The Future of the Automated Mobility Industry: A Strategic Management Perspective

Sven A. Beiker and Robert A. Burgelman
Additional contact information
Sven A. Beiker: Stanford U
Robert A. Burgelman: Stanford U

Research Papers from Stanford University, Graduate School of Business

Abstract: This paper examines the automation and sharing aspects of the competitive dynamics of the emerging automated mobility industry. It applies strategic management, technological innovation and forecasting frameworks to examine how the different categories of industry entrants position themselves and interact with one another, and their differential chances for success. Related to the different types of entrants it considers various criteria of success, including expected market share of vehicle sales versus miles serviced, and the number of systems, technology solutions, or licenses sold. Whether firms enter the automated mobility industry with a lateral move from an adjacent industry or as startups without preexisting experience turns out to be an important strategic distinction for predicting success. The rate at which the industry is shifting also plays an important role because it defines how much time incumbents have to adapt to change and how much time new entrants have before their investments must begin to generate positive cash flows. Our analysis suggests that tech companies, ADAS suppliers, and startups with a welldefined focus are most likely to succeed. The paper ends with highlighting important strategic issues for further discussion with automotive industry researchers, industry analysts, and leading practitioners.

Date: 2020-04
New Economics Papers: this item is included in nep-sbm
References: Add references at CitEc
Citations:

Downloads: (external link)
https://www.gsb.stanford.edu/gsb-cmis/gsb-cmis-download-auth/496721
Our link check indicates that this URL is bad, the error code is: 404 Not Found

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:ecl:stabus:3866

Access Statistics for this paper

More papers in Research Papers from Stanford University, Graduate School of Business Contact information at EDIRC.
Bibliographic data for series maintained by ().