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How Smart, Connected Products Are Transforming Competition20

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2021年1月30日发(作者:生产商英文)


How Smart, Connected Products Are Transforming Competition


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?



Michael E. Porter



James E. Heppelmann



FROM THE NOVEMBER 2014 ISSUE



HTTPS:///2014/11/HOW-SMART-CONNECTED- PRODUCTS-ARE-TRANSFOR


MING- COMPETITION





Information technology is revolutionizing products. Once composed solely of


mechanical and electrical parts, products have become


complex systems that combine hardware, sensors, data storage, microprocessors, software, and connectivity in myriad ways. These


“smart,


connected


products”—


made


possible


by


vast


improvements


in


processing


power


and


device


miniaturization


and


by


the


network benefits of


ubiquitous wireless connectivity



have unleashed a new era of


competition.


Smart,


connected


products


offer


exponentially


expanding


opportunities


for


new


functionality,


far


greater


reliability,


much


higher


product


utilization,


and


capabilities


that


cut


across


and


transcend


traditional


product


boundaries.


The


changing


nature


of



products


is


also


disrupting


value


chains,


forcing companies to rethink and retool nearly everything they do internally.


These new types of products alter industry structure and the nature of competition,


exposing companies to new competitive opportunities and threats. They are reshaping


industry boundaries and creating entirely new industries. In many companies, smart,


co


nnected products will force the fundamental question, “What business am I in?”



Smart, connected products raise a new set of strategic choices related to how value is


created and captured, how the prodigious amount of new (and sensitive) data they


generate is utilized and managed, how relationships with


traditional business partners such as channels are redefined, and what role companies


should play as industry boundaries are expanded.


The phrase “internet of things” has arisen to reflect the growing number


of smart,


connected products and highlight the new opportunities they can represent. Yet this


phrase is not very helpful in understanding the phenomenon or its implications. The


internet, whether involving people or things, is simply a mechanism for transmitting


information. What makes smart, connected products fundamentally different is not the


internet, but the changing nature of the “things.” It is the expanded capabilities of smart,


connected products and the data they generate that are ushering in a new era of


competition. Companies must look beyond the technologies themselves to the


competitive transformation taking place. This article, and a companion piece to be


published soon in HBR, will deconstruct the smart, connected products revolution and


explore its strategic and operational implications.


The Third Wave of IT- Driven Competition


Twice before over the past 50 years, information technology radically reshaped


competition and strategy; we now stand at the brink of a third transformation. Before the


advent of modern information technology, products were mechanical and activities in the


value chain were performed using manual, paper processes and verbal communication.


The first wave of IT, during the 1960s and 1970s, automated individual activities in the


value chain, from order processing and bill paying to computer-aided design and


manufacturing resource planning. (See


“How Information Gives You Competitive


A


dvantage,”



by Michael Porter and Victor Millar, HBR, July 1985.) The productivity of


activities dramatically increased, in part because huge amounts of new data could be


captured and analyzed in each activity. This led to the standardization of processes across


companies


—and raised a dilemma for companies about how to capture IT’s operational


benefits while maintaining distinctive strategies.


The rise of the internet, with its inexpensive and ubiquitous connectivity, unleashed the


second wave of IT-driven transformation, in the 1980s and 1990s (see Michael


Porter’s


“Strategy and the Internet,”



HBR, March 2001). This enabled coordination and


integration across individual activities; with outside suppliers, channels, and customers;


and across geography. It allowed firms, for example, to closely integrate globally


distributed supply chains.


The first two waves gave rise to huge productivity gains and growth across the economy.


While the value chain was transformed, however, products themselves were largely


unaffected.


Now, in the third wave, IT is becoming an integral part of the product itself. Embedded


sensors, processors, software, and connectivity in products (in effect, computers are


being put inside products), coupled with a product cloud in which product data is stored


and analyzed and some applications are run, are driving dramatic improvements in


product functionality and performance. Massive amounts of new product-usage data


enable many of those improvements.


Another leap in productivity in the economy will be unleashed by these new and better


products. In addition, producing them will reshape the value chain yet again, by changing


product design, marketing, manufacturing, and after-sale service and by creating the need


for new activities such as product data analytics and security. This will drive yet another


wave of value- chain-based productivity improvement. The third wave of IT-driven


transformation thus has the potential to be the biggest yet, triggering even more


innovation, productivity gains, and economic growth than the previous two.


Some have suggested that the internet of things “changes everything,” but that is a


dangerous oversimplification. As with the internet itself, smart, connected products


reflect a whole new set of technological possibilities that have emerged. But the rules of


competition and competitive advantage remain the same. Navigating the world of smart,


connected products requires that companies understand these rules better than ever.


What Are Smart, Connected Products?


Smart, connected products have three core elements: physical components, “smart”


components, and connectivity components. Smart components amplify the capabilities


and value of the physical components, while connectivity amplifies the capabilities and


value of the smart components and enables some of them to exist outside the physical


product itself. The result is a virtuous cycle of value improvement.


Some have suggested that the internet of th


ings “changes everything,” but that


is a dangerous oversimplification.


Physical



components comprise the product’s mechanical and electrical parts. In a car, for


example, these include the engine block, tires, and batteries.


Smart


components comprise the sensors, microprocessors, data storage, controls,


software, and, typically, an embedded operating system and enhanced user interface. In a


car, for example, smart components include the engine control unit, antilock braking


system, rain-sensing windshields with automated wipers, and touch screen displays. In


many products, software replaces some hardware components or enables a single


physical device to perform at a variety of levels.


Connectivity


components comprise the ports, antennae, and protocols enabling wired or


wireless connections with the product. Connectivity takes three forms, which can be


present together:


One-to-one: An individual product connects to the user, the manufacturer, or


another product through a port or other interface



for example, when a car is


hooked up to a diagnostic machine.


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One- to-many: A central system is continuously or intermittently connected to


many products simultaneously. For example, many Tesla automobiles are


connected to a single manufacturer system that monitors performance and


accomplishes remote service and upgrades.


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Many- to-many: Multiple products connect to many other types of products and


often also to external data sources. An array of types of farm equipment are


connected to one another, and to geolocation data, to coordinate and optimize


the farm system. For example, automated tillers inject nitrogen fertilizer at


precise depths and intervals, and seeders follow, placing corn seeds directly in the


fertilized soil.


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Connectivity serves a dual purpose. First, it allows information to be exchanged between


the product and its operating environment, its maker, its users, and other products and


systems. Second, connectivity enables some functions of the product to exist outside the


physical device, in what is known as the


product cloud. For example, in Bose’s new


Wi-Fi system, a smartphone application running in the product cloud streams music to


the system from the internet. To achieve high levels of functionality, all three types of


connectivity are necessary.


Smart, connected products are emerging across all manufacturing sectors. In heavy


machinery, Schindler’s PORT Technology reduces elevator wait times by as much as


50% by predicting elevator demand patterns, calculating the fastest time to destination,


and assigning the appropriate elevator to move passengers quickly. In the energy sector,


ABB’s smart grid technology enables utilities to analyze huge amounts of real


-time data


across a wide range of generating, transforming, and distribution equipment


(manufactured by ABB as well as others), such as changes in the temperature of


transformers and secondary substations. This alerts utility control centers to possible


overload conditions, allowing adjustments that can prevent blackouts before they occur.


In consumer goods, Big Ass ceiling fans sense and engage automatically when a person


enters a room, regulate speed on the basis of temperature and humidity, and recognize


individual user preferences and adjust accordingly.


FURTHER READING


Digital Ubiquity


TECHNOLOGY & OPERATIONS


FEATURE



?



Marco Iansiti and Karim R. Lakhani


How connections, sensors, and data are revolutionizing business.


SAVE




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Why now? An array of


innovations across the technology landscape have converged to make smart,


connected


products


technically


and


economically


feasible.


These


include


breakthroughs


in


the


performance,


miniaturization,


and


energy


efficiency


of



sensors


and


batteries;


highly


compact,


low-cost computer processing power and data storage, which make it feasible to put computers inside


products; cheap


connectivity


ports


and


ubiquitous,


low-cost wireless


connectivity; tools


that enable


rapid software development; big data analytics; and a new IPv6 internet registration system opening


up 340 trillion trillion trillion potential new internet addresses for individual devices, with protocols


that support greater security, simplify handoffs as devices move across networks, and allow devices to


request addresses autonomously without the need for IT support.


Smart,


connected


products


require


that


companies


build


an


entirely


new


technology


infrastructure,


consisting of


a series of


layers known as a “technology stack” (see the exhibit “The New Technology


Stack”). This includes modifie


d hardware, software applications, and an operating system embedded


in the product itself; network communications to support connectivity; and a product cloud (software


running


on


the


manufacturer’s


or


a


third


-party


server)


containing


the


product-data


database,


a


platform for building software applications, a rules engine and analytics platform, and smart product


applications


that


are


not


embedded


in


the


product.


Cutting


across


all


the


layers


is


an


identity


and


security structure, a gateway for accessing external data, and tools that connect the data from smart,


connected products to other business systems (for example, ERP and CRM systems).





This


technology


enables


not


only


rapid


product


application


development


and


operation


but


the


collection, analysis, and sharing of


the potentially huge amounts of


longitudinal data generated inside


and outside the products that has never been available before. Building and supporting the technology


stack for smart, connected products requires substantial investment and a range of


new skills



such


as software development, systems engineering, data analytics, and online security expertise



that are


rarely found in manufacturing companies.


What Can Smart, Connected Products Do?


Intelligence and connectivity enable an entirely new set of product functions and


capabilities, which can be grouped into four areas: monitoring, control, optimization, and


autonomy. A product can potentially incorporate all four (see the exhibit “Capabilities of


Smart, Connected Products”). Each capab


ility is valuable in its own right and also sets


the stage for the next level. For example, monitoring capabilities are the foundation for


product control, optimization, and autonomy. A company must choose the set of


capabilities that deliver its customer value and define its competitive positioning.




Monitoring.


Smart, connected products enable the comprehensive monitoring of a product’s


condition, operation, and external environment through sensors and external data


sources. Using data, a product can alert users or others to changes in circumstances or


performance. Monitoring also allows companies and customers to track a product’s


operating characteristics and history and to better understand how the product is actually


used. This data has important implications for design (by reducing overengineering, for


example), market segmentation (through the analysis of usage patterns by customer type),


and after- sale service (by allowing the dispatch of the right technician with the right part,


thus improving the first-time fix rate). Monitoring data may also reveal warranty


compliance issues as well as new sales opportunities, such as the need for additional


product capacity because of high utilization.


In some cases, such as medical devices, monitoring is the core element of value creation.


Medtronic’s digital blood


-


glucose meter uses a sensor inserted under the patient’s skin to


measure glucose levels in tissue fluid and connects wirelessly to a device that alerts


patients and clinicians up to 30 minutes before a patient reaches a threshold


blood-glucose level, enabling appropriate therapy adjustments.


Monitoring capabilities can span multiple products across distances. Joy Global, a leading


mining equipment manufacturer, monitors operating conditions, safety parameters, and


predictive service indicators for entire fleets of equipment far underground. Joy also


monitors operating parameters across multiple mines in different countries for


benchmarking purposes.


Control.


Smart, connected products can be controlled through remote commands or algorithms


that are built into the device or reside in the product cloud. Algorithms are rules that


direct the product to respond to specified changes in its condition or environment (for


example, “if pressure gets too high, shut off the valve” or “when traffic in a parking


garage reaches a certain level, turn the overhead lighting on or off”).



Control through software embedded in the product or the cloud allows the


customization of product performance to a degree that previously was not cost effective


or often even possible. The same technology also enables users to control and


personalize their interaction with the product in many new ways. For example, users can


adjust their Philips Lighting hue lightbulbs via smartphone, turning them on and off,


programming them to blink red if an intruder is detected, or dimming them slowly at


night. Doorbot, a smart, connected doorbell and lock, allows customers to give visitors


access to the home remotely after screening them on their smartphones.


Optimization.


The rich flow of monitoring data from smart, connected products, coupled with the


capacity to control product operation, allows companies to optimize product


performance in numerous ways, many of which have not been previously possible. Smart,


connected products can apply algorithms and analytics to in-use or historical data to


dramatically improve output, utilization, and efficiency. In wind turbines, for instance, a


local microcontroller can adjust each blade on every revolution to capture maximum


wind energy. And each turbine can be adjusted to not only improve its performance but


minimize its impact on the efficiency of those nearby.


Real- time monitoring data on product condition and product control capability enables


firms to optimize service by performing preventative maintenance when failure is


imminent and accomplishing repairs remotely, thereby reducing product downtime and


the need to dispatch repair personnel. Even when on-site repair is required, advance


information about what is broken, what parts are needed, and how to accomplish the fix


reduces service costs and improves first-time fix rates. Diebold, for example, monitors


many of its automated teller machines for early signs of trouble. After assessing a


malfunctioning ATM’s


status, the machine is repaired remotely if possible, or the


company deploys a technician who has been given a detailed diagnosis of the problem, a


recommended repair process, and, often, the needed parts. Finally, like many smart,


connected products, Dieb


old’s ATMs can be updated when they are due for feature


enhancements. Often these can occur remotely, via software.


Autonomy.


Monitoring, control, and optimization capabilities combine to allow smart, connected


products to achieve a previously unattainable level of autonomy. At the simplest level is


autonomous product operation like that of the iRobot Roomba, a vacuum cleaner that


uses sensors and software to scan and clean floors in rooms with different layouts.


More-sophisticated products are able to learn about their environment, self-diagnose


their own service needs, and adapt to users’ preferences. Autonomy not only can reduce


the need for operators but can improve safety in dangerous environments and facilitate


operation in remote locations.


Autonomous products can also act in coordination with other products and systems. The


value of these capabilities can grow exponentially as more and more products become


connected. For example, the energy efficiency of the electric grid increases as more smart


meters are connected, allowing the utility to gain insight into and respond to demand


patterns over time.


Ultimately, products can function with complete autonomy, applying algorithms that


utilize data about their performance and their environment



including the activity of


other products in the system



and leveraging their ability to communicate with other


products. Human operators merely monitor performance or watch over the fleet or the


system, rather than individual units. Joy Global’s Longwall Mining System,


for example,


is able to operate autonomously far underground, overseen by a mine control center on


the surface. Equipment is monitored continuously for performance and faults, and


technicians are dispatched underground to deal with issues requiring human intervention.


Reshaping Industry Structure


To understand the effects of smart, connected products on industry competition and


profitability, we must examine their impact on industry structure. In any industry,


competition is driven by five competitive forces: the bargaining power of buyers, the


nature and intensity of the rivalry among existing competitors, the threat of new entrants,


the threat of substitute products or services, and the bargaining power of suppliers. The


composition and strength of these forces collectively determine the nature of industry


competition and the average profitability for incumbent competitors. Industry structure


changes when new technology, customer needs, or other factors shift these five forces.


Smart, connected products will substantially affect structure in many industries, as did


the previous wave of internet- enabled IT. The effects will be greatest in manufacturing


industries.


The Five Forces That Shape Industry Competition


Smart, connected products will have a transformative effect on industry


structure.


The five forces that shape competition


provide the framework


necessary for understanding the significance of these changes.



Bargaining power of buyers.


Smart, connected products dramatically expand opportunities for product differentiation,


moving competition away from price alone. Knowing how customers actually use the


products enhances a company’s ability to segment customers, customize products, set


prices to better capture value, and extend value-added services. Smart, connected


products also allow companies to develop much closer customer relationships. Through


capturing rich historical and product-


usage data, buyers’ costs of switching to a new


supplier increase. In addition, smart, connected products allow firms to reduce their


dependency on distribution or service partners, or even disintermediate them, thereby


capturing more profit. All of this serves to mitigate or reduce buyers’ bargaining power.



GE Aviation, for example, is now able to provide more services to end users directly



a


move that improves its power relative to its immediate customers, the airframe


manufacturers. Information gathered from hundreds of engine sensors, for example,


allows GE and airlines to optimize engine performance by identifying discrepancies


between expected and actual performance. GE’s


analysis of fuel-use data, for example,


allowed the Italian airline Alitalia to identify changes to its flight procedures, such as the


position of wing flaps during landing, that reduced fuel use. GE’s deep relationship with


the airlines serves to improve differentiation with them while improving its clout with


airframe manufacturers.


However, smart, connected products can increase buyer power by giving buyers a better


understanding of true product performance, allowing them to play one manufacturer off


another. Buyers may also find that having access to product usage data can decrease their


reliance on the manufacturer for advice and support. Finally, compared with ownership


models, “product as a service” business models or product


-sharing services (discussed


below) can increase buyers’ power by reducing the cost of switching to a new


manufacturer.


Rivalry among competitors.


Smart, connected products have the potential to shift rivalry, opening up numerous new


avenues for differentiation and value-added services. These products also enable firms to


tailor offerings to more-specific segments of the market, and even customize products


for individual customers, further enhancing differentiation and price realization.


Smart, connected products also create opportunities to broaden the value proposition


beyond products per se, to include valuable data and enhanced service offerings. Babolat,


for example, has produced tennis rackets and related equipment for 140 years. With its


new Babolat Play Pure Drive system, which puts sensors and connectivity in the racket


handle, the company now offers a service to help players improve their game through the


tracking and analysis of ball speed, spin, and impact location, delivered through a


smartphone application.


Offsetting this shift in rivalry away from price is the migration of the cost structure of


smart, connected products toward higher fixed costs and lower variable costs. This


results from the higher upfront costs of software development, more-complex product


design, and high fixed costs of developing the technology stack, including reliable


connectivity, robust data storage, analytics, and security (see again the exhibit “The New


Technology Stack”). Industries with high fixed cost structures are vulnerable to price


pressure as firms seek to spread their fixed costs across a larger number of units sold.


The huge expansion of capabilities in smart, connected products may also tempt


companies to get into a feature and function arms race with rivals and give away too


much of the improved product performance, a dynamic that escalates costs and erodes


industry profitability.


Finally, rivalry among competitors can also increase as smart, connected products


become part of broader product systems, a trend we will discuss further. For example,


manufacturers of home lighting, audiovisual entertainment equipment, and climate


control systems have not historically competed with one another. Yet each is now vying


for a place in the emerging “connected home” that integrates and adds intell


igence to a


wide array of products in the home.


Threat of new entrants.


New entrants in a smart, connected world face significant new obstacles, starting with


the high fixed costs of more-complex product design, embedded technology, and


multiple layers of


new IT infrastructure. For example, Thermo Fisher’s TruDefender FTi


chemical analyzer added connectivity to a product that already had smart functionality, to


enable chemical analysis from hazardous environments to be transmitted to users and


mitigation to begin without having to wait for the machine and personnel to be


decontaminated. Thermo Fisher needed to build a complete product cloud to securely


capture, analyze, and store product data and distribute it both internally and to customers,


a substantial undertaking.


Smart, connected products ultimately can function with complete autonomy.


Human operators merely monitor performance or watch over the fleet or the


system, rather than over individual units.


Broadening product definitions can raise barriers to entrants even higher. Biotronik, a


medical device company, initially manufactured stand-alone pacemakers, insulin pumps,


and other devices. Now it offers smart, connected devices, such as a home


health-monitoring system that includes a data processing center that allows physicians to


remotely monitor their patients’ devices and clinical status.



Barriers to entry also rise when agile incumbents capture critical first-mover advantages


by collecting and accumulating product data and using it to improve products and


services and to redefine after-sale service. Smart, connected products can also increase


buyer loyalty and switching costs, further raising barriers to entry.


Barriers to entry go down, however, when smart, connected products leapfrog or


invalidate the strengths and assets of incumbents. Moreover, incumbents may hesitate to


fully embrace the capabilities of smart, connected products, preferring to protect


hardware-based strengths and profitable legacy parts and service businesses. This opens


the door


to new competitors, such as the “productless” OnFarm, which is successfully


competing with traditional agricultural equipment makers to provide services to farmers


through collecting data on multiple types of farm equipment to help growers make better


decisions, avoiding the need to be an equipment manufacturer at all. In home automation,


Crestron, an integration solution provider, offers complex, dedicated home systems with


rich user interfaces. Product companies are also facing challenges from other


nontraditional competitors like Apple, which recently launched a simpler,


smartphone-based approach to managing the connected home.


Threat of substitutes.


Smart, connected products can offer superior performance, customization, and customer


value relative to traditional substitute products, reducing substitution threats and


improving industry growth and profitability. However, in many industries smart,


connected products create new types of substitution threats, such as wider product


capabilities that subsume c


onventional products. For example, Fitbit’s wearable fitness


device, which captures multiple types of health-related data including activity levels and


sleep patterns, is a substitute for conventional devices such as running watches and


pedometers.


New business models enabled by smart, connected products can create a substitute for


product ownership, reducing overall demand for a product. Product-as-a-service business


models, for example, allow users to have full access to a product but pay only for the


amount of product they use.


ESSENTIAL BACKGROUND


The Five Competitive Forces That Shape Strategy


COMPETITIVE STRATEGY


FEATURE



?



Michael E. Porter


They determine the long-run profitability of any industry.


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A variation of product-as-a-service is the shared- usage model. Zipcar, for example,


provides customers with real-time access to vehicles when and where they need them.


This substitutes for car ownership and has led traditional automakers to enter the


car-sharing market with offerings such as RelayRides from GM, DriveNow from BMW,


and Dash from Toyota.


Another example is shared bike systems, which are springing up in more and more cities.


A smartphone application shows the location of docking stations where bikes can be


picked up and returned, and users are monitored and charged for the amount of time


they use the bikes. Clearly, shared usage will reduce the need for urban residents to own


bikes, but it may encourage more residents to use bikes since they do not have to buy


and store them. Convenient shared bikes will be a substitute not only for purchased bikes


but potentially for cars and other forms of urban transportation. Smart, connected


capabilities make such substitutions for full ownership possible.


Bargaining power of suppliers.


Smart, connected products are shaking up traditional supplier relationships and


redistributing bargaining power. As the smart and connectivity components of products


deliver more value relative to physical components, the physical components can be


commoditized or even replaced by software over time. Software also reduces the need


for physical tailoring and hence the number of physical component varieties. The


importance of traditional suppliers to total product cost will often decline, and their


bargaining power will fall.


However, smart, connected products often introduce powerful new suppliers that


manufacturers have never needed before: providers of sensors, software, connectivity,


embedded operating systems, and data storage, analytics, and other parts of the


technology stack. Some of these, like Google, Apple, and AT&T, are giants in their own


industries. They have talent and capabilities that most manufacturing companies have not


historically needed but that are becoming essential to product differentiation and cost.


The bargaining power of those new suppliers can be high, allowing them to capture a


bigger share of overall product value and reduce manufacturers’ profitability.



A good example of these new types of suppliers is the Open Automotive Alliance, in


which General Motors, Honda, Audi, and Hyundai recently joined forces to utilize


Google’s Android operating system for their vehicles. The auto OEMs lacked the


specialized capabilities needed to develop a robust embedded operating system that


delivers an excellent user experience while enabling an ecosystem of developers to build


applications. Auto OEMs’ traditional clout relative to suppliers is greatly diminished with


suppliers like Google, which have not only substantial resources and expertise but also


strong consumer brands and numerous related applications (for example, consumers may


prefer a car that can sync with their smartphone, music, and apps).


New suppliers of the technology stack for smart, connected products may also gain


greater leverage given their relationships with end users and access to product usage data.


As suppliers capture product usage data from end users, they can also provide new


services to them, as GE has done with Alitalia.


New Industry Boundaries and Systems of Systems


The powerful capabilities of smart, connected products not only reshape competition


within an industry, but they can expand the very definition of the industry itself. The


competitive boundaries of an industry widen to encompass a set of related products that


together meet a broader underlying need. The function of one product is optimized with


other related products. For example, integrating smart, connected farm equipment



such


as tractors, tillers, and planters



can enable better overall equipment performance.


The basis of competition thus shifts from the functionality of a discrete product to the


performance of the broader product system, in which the firm is just one actor. The


manufacturer can now offer a package of connected equipment and related services that


optimize overall results. Thus in the farm example, the industry expands from tractor


manufacturing to farm equipment optimization. In mining, Joy Global has shifted from


optimizing the performance of individual pieces of mining equipment to optimizing


across the fleet of equipment deployed in the mine. Industry boundaries expand from


discrete types of mining machines to mining equipment systems.


Redefining Industry Boundaries


The increasing capabilities of smart, connected products not only reshape


competition within industries but expand industry boundaries. This occurs as the


basis of competition shifts from discrete products, to product systems consisting


of closely related products, to systems of systems that link an array of product


systems together. A tractor company, for example, may find itself competing in a


broader farm automation industry.



Increasingly, however, industry boundaries are expanding even beyond product systems


to systems of systems



that is, a set of disparate product systems as well as related


external information that can be coordinated and optimized, such as a smart building, a


smart home, or a smart city. John Deere and AGCO, for example, are beginning to


connect not only farm machinery but irrigation systems and soil and nutrient sources


with information on weather, crop prices, and commodity futures to optimize overall


farm performance. Smart homes, which involve numerous product systems including


lighting, HVAC, entertainment, and security, are another example. Companies whose


products and designs have the greatest impact on total system performance will be in the


best position to drive this process and capture disproportionate value.


Some companies



like John Deere, AGCO, and Joy Global



are intentionally seeking to


broaden and redefine their industries. Others may find themselves threatened by this


development, which creates new competitors, new bases for competition, and the need


for entirely new and broader capabilities. Companies that fail to adapt may find their


traditional products becoming commoditized or may themselves be relegated to the role


of OEM supplier, with system integrators in control.


The net effect of smart, connected products on industry structure will vary across


industries, but some tendencies seem clear. First, rising barriers to entry, coupled with


first-mover advantages stemming from the early accumulation and analysis of product


usage data, suggests that many industries may undergo consolidation.


Second, consolidation pressures will be amplified in industries whose boundaries are


expanding. In such cases, single product manufacturers will have difficulty competing


with multiproduct companies that can optimize product performance across broader


systems. Third, important new entrants are likely to emerge, as companies unencumbered


by legacy product definitions and entrenched ways of competing, and with no historical


profit pools to protect, seize opportunities to leverage the full potential of smart,


connected products to create value. Some of these strategies will be “productless”—


that


is, the system that connects products will be the core advantage, not the products


themselves.


Smart, Connected Products and Competitive Advantage


How can companies achieve sustainable competitive advantage in a shifting industry


structure? The basic tenets of strategy still apply. To achieve competitive advantage, a


company must be able to differentiate itself and thus command a price premium, operate


at a lower cost than its rivals, or both. This allows for superior profitability and growth


relative to the industry average.


The foundation for competitive advantage is operational effectiveness (OE). OE requires


embracing best practices across the value chain, including up-to-date product


technologies, the latest production equipment, and state-of-the-art sales force methods,


IT solutions, and supply chain management approaches.


OE is the table stakes of competition. If a company is not operationally effective and


continually embracing new best practices, it will fall behind rivals in cost and quality. Yet


OE is rarely a source of sustainable advantage, because competitors will implement the


same best practices and catch up.


To move beyond OE, a company must define a distinctive strategic positioning. Whereas


operational effectiveness is about doing things well, strategic positioning is about doing


things differently. A company must choose how it will deliver unique value to the set of


customers it chooses to serve. Strategy requires making trade-offs: deciding not only


what to do but what not to do.


Smart, connected products are defining a new standard for operational effectiveness,


dramatically raising the bar in terms of best practices. Every product company will have


to decide how to incorporate smart, connected capabilities into its products. But not only


the product itself is being affected. As we discussed earlier, the move to smart, connected


products also creates new best practices across the value chain.


The implications of smart, connected products for the value chain will be discussed in


detail in the second article in this series (see the sidebar “Charting the Impact on


Competition”). He


re we focus briefly on how smart, connected products affect product


design, service, marketing, human resources, and security, because these shifting internal


activities often bear directly on strategy choices.


Charting the Impact on Competition


This article is the first in a two-part series in which we examine how smart,


connected products are shifting competition in many industries. At the most


fundamental level, companies must ask four questions:


1. How does the move to smart, connected products affect the structure of the


industry and industry boundaries?


2. How do smart, connected products affect the configuration of the value chain


or the set of activities required to compete?


3. What new types of strategic choices will smart, connected products require


companies to make to achieve competitive advantage?


4. What are the organizational implications of embracing these new types of


products and the challenges that affect implementation success?


In this article, we examine the effect of smart, connected products on industry


structure and industry boundaries and discuss the new strategic choices facing


companies. In part two (forthcoming), we examine value chain impacts and


organizational issues.


(Disclosure: PTC does business with more than 28,000 companies worldwide,


many of which are mentioned in this article.)


Design.


Smart, connected products require a whole set of new design principles, such as designs


that achieve hardware standardization through software- based customization, designs


that enable personalization, designs that incorporate the ability to support ongoing


product upgrades, and designs that enable predictive, enhanced, or remote service.


Expertise in systems engineering and in agile software development is essential to


integrate a product’s ha


rdware, electronics, software, operating system, and connectivity

< p>
components



expertise that is not well developed in many manufacturing companies.


Product development processes will also need to accommodate more late- stage and


post-purchase design changes quickly and efficiently. Companies will need to


synchronize the very different “clock speeds” of hardware and software development; a


software development team might create as many as 10 iterations of an application in the


time it takes to generate a single new version of the hardware on which it runs.


After-sale service.


Smart, connected products offer major improvements in predictive maintenance and


service productivity. New service organizational structures and delivery processes are


required to take advantage of product data that can reveal existing and future problems


and enable companies to make timely, and sometimes remote, repairs. Real-time product


usage and performance data allows substantial reductions in field-service dispatch costs


and major efficiencies in spare- parts inventory control. Early warnings about impending


failure of parts or components can reduce breakdowns and allow more efficient service


scheduling. Data on product usage and performance can feed insights back to product


design, so that firms can reduce future product failures and associated service required.


Product usage data can also be used to validate warranty claims and identify warranty


agreement violations.


In some cases, firms can decrease service costs by replacing physical


parts with “software parts.” For


example,


glass


cockpit


LCD


displays


in


modern


aircraft,


which


can


be


repaired


or


upgraded


via


software, have replaced electrical and mechanical dials and gauges. Product usage data also enables


firms to better “design for


service”—


that is, reduce the complexity or placement of


parts that are


prone to failure in order to simplify repairs. All these opportunities change the service activities in the


value chain substantially.


Joy Global



Smart, connected mining machines such as this Joy Global longwall


shearer


autonomously coordinate with other equipment to improve mining


efficiency.



Marketing.


Smart, connected products allow companies to form new kinds of relationships with


customers, requiring new marketing practices and skill sets. As companies accumulate


and analyze product usage data, they gain new insights into how products create value for


customers, allowing better positioning of offerings and more effective communication of


product value to customers. Using data analytics tools, firms can segment their markets


in more-sophisticated ways, tailor product and service bundles that deliver greater value


to each segment, and price those bundles to capture more of that value. This approach


works best when products can be quickly and efficiently tailored at low marginal cost


through software (as opposed to hardware) variation. For example, whereas John Deere


used to manufacture multiple engines with different levels of horsepower to serve


different customer segments, it now can modify the horsepower rating on the same


engine using software alone.


Human resources.


Smart, connected products create major new human resource requirements and


challenges. The most urgent of these is the need to recruit new skill sets, many of which


are in high demand. Engineering departments, traditionally staffed with mechanical


engineers, must add talent in software development, systems engineering, product clouds,


big data analytics, and other areas.


Security.


Smart, connected products create the need for robust security management to protect


the data flowing to, from, and between products; protect products against unauthorized


use; and secure access between the product technology stack and other corporate


systems. This will require new authentication processes, secure storage of product data,


protections against hackers for both product data and customer data, definition and


control of access privileges, and protections for products themselves from hackers and


unauthorized use.


Implications for Strategy


The path to competitive advantage ultimately rests on strategy. Our research reveals that


in a smart, connected world companies face 10 new strategic choices. Each choice


involves trade-


offs, and each must reflect a company’s unique circumstances. The


choices are also interdependent. The company’s en


tire set of choices must reinforce one


another and define a coherent and distinctive overall strategic positioning for the


company.


1.


Which


set


of


smart,


connected


product


capabilities


and


features should the company pursue?


Smart, connected products dramatically expand the range of potential product


capabilities and features. Companies may be tempted to add as many new features as


possible, especially given the often low marginal cost of adding more sensors and new


software applications, and the largely fixed costs of the product cloud and other


infrastructure. But just because a company


can


offer many new capabilities does not mean


that their value to customers exceeds their cost. And when companies get into a features


and capabilities arms race, they end up blurring strategic differences and creating


zero-sum competition.


Tesla



A Tesla vehicle in need of repairs can autonomously call for a corrective software


download, or, if necessary, send a notification to the customer with an invitation


for a valet to pick up the car and deliver it to a Tesla facility.


How should a company determine which smart, connected capabilities to offer? First, it


must decide which features will deliver real value to customers relative to their cost. In


residential water heaters, A.O. Smith has developed capabilities for fault monitoring and


notification, but water heaters are so long-lived and reliable that few households are


willing to pay enough for these features to justify their current cost. Consequently, A.O.


Smith offers them as options on only a few models. In commercial water heaters and


boilers, however, adoption of such capabilities is high and rising. The value of remote


monitoring and operation to commercial customers that often cannot operate without


heat and hot water is high relative to their cost, and so these features are becoming


standard. Note that the cost of incorporating smart, connected product features will tend


to fall over time, as is the case in water heaters and boilers. When deciding what features


to offer, then, companies must continually revisit the value equation.


Second, the value of features or capabilities will vary by market segment, and so the


selection of features a company offers will depend on what segments it chooses to serve.


Schneider Electric, for example, makes building products as well as integrated building


management solutions that gather volumes of data about energy consumption and other


building performance metrics. For one segment of customers, Schneider’s solution


involves remote equipment monitoring, alerts, and advisory services in reducing energy


use and other costs. For the segment of customers that want a fully outsourced solution,


however, Schneider actually takes over remote control of equipment to minimize energy


consumption on customers’ behalf.



Third, a company should incorporate those capabilities and features that reinforce its


competitive positioning. A company competing with a high-end strategy can often


reinforce differentiation through extensive features, while a low-cost competitor may


choose to include only the most basic features that affect core product performance and


that lower the cost of operation. Fo


r example, A.O. Smith’s Lochinvar boiler unit, which


competes using a highly differentiated strategy, has made extensive smart, connected


product features standard on its core products. In contrast, Rolex, the luxury watch


maker, has decided that smart, connected capabilities are not an area in which it will


compete.


2.


How


much


functionality


should


be


embedded


in


the


product and how much in the cloud?


Once a company has decided which capabilities to offer, it must decide whether the


enabling technology for each feature should be embedded in the product (raising the cost


of every product), delivered through the product cloud, or both. In addition to cost, a


number of factors should be taken into consideration.


Response time.


A feature that requires quick response times, such as a safety shutdown in a nuclear


power plant, requires that the software be embedded in the physical product. This also


reduces the risk that lost or degraded connectivity slows down response.


Automation.


Products that are fully automated, such as antilock brakes, usually require that greater


functionality be embedded into the device.

-


-


-


-


-


-


-


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