This report looks at empirical evidence on the relationship between market structure, investment and quality in mobile markets. It summarises the relevant recent studies in this field which have prompted our own work, and their limitations. We conduct our own empirical analysis to address these limitations and find that the conclusions drawn by some of these studies do not hold.
However, it is important to note that our analysis does not assess the overall consumer impact of
changes in market concentration, which would (at a minimum) need to take into account any impact
on prices as well as other dimensions of quality which are important to consumers.