伦敦商学院Jacobides-重新审视在移动出行的美丽新世界中竞争的颠覆性.pdf

1、Revisiting DisruptionCompeting in Mobilitys Brave New WorldMichael G.JacobidesSir Donald Gordon Chair of Entrepreneurship and InnovationProfessor of Strategy&Entrepreneurship,London Business SchoolLead Advisor,Evolution LtdCEIBS Auto ForumShanghai,November 29th,2023Disruption?Huh,automobile OEMs,til

2、l recently,had it all under controlComputer OEMs have seen their share of the sectors total market cap fall from more than 80%to less than 20%Internet service providers and web search portalsSemiconductor and other electrical component MFGSoftware publishersComputer and peripheral equipment MFGAutom

3、otive OEMs retained its share of the sectors total market capMotor vehicle transmission and powertrain parts MFGMotor vehicle brake system MFGMotor vehicle gasoline engine and engine parts MFGMotor vehicle MFGJacobides&MacDuffie,Make value migrate your way,Harvard Business Review,2013because unlike

4、computers they tightly ran their ecosystemJacobides,MacDuffie&Tae,2016,Change and Stability in the Automotive Sector,Strategic Management JournalYet soon enough,all this changed and mobility started being sexyDue to digization,boundaries are redrawn and strategies reconsideredSource:Brian Colley,BCG

5、,AoM PDW,2018leading to a much more complicated sector structure:Strategy needed anew!Source:Brian Colley,BCG,AoM PDW,2018Bold new claims:Welcome to a digital,modular futureWhich turns out(like before)to be wildly exaggeratedLets rethink structure and disruption in mobilityWho leads and benefits fro

6、m Innovation?From Mark 1 vs Mark 2Neither Mark 1 nor Mark 2:Despite tech entrepreneurs,the demise of incumbents has been vastly exaggeratedHow do firms succeed in Mark 3?Buy,ally,form ecosystems Suppliers do it,too.Welcome to“Mark 3”london.edu14Multi-actor ecosystemIntegrationSupply chainSearchMusic