2024-11-03-麦肯锡-供应链_仍然脆弱（英）_10页_669kb

Operations Practice

Supply chains: Still vulnerable

1. Current situation

• Supply chain resilience gaps: Despite progress in inventory, planning, and digitalization, vulnerabilities persist.
  • Board awareness: Only 30% of boards fully understand supply chain risks.
  • Leadership engagement: Less than a quarter discuss supply chain issues at board level.
• Inventory strategy: Companies are phasing out reliance on large buffers, with 73% progressing dual-sourcing and 60% regionalizing.
• Digitalization: Investment in supply chain digitization plateaued post-2023.

2. Challenges

• Slow resilience-building:
  • Dual-sourcing and nearshoring adoption slowed.
  • Advanced planning systems (APS) saw low deployment completion (10%) with unclear ROI.
• Data & visibility:
  • Tier-one supplier visibility increased (60%) but deeper analysis lagged (-7pp YoY).
  • 70% lack comprehensive end-to-end risk indicators.
• Talent shortage: 90% of firms cite insufficient digital talent, a persistent issue since 2020.

3. Future Recommendations

• Boardroom involvement: Increase executive visibility and formal risk discussion processes.
• Technology adoption: Accelerate AI in supply planning, early-warning systems, and risk integration.
• Talent & compliance: Develop digital training programs, address talent gaps, and comply with regulations (e.g., EU sustainability directives).