Tesla and the Reshaping of the Auto Industry

Posted by JP Murmann | Oct 16, 2022 | Battery, Companies | 0 |

By David Teece

I’ve been asked to comment on this collection of three papers (Perkins & Murmann, 2018, MacDuffie, 2018, Jiang and Lu, 2018), each of which offers deep insights into the forces affecting the auto industry, particularly as concerns the relative positions of incumbent auto firms with respect to new electric vehicle entrants. Taken as a whole, the papers open a lens on the changes roiling the automotive sector. In this essay, I’ll attempt to widen the aperture and provide a framework for a more systemic analysis of the forces reshaping the industry and the prospects for new entrants. Read full article.

About The Author

JP Murmann

Johann Peter Murmann is Chair and Professor of Strategic Management at the University of St. Gallen. He received a BA in Philosophy with Honors from the University of California at Berkeley and a Master’s and PhD degree with distinction in Management and Organizations (1998) from Columbia University. Professor Murmann mainly focuses his award-winning research activities on systematic examination of the ways companies gain or lose competitive advantage over long periods of time. He now researchers with his team who companies can improve their forecasts.