2022-10-04-德勤-Aerospace_and_defense_supply_chain_risk_management_14页_1mb

报告摘要

Aerospace & Defense Supply Chain Resilience Analysis

Aerospace and defense (A&D) companies face significant supply chain challenges due to a complex, multi-tiered network with numerous suppliers across global regions, making transparency difficult and increasing vulnerability to disruptions.

Recent Disruptions

COVID-19 Pandemic: Caused demand decline, production halts, and supply network breakdowns.
Russia-Ukraine Invasion (2022):
- Forced decoupling from Russian critical mineral supply (e.g., titanium, PGEs, neon, aluminum).
- Increased reliance on alternative suppliers in China, Africa, etc., creating new concentration risks.
- Caused airspace closures and flight rerouting, significantly impacting air cargo and passenger traffic, affecting MRO services.
- Prompted geopolitical shifts accelerating localization and diversification in defense procurement globally, especially away from reliance on critical regions.

Core Risks & Vulnerabilities

Geopolitical: Regional conflicts, dependence on specific regions for critical metals/minerals, trade restrictions, sanctions.
Commodity: Price volatility, shortage of essential raw materials (e.g., neon, titanium, PGEs, cobalt).
Operational: Supply network complexities, supplier failures, logistics bottlenecks, cybersecurity threats (increasingly relevant for defense).
Market: Uncertainty in commercial aerospace demand and MRO services.

Key Impacts

Commercial Aerospace: Airspace restrictions, reduced passenger/freighter traffic, falling demand for spare parts/MRO, delays due to shipping and material shortages.
Defense: Increased defense budgets; shift in procurement priorities towards regional/subcontractor sources (e.g., Turkey), localization, direct government procurement; critical need for cyber resilience and integrated defense systems.

Strategies for Building Resilience (Summarized)

Manage Strategic Inventory: Track inventory levels and risks for critical components.
Review Product Design: Identify alternate materials to mitigate supply disruption.
Consider Vertical Integration: Secure supply directly from upstream suppliers.
Enhance Supplier Visibility: Improve monitoring throughout the supply network.
Collaborate with Strategic Suppliers: Establish strong, reliable relationships.
Diversify Sourcing Regions: Reduce reliance on high-risk/overdependent regions ("friend-shoring").
Build Agility: Adapt quickly to disruptions (inventory, production shifts).
Leverage Advanced Technologies: Use ERP, digital twins, DSNs for better visibility, automation, and decision-making (including managing cybersecurity risks).
Recalibrate Talent Strategy: Develop workforce with skills for increased production and digital technology management.
Long-Term Commitment: Consistently invest in initiatives that mitigate risks and drive sustainable performance.