Comments on Murmann and Vogt ‘A Capabilities Framework for Dynamic Competition Assessing the Relative Chances of Incumbents, Start-ups, and Diversifying Entrants’
评论Murmann和Vogt的汽车产业能力框架，指出应进一步关注电动化带来的外包制造机会和软件驱动的用户体验变革。
ABSTRACT Murmann and Vogt's (2022) analysis of the automobile industry using a capabilities framework that integrates both dynamic and ordinary capabilities supports an informative table which sets out the major relevant capabilities that incumbents, start-ups, and diversifying entrants would need to develop or access via contract or other arrangement (see Murmann and Vogt, 2022, Table 3). Jiang and Lu (2022) have further discussed new industry paradigms which they suggest will greatly challenge – and perhaps overwhelm – automotive industry incumbents. We believe that their insights can be taken a step further by focusing on two areas: first, the greatly increased availability of outsourced manufacturing driven by the shift to electric vehicle (‘EV’) powertrains; and second, the ongoing transformation of the driver and passenger experience that is driven by software–user experience software integrated with networked consumer service ecosystems.