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Tesla and the Reshaping of the Auto Industry

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  • Teece, David J.

Abstract

I've been asked to comment on this collection of three papers, each of which offers deep insights into the forces affecting the auto industry, particularly as concerns the relative positions of incumbent auto firms with respect to new electric vehicle entrants. Taken as a whole, the papers open a lens on the changes roiling the automotive sector. In this essay, I'll attempt to widen the aperture and provide a framework for a more systemic analysis of the forces reshaping the industry and the prospects for new entrants.

Suggested Citation

  • Teece, David J., 2018. "Tesla and the Reshaping of the Auto Industry," Management and Organization Review, Cambridge University Press, vol. 14(3), pages 501-512, September.
    • Handle: RePEc:cup:maorev:v:14:y:2018:i:03:p:501-512_00
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    Cited by:

    1. Ball, Christopher Stephen & Vögele, Stefan & Grajewski, Matthias & Kuckshinrichs, Wilhelm, 2021. "E-mobility from a multi-actor point of view: Uncertainties and their impacts," Technological Forecasting and Social Change, Elsevier, vol. 170(C).
    2. Ignė Stalmokaitė & Tommy Larsson Segerlind & Johanna Yliskylä‐Peuralahti, 2023. "Revival of wind‐powered shipping: Comparing the early‐stage innovation process of an incumbent and a newcomer firm," Business Strategy and the Environment, Wiley Blackwell, vol. 32(2), pages 958-975, February.
    3. Anna Cabigiosu, 2022. "Sustainable development and incumbents' open innovation strategies for a greener competence‐destroying technology: The case of electric vehicles," Business Strategy and the Environment, Wiley Blackwell, vol. 31(5), pages 2315-2336, July.
    4. Alvarez León, Luis F. & Aoyama, Yuko, 2022. "Industry emergence and market capture: The rise of autonomous vehicles," Technological Forecasting and Social Change, Elsevier, vol. 180(C).
    5. Altenburg, Tilman & Corrocher, Nicoletta & Malerba, Franco, 2022. "China's leapfrogging in electromobility. A story of green transformation driving catch-up and competitive advantage," Technological Forecasting and Social Change, Elsevier, vol. 183(C).
    6. Shakhriyor Mukhamаdzhanov, 2021. "Research in the Field of Enterprise Management," Baltic Journal of Real Estate Economics and Construction Management, Sciendo, vol. 9(1), pages 53-61, January.
    7. Greig Mordue & Erman Sener, 2022. "Upgrading in the Automotive Periphery: Turkey's Battery Electric Vehicle Maker Togg," Development and Change, International Institute of Social Studies, vol. 53(4), pages 760-795, July.
    8. Maryam Zehtabchi, 2019. "Measuring Innovation in the Autonomous Vehicle Technology," WIPO Economic Research Working Papers 60, World Intellectual Property Organization - Economics and Statistics Division.
    9. Imke Rhoden & Christopher Stephen Ball & Stefan Vögele & Wilhelm Kuckshinrichs, 2023. "Minding the gap‐relating disclosure to contexts of sustainability reporting in the automotive industry," Corporate Social Responsibility and Environmental Management, John Wiley & Sons, vol. 30(2), pages 846-857, March.

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