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From my observation, China's most prominent successes (EVs, Drones, etc) have been through emerging technologies where established players have neglected. I bel
by corimaith 3y ago
From my observation, China's most prominent successes (EVs, Drones, etc) have been through emerging technologies where established players have neglected. I believe the "Blue Ocean Strategy" was considered as one of the most influential books by the CCP, and they've executed that strategy well.
But in terms of "red oceans", I don't really see China having any special advantages over the already heavy competition beyond manafacturing, after all they never did make a globally competitive ICE car, it was through leapfrogging with EVs that they succeeded. If we talk about OS here, domestically they can do whatever, but I don't see why it wouldn't just be another competitor in a long list of competitors.
- dangus 3y agoI think the red oceans are just longer term pieces of the puzzle. The blue ocean opportunities were quick wins. By the way, Chinese companies own multiple Western ICE car manufacturers. Those manufacturers (Volvo, Lotus, Polestar) are transitioning to EVs or only make EVs anyway. Here’s an example on the software side: what happens if the Chinese smartphone players drop Android? Let’s say Xiaomi and Huawei now only come with a Chinese OS which can run Android apps as a stopgap, replacing Google Play with their own App Store. Those two brands represent 20% of European cell phone marketshare. Now imagine this Chinese OS gives Samsung a better arrangement than Google. Overnight, Google is basically out of the picture. That’s right, they only have to convince one phone manufacturer who already depends on a third party company for their OS to switch, and the instant they do so they win over more than half of the European smartphone market. https://gs.statcounter.com/vendor-market-share/mobile/europe https://gs.statcounter.com/vendor-market-share/mobile/europe