I think often disruptive innovation in mature industries must come from vertically integrated companies doing relatively small products. You can't get innovation by using all the same components as everyone else and all the same manufacturing tooling. Though you of course still utilize many, just not everything. For example in the car industry you start with some hand built sports cars before scaling. Your key innovation might be in-house or use a non traditional industry supplier. In aircraft industry you could start with UAV:s and then maybe light aviation or business aircraft.
Right now one area which could be a seed for huge future change could be E-VTOL companies. The technologies, processes and culture they have could change the industry a lot in the long term.
I think often disruptive innovation in mature industries must come from vertically integrated companies doing relatively small products. You can't get innovation by using all the same components as everyone else and all the same manufacturing tooling. Though you of course still utilize many, just not everything. For example in the car industry you start with some hand built sports cars before scaling. Your key innovation might be in-house or use a non traditional industry supplier. In aircraft industry you could start with UAV:s and then maybe light aviation or business aircraft.
Right now one area which could be a seed for huge future change could be E-VTOL companies. The technologies, processes and culture they have could change the industry a lot in the long term.