| What about a simple porter analysis of Apple, still in a strong position, but not as strong as several years ago. Power of New Entrants: Xiaomi Power of Substitutes: Google Glass Power of Customers: demand for low cost iphone Power of Suppliers: Moving back to US manufacturing? Power of Competitors: All the big tech companies. Also a fantastic article on Disruption from The Kernal. Key insight is that companies are very aware of disruption considering it irresponsible for any board of a large technology incumbent not to have read 'Innovator's Dilemna.' THE STORY WE ALL KNOW
"Kodak built film cameras, and made money on the film, the classic “Gillette” business model, and was so obsessed with this profit stream that it completely missed the tidal wave of digital photography and the internet" INTERESTING ADDITION
"The next step for digital photography wasn’t the internet. It was point-and-shoots. Canon and Fujitsu. Kodak was so focused on disrupting itself and not falling into the trap of the innovator’s dilemma that it lost a grip on its core business. It turned out that in order to remain relevant in the internet age, it just had to make good cameras." http://www.kernelmag.com/comment/analysis/4696/the-man-who-g... |