> You need a paradigm shift (ie: iphone vs nokia) to make the change.

I imagine the manufacturing breakthrough for high temperature jet turbine blades could be additive manufacturing where you grow the crystalline structure layer by layer instead of casting and carefully nurturing it. Mature markets with few incumbents focus on local maxima and have difficulty to move from one maxima to another, while a new manufacturer can start from a different position and search for other maxima.

Or good spies who steal the secrets + few years of subsidies to give runway for the new companies