--- name: industry-analysis-generator description: "Produces a structured industry analysis covering market sizing (TAM/SAM/SOM), growth trends, Porter's Five Forces, value chain mapping, key player profiles, regulatory landscape, and strategic outlook for any sector. Use when researching a new market, sizing an opportunity, preparing a strategy deck, briefing on a sector, or building an MBA case analysis." argument-hint: "[industry] [geography]" allowed-tools: ["Read"] --- # Industry Analysis Generator ## Purpose Produce a decision-ready industry analysis that sizes the market, maps competitive dynamics, profiles key players, and delivers a strategic outlook — replacing days of scattered desk research with a single structured brief an analyst can drop into a report or deck. ## When to Use Invoke this skill when the user asks to: - Analyze or research a specific industry or market - Size a market opportunity (TAM/SAM/SOM) or estimate market size and growth - Understand competitive dynamics or the major players in a sector - Prepare an industry section for a strategy deck, pitch, or investment memo - Build an MBA-style industry case analysis or Porter's Five Forces - Get a briefing on a sector before entering it or advising a client ## Inputs Required Before starting, collect: - **Industry/sector**: The specific market to analyze (as narrow or broad as needed) - **Geography**: Global / region / single country — defines the market scope - **Purpose of analysis**: Market entry / investment / competitive benchmarking / academic / general briefing - **Time horizon**: Historical lookback and forecast window (e.g., 2019–2029) - **Depth**: Executive overview / standard analysis / deep dive - **Known constraints or focus areas**: Specific segments, players, or questions to prioritize If geography or time horizon is missing, default to a global 5-year forward view and note the assumption. When precise figures are unavailable, use clearly labeled estimates with stated reasoning rather than omitting the section. ## Instructions ### Step 1: Market Definition and Sizing Establish scope before numbers. - **Define the market boundary**: What's in and out — product categories, buyer types, adjacent markets excluded - **Segment the market**: By product/service line, customer type, price tier, or channel — whichever is most decision-relevant - **Size it with TAM/SAM/SOM**: - **TAM** (Total Addressable Market): full demand if every potential buyer participated - **SAM** (Serviceable Available Market): the portion reachable given geography and business model - **SOM** (Serviceable Obtainable Market): realistic near-term capture given competition - **State methodology**: Top-down (industry figures × share) or bottom-up (units × price × buyers) — name which and why - Label any figure as reported, derived, or estimated. Provide a range when uncertain. ### Step 2: Growth Trends and Drivers Quantify direction and explain why. - **Historical CAGR** across the lookback window and **projected CAGR** across the forecast window - **Demand drivers**: 3–5 forces pulling the market up (technology shifts, demographics, regulation, cost curves, behavior change) - **Headwinds**: 2–4 forces constraining growth (saturation, substitution, regulatory risk, input costs) - **Inflection points**: Any structural shift that changes the trajectory (a technology maturing, a policy taking effect, a business model displacing another) ### Step 3: Competitive Dynamics — Porter's Five Forces Rate each force **Low / Moderate / High** with 2–3 sentences of specific reasoning: - **Competitive rivalry**: Number and concentration of players, growth vs. share battles, differentiation - **Threat of new entrants**: Capital requirements, regulation, brand moats, network effects, switching costs - **Bargaining power of suppliers**: Supplier concentration, input criticality, forward-integration risk - **Bargaining power of buyers**: Buyer concentration, price sensitivity, switching ease - **Threat of substitutes**: Alternative solutions, relative price-performance, propensity to switch - **Net assessment**: One sentence on overall industry attractiveness for a profit-seeking player ### Step 4: Value Chain Mapping Trace where value and margin accumulate. - Map the stages from raw inputs to end customer (e.g., supply → production → distribution → retail → service) - Identify which stages capture the most margin and why - Flag stages being disrupted, disintermediated, or consolidated ### Step 5: Key Player Profiles Profile the 4–6 most significant players. For each: - **Name and positioning**: Where they sit (leader / challenger / niche / disruptor) - **Estimated market share or relative scale**: Figure or tier, labeled if estimated - **Core advantage**: The specific moat (cost, brand, technology, distribution, ecosystem) - **Notable moves**: Recent strategic actions relevant to the analysis Include a short note on notable emerging or well-funded entrants when relevant. ### Step 6: Regulatory and Macro Landscape - **Regulatory environment**: Key rules, licensing, compliance regimes, and pending changes - **Macro sensitivities**: Exposure to interest rates, commodity prices, trade policy, or economic cycles - **ESG and structural pressures**: Sustainability, labor, or data/privacy forces reshaping the sector ### Step 7: Strategic Outlook and Implications - **3-year outlook**: The most probable trajectory in 2–3 sentences - **Opportunities**: 2–3 specific openings for a new or existing player - **Risks**: 2–3 specific threats to watch - **Strategic implication**: One clear recommendation tied to the stated purpose of the analysis ## Output Format - **Structure**: Seven labeled sections in order; Five Forces and key players formatted as tables; sizing shown with the TAM/SAM/SOM figures explicit - **Length**: 1,100–1,600 words (standard depth); scale up for deep dive, down for executive overview - **Format**: Structured report — headers, tables for Five Forces and player profiles, bullets for drivers and implications, short prose for framing - **Sections**: Market Definition & Sizing → Growth Trends & Drivers → Five Forces → Value Chain → Key Players → Regulatory & Macro → Strategic Outlook - **Tone**: Strategy consultant — analytical, evidence-anchored, decisive on conclusions, transparent about estimates ## Quality Checklist Before delivering output, verify: - [ ] TAM, SAM, and SOM are each stated with a figure or range and the sizing method is named - [ ] Both historical and projected CAGR are provided across the stated time horizon - [ ] All five forces are rated Low/Moderate/High with specific reasoning — not generic - [ ] Between 4 and 6 key players are profiled, each with positioning and a named core advantage - [ ] Every estimated figure is explicitly labeled as an estimate with stated reasoning - [ ] The strategic outlook ends with a clear recommendation tied to the analysis purpose ## Notes - When hard market-size data is unavailable, a labeled bottom-up estimate (units × price × buyer count) is more credible than an unsourced round number — show the arithmetic - For market-entry purposes, weight the SOM discussion and Five Forces net assessment; for investment purposes, weight growth drivers and key-player moats - Narrow the industry definition when the sector is broad — "cloud infrastructure" analyzes better than "software," and the sizing stays defensible - If the sector is fast-moving, note the data as of the analysis date and flag which figures are most likely to shift --- ## How to use this skill This file is a Claude Code skill in [Anthropic's standard format](https://docs.anthropic.com/en/docs/claude-code/skills) — markdown with YAML frontmatter at the top. **Installing in Claude Code:** - `~/.claude/skills//SKILL.md` — auto-loads in every session anywhere on your machine (recommended for skills you'll use across multiple projects) - `/.claude/skills//SKILL.md` — auto-loads only when working in that project (recommended for project-specific skills) Restart Claude Code or open a new session to register. **Using in Claude.ai, ChatGPT, Gemini, or other AI tools:** 1. 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