competitive-analyzer
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ChineseCompetitive Analyzer
Competitive Analyzer(竞争分析工具)
Systematic competitive landscape analysis: discovery, force analysis, feature comparison, pricing, positioning, and defensibility assessment.
系统化的竞争格局分析:涵盖竞品挖掘、竞争力分析、功能对比、定价分析、市场定位以及防御性评估。
When to use this skill vs. others
何时使用本技能而非其他技能
| Need | Skill |
|---|---|
| Analyze competitors, compare features, assess moats | competitive-analyzer (this skill) |
| Market sizing, TAM/SAM/SOM, demand signals | market-analyzer |
| General web research and data gathering | tavily / web-fetch |
| 需求 | 技能名称 |
|---|---|
| 分析竞品、对比功能、评估护城河 | competitive-analyzer(本技能) |
| 市场规模测算、TAM/SAM/SOM、需求信号 | market-analyzer |
| 通用网络调研与数据收集 | tavily / web-fetch |
Workflow
工作流程
Phase 1: Competitor Discovery
阶段1:竞品挖掘
Identify competitors across three tiers using WebSearch.
Tier classification:
- Direct competitors — Same solution to the same customer segment. Search: ,
"[product category] alternatives","[product] vs""best [category] tools 2024" - Indirect competitors — Different solution to the same underlying problem. Search: , adjacent category leaders
"how to [solve problem] without [category]" - Potential competitors — Adjacent players with capability and incentive to enter. Search: recent funding rounds, platform expansion announcements, acqui-hires
Discovery sources:
- Product Hunt:
site:producthunt.com [category] - G2:
site:g2.com [category] reviews - Capterra:
site:capterra.com [category] - Crunchbase:
site:crunchbase.com [category] funding - Industry reports and analyst coverage
Output: A competitor roster table:
| Competitor | Tier | Founded | Funding | HQ | Est. Revenue | Target Segment |
|---|
Include 5-15 competitors. Fewer than 5 suggests the search was too narrow; more than 15 suggests the scope needs tightening.
通过WebSearch识别三个层级的竞品。
层级分类:
- 直接竞品 — 针对同一客户群体提供相同解决方案。搜索关键词:,
"[产品类别] alternatives","[产品] vs""best [类别] tools 2024" - 间接竞品 — 针对同一核心问题提供不同解决方案。搜索关键词:, 相邻品类头部玩家
"how to [解决问题] without [类别]" - 潜在竞品 — 具备进入能力与动机的相邻领域玩家。搜索方向:近期融资轮次、平台扩张公告、人才收购
挖掘来源:
- Product Hunt:
site:producthunt.com [类别] - G2:
site:g2.com [类别] reviews - Capterra:
site:capterra.com [类别] - Crunchbase:
site:crunchbase.com [类别] funding - 行业报告与分析师覆盖内容
输出:竞品名单表格
| 竞品名称 | 层级 | 成立时间 | 融资情况 | 总部 | 预估营收 | 目标客群 |
|---|
需包含5-15个竞品。少于5个说明搜索范围过窄;超过15个说明需缩小范围。
Phase 2: Porter's Five Forces Assessment
阶段2:Porter's Five Forces(波特五力模型)评估
Score each force 1-5 with supporting evidence. Reference for scoring rubric and sub-criteria.
references/porters-five-forces.md1. Threat of New Entrants (1-5)
- Capital requirements and startup costs
- Regulatory and compliance barriers
- Technology and IP barriers
- Brand loyalty and switching costs of incumbents
- Access to distribution channels
- Economies of scale advantages
2. Supplier Power (1-5)
- Number of available suppliers
- Uniqueness of supplier inputs
- Switching costs between suppliers
- Forward integration threat
- Dependence on key vendors (cloud, APIs, data)
3. Buyer Power (1-5)
- Buyer concentration relative to sellers
- Price sensitivity and transparency
- Switching costs for buyers
- Backward integration threat
- Availability of substitute information
4. Threat of Substitutes (1-5)
- Availability of alternative solutions
- Performance-to-price ratio of substitutes
- Buyer propensity to switch
- Switching costs to substitutes
5. Competitive Rivalry (1-5)
- Number and size distribution of competitors
- Industry growth rate
- Product differentiation level
- Exit barriers
- Fixed cost structure and capacity
Synthesis: Calculate overall industry attractiveness (weighted average of forces). Higher scores mean more competitive pressure, lower attractiveness.
为每个竞争力维度打1-5分并提供支撑依据。参考中的评分标准与细分指标。
references/porters-five-forces.md1. 新进入者威胁(1-5分)
- 资金要求与启动成本
- 监管与合规壁垒
- 技术与知识产权壁垒
- 现有玩家的品牌忠诚度与转换成本
- 分销渠道获取难度
- 规模经济优势
2. 供应商议价能力(1-5分)
- 可用供应商数量
- 供应商输入的独特性
- 供应商间转换成本
- 供应商前向一体化威胁
- 对核心供应商(云服务、API、数据)的依赖程度
3. 购买者议价能力(1-5分)
- 购买者相对销售者的集中度
- 价格敏感度与透明度
- 购买者转换成本
- 购买者后向一体化威胁
- 替代信息的可获取性
4. 替代品威胁(1-5分)
- 替代解决方案的可获取性
- 替代品的性价比
- 购买者转换意愿
- 转向替代品的转换成本
5. 同业竞争程度(1-5分)
- 竞品数量与规模分布
- 行业增长率
- 产品差异化程度
- 退出壁垒
- 固定成本结构与产能
综合分析: 计算行业整体吸引力(各维度加权平均值)。分数越高意味着竞争压力越大,行业吸引力越低。
Phase 3: Feature & Pricing Matrix
阶段3:功能与定价矩阵
Build a comprehensive comparison. Reference for structuring methodology.
references/competitive-matrix.mdFeature comparison table:
| Feature Category | Feature | Competitor A | Competitor B | Competitor C | Our Product |
|---|---|---|---|---|---|
| Core | Feature 1 | Full | Partial | None | Full |
| Integration | API | REST | GraphQL | None | REST+GraphQL |
| Support | SLA | 99.9% | 99.5% | None | 99.95% |
Use: Full / Partial / None / Superior (exceeds category standard)
Feature analysis:
- Table stakes — Features every competitor offers. Missing any = disqualifier.
- Differentiators — Features only 1-2 competitors offer. Potential positioning angles.
- Gaps — Features no competitor offers. Potential innovation opportunities.
- Over-served — Features with extensive investment but low customer value signal.
Pricing comparison table:
| Competitor | Model | Free Tier | Entry Price | Mid Tier | Enterprise | Billing |
|---|---|---|---|---|---|---|
| A | Subscription | Yes | $29/mo | $99/mo | Custom | Monthly/Annual |
| B | Usage-based | Trial | $0.01/unit | Volume discount | Custom | Monthly |
Pricing analysis:
- Price-to-feature ratio positioning (value vs. premium)
- Pricing model trends in the category
- Customer segment alignment by price point
构建全面对比表。参考中的结构化方法。
references/competitive-matrix.md功能对比表格:
| 功能类别 | 功能点 | 竞品A | 竞品B | 竞品C | 我方产品 |
|---|---|---|---|---|---|
| 核心功能 | 功能1 | 完整 | 部分 | 无 | 完整 |
| 集成能力 | API | REST | GraphQL | 无 | REST+GraphQL |
| 客户支持 | SLA | 99.9% | 99.5% | 无 | 99.95% |
使用评分标准:完整 / 部分 / 无 / 卓越(超出品类标准)
功能分析:
- 基础必备功能 — 所有竞品均具备的功能。缺失任何一项会导致失去竞争力。
- 差异化功能 — 仅1-2个竞品具备的功能。可作为潜在定位方向。
- 空白机会 — 所有竞品均未提供的功能。潜在创新方向。
- 过度投入功能 — 投入大量资源但客户价值信号较低的功能。
定价对比表格:
| 竞品名称 | 定价模式 | 免费层级 | 入门价格 | 中端价格 | 企业级 | 计费周期 |
|---|---|---|---|---|---|---|
| A | 订阅制 | 有 | $29/月 | $99/月 | 定制化 | 月付/年付 |
| B | 按使用量计费 | 试用版 | $0.01/单位 | 批量折扣 | 定制化 | 月付 |
定价分析:
- 性价比定位(价值型 vs. 高端型)
- 品类中的定价模式趋势
- 价格区间与客户群体的匹配度
Phase 4: Positioning Map
阶段4:定位图
Reference for dimension selection and mapping methodology.
references/positioning-analysis.mdStep 1: Dimension selection
Select the two dimensions most important to target customers. Common pairs:
- Price vs. Feature richness
- Ease of use vs. Power/flexibility
- SMB-focused vs. Enterprise-focused
- Vertical-specific vs. Horizontal/general
Validate dimension selection against customer research or publicly available review themes.
Step 2: Plot competitors
Position each competitor on the 2D map using evidence from Phase 3.
High [Dimension Y]
|
| [Comp A] [Comp C]
|
| [Comp B]
| [Our Product]
|
| [Comp D]
|
Low ────────────────────────────── High [Dimension X]Step 3: White space identification
- Quadrants with no or few competitors = potential positioning opportunities
- Assess whether white space is genuinely underserved or intentionally avoided (no demand)
- Evaluate feasibility of occupying the white space
参考中的维度选择与绘图方法。
references/positioning-analysis.md步骤1:维度选择
选择对目标客户最重要的两个维度。常见组合:
- 价格 vs. 功能丰富度
- 易用性 vs. 功能强大/灵活性
- 聚焦中小企业 vs. 聚焦企业级客户
- 垂直领域专用 vs. 通用型
需结合客户调研或公开评论主题验证维度选择的合理性。
步骤2:绘制竞品位置
利用阶段3的证据将每个竞品标注在二维图上。
High [Dimension Y]
|
| [Comp A] [Comp C]
|
| [Comp B]
| [Our Product]
|
| [Comp D]
|
Low ────────────────────────────── High [Dimension X]步骤3:空白市场识别
- 无竞品或竞品极少的象限 = 潜在定位机会
- 评估空白市场是真正未被满足还是因无需求而被刻意忽略
- 评估占据空白市场的可行性
Phase 5: Moat & Defensibility Assessment
阶段5:护城河与防御性评估
Evaluate each moat type. Reference for the moat taxonomy.
references/positioning-analysis.md| Moat Type | Present? | Strength | Evidence |
|---|---|---|---|
| Network effects | Yes/No | Weak/Moderate/Strong | Description |
| Switching costs | Yes/No | Weak/Moderate/Strong | Description |
| IP / Technology | Yes/No | Weak/Moderate/Strong | Description |
| Brand | Yes/No | Weak/Moderate/Strong | Description |
| Data advantage | Yes/No | Weak/Moderate/Strong | Description |
| Cost advantage | Yes/No | Weak/Moderate/Strong | Description |
| Regulatory | Yes/No | Weak/Moderate/Strong | Description |
Overall moat rating:
- Weak — No meaningful barriers. Competitors can replicate within 6 months.
- Moderate — 1-2 barriers provide temporary advantage. Replication takes 1-2 years.
- Strong — Multiple reinforcing barriers. Replication takes 2-5 years.
- Very Strong — Compounding barriers with flywheel effects. Extremely difficult to replicate.
评估各类护城河类型。参考中的护城河分类体系。
references/positioning-analysis.md| 护城河类型 | 是否存在 | 强度等级 | 支撑依据 |
|---|---|---|---|
| 网络效应 | 是/否 | 弱/中等/强 | 描述说明 |
| 转换成本 | 是/否 | 弱/中等/强 | 描述说明 |
| 知识产权/技术壁垒 | 是/否 | 弱/中等/强 | 描述说明 |
| 品牌影响力 | 是/否 | 弱/中等/强 | 描述说明 |
| 数据优势 | 是/否 | 弱/中等/强 | 描述说明 |
| 成本优势 | 是/否 | 弱/中等/强 | 描述说明 |
| 监管壁垒 | 是/否 | 弱/中等/强 | 描述说明 |
整体护城河评级:
- 弱 — 无有效壁垒。竞品可在6个月内复制。
- 中等 — 1-2个壁垒提供临时优势。复制需1-2年。
- 强 — 多个互补壁垒。复制需2-5年。
- 极强 — 具备飞轮效应的复合壁垒。极难复制。
Phase 6: Report Generation
阶段6:报告生成
Produce the final competitive analysis report with these sections:
- Executive Summary — Competitive landscape threat level (Low / Moderate / High / Critical), top 3 competitive risks, top 3 competitive advantages
- Competitor Roster — Discovery table from Phase 1
- Porter's Five Forces Scorecard — Force-by-force scoring with evidence from Phase 2
- Feature Comparison Matrix — Full feature table with gap analysis from Phase 3
- Pricing Analysis — Pricing table and positioning from Phase 3
- Positioning Map — 2D map with white space analysis from Phase 4
- Moat Assessment — Defensibility table and rating from Phase 5
- Strategic Recommendations
- Immediate actions (0-3 months): address critical gaps or threats
- Medium-term plays (3-12 months): build differentiators and strengthen moats
- Long-term positioning (1-3 years): sustainable competitive advantage strategy
- Risks & Mitigation — Top competitive risks with specific mitigation strategies
生成最终竞争分析报告,包含以下章节:
- 执行摘要 — 竞争格局威胁等级(低/中等/高/严重)、前3大竞争风险、前3大竞争优势
- 竞品名单 — 阶段1的挖掘表格
- Porter's Five Forces评分卡 — 阶段2的各维度评分及支撑依据
- 功能对比矩阵 — 阶段3的完整功能表及空白分析
- 定价分析 — 阶段3的定价表及定位分析
- 定位图 — 阶段4的二维图及空白市场分析
- 护城河评估 — 阶段5的防御性表格及评级
- 战略建议
- 短期行动(0-3个月):解决关键空白或威胁
- 中期举措(3-12个月):打造差异化功能并强化护城河
- 长期定位(1-3年):构建可持续竞争优势的策略
- 风险与应对 — 主要竞争风险及具体缓解策略
Quality Checks
质量检查
Before delivering the report, verify:
- Competitor roster covers all three tiers (direct, indirect, potential)
- Every Five Forces score has supporting evidence, not just a number
- Feature matrix uses consistent scoring across competitors
- Pricing data is sourced and dated (pricing changes frequently)
- Positioning map dimensions are customer-relevant, not internal metrics
- Moat assessment distinguishes between current moats and aspirational moats
- Strategic recommendations are specific and actionable, not generic advice
- All claims about competitors are sourced via WebSearch, not assumed
交付报告前,需验证以下内容:
- 竞品名单覆盖所有三个层级(直接、间接、潜在)
- 每个波特五力评分均有支撑依据,而非仅给出分数
- 功能矩阵对所有竞品采用一致的评分标准
- 定价数据有来源标注且注明日期(定价变化频繁)
- 定位图维度与客户需求相关,而非内部指标
- 护城河评估区分当前已具备的护城河与目标护城河
- 战略建议具体且可执行,而非泛泛之谈
- 所有关于竞品的结论均来自WebSearch,而非主观假设
Edge Cases
边缘情况处理
| Situation | Adaptation |
|---|---|
| Pre-launch product with no direct competitors | Focus on indirect competitors and substitutes. Emphasize the "potential entrants" tier. The absence of direct competitors is itself a signal worth analyzing (nascent market vs. no market). |
| Highly fragmented market (50+ competitors) | Segment competitors into strategic groups. Analyze 2-3 representative competitors per group rather than every player. |
| Monopoly or duopoly market | Five Forces analysis becomes more important. Focus on substitute threats and potential entrants. Analyze the dominant player's moats in detail. |
| B2B enterprise with opaque pricing | Note pricing opacity as a finding. Use job postings, case studies, and review sites for indirect pricing signals. |
| User provides a competitor list | Skip discovery in Phase 1. Validate the list for completeness (are there missing tiers?) and proceed to Phase 2. |
| Rapidly changing market | Date-stamp all findings. Flag data older than 6 months as potentially stale. Emphasize monitoring recommendations. |
| 场景 | 调整策略 |
|---|---|
| 预发布产品无直接竞品 | 重点关注间接竞品与替代品。强调“潜在进入者”层级。无直接竞品本身就是值得分析的信号(新兴市场 vs. 无市场需求)。 |
| 高度碎片化市场(50+竞品) | 将竞品划分为战略群组。每个群组分析2-3个代表性竞品,而非覆盖所有玩家。 |
| 垄断或双寡头市场 | 波特五力分析更为重要。重点关注替代品威胁与潜在进入者。详细分析主导玩家的护城河。 |
| B2B企业定价不透明 | 将定价不透明作为一项发现记录。利用招聘信息、案例研究、评论网站获取间接定价信号。 |
| 用户提供了竞品名单 | 跳过阶段1的挖掘步骤。验证名单的完整性(是否缺失某一层级?),然后直接进入阶段2。 |
| 快速变化的市场 | 为所有发现标注日期。将超过6个月的数据标记为可能过时。强调持续监控的建议。 |