Contrary to popular belief, it may be easier for latecomers to catch-up with new technologies than with established ones, because of the accumulated experience and know-how of incumbents. In particular about design and production processes. They can do some reverse engineering, but can hardly reproduce those processes because they are complex, based on experience, and not observable.
It's easier when incumbents don't have much more experience, such as in the case of EV or 4G/5G technologies.
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