1. BCG 보고서: 브랜드 파워가 수익을 보장하지 않는 타이어 산업의 역설 공급 과잉과 마진 압박: 전 세계 타이어 생산 능력(30억 개)이 실제 수요(18억 개)를 크게 상회하며 가동률이 60%에 머무는 구조적 불황 직면전통적 강자 'Big Five'의 위기: 브랜드 파워와 글로벌 네트워크를 앞세운 기존 리딩 기업들의 5년 평균 주주 수익률(TSR)이 6%에 그친 반면, 고효율·저비용을 앞세운 아시아 저가 브랜드들은 이보다 22%p 높은...

Structural overcapacity, tighter margins, and fast-moving challengers are eroding long-standing advantages that industry leaders previously enjoyed.Premium and midtier incumbents have struggled to generate excess returns, while cost-efficient budget challengers have outperformed, reshaping the areas where value is created.Geographic and macroeconomic factors clearly influence performance, but c...

Space-grown seed crystals could boost electronics for AI data centers.In December, U.K. start-up Space Forge activated an orbital furnace aboard its ForgeStar-1 satellite, generating superheated plasma in microgravity to produce semiconductor seed crystals. The demonstration marked a milestone in commercial in-orbit manufacturing, representing the first time a free-flying commercial satellite o...

A sharp reset in valuations reflects AI-driven disruption, slowing retention, and a growing divide between incumbents and future winners.The sharp declines in public software values in recent weeks reflect rising concerns over AI’s growing ability to replicate core functionality and, over time, erode installed bases. The spark for last week’s drop was Anthropic’s introduction of Claude Cowor...

Marketing is one of the few operations no industry can afford to ignore, which is why we have a veritable host of AI-powered marketing tools being shoved into marketers’ faces today. All the social platforms, from Facebook and Instagram to TikTok, and major incumbents like Microsoft and Google, to content-generation startups like Jasper and Copy.ai, offer AI tools that claim to make marketers...

MicroVision says its sensor could one day break the $100 barrier.MicroVision, a solid-state sensor company based in Redmond, Wash., says it has designed an automotive lidar sensor aimed at reaching production pricing below US $200—less than half of typical current costs. The company’s longer-term ambition is to reduce that figure to $100 per unit. If achieved, such pricing would shift lidar f...

A recent Ipsos survey of 25,000 people across 30 countries shows Asians are on average more optimisic for the future of their countries than people from the rest of the world. When asked whether they believe things in their country are headed in the right direction or off on the wrong track, 82 percent of respondents in Singapore said they think the city-state is on the right path, the highest...

Synthetic consumer research, where AI is used to simulate shoppers, is emerging as a cutting-edge way for brands and retailers to better understand their customers and test everything from products to marketing campaigns before they launch.Using the abilities of large language models, companies are generating consumer personas that can act like real shoppers and allow brands to ask questions an...

Industrial design studio Map Project Office and Royal College of Art graduate Chanwoo Lee have developed Cognitive Bloom, a speculative AI-powered device that positions artificial intelligence as a tool for deep contemplation rather than instant gratification. Conceived as a personal object for the home, Cognitive Bloom encourages daily rituals of self-reflection. The designers imagine that con...