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Lecture Contemporary strategy analysis: Concepts, techniques, applications (5th edition): Chapter 7 - Robert M. Grant

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Identify barriers to imitation (e.g. deterrence, preemption, causal ambiguity, resource immobility,barriers to resource replication) & base strategy upon them. Difficult to infl[r]

(1)

The Nature and Sources of Competitive Advantage

The Nature and Sources of Competitive Advantage

• The emergence of competitive advantage • Sustaining competitive advantage

• Competitive advantage in different market

settings

• Types of competitive advantage: cost and

differentiation

(2)

How does competitive advantage emerge?

External sources of change e.g.:

•Changing customer demand •Changing prices

•Technological change

Internal sources of change

Resource heterogeneity among firms means

differential impact

Some firms faster and more effective in exploiting change

Some firms

have greater creative and innovative

capability

(3)

Competitive Advantage from Internally-Generated Change: Strategic Innovation Competitive Advantage from Internally-Generated Change: Strategic Innovation

Characteristics of innovatory strategies:

– Associated with new entrants to an industry (e.g Nucor in steel, IKEA in furniture, Enron in energy, Home Depot in DIY, Dell in PCs)

– Reconcile conflicting performance goals (e.g Toyota’s lean production system combines low cost, high quality, and flexibility Richardson Sheffield in kitchen knives is low cost, innovative and customer responsive.)

– Reconfiguring the value chain

e.g. -• Nike’s system for manufacturing and distributing shoes totally

different from traditional shoe manufacturer

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REQUIREMENT FOR IMITATION

Identification - Obscure superior performance - Deterrence signal aggressive Incentives for imitation intentions to imitators

- Pre-emption exploit all available investment opportunities

- Rely upon multiple sources of Diagnosis competitive advantage to create

“causal ambiguity”

- Base competitive advantage upon Resource acquisition resources and capabilities that are

immobile and difficult to replicate

ISOLATING MECHANISM

(5)

Competitive Advantage in Different Market Settings

Competitive Advantage in Different Market Settings

SOURCE OF IMPERFECTION OF COMPETITION

MARKET TYPE OPPORTUNITY FOR

COMPETITIVE ADVANTAGE

TRADING MARKETS

•None (efficient markets)

•Imperfect information availability •Transactions costs

•Systematic behavioral trends •Overshooting

None

Insider trading Cost minimization Superior diagnosis (e.g chart analysis) Contrarianism

PRODUCTION MARKETS

•Barriers to imitation

•Barriers to innovation

Identify barriers to imitation (e.g deterrence, preemption, causal ambiguity, resource immobility,barriers to resource replication) & base strategy upon them.

(6)

TRADING MARKETS

•None (efficient markets)

•Imperfect information availability •Transactions costs

•Systematic behavioral trends •Overshooting

None

Insider trading Cost minimization Superior diagnosis (e.g chart analysis) Contrarianism

PRODUCTION MARKETS

•Barriers to imitation

•Barriers to innovation

Identify barriers to imitation (e.g deterrence, preemption, causal ambiguity, resource immobility,barriers to resource replication) & base strategy upon them.

Difficult to influence or exploit.

MARKET TYPE SOURCE OF IMPERFECTION OF COMPETITION OPPORTUNITY FOR COMPETITIVE ADVANTAGE

(7)

Sources of Competitive Advantage Sources of Competitive Advantage

COST ADVANTAGE

COST ADVANTAGE

DIFFERENTIATION ADVANTAGE

DIFFERENTIATION ADVANTAGE

COMPETITIVE ADVANTAGE

COMPETITIVE ADVANTAGE

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