Tc Süleyman Demirel Üniversitesi Sosyal Bilimler Enstitüsü Iktisat

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Tc Süleyman Demirel Üniversitesi Sosyal Bilimler Enstitüsü Iktisat T.C. SÜLEYMAN DEMİREL ÜNİVERSİTESİ SOSYAL BİLİMLER ENSTİTÜSÜ İKTİSAT ANABİLİM DALI KİŞİSEL BİLGİSAYAR BİLEŞENLERİ ENDÜSTRİSİNDE OLİGOPOL ETKİLERİN İNCELENMESİ VEDAT BAYDAR 1040202015 Doktora Tezi Danışman Yrd.Doç.Dr.Aliye ATAY KAYIŞ ISPARTA 2017 i Tez Savunma Sınav Tutanağı 2 ii T.C. SÜLEYMAN DEMİREL ÜNİVERSİTESİ Sosyal Bilimler Enstitüsü Müdürlüğü YEMİN METNİ Doktora tezi olarak sunduğum “Kişisel Bilgisayar Bileşenleri Endüstrisinde Oligopol Etkilerin İncelenmesi” adlı çalışmanın, tezin proje safhasından sonuçlanmasına kadar ki bütün süreçlerde bilimsel ahlak ve geleneklere aykırı düşecek bir yardıma başvurulmaksızın yazıldığını ve yararlandığım eserlerin Bibliyografya’da gösterilenlerden oluştuğunu, bunlara atıf yapılarak yararlanılmış olduğunu belirtir ve onurumla beyan ederim. iii ÖZET KİŞİSEL BİLGİSAYAR BİLEŞENLERİ ENDÜSTRİSİNDE OLİGOPOL ETKİLERİN İNCELENMESİ VEDAT BAYDAR SÜLEYMAN DEMİREL ÜNİVERSİTESİ İKTİSAT BÖLÜMÜ DOKTORA TEZİ, 163 SAYFA, Şubat 2017 Danışman: Yrd.Doç.Dr.Aliye ATAY KAYIŞ Bilgisayarlar günlük hayatımızın ve iş hayatımızın vazgeçilmez araçlarıdır. Kişisel bilgisayar sektörü az sayıda firmadan oluşan oligopol bir piyasa olmasının yanında, işlemci, ekran kartı, anakart gibi bilgisayar bileşen piyasaları da oligopol piyasa yapısındadır. Bu tez çalışmasında merkezi işlem birimi ve grafik işlem birimi piyasalarının oligopol yapıları incelenmiştir. Bu çalışmanın amacı merkezi işlem birimi ve grafik işlem birimi piyasalarının yapısını ve tarihsel gelişimini incelemek, eldeki veriler ile yapılacak analizler doğrultusunda bu piyasalardaki firmaların aralarında nasıl bir etkileşim olduğunu saptamak ve böylece bu piyasaların gelecekte nasıl bir yapıya bürünebileceğini tahmin etmektir. Hem merkezi işlem birimi hem de grafik işlem birimi piyasalarının birlikte analiz edilmesi vasıtasıyla literatüre katkı yapılması amaçlanmıştır. Yapılan analizler sonucunda merkezi işem birimi fiyatları bakımından Intel ve AMD arasında negatif ilişkinin olduğu, performans bakımından ise pozitif ilişki olduğu bulunmuştur. Grafik işlem birimi piyasasında ise hem grafik işlem birimi fiyatları hem de performansları bakımından Nvidia ve ATI arasında pozitif ilişki olduğu görülmüştür. Anahtar Kelimeler: CPU, GPU, Oligopol, Yapısal VAR iv ABSTRACT THE ANALYSIS OF OLIGOPOLISTIC EFFECTS IN PERSONAL COMPUTER COMPONENT INDUSTRY VEDAT BAYDAR SÜLEYMAN DEMİREL UNIVERSITY DEPARTMENT OF ECONOMICS Ph.D.Thesis, 163 Pages, Fabruary 2017 Supervisor: Assist.Prof.Dr.Aliye ATAY KAYIŞ Computers are indispensable tools of our daily and work life. Although the personal computer industry is an oligopolistic industry which consists of a few firms, the components of the computers such as processor, graphics card, mainboard industries are oligopolistic too. In this study oligopoly structure of central processing unit and graphics processing unit industries are analysed. The aim of this study is to analyse the structure and historical development of central processing unit and graphics processing unit markets, to find out the kind of relationships between these firms and thus to foresee the future structure of these markets. It is aimed to contribute the literature by analysing both central processing unit and graphics processing unit markets. As a result of the analysis, it has been found that there is a negative relationship between Intel and AMD in terms of processor prices and there is a positive relationship between these firms in terms of processor performance. It has been seen that there is a positive relationship between Nvidia and ATI in terms of processor price and performance in graphics processing unit market. Keywords: CPU, GPU, Oligopoly, Structural VAR v İÇİNDEKİLER YEMİN METNİ .......................................................................................................... ii ÖZET ......................................................................................................................... iii ABSTRACT ............................................................................................................... iv İÇİNDEKİLER ........................................................................................................... v KISALTMALAR DİZİNİ......................................................................................... vii TABLOLAR DİZİNİ ............................................................................................... viii ŞEKİLLER DİZİNİ .................................................................................................... x GİRİŞ .......................................................................................................................... 1 BİRİNCİ BÖLÜM PİYASA KAVRAMI VE PİYASA ÇEŞİTLERİ 1.1.TAM REKABET PİYASASI .............................................................................. 3 1.2.EKSİK REKABET PİYASALARI ...................................................................... 6 1.2.1.Monopol Piyasa ............................................................................................. 7 1.2.2.Monopollü Rekabet Piyasası .......................................................................... 8 1.2.3. Oligopol Piyasa........................................................................................... 10 1.2.3.1.Klasik Oligopol Modelleri:..................................................................... 12 1.2.3.2.Anlaşmalı Oligopol Modelleri: ............................................................... 16 1.3.OYUN TEORİSİ: .............................................................................................. 17 2.BÖLÜM MERKEZİ İŞLEM BİRİMİ VE GRAFİK İŞLEM BİRİMİ PİYASALARI 2.1.KİŞİSEL BİLGİSAYARLARIN TARİHÇESİ................................................... 24 2.2.BİLGİSAYARLARIN EKONOMİDEKİ YERİ ................................................. 25 2.3.MERKEZİ İŞLEM BİRİMİ (CPU) .................................................................... 26 2.3.1.İşlemci Üretimi ............................................................................................ 26 2.3.2.Merkezi İşlem Birimi Piyasası ..................................................................... 27 2.3.3.Geçmişten Günümüze Intel – AMD Duopol Mücadelesi .............................. 28 2.4.GRAFİK İŞLEM BİRİMİ (GPU) PİYASASI .................................................... 68 2.4.1.Geçmişten Günümüze ATI – Nvıdıa Duopol Mücadelesi ............................. 69 3.BÖLÜM MERKEZİ İŞLEM BİRİMİ VE GRAFİK İŞLEM BİRİMİ PİYASALARININ ANALİZİ 3.1.LİTERATÜR TARAMASI................................................................................ 97 3.2.MERKEZİ İŞLEM BİRİMİ VE GRAFİK İŞLEM BİRİMİ PİYASALARININ ANALİZİ .............................................................................................................. 101 3.2.1.Ekonometrik Yöntem: ................................................................................ 103 vi 3.2.2.Ampirik Çalışma........................................................................................ 105 3.2.2.1.Merkezi İşlem Birimi Yapısal VAR Analizi ......................................... 106 3.2.2.2.Grafik İşlem Birimi Yapısal VAR Analizi ............................................ 121 SONUÇ ................................................................................................................ 137 KAYNAKÇA ....................................................................................................... 143 ÖZGEÇMİŞ......................................................................................................... 162 vii KISALTMALAR DİZİNİ AGP Accelerated Graphics Port ALU Arithmetic Logic Unit API Application Programming Interface APU Accelerated Processing Unit CPU Central Processing Unit DVI Digital Video Interface Ghz Gigahertz GPU Graphics Processing Unit HDMI High Definition Multimedia Interface LGA Land Grid Array Mhz Megahertz PC Personal Computer PCI Peripheral Component Interface VGA Video Graphics Array viii TABLOLAR DİZİNİ Tablo 1: Suçluların İtiraf veya İnkar Durumunda Alacakları Cezalar ........................... 18 Tablo 2: Kasım 2001 İşlemci Performans Tablosu ...................................................... 38 Tablo 3: Kasım 2002 İşlemci Performans Tablosu ...................................................... 40 Tablo 4: Mayıs 2005 İşlemci Performans Tablosu ....................................................... 46 Tablo 5: Ekim 2006 İşlemci Performans Tablosu ........................................................ 49 Tablo 6: AMD ve Intel İşlemci Piyasası Pazar Payları 2005-2007 ............................... 51 Tablo 7: Aralık 2007 İşlemci Performans Tablosu ...................................................... 52 Tablo 8: Ekim 2009 İşlemci Performans Tablosu ........................................................ 55 Tablo 9: Aralık 2010 İşlemci Performans Tablosu....................................................... 56 Tablo 10: Aralık 2011 İşlemci Performans Tablosu ..................................................... 57 Tablo 11: Aralık 2013 İşlemci Performans Tablosu ..................................................... 61 Tablo 12: Aralık 2014 İşlemci Performans Tablosu ..................................................... 63 Tablo 13: Aralık 2015 İşlemci Performans Tablosu ..................................................... 65 Tablo 14: Eylül 1999 Grafik İşlemci Performans Tablosu ........................................... 73 Tablo 15: Kasım 2001 Grafik İşlemci Performans Tablosu ......................................... 78 Tablo
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