Strategy Dynamics through a Demand-Based Lens: The evolution of market boundaries, resource rents, and competitive positions

نویسندگان

  • Ron Adner
  • Peter Zemsky
چکیده

We adapt formal models of competition with differentiated products to address the evolution of market boundaries, resource rents, and competitive positions. Our model captures the central strategy insight that competitive interactions are governed by superior value creation and competitive advantage. More importantly, it shows how the interplay between improving technologies and consumers’ valuation of the resulting performance improvements affects which market segments new technologies are able to enter, how the rents from different types of resources change over time, and whether or not markets are segmented according to classic generic strategies. ∗Both authors at Insead. We thank Chan Kim, Bruce Kogut, Mary O’Sullivan, Subi Rangan and Louis Thomas for helpful comments.

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تاریخ انتشار 2002