Capgemini-转变汽车产业供应链-韧性、智慧、连通性和可持续性（英）-2023-26页_3mb

Automotive Industry Supply Chain Transformation

Introduction

Recent disruptions have highlighted the strategic importance of automotive supply chains. Opportunities for transformation exist to enhance resilience, intelligence, connectedness, and sustainability.

Four Key Attributes

• Resilience: Ability to withstand disruptions.
• Intelligence: Data-driven decision-making, visibility, forecasting.
• Connectedness: Seamless internal/external communication and collaboration.
• Sustainability: Meeting ESG commitments and stakeholder expectations.

Disruptors and Strategy Imperative

• Challenges: Political/economic events, rapid regulatory change (ESG focus), evolving customer expectations, new business models.
• Fundamental Need: Activate these four attributes urgently.

Five Key Levers for Change

1. Evolution

• Focus beyond Tier 1 suppliers to manage the entire ecosystem.
• For strategic areas, consider direct supplier relationships (e.g., chipmakers) or vertical integration (e.g., lithium refining).
• Design platforms for software-defined vehicles to simplify supply chains.

2. Orchestration

• Requires a central governance structure with agreed regional and cross-industry standards/rules.
• Enables collaborative ecosystem management, respecting antitrust.

3. Data

• The primary enabler for intelligence and visibility.
• Develop a data layer for demand sensing, risk identification, and real-time insights (esp. to Nth tier).
• Address silos through initiatives like Catena-X and data marketplaces.

4. Technology

• Leverage new tools (IT & Engineering) and hyperscalers for enabling intelligence, optimization, and new capabilities (pilot quantum applications).
• Focus on linking capabilities like data science and decision support.

5. Talent

• New skills profile required (data science, analytics, OT/IT/OT fusion).
• Investment through upskilling, recruitment, cross-advisor partnerships ("talent magnets"), and dedicated resources is essential.

Conclusion & Recommendations

Automakers must proactively pursue these five levers simultaneously.

• Rethink Planning: Implement dynamic, data-driven scenario planning.
• Embrace Transparent Collaboration: Evaluate supplier partnerships and data sharing; potentially decrease supplier base strategically.
• Get Help with Innovation: Engage expert advisors (both business and tech).
• Build a Data-Driven Culture: Foster internal data-driven collaboration, implement robust data governance, and incentivize strategic alignment (e.g., net zero target focus).

Key Takeaways

The core objective is to build four strategic attributes (Resilience, Intelligence, Connectedness, Sustainability) through the five change levers (Evolution, Orchestration, Data, Technology, Talent) due to industry disruptions.