispose herbivorous insects for competition; (e) establish a link between resource Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org partitioning (temporal and spatial), niche shifting, and interspecific competi- tion, and assess the relationship betweenrepulsed distributions and interspe- cific competition; and (f) examine facilitative interactions between phytophagousinsects and assess their symmetry, causes, and consequences. By using the comparative approach, we address suggestions in the literature that competition occurs more frequently in the Homopteraand Hemiptera(41, 92, 135, 174); is more intense between closely related taxa (133); is more likely betweenspecies feeding on discrete resources (e.g. seeds, fruits, stems) (54, 71, 166); and is more frequent between species in introduced systems, managedhabitats, and concealed feeding niches, which are situations in which the action of natural enemiesis often reduced (28, 72, 73). Annual Reviews www.annualreviews.org/aronline

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THE DATABASE

Welimit our treatment of phytophagousinsects to those feeding on the living tissues of vascular plants. Thus, insects feeding on rotting fruits or dead wood are not considered. Fromthe remaining literature, we extracted 193 pair-wise interspecific interactions that provided information on competition and facili- tation (Table 1). These interactions represented 104 study systems [e.g. the investigations of Addicott & Antolin on fireweed aphids (1-4, 9) constituted one study system and offered one interaction between two species]. Wein- eluded in our analysis only those interactions for which there was direct evidence for or against competition and facilitation. Direct evidence included: (a) experimental demonstrations (41, 92, 114), (b) displacement or exclusion following the introduction of a competitor (84, 123, 124, 125, 130, 158), and (c) observationswith verification of mortality or niche shift [e.g. the dissection of galls or stems with confirmation of competitor death (6, 167), or alterations in gallery construction in the case of bark (138)]. In large part, wedid not include interactions in which competition was assessed indirectly (e.g. nonexperimentalstudies of resource partitioning, niche overlap, or dispersion and density correlation). Somestudies provided direct evidence of competition for somespecies pairs and nonexperimental,distributional evidence for others (e.g. 70, 143). In these cases, we included only those species pairs for which competition was measured directly. Of the 193 pair-wise interactions, 148 were experimental demonstrations, 9 were exclusively examples of competitive displacement, 31 were observational with direct evidence for death or niche shift, and 5 were nonexperimental. Mostpair-wise interactions (166 examples)were studied in the field; however, supplemental laboratory assessments of competition were made in manyof these cases. Studies in which leaves were either naturally or artificially dam- aged in the field and then later assayedin the laboratory for delayedcompetitive

by University of Minnesota- Law Library on 09/17/06. For personal use only. effects were scored as having a field component(e.g. 75, 137, 186). The remaining 27 interactions were appraised exclusively in the laboratory or Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org greenhouse. These were included because they provided valuable information on the mechanismor symmetryof competition. Twoof these 27 interactions involved aphids in greenhouses (175, 181), and 6 involved bruchid pests stored beans, whichis their primary habitat (e.g. 71,177). If competition wasfound, regardless of its intensity or frequency, the inter- action was scored as competitive (Table 1). If evidence for competition was found, but only at densities above those normallyencountered in the field, the interaction was scored as noncompetitive(e.g. 77). Wealso assessed the frequency (not strength) of the competitive interaction, based on the investigators’ opinions as well as publishedresults~ Competitive interactions wereclassified as frequent, infrequent (occasional to rare), or not Annual Reviews www.annualreviews.org/aronline

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determined. Competitive interactions resulting in exclusion were scored as frequent (23, 35, 84, 97, 114, 123, 124), as were cases when competition occurred across most seasons or years (6, 31, 41, 47), and during or following frequent herbivory or outbreaks (137, 185). Interactions were also scored frequent if the removalor addition of one species was followed by a significant population changein the other (92, 94, 132, 142, 167). Interactions were scored as infrequent whencompetition occurred only on susceptible plants or clones and not on resistant ones (63, 134, 135), in dense but not in sparse plantings (96), in certain plant patch sizes (70), on stressed but not on healthy plants (85), on somehost plant species but not on others (128, 129), and during following rare defoliations (87, 136, 163). The symmetryof interactions was evaluated and was scored as symmetric, asymmetric,or not determined. Instances of reciprocal deterrence (17, 20, 21, 54), reductions in fitness (85, 126, 165), and population size (175) were scored as symmetric. Strong one-wayeffects on survival (6, 124, 166), fecundity (82, 114), and population size (35, 92, 135, 145) were considered asymmetric, were cases in which previous herbivory influenced the performance of sub- sequent herbivores (75, 78, 81, 136, 185). If only the competitive effect of one species on another was tested (129, 131, 134), and not the reverse, then the symmetryof the interaction could not be determined. The consequencesof competitive interactions were scored as: (a) competitive exclusion on the geographic or habitat scale, (b) local displacement from the feeding or oviposition site on a plant, or (c) fitness reduction or population change. Consequenceb could result from overt killing, niche preemption, niche shifting, avoidance, or emigration, and c from adverse effects on survival, developmenttime, fecundity, and body size, and from changesin population size in the presence or absence of competitors. Single pair-wise interactions could exhibit various combinationsof these outcomesand were scored accordingly. The mechanismof competition was scored as exploitative, interference, or

by University of Minnesota- Law Library on 09/17/06. For personal use only. both for each pair-wise interaction. Exploitative competition occurs when individuals, by using resources, deprive others of the benefits to be gained Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org from those resources (153, 154). Interference competition results whenindi- viduals harmone another directly through fighting and killing, or indirectly by the aggressive maintenanceof territory or the production of chemicals that deter other individuals (153). Exploitative competition maybe direct or indirect and effects maybe felt either immediatelyor at a later time (34). Exploitative interactions mediated throughthe host plant are difficult to categorize. Whena mandibulatedefoliator removes tissue that is no longer available to another species, a direct and immediateadverse effect can result (18, 84). In contrast, sap-feeding Homop- tera can reduce plant nutritional quality, which in turn can have indirect negative effects on cooccurring species (114). The competitive effect may Annual Reviews www.annualreviews.org/aronline

302 DENNO, McCLURE & OTT by University of Minnesota- Law Library on 09/17/06. For personal use only. Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org Annual Reviews www.annualreviews.org/aronline by University of Minnesota- Law Library on 09/17/06. For personal use only. Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org Annual Reviews www.annualreviews.org/aronline

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occur immediately or it maybe delayed and carry over to subsequent genera- tions (122; RF Denno & J Cheng, in preparation). Similarly, mandibulate herbivore feeding mayinduce nutritional or allelochemical changes in plants (95), resulting in either immediateor delayed indirect effects on potential competitors (75, 78, 81, 136, 185). Interactions exhibiting interference competition included those involving direct killing (6, 139, 143, 148, 166, 168, 178), aggressive behavior (69, 128, 129), and the production of chemicals (deterrents and pheromones)that hinder colonization (17, 55, 109, 110), feeding (144), or oviposition (53, 54, 71, 99). Avoidanceof previously damagedleaves (46, 47, 79) and tissues modified or fouled by other species (16, 25, 112, 130) were considered interference phenomena.Cases of preemption [the passive occupation of a plant part by one individual that precludes colonization by another latecomer (183)], and space overgrowth by scale insects (114, 122), were scored as interference competition because they contain elements of avoidance. Interactions resulting in selective emigration(43, 88, 175) or the interspecific triggering of migratory forms in wing-polymorphicinsects (41, 100) were regarded as interference competition, as were natural enemy-mediatedinteractions, such as those in which the intensity or outcome of competition between two phytophagous species was influenced by predators or parasitoids (15, 122, 158). Weassigned factors mediating the intensity or outcomeof competition to four major categories: host plants, natural enemies, physical factors, and in- traspecific competition. Host plant effects were further partitioned into imme- diate effects (plant resistance, plant nutrition, and plant phenological events such as bud break), delayed effects (plant damage,or feeding-induced changes in plant nutrition or allelochemistry), and textural effects (plant density, patch size, plant species composition).If any host plant (e.g. 41, 60, 75, 86, 96, 114, 135), natural enemy(e.g. 15, 43, 47, 115, 158), or physical factor (e.g. 64, 126) influenced the intensity or outcomeof the competitive interaction, the by University of Minnesota- Law Library on 09/17/06. For personal use only. factor was scored as mediating. Weconsidered intraspecific competition to be

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org a mediating factor if its effect on a particular herbivore species exceededthat of interspecific competition (e.g. 126). Evidence for and against interspecific competition and its frequency, con- sequences, symmetry, mechanism,and mediating factors is comparedbetween feeding guilds and niches in Table 1. Feeding niche (e.g. free living, stem borer, gall maker)is nested within two major mouthpartguild types: haustellate and mandibulate. Basedon the concealmentof their feeding niche, mandibulate herbivores are categorized as external feeders (free-living species and leaf tiers and leaf rollers) or internal feeders (stem and woodborers, leaf miners, seed/pod/cone/bract feeders, gall makers, and root feeders). Interactions be- tween mandibulate herbivores in different niches that consisted mostly of interactions betweenexternal and internal feeders (e.g. free-living and leaf- Annual Reviews www.annualreviews.org/aronline

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miner species) are placed in a separate category for analysis. Wealso estab- lished a major interguild grouping that includes interactions betweenhaustel- late and mandibulate herbivores (most interactions were between free-living species). Wecompared the occurrence of competition between native and introduced systems (if either herbivore or the host plant was introduced the system was considered introduced), natural and managedhabitats (agricultural, ornamen- tal, and sylvicultural), forb/grass- and tree/shrub-feeding species, monophages (feeding within one genus of plants) and polyphages (feeding on more than one genusof plants), aggregated(feeding in groupsat least during early instars) and solitary species, and sessile and mobile species. To discern if particular life history traits contributed to competitive success, we comparedthe fecun- dity, body size, voltinism, and dispersal ability of the superior and inferior competitor in each interaction. Published studies are undoubtedly biased toward detecting competition. Biases maystem from: (a) the choice of species pairs most likely to interact, (b) the selection of commonspecies for study, or (c) the failure to publish nonsignificant results (26, 34). Decisionsconcerning the inclusion of particular studies and the scoring of specific parameter states are also subject to bias (34). To minimizethose biases within our control, we limited our assessment to experimentalstudies, established uniformcriteria for scoring all aspects of competition, and scored conservatively. All comparisons were conducted using categorical data analysis of counts [CATMODprogram (58, 149)]. Maximum-likelihood chi-square and prob- ability values are reported for each comparison. Weacknowledge that some comparisons presented herein are not completely independent. For example, introduced species often occur in managedhabitats. Therefore, comparisons of competition between introduced and native species, and between species in managedand natural habitats, must be interpreted with caution. by University of Minnesota- Law Library on 09/17/06. For personal use only.

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org GENERAL PATTERNS OF INTERSPECIFIC INTERACTION

Evidencefor interspecific competition is widespread,occurring throughout all feeding guilds of phytophagousinsects (Table 1). Of the 193 pair-wise inter- actions we assessed, 147 (76%) showevidence of interspecific competition, 11 (6%) support facilitation, and only 35 interactions (18%)indicate an absence of competition. Although competitive effects were detected in the great ma- jority of cases, their strength and frequency vary considerably. Nonetheless, the paucity of.hard experimental evidence against interspecific competition contrasts sharply with the claims of the traditional view. Anotherrecent review of phytophagousinsects (34) also found that the vast majority of experimental Annual Reviews www.annualreviews.org/aronline

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studies (91%)provided evidence for interaction (negative or positive) and most studies (67%) detected competitive effects. A comparison between guilds showed that interspecific competition was more prevalent amonghaustellate species (93%) than mandibulate species (78%) 2 = 4.57, P = 0.032), an d th at co mpetition was more co mmon among haustellate species than in interguild interactions between haustellate and mandibulate species (62%) (~2 = 6.90, P = 0.009) (Table 1). Furthermore, competitive interactions were scored as frequent more often for haustellate species (77%) than for mandibulate herbivores (51%) (~2 = 6.47, P = 0.011). Similarly, interactions tended to be frequent more often amongsap feeders (77%) than between sap feeders and mandibulate herbivores, for which most interactions were infrequent (80%) (~2 = 4.80, P = 0.029). These findings consistent with reports that interspecific competition occurs moreoften in the Homopteraand Hemiptera (41, 92, 135, 174). Within mandibulate phytophages, competition occurred more often in inter- actions between species occupying internal feeding niches (89%) (e.g. stem borers, woodborers, and seed feeders) than in interactions betweenexternally feeding folivores (59%) such as free-living Orthoptera, Lepidoptera, Hymenop- tera, and Coleoptera(22 = 11.90, P = 0.001). Competitionwas also detected more often in interactions between mandibulatefree-living folivores and concealed feeders (100%) (e.g. folivores and leaf miners) than in interactions between free-living folivores themselves(59%) 2 = 5.11, P = 0.024). Also, competitive interactions were more often infrequent between external feeders (79%) than either betweeninternal feeders (40%)(Z2 = 7.02, P = 0.008) or betweenexternal and internal feeders (30%)(~ = 5.93, P = 0.015). Thus, for the major guilds phytophagousinsects, competition was detected least often in free-living, rnandibulate species. Whencompetition occurred in this guild, it was usually scored as infrequent. Oneshould note that the current view regarding the strength and frequency of competition in phytophagousinsects has generally emphasized by University of Minnesota- Law Library on 09/17/06. For personal use only. mandibulatefolivores (e.g. 107), the guild in whichcompetition appears to

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org least likely. Internal feeding guilds (seed and fruit feeders and woodborers), whichthere is abundant evidence for competition (Table 1), have been inexpli- cably excluded from most previous treatments. Wefound that most competitive interactions (84%) are asymmetric (amen- salistic) (Table 1), a result consistent with the findings of previous critiques (105, 106, 174). Althoughamensalism prevailed in most guilds, nearly half the interactions amonghaustellate sap feeders (44%) were symmetric. Aneven greater frequency of symmetrical interactions (53%) occurred amongthe free- living sap feeders, especially the Cicadellidae and Aphididae(82, 85,126, 158, 165, 175). The frequency of symmetrical interactions between sap feeders (44%) was significantly higher than that observed within mandibulate herbi- vores (5%) 2 = 20.50, P = 0.001). Nodifferences in symmetry were observed Annual Reviews www.annualreviews.org/aronline

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betweenmandibulate herbivores with internal feeding niches, external feeding niches, or betweeninternal and external feeders (P > 0.05), and all interactions were strongly asymmetric. The few cases of symmetric competitive interac- tions in mandibulate herbivores involved bark beetles in which inhibitory pheromonesreciprocally deterred the simultaneous colonization of pine trees (17, 30, 31, 55, 110, 138, 182). Certain guilds appearedto be consistently out-competedin interactions with others. For example, root feeders were adversely affected in all reported interactions with folivores (52, 84, 91, 111, 135). Also, leaf miners were usually less successful on leaves previously damagedby chewing herbivores (46, 47, 50, 51, 185), although free-living chewers mayavoid feeding on mined leaves (79). Haustellate herbivores, however, appeared to prevail in interac- tions with mandibulate species (113, 129), as often as they succumbed(18, 57, 92, 94). Clearly, morestudies are neededto verify these trends. The consequencesof competition also differ amongcertain guilds (Table 1). For instance, the frequencyof large-scale competitiveexclusion, local displace- ment, and fitness reduction/population changediffered betweenhaustellate and mandibulateherbivores (Z~ = 6.04, P = 0.049), a difference largely attributable to a higher incidence of competitiveexclusion (11 vs 3%)for sap feeders, and higher frequency of local displacement (49 vs 37%)for mandibulateherbivores. The consequencesof competition also differed significantly betweenmandibu- late herbivores feeding in internal and external niches (Z2 = 8.49, P = 0.014). Local displacements occurred muchmore frequently amongspecies in con- cealed feeding niches than in external feeders (59 vs 26%respectively). The high incidence of local displacement observed for mandibulate herbivores in con- cealed niches was associated with interference competition (direct killing in many cases), a mechanism that predominated for internal compared with external feeders (~2 = 32.10, P = 0.001; Table 1). Interference competition was also moreprevalent amonginternal feeders than in interactions betweeninternal

by University of Minnesota- Law Library on 09/17/06. For personal use only. and external feeders (Z2 = 9.12, P = 0.011). Surprisingly, the frequency of exploitative and interference competition does Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org not differ significantly betweenhaustellate and mandibulateguilds (~2 = 3.58, P = 0.167; Table 1). However,the nature of the interference mechanismdoes seem to differ. Overt killing and chemically mediated deterrence are more characteristic of mandibulateherbivores (e.g. 17, 139, 144, 166, 178), while emigration stimulated by bodily contact and space preemption are more com- monfor sap feeders (e.g. 41, 88, 100, 114, 123, 124).

FACTORS MEDIATING INTERSPECIFIC COMPETITION

Host plant-related factors, natural enemies, physical factors, and intraspecific competition are all thought to maintain herbivore densities at low levels where Annual Reviews www.annualreviews.org/aronline

308 DENNO, McCLURE& OTT

interspecific competition is rare (107). Recent reviews of competition have also emphasized the importance of plant resources and natural enemies as significant factors mediatinginterspecific interactions (34, 48, 49, 83, 140). this section, we explore howthese factors mediate the intensity and outcome of interspecific competition. In the assessed studies, host plant factors (immediate,delayed, and textural effects combined)mediate moreinterspecific interactions (n = 77) than natural enemies (n = 24), physical factors (n = 15), and intraspecific competition = 29). A comparisonbetween haustellate sap feeders (n = 68) and mandibulate phytophages (n = 72) shows that mandibulate herbivore interactions are me- diated by host plant-related factors more frequently than are interactions be- tween sap feeders (67% vs 38%); natural enemies influence these groups approximately the same extent (15% vs 18%), and physical factors (6% 16%) and intraspecific competition (12% vs 28%) mediate mandibulate her- bivore2 interactions less often than they affect those of haustellate insects (X -- 12.63, P = 0.006). This pattern, however, mayin part reflect the current flurry of research on the effects of induced changes in plant nutrition or chemistry on the Performanceof later-feeding mandibulate species (57, 75, 78, 79, 81, 136, 137, 185), a phenomenonseldom studied with sap feeders (but see 114; RF Denno& J Cheng, in preparation). Host Plants Manyinterspecific interactions between phytophagousinsects can be intensi- fied through induced changesin plant nutrition or allelochemistry (75, 81, 111, 114, 145, 185). Induced changes mayoccur immediately and affect the per- formanceof cooccurring species (short-term effect), or they maypersist and adversely alter the fitness of potential competitors in subsequent generations or seasons (delayed effect). Abundantevidence indicates that competitive interactions betweensap feed-

by University of Minnesota- Law Library on 09/17/06. For personal use only. ers intensify as heavy feeding causes host plants to rapidly deteriorate and

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org plant nutrition to decrease (41, 114). Under such conditions, aphid survival and population growth decline dramatically (82, 88, 175) and emigration (walking) to neighboringplants increases (9, 43, 88, 175). Large-scale dispersal also occurs in aphids, whenalate formsare selectively producedin inter.specific aggregations (100). Similarly, for planthoppers interspecific crowing with Prokelisia dolus triggers the production of migratory forms in Prokelisia marginata, which results in the selective emigration of P. marginata from shared habitats (41). For both aphids and planthoppers, the triggering of mi- gratory forms is mediated in part by feeding-induced changes in host-plant chemistry (37, 39, 41). Short-term induced changes in host-plant nutrition and allelochemistry me- diate interactions betweenscale insects and adelgids as well. For example, Annual Reviews www.annualreviews.org/aronline

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contemporaneousfeeding by nymphsof the scale Fiorinia externa significantly reduces the nitrogen available in young hemlockfoliage, which in turn dra- matically decreases the survival of the scale Nuculaspis tsugae (114). Also, heavy feeding by the adelgid Pineus boerneri causes resinosis on the bark of pines, whichforces it to feed on needles, whereit displaces Pineuscoloradensis (116, 117, 123). Short-term induced changes in plant nutrition also mediate interspecific interactions between mandibulate herbivores. Examplesinclude leaf mining by the agromyzid Chromatomyiasyngenesiae that reduced plant nitrogen and decreased the growth rate of the root-feeding chafer Phyllopertha horticola (111), and plant fertilization that diminished competition betweenthe grass- hoppers Arphia conspersa and Pardalophora apiculata (145). Feedingby early-season folivores can also induce long-term changes in plant quality that can influence the choice of feeding and oviposition sites and hence the performanceof free-living herbivores that feed later during the season. For example, when fed birch leaves that were artificially damagedto simulate feeding by the spring defoliator Epirrita autumnata, free-living Lepidoptera and sawflies exhibited reduced growth rates and/or survival (75, 81, 136), probably as a result of induced phenolics (81). Spring-damagedleaves tended to adversely affect the performanceof mid-seasonherbivores to a greater extent than late-season herbivores (75). Similarly, the growth rate (186), survival (137), fecundity (78), and density (57) of several other species of free-living herbivores declined following the damage-induceddeterioration of foliage. Changesin leaf quality can also mediate interactions betweenfree-living folivores and late-season leaf miners (48, 49). Early-season feeding on oaks caterpillars of Operophterabrumata and Tortrix viridana (natural and simulated damage)reduced leaf nitrogen, which adversely affected the survival of Phyl- lonorycter spp. leaf miners (185). Larvae of several species of free-living Lepidoptera consistently avoided the mined leaves of birch but showedvariable

by University of Minnesota- Law Library on 09/17/06. For personal use only. responses to chewedleaves (79). However,larval feeding preferences in this

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org study were not related in any simple wayto induced changesin leaf chemistry. Survival and development of late-season leaf miners on oak were also negatively influenced on previously damagedleaves (47-49). Although in- duced leaf chemistry was implicated in delayed development (46, 49), important source of mortality for leaf miners was parasitism, which was sig- nificantly higher on damagedcompared with intact leaves (46-48, 50, 51). Although parasitoids maybe selectively attracted to damage-related changes in leaf chemistry, structural damagealone affected rates of attack (50). Nonetheless, some leaf miner species avoid ovipositing on previously damagedleaves, apparently because rates of development,leaf abscission, and parasitism are elevated (46, 47, 49). Delayedplant-mediated interspecific interactions also occur for sap feeders, Annual Reviews www.annualreviews.org/aronline

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but these are less well studied. Previous feeding by the scale insect F. externa dramatically reduced the performance of the next generation of N. tsugae feeding on the same tree (114). The same result occurred for the planthopper Prokelisia marginata, whose fitness was diminished when plants were fed upon by previous generations of Prokelisia dolus (RF Denno & J Cheng, in preparation). In both of these systems, feeding-related reductions in plant quality intensified competition. Interactions between phytophagous insects can also be mediated through herbivore-producedmodifications in plant parts that alter the ability of other herbivores to utilize those structures. For example, the scolytid Cono- phthorus resinosae severed the vascular system of pine cones, rendering them unsuitable for attack by the conewormDioryctria disclusa (112). Flower-bud feeding by the cecidomyid Arcivena kiehneyerae altered the stamens so as to preclude subsequent feeding by the weevil Anthonornusbiplagiatus (25), and larvae of the fly Urophoraaffinis prevented seed heads from attaining a size suitable for oviposition by Urophoraquadrifasciata (16). Similarly, stem galls of the sawfly Euura lasiolepis reduced new leaf production, which decreased the availability of oviposition sites for other sawfly species (63). Foraging larvae of O. brumatainterfered with the leaf-rolling ability of T. viridana, whichresulted in the latter species’ desiccation and death (87). Plant phenological events can also mediate interactions between phyto- phagous insects. Synchrony of O. brumata larval eclosion with bud break drives the population dynamics of this oak-feeding lepidopteran (86). Thus, despite its superior competitive ability over T. viridana, stochastic variation in bud break dictates the intensity of the competitive interaction betweenthese two species (86, 87). Herbivorous insects feeding in the bracts of Heliconia spp. plants have a very narrow windowof opportunity for oviposition (155, 156). Thus, the extent to which these insects compete is dictated by the probability of simultaneous colonization (155, 156). by University of Minnesota- Law Library on 09/17/06. For personal use only. Genetic and environmental variability in plant resistance can also mediate

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org the intensity and frequency of competitive interactions. For example,the leaf- galling aphid Hayhurstia atriplicis drastically affected the survival of the root-feeding aphid Pemphigusbetae, but only on susceptible plant genotypes (135). The intensity of competition amongseveral species of gall-making sawflies depended on host plant clone (60). The presence of balsam aphids (Mindarus abietinus) reduced the survival of budworms(Choristoneurafumif- erana) but only on fir trees susceptible to aphid attack (113). Similarly, the fecundity of the sawfly Neodiprion edulicolis was reduced in the presence of the stem wormDioryctria albovitella, but only on pine genotypes susceptible to attack from stem worms(134). Only on stressed trees in ornamental plant- ings (85, 119), and on trees at the edge of their natural range(I 18), did densities of several homopteransreach competitive levels. Annual Reviews www.annualreviews.org/aronline

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Vegetation texture (plant spacing, patch size, and species composition) can also dictate interactions betweenphytophagous insects. Followingthe removal of Phyllotreta crucifreae, competitive release of Phyllotreta striolata was observed, but only in dense plantings in which these collard-feeding flea beetles could easily moveamong plants (96). Interactions between two aphid species (genus Uroleucon) were more intense on small patches of Solidago altissima than on single stems (43). With the removal of the bug Neacoryphus bicrucis, several sap-feeding and mandibulate species exhibited a short-term competitive release, which lasted longer in small than in large patches of Senecio smallii because bugs recolonized small patches more slowly (129). Finally, the survival of the bug Megalocerarecticornis was reduced by another bug, Notostira elongata, but the competitive effect was removedin the pres- ence of an alternate host plant species that acted as a refuge for the inferior competitor (70).

Natural Enemies Natural enemies are frequently espoused as maintaining populations of phy- tophagous insects below competitive levels (9, 106, 107, 148, 173, 174). The few experimentalstudies that bear on this hypothesis, however,offer conflict- ing evidence. Edson (43) experimentally removedinvertebrate predators from patches of S. altissima and found that the densities of two aphid species (Uroleucon)increased as did interspecific competition. Similarly, the exclu- sion of parasitoids resulted in increases in normally low-density populations of hemlockscale insects and in interspecific competition (119). In contrast, Karban(92-94) showedthat populations of three folivores on Erigeron glaucus were each affected strongly by only one biotic factor: spittlebugs by interspe- cific competition, plume moths by vertebrate , and thrips by clonal variation. Because the factor that was most important for each herbivore species did not interact with the other biotic factors, it wouldbe difficult to by University of Minnesota- Law Library on 09/17/06. For personal use only. conclude that predation mediated competitive interactions (94). Miller (131,

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org 132), by experimentally removing combinations of competitors and natural enemies, showed that interspecific competition accounted for 51%of the mortality in bark beetle (Ips calligraphus) populations, whereas enemies ac- counted for only 38%of mortality. In this instance, foraging by the major wood-boring cerambicid competitor (Monochamustitillator) also killed the nonmobile natural enemies of L calligraphus. Exclusion of natural enemies did not temper the adverse effect of previous herbivory on the performanceof several birch-feeding herbivores (57). Similarly, predators and parasitoids did not prevent intense interspecific competition amongthe insect herbivores feeding on the flower heads of thistles (188). Introduced herbivores are often deficient of natural enemies as are pest species in managedhabitats as a result of control practices (28, 72). Thus, Annual Reviews www.annualreviews.org/aronline

312 DENNO,McCLURE & OTI"

higher incidence of competition between introduced species or species in managedhabitats mayprovide indirect support for the hypothesis that natural enemies diminish competitive interactions. In support of this hypothesis, we detected interspecific competition morefrequently in introduced systems (91% of 45 interactions) than in systems comprised of native herbivores (77% 136 interactions) (X2 = 3.88, P = 0.049). Interactions betweenscale insects and adelgids on hemlock(114, 115, 119, 122) and pine (120, 121, 124), studied in their native Japan and in eastern North America where they have been introduced, provide a striking exampleof the mediatingrole of natural enemies. In Japan, natural enemies usually maintain densities belowcompetitive levels. In contrast, in North Americawhere specialized natural enemies are largely ineffective, these insects fiercely competeto the point of competitive exclusion in regions of overlap. Similarly, severe competitive interactions often take place betweenherbivorous insects that have been serially introduced without natural enemies to control noxious weeds (84). Competition, however, was more frequent in managed(90% of 42 interactions) than in natural habitats (78%of 139 interactions) (;~2 = 3.17, P = 0.075). Alternatively, novel host plant associations for introduced herbivores may foster increased densities and competitive interactions. For example, intro- duced homopteransattain high densities and compete on new hosts but rarely competeon native hosts with which they have had a long-standing association (119, 124). Also, mandibulate herbivores in concealed feeding niches experience a higher incidence of interspecific competition than free-living herbivores in exposed niches (Z2 = 11.90, P = 0.001; Table 1) with presumably more enemy-relatedmortality (73). This observation is consistent with the view that natural enemies can moderate interactions between some phytophagous in- sects. Besides influencing the intensity of interspecific competition, natural ene- by University of Minnesota- Law Library on 09/17/06. For personal use only. mies mayalso alter the outcomeof competition between two species. Whether

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org enemies promote coexistence or accelerate exclusion appears to depend on which herbivore suffers most from attack. Increased enemy attack on the inferior competitor mayhasten its reduction or exclusion. For instance, the shift of a bivoltine shared parasitoid to the secondgeneration of the scale insect N. tsugae accelerated its exclusion by the univoltine and competitively superior F. externa (115, 122). Likewise, elevated attack of yellow scale Aonidiella citrina by shared parasitoids hastened its exclusion from citrus orchards by California red scale Aonidiella aurantii, ~vhich is the better competitor (35). A shared parasitoid also tipped the competitive balance between two leafhop- per species with similar competitive abilities (158). The replacement of Eu- rythroneura elegantula by Eurythroneura variabilis in the vineyards of California resulted from selective attack on E. elegantula eggs, which were Annual Reviews www.annualreviews.org/aronline

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inserted closer to the leaf surface and consequently experienced greater para- sitism (158). Furthermore, the aphid Panaphisjuglandis experienced dramatic density increases in commercialwalnut orchards following suppression of the competitive dominant Chromaphisjuglandicola by a parasitoid (130). Whenthe bark beetles Dendroctonusponderosae and Ips pini were experi- mentally forced to simultaneously colonize pine trees, D. ponderosaesuffered directly from competition for phloemresources but also incurred greater mor- tality from parasitoids and predators, someof whichwere normally associated with and attracted by the pheromonesof L pini (15). In this case, interspecific competition and enemies acted in concert. Natural enemies also indirectly intensify interactions betweenearly season folivores and late season leaf miners. For example, rates of leaf miner para- sitism were higher on chewedleaves than on intact ones (46, 47, 50, 51), which resulted from parasitoid attraction to physical damage(50) and perhaps leaf chemical cues as well (49). Evidencealso suggests that someaphids competefor the services of tending ants, which increase aphid persistence by deterring invertebrate predators (3, 4, 32). Thus, mutualistic ants can have a positive effect on aphid population size, thereby increasing the potential for interspecific competition(4). Physical Factors Weather-related factors mediate competitive interactions more frequently be- tween sap feeders (16% of 68 interactions) than between mandibulate herbi- vores (6%of 72 interactions). The disproportionate susceptibility of sap feeders to physical factors maybe related to their relatively small size and exposed feeding niches. For instance, heavy rain and wind reduced the densities of Eurythroneura leafhoppers on sycamore below competitive levels (126, 127). Sap feeders mayalso be more sensitive to plant stress resulting from adverse weather (101). by University of Minnesota- Law Library on 09/17/06. For personal use only. Differential temperature tolerance can also dictate competitive outcome.

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org Tropical species of rice-feeding Nephotettix leafhoppers out-competed tem- perate species under warmrearing conditions, but the reverse occurred when they were raised under cooler conditions (180). The psyllid Arytaina spartii undergoes egg diapause and is morecold tolerant than its competitively supe- rior congener A. genistae (183). However,the early hatch of A. spartii eggs in spring allows nymphsto preempt buds before the superior competitor is active: For mandibulate herbivores, subtle changes in physical conditions can also shift the competitive result. Becausedevelopmental optima differ, the bruchid Callosobruchus chinensis excludes Callosobruchus maculatus at 30°C, but a 2°C increase completely reverses the outcome(64). The subtropical fruit fly Dacusdorsalis readily out-competed the subtemperate Dacuscapitata in cooc- Annual Reviews www.annualreviews.org/aronline

314 DENNO,McCLURE & O’Iq"

cupied fruits at low elevations in Hawaii, but D. capitata dominatedat higher elevations (97). Similarly, the buprestid Agrilus hyperici persisted in only shaded habitats where the chrysomelid Chrysolina quadrigemina, the superior competitor in sunny sites, was at a developmentaldisadvantage (84).

lntraspecific Competition Evidence supporting the view that intraspecific competition diminishes the intensity of interspecific competition is mixed(44, 126). For example,in only 40%of the 70 species for which data were available was intraspecific greater than interspecific competition. Interspecific competition equaled or exceeded intraspecific competition for 8 (11%) and 35 (50%) species, respectively. However,there was a slight tendencyfor intraspecific competition to be greater than or equal to interspecific competition morefrequently for sap feeders (60% of 42 interactions) than for mandibulatespecies (39%of 28 interactions) = 2.71, P = 0.099). In somesap feeders, intense intraspecific competition seems able to moderate interspecific interactions. The best evidence comes from Eurythroneura leafhoppers on sycamore and Eupteryx leafhoppers on nettles, in which strong intraspecific competition diminished but did not preclude interspecific interactions (126, 165). Additional evidenceindicates that intra- specific competition is a moreimportant mortality source for leaf miners than interspecific competition (19, 51). However,in the Homoptera(41, 114, 123, 124, 183) and chewing insects (31, 87) strong intraspecific competition in the competitive dominant often does not deter extreme adverse affects on the competitive subordinate. For instance, 14 of the 15 species we were able to evaluate experienced a higher degree of intraspecific competition than interspecific competition, yet the adverse effects of each species were greater on its competitor than on itself. Perhaps the extent to which intraspecific competition tempers interspecific interactions depends on the symmetryof the interspecific interaction. If the by University of Minnesota- Law Library on 09/17/06. For personal use only. interactions are symmetric, as was the case for the two leafhopper systems

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org (126, 165), then strong intraspecific effects maydampen interspecific ones. However,if interspecific interactions are very asymmetric,as is the case for most phytophagousinsects (Table i), then strong intraspecific effects in the superior competitor maynot preclude a significant interspecific impact on the inferior competitor. It has often been assumedthat intraspecific competition is a prerequisite for interspecific competition (see 174). In one instance, however, spittlebugs ac- tually benefited from conspecifics, but suffered badly in the presence of plume mothcompetitors (94). Furthermore, in our analysis, interspecific competition was far moreimportant than intraspecific competition for 27 of 28 species for which data were available. In fact, 14 of these species experienced regional or local competitive exclusion (8, 18, 71, 84, 97, 114, 123-125). Also, for Annual Reviews www.annualreviews.org/aronline

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herbivores that competevia interference mechanisms(aggression or deterrent chemicals), interspecific competition mayoccur despite abundant food re- sources and diminished intraspecific competition (17, 54, 55, 71, 109, 110, 143, 166, 178). These examples cast doubt on the premise that intraspecific competition is a necessary requirement for interspecific competition. Interplay of Factors Mediating Interspecific Competition Given the experimental information available, it is difficult to championone particular factor as mediating competitive interactions or inflicting the most mortality on phytophagousinsects, even within a given system. For example, in the communityof insect herbivores feeding on E. glaucus, no single factor (interspecific competition, natural enemies, or host plant clones) explained the organization of this communitybecause each factor was most important for a different herbivore species (94). For two aphid species on goldenrod, abun- dance was dictated by the dynamicinteraction of interspecific competition, predation, and dispersal in response to induced changes in plant quality (43). Several two-factor studies also showthat interspecific competition can be the most important source of mortality as often as natural enemiesand host plants. Of the 13 natural systems in which the relative importance of these factors was reported, interspecific competition was most influential in 6 (9, 57, 131, 183, 185, 188), natural enemies were most important in 5 (19, 46, 47, 119, 173), and host plant factors were most consequential in 2 (63, 87). Althoughthe evidence that host plants, natural enemies, and physical factors mediate certain competitive interactions is compelling, sweepinggeneralities concerningtheir impact are often unjustified. Herbivorelife histories can vary widely (e.g. mobility, aggregation, body size, feeding niche), and these differ- ences maybe equally important in arbitrating competitive interactions (see 94). by University of Minnesota- Law Library on 09/17/06. For personal use only. LIFE HISTORIES AND FEEDING STYLES THAT Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org INFLUENCE COMPETITION

Certain life history traits (mobility or aggregation) and feeding styles (feeding niche, diet breadth, and host plant growthform) mayinfluence the probability for competition in phytophagousinsects. Herbivores that are immobile and have little ability to switch host plants maybe more likely to experience competition (94). Our analysis supported this hypothesis. Sessile herbivores competed in 89%of 71 interactions, whereas mobile herbivores competed in only 76%of 111 interactions 0~2 = 4.54, P = 0.033). This pattern was strongest for mandibulate herbivores, in which competition was detected in 89%of 56 interactions involving sessile species (e.g. leaf miners, woodborers, root feed- ers), but in only 69%of 68 interactions involving mobile herbivores such as Annual Reviews www.annualreviews.org/aronline

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free-living grasshoppersand caterpillars (~2 = 6.76, P = 0.009). Similarly, for mandibulatespecies that develop within a discrete resource (fruit, seed, cone, inflorescence, stem, gall, or leaf), competition was detected more frequently (86%of 43 interactions) than it was for their less confined counterparts (free- living folivores and woodborers; 68%of 65 interactions) (Z2 = 4.41, P = 0.036). Although aggregation in the superior competitor is thought to promote coexistence by providing refuges for the inferior competitor (10), aggregation in the sameniche for reasons related to plant quality mayfacilitate interspecific interactions (41, 114, 124). Under these circumstances, contact amongindi- viduals is frequent and the group maymodify plant nutrition or induce plant chemistry in waysthat intensify plant-mediated interactions (41, 114). Indeed, we found that competition occurred more frequently for pair-wise interactions involving aggregated herbivores (89%of 83 interactions) than it did for inter- actions involving only solitary species (74%of 35 cases) (~2 = 3.99, P = 0.046), a pattern documentedpreviously (34). The aggregated distributions of sap feeders and woodborers contributed heavily to this result. Phenotypic trade-offs betweenlife history traits such as dispersal and fe- cundity (40) maypreclude an herbivore from being both a successful disperser and a superior competitor if competitive ability depends on fecundity and rapid population growth. Thus, phytophagousinsects exploiting ephemeral habitats maybe destined to competitive inferiority. Evidence from the free-living Homopteraand Hemiptera supports this hypothesis. In 10 of 13 interactions that could be assessed, the relative loser was a better disperser than was the winner (1, 41, 43, 69, 70, 88, 114, 124, 129, 175), and dispersal ability was equivalent in the remaining 3 species pairs. A balance betweendispersal and. competitive ability amongspecies exploiting ephemeral and patchy resources is thought to promote coexistence (10, 160). Coexistence occurs because the inferior competitor can emigrate to unoccupied habitats, a phenomenonwell by University of Minnesota- Law Library on 09/17/06. For personal use only. demonstrated for several homopterans(41, 43, 88, 175). High fecundity, how-

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org ever, was not associated with competitive ability. Across all herbivore guilds, the winner tended to be no more fecund than the loser (winner > loser in 16 cases, and winner < loser in 20 interactions). Bodysize does appear to influence competitive outcome.Across all guilds, the superior competitor was larger than the inferior competitor in 41 interactions, equal in size in 17 interactions, and smaller in size in 20 interactions. This trend was particularly strong for mandibulateherbivores (winner > loser in 32 cases, winner---loser in 5 cases, winner< loser in 10 cases), whereasin sap feeders, size did not appear as important in dictating competitivesuperiority (winner > loser in 6 cases, winner= loser in 12 cases, winner< loser in 7 cases) (Z2 = 13.71, P = 0.001). In manydirect interactions involving mandibulateherbivores, particu- larly stem borers, seed feeders, and root feeders, the competitivesuccess of larger Annual Reviews www.annualreviews.org/aronline

COMPETITIONIN PHYTOPHAGOUSINSECTS 317

individuals was achieved by overt overpoweringand killing of opponents via aggressive biting behavior (24, 143, 148, 166, 178), or by inadvertent killing while foraging (139, 168). Such behavior is less possible for sap feeders, which mayexplain the poor association between large body size and competitive success in this guild. Nevertheless, there are a few hemipteransand homopterans in which large body size and/or aggressiveness confers competitive superiority in direct interactions (6, 70, 129). One might hypothesize that multivoltinism (independent of body size) could contribute to rapid population growthand competitive superiority, especially for species that interact exploitatively. Wefound no overall support for this hypothesis. The superior competitor underwentmore generations per year than did the inferior competitorin 9 cases, fewer generations in 12 cases, and their voltinism was the samein 82 instances. Several examplesillustrate whyhaving more broods per year is not necessarily a competitive advantage. Anyadvan- tage the bivoltine psyllid Arytaina genistae gains in autumnis offset in spring because the univoltine Arytaina spartii appears first and preemptsmost feeding sites (183). Additionally, the numerical advantage of bivoltinism in the scale insect N. tsugae is offset by increased parasitism froma parasitoid shared with its univoltine competitor F. externa. Whenthe latter scale insect becomesrare in fall, the parasitoid shifts to N. tsugae. Furthermore,the high rate of para- sitism accelerates the exclusion of the bivoltine scale from cohabited forests (115, 122). In somecases, however, a second generation mayprovide a refuge for the inferior competitor and promotecoexistence (16, 69). Finally, although having a shorter life cycle and producing more broods per year than one’s competitor confers an advantage under constant conditions, this advantage is less likely to be realized in temperate habitats because life cycles are resyn- chronized every winter (13). Arriving at a resource first allows somespecies to gain the numerical, and consequently, the competitive edge (43, 54, 84, ll0, ll2, 114, 183). Early by University of Minnesota- Law Library on 09/17/06. For personal use only. arrival can result either from advancedseasonal emergence(84, 114, 123, 183)

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org or rapid colonization (54, 110). Early arrival tends to confer competitive superiority whencoupled with rapid population growth and/or the preemption of resources that results from physical exclusion (114, 183) or chemical de- terrence (54, 110). Whenthe advantage of early arrival was experimentally removed,the scale insect F. externa lost its competitive superiority (114). The Homopterapossess manylife history traits that promote competitive interactions, including rapid population growth (41, 88, 175), aggregation (reviewed in 41), sessile behavior throughout muchof their life cycle (6, 92,114, 123, 124, 126), and feeding on a commonphloem resource (135). The frequent combination of these traits in the Homopteramay partly explain their over-representation in studies demonstrating competition (41, 92, 135, 174) (Table 1). Annual Reviews www.annualreviews.org/aronline

318 DENNO, McCLURE& OTT

Dietary specialists mayincur increased competition because they do not have the option of switching to alternative host plant species. In contrast, the metabolic costs and foraging styles associated with feeding on a chemically diverse array of plants mayinfluence the competitive ability of polyphagous species. Regardless, we found no evidence to suggest that the frequency of competition differed between monophages(83% of 117 interactions) and polyphages(74% of 65 interactions) (~2 = 2.09, P = 0.148). However,for interactions involving polyphages, competition was tested with only one host plant species present. This caveat is noteworthy because the presence of an alternate host plant species reduced competition between the two hemipterans N. elongata and Megalocerarecticornis (70). Also, competitive interactions betweenpolyphagous grasshoppers resulted in shifts in the proportion of mono- cots and dicots in their diets (145). These examples suggest that polyphagy mayprovide feeding options that diminish competitive interactions for some species. Competitiveinteractions maybe less intense on large, more architecturally diverse plants on which herbivores may be able to escape from one another (see 34). Wefound that the growth form of the host plant did affect the likelihood of competition. Interspecific competition occurs less frequently on trees and shrubs (74%of 100 interactions) than on forbs and grasses (87% 82 interactions) (Z2 = 4.27, P = 0.039).

TAXONOMIC RELATEDNESS AND INTERSPECIFIC COMPETITION

Competitionmay be more likely to occur between closely related taxa because of similarity in feeding niche (133). In support of this hypothesis, interspecific competition was detected in 100%of 44 interactions involving congeneric species pairs. In contrast, competition occurred in only 74%of 137 noncongen- by University of Minnesota- Law Library on 09/17/06. For personal use only. eric interactions 0~2 = 7.07, P = 0.008). However,even though closely related

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org taxa competed more frequently, competition was still commonbetween non- congeneric pairs, 41 of whichwere interordinal interactions.

LINK BETWEEN RESOURCE PARTITIONING, NICHE SHIFTING, AND INTERSPECIFIC COMPETITION

Sharing the same feeding niche is thought to intensify competition between two species. Conversely, spatial and temporal differences in the use of re- sources maydiminish competitive interactions (151, 152). In support of this classical view, severe competition between phytophagousinsects often occurs whenthey share an identical niche (41, 43, 92, 166, 183). For example,several competitive exclusions involving sap feeders have occurred in species that Annual Reviews www.annualreviews.org/aronline

COMPETITIONIN PHYTOPHAGOUSINSECTS 319

prefer to feed in the samemicrohabitat on the plant (114, 123, 124). Also, four species of aphids on bean plants, the two species sharing the samefeeding site competedmore intensively than those exhibiting microhabitat segregation (82). Regardingthe moderatingeffects of resource partitioning on interspecific interactions, we found substantial evidence that temporal and spatial differ- ences in resource use can dampen,although not necessarily preclude, compe- tition. Here we explore experimental evidence for an association between resource partitioning and reduced competition, and the use of shared resources and niche shifting. The widespread evidence for competitive interactions between early-season and mid- to late-season feeders via altered plant chemistry (57, 75, 78, 79, 81, 136, 137, 185) suggests that temporal displacement does not necessarily pre- vent competition. However, several manipulative experiments suggest that temporal partitioning mayreduce interspecific competition for somespecies. Leaf miners normally feed later in the season than do manyfree-living leaf chewers (49, 185). By experimentally forcing a generation of the miner Phyl- lonorycter spp. to emergein the spring and thereby cooccur with leaf chewers, the miner’s fitness was muchlower than it was in the naturally occurring summergenerations (185). Despite a more nutritious plant resource in spring, miner survival was adversely affected by leaf damage-relatedinteractions with chewers. Similarly, the bark beetle D. ponderosaeattacks living pines, while L pini usually follows by exploiting dying trees (142). Experimentally forced syn- chrony of these beetles resulted in drastic reductions in the survival of D. ponderosae, which was attributable to direct competition with I. pini as well as increased mortality from the predators and parasitoids normally associated with L pini (15, 142). The observation that enemypressure can be reduced the temporal partitioning of resources is consistent with the view that herbi- vores compete for enemy-free space (12, 140).

by University of Minnesota- Law Library on 09/17/06. For personal use only. Reciprocal avoidance of aggregation pheromonesin bark beetles deters colonization and contributes to their spatial segregation both within and among Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org trees (17, 20, 22, 55, 109, 110, 138, 182). Furthermore, in the absence of competitor, bark beetles occupy broader niches than they do in mixed species populations (30, 138, 142). Notably, when beetles that normally partition resources are forced to interact experimentally, severe competition can ensue (110, 142). During oviposition, females of Callosobruchus maculatus beetles mark beans with a chemical that inhibits oviposition by Callosobruchusrhodesien- sis, forcing them to place eggs elsewhere (71). Whenthese two bruchid species are confined together in mixed culture, C. ~naculatusexcludes C. rhodesiensis (71). Similarly, on large-sized beans, Callosobruchusanalis feeds in the center of the bean and Callosobruchusphaseoli feeds near the outside surface; this Annual Reviews www.annualreviews.org/aronline

320 DENNO, McCLURE& OTT

microhabitat segregation allows these bruchids to coexist (178). Whenthese species are reared together on small beans, partitioning of the bean is precluded, and C. analis excludes C. phaseoli (177, 178). In contrast, the spatial segregation of the host plant by manysap-feeding insects does not appear to preclude interspecific competition (1, 82, 88, 123, 175). In these cases, competition may result from the sharing of a common phloemresource, because even foliar-feeding and root-feeding sap feeders can competeintensively (135). Similarly, mandibulatefolivores mayinduce chemi- cal changes in plants that adversely impact other species, especially immobile ones, elsewhere on the plant (34). Wefound numerouscases of niche shifting in the presence of a competitor (or previous damage), wherebya species was relegated to a poor feeding site (114, 123, 124, 134, 157), a different feeding or oviposition site (17, 20, 47, 52, 54, 71, 79, 91, 99, 109, 112, 138, 144, 163), a different host plant species (70, 145), or a different portion of the habitat (35, 41, 97, 100, 130). In one case, the presence of a competing bruchid species promotedthe rapid adaptation of another bruchid species to a novel host plant species (176). several of the above cases, niche shifting was mediated by chemicals (inter- ference mechanism)produced by one herbivore that deterred colonization (17, 20, 109, 138), feeding (144), or oviposition by another (52, 54, 71, 91, Another commonresponse to interspecific crowding is emigration to nearby plants (9, 43, 69, 82, 88, 129, 163) or distant habitats (41, 100). Emigration triggered by heterospecifics is better documentedfor sap feeders (13 cases) than it is for mandibulateherbivores (1 case). Emigrationdeters local exclusion in aphids because as mixed species aggregations contribute to the rapid demise of the current plant, the inferior competitor colonizes neighboring healthy plants (88). Although emigration allows an insect to escape the effects interspecific crowding, enemy-related risks maybe associated with movement (146).

by University of Minnesota- Law Library on 09/17/06. For personal use only. Eventhough interspecific competition results in niche constriction or shift-

Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org ing for somephytophagous insects, for others the niche does not change in the absence of competitors. For instance, the distribution of Mordellistena splen- dens within stems did not differ between populations with and without an important competitor (166). Similarly, the distribution of Eriosomaspp. gall aphids on the leaves of elm did not differ between regions of allopatry and sympatry with a major competitor (6). Such observations have been used suggest that niche divergence does not necessarily result from interspecific competition (6). Wehave presented substantial evidence that supports the classical view that species sharing the same niche compete most severely, and that resource partitioning can often moderate, but not necessarily preclude, interspecific competition. Several studies have demonstrated that when normally displaced Annual Reviews www.annualreviews.org/aronline

COMPETITIONIN PHYTOPHAGOUSINSECTS 321

herbivores are experimentally forced to eooeeur, intense competition results. However,our analysis also suggests that traditional views of the relationship between resource partitioning and competition must be modified to include cases in which spatially segregated sap feeders compete via a shared phloem resource, and cases in whichtemporally or spatially displaced folivores com- pete through herbivore-induced changes in plant physiology.

INTERSPECIFIC COMPETITION AND REPULSED DISTRIBUTIONS

Repulsed distributions of herbivores in the field have been used as evidence for interspecific competition (36, 127, 184). Conversely,positive associations have been called on to challenge the importance of competition (102, 170, 171). Here we present data for and against the relationship betweeninterspe- cific competition and herbivore distribution. Onthe interplant scale, 25 of the species pairs we studied were negatively associated. Of these, 10 were sap feeders (2, 35, 43, 114, 123, 124, 128, 130, 135, 158); 7 were stem borers (143, 166); 2 were woodborers (110, 142); were fruit/cone feeders (97, 112); and 4 were involved interguild interactions (31, 94, 128). For 13 of these species pairs, strong experimental evidence linked interspecific competitionto repulsed distribution (31, 43, 94, 110, 114, 123, 124, 128, 135, 142, 166). In contrast, competition was not demonstrated between thrips and plume moths, yet they showeda negative association in the field; differences in habitat selection caused their lack of cooccurrence(93). Other species were positively associated despite the occurrence of interspecific competition (43, 61, 138, 182). Positive associations betweenpotential competitors mayresult from both species respondingsimilarly to host plant variation (e.g. nutrition) for feeding or oviposition (19, 61). For somephytophagous insects, evidence also suggests

by University of Minnesota- Law Library on 09/17/06. For personal use only. that feeding and oviposition sites are not chosen on the basis of competitor presence or absence (9, 139). Together, these observations emphasize the Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org weaknessinherent in inferring interspecific competition from insect distribu- tional data (see 27, 80, 150).

FACILITATIVE INTERACTIONS BETWEEN PHYTOPHAGOUS INSECTS

Wefound 11 interactions betweenphytophagous insects that were facilitative (Table 1). Four of these cases involved aphid species that showedincreased survival, developmentrate, or body size when in close proximity to another herbivore species (56, 67, 98, 159). In three of these instances, one aphid species selected the most nutritious feeding site on the plant, which happened Annual Reviews www.annualreviews.org/aronline

322 DENNO, McCLURE& OTT

tO be adjacent to the nutrient sink created by an aggregation of a previously established aphid species (56, 98, 159). Also, feeding by one folivore (Lepidoptera) maystimulate plant regrowth, which benefits other herbivores that feed later in the season (33, 186). How- ever, an increase in the intensity of herbivory may change the herbivore interaction from facilitation to competition. For instance, moderateherbivory by the western tent caterpillar, Malacosomacalifornica, had positive effects on the fall webwormHyphantria cunea, but heavy defoliation conferred ad- verse effects on performance(186). Similarly, Ips avulsus is attracted to trees under attack by other bark beetle species, and the mixed species attack can increase the probability of all the species securing oviposition sites as they mutually defeat resin-based tree defenses (55, 138, 182). However,this initial benefit does not preclude intense competitive interactions amongspecies for the best developmentsites (55, 138, 182). Thus, for somecases of facilitation, positive effects are transient and give waylater to competitivesituations. Most facilitative interactions were very asymmetric, with only one species gaining an advantage. In one unusual interaction between the leaf miner C. syngenesiae and the root-feeding chafer P. horticola, the leaf miner benefited from root feeding whereas the root feeder was disadvantaged by foliar feeding (111). Fewif any of the aforementionedfacilitative interactions represent tightly coevolvedrelationships. However,some ant-tended lycaenid butterflies ensure protection of their offspring by specifically ovipositing on plants with ants already tending homopterans(11, 162). Finally, some studies demonstrating facilitation between herbivores and have been incorrectly included in assessments of interspecific interaction between"phytophagous insects" (26, 107). For example, the elegant experimental studies of Seifert & Seifert (156) on the insect inhabitants Heliconia bracts actually involved several species that are detritivores (155,

by University of Minnesota- Law Library on 09/17/06. For personal use only. 156). All cases of facilitation reported in this communityrepresented interac- tions betweenan herbivore and a , whichis not surprising whenone Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org species increases food resources for another. The only two herbiVore-herbivore interactions studied were both weakly competitive.

SUMMARY AND PROSPECTUS

This review has reexaminedthe importance of interspecific competition in the population biology of phytophagousinsects. Our analysis of a greatly expanded database, selected from all feeding guilds, demonstrates widespread evidence for interspecific competition betweenphytophagous insects (76%of 193 pair- wise interactions). Of all the guilds examined,competition was most frequently detected amongsap feeders, stem borers, woodborers, and seed and fruit Annual Reviews www.annualreviews.org/aronline

COMPETITIONIN PHYTOPHAGOUSINSECTS 323

feeders. Interspecific competitionwas least likely to occur betweenfree-living, mandibulate folivores. Most interspecific competitive interactions were mark- edly asymmetric. This asymmetrymay explain the lack of a general tendency for intraspecific competition to diminish interspecific interactions. Host plant factors mediated far more interspecific interactions than did natural enemies, physical factors, and intraspecific competition combined.An important consequenceof variation in host plant chemistry maybe the con- centration of herbivores at optimal feeding sites, thereby predisposing them to competitive interactions. The extent to which natural enemies direct competi- tive interactions depends on whichcompetitor is attacked. Selective attack of the inferior competitor can promotecompetitive exclusion; concentrated attack on the superior competitor maypromote coexistence; and heavy attack on both herbivore species maydeter competition altogether. Exploitative and interference mechanismswere equally frequent when all herbivore species were considered as a whole. However,interference compe- tition was more commonin mandibulate herbivores living in concealed niches (e.g. stem borers and seed feeders) comparedwith free-living species. For mandibulate herbivores, but not sap feeders, competitive superiority was very strongly associated with large body size and aggressive behavior. Phytophagous insects were more likely to compete if they were closely related (congeners), introduced, sessile, aggregative, and fed internally on discrete resource (e.g. seed, fruit, or stem) or fed on forbs or grasses as opposed to trees or shrubs. Interspecific competition betweenherbivores occurred with similar frequencies in managedand natural habitats. Despite the widespread evidence for interspecific competition presented here, a demonstration of the overall importance of interspecific competition in the population and communityecology of phytophagous insects remains a challenge. Several experimental studies in natural systems have specifically addressedthe relative importanceof interspecific competition, natural enemies,

by University of Minnesota- Law Library on 09/17/06. For personal use only. and host plant factors. The results of these studies indicate that competition was as important as natural enemies and host plant factors in structuring the Annu. Rev. Entomol. 1995.40:297-331. Downloaded from arjournals.annualreviews.org communityof herbivores (92-94), or that herbivore abundance was dictated by the dynamicinteraction of interspecific competition, predation, and disper- sal in response to induced changes in plant quality (43). Two-factor compari- sons in natural systems have also shownthat interspecific competition can be the most important source of mortality (9, 57, 131,183, 185, 188), as often natural enemies (19, 46, 47, 119, 173) and host plants (63, 87). These parative studies, coupled with the paucity of experimental evidence against interspecific competition(only 18%of 193 interactions), provide little support for the claim that competition is a weakand infrequent force in phytophagous insect communities. To the contrary, the existing experimental evidence for this assertion is itself weakand infrequent. Annual Reviews www.annualreviews.org/aronline

324 DENNO, McCLURE& OTI"

Given the experimental data currently available, we conclude that there is far more justification for retaining competition as a potentially important factor than for dismissing it. Other recent assessments have drawn similar conclusions regarding the potential importance of interspecific competition in phyto- phagous insect communities (34, 48, 49, 94, 169). We argue, as have others (34, 48, 49, 94), for the collective assessment of both intra- and intertrophic- level factors in studies investigating the distribution and abundance of phyto- phagous insects. Toward this end, sufficient evidence exists to call for the resurrection of interspecific competition as a viable hypothesis warranting serious consideration in future investigations of the structure of phytophagous insect communities.

ACKNOWLEDGMENTS Hans Damman, John Losey, Charles Mitter, Susan Mopper, and Merrill Pe- terson critiqued an earlier draft of this review and provided many helpful suggestions. Tim Paine, Douglas Ferguson, Tom Henry, Ronald Hodges, and David Smith confirmed the diet breadth and various life history traits for several species of Hemiptera, Coleoptera, Lepidoptera, and Hymenoptera. John McAllister and Andie Huberty assisted with the monumental literature chase. Ches Zeeb helped condense and catalogue host plant data and offered constant direction. Weare most appreciative to all of these colleagues for their assis- tance and support. This research was supported in part by National Science Foundation Grants BSR-8614561 to RFD and DEB-9209693 to RFD and JRO. This is Scientific Article Number A-6564, Contribution Number 8776 of the Maryland Agricultural Experiment Station, Department of Entomology.

AnyAnnual Review chapter, as well as anyarticle cited in an AnnualReview chapter, maybe purchasedfrom the AnnualReviews Preprints and Reprints service. 1-800-347-8007;415-259-50171 emaih [email protected] by University of Minnesota- Law Library on 09/17/06. For personal use only.

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