Simon Kohler gives his take on the UK market and where it's going in May Railway Modeller, includes the comment:-
" Such tactics can make the larger and more mature producers look both short on detail and high on cost. This is certainly a dilemma for them as they can either try and compete where additional detail and features are concerned and sell at a much lower margin, which I doubt they could afford to do, or increase their prices to a level that would not make the model viable. It's a catch-22 situation."
where 'the tactics' is referring to the price vs. detail and feature set provided by the new players, and 'them' refers to the old established big players.
Nothing radical but at least it's interesting to see those on the inside (until recently) at least understand what's going on.