Understanding Disruption: The Disk Drive Evolution PPT

This PPT slide, part of the 159-slide Strategy Frameworks Manual PowerPoint presentation, illustrates the concept of disruptive technologies through the example of the disk drive market. It highlights the evolution of disk drives, emphasizing key performance parameters such as capacity and speed. Initially, the performance of traditional drives improves rapidly,, but this growth plateaus as the technology matures.

As laptops and desktops gain popularity, consumer demand shifts towards cheaper and lighter disk drives. This transition marks the emergence of a secondary niche market where these new drives compete, albeit initially underperforming against established traditional parameters. Over time, however, the capacity and speed of these lighter drives improve significantly due to increased production volumes and learning effects.

The narrative progresses to show that these cheaper and lighter drives eventually enter the mass market, surpassing traditional technology in terms of performance, even when compared to older models. This shift leads to the displacement of incumbent competitors, who fail to recognize the threat posed by these disruptive innovations.

The slide concludes with a cautionary note, indicating that this pattern has repeated multiple times within the disk drive sector, with incumbents consistently underestimating the disruptive potential of emerging technologies. This serves as a critical reminder for executives to remain vigilant and adaptable in the face of technological advancements that can reshape market dynamics.

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