“脉动速度”之下，企业供应链设计的动态密码 | 红杉library

Core Viewpoint - The article discusses the accelerating approach of the technological singularity, which is giving rise to a new concept of "clockspeed," symbolizing exponential growth in technology and a fundamental shift in competitive logic in the digital economy [3]. Group 1: Supply Chain Dynamics - The article introduces two key laws regarding supply chain dynamics: the "volatility amplification law" and the "clockspeed amplification law" [8][16]. - The "volatility amplification law" states that as one moves upstream in the supply chain, the volatility of demand and inventory tends to increase significantly [9][11]. - The "clockspeed amplification law" posits that the closer one gets to the end consumer in the supply chain, the faster the clockspeed of product updates and changes [17][19]. Group 2: Impact of Volatility on Supply Chain Design - The article highlights that businesses must be aware of the cyclical volatility experienced by upstream supply chain members, which can be exacerbated by delays in information and order adjustments [9][13]. - Historical examples, such as the machine tool industry, illustrate the severe impact of volatility, with order fluctuations reaching ±60% to ±80% compared to GDP fluctuations of ±2% to ±3% [13]. - Companies like Toshiba and Cincinnati Milacron have adopted strategies to mitigate the effects of demand fluctuations by collaborating with key customers and diversifying their production capabilities [14][15]. Group 3: Strategic Implications - The article emphasizes that companies must integrate supply chain design into their strategic planning, as competition increasingly focuses on supply chain efficiency [21]. - Examples of successful companies, such as Dell and Amazon, demonstrate how minimizing supply chain layers and time can lead to significant competitive advantages [21]. - The need for companies to understand their supply chain dynamics and the roles of various participants is crucial for identifying "clockspeed bottlenecks" and enhancing overall performance [21].