Ukuphazamiseka kwe-Supply chain kuyaqhubeka nokukhungathekisa abaphathi bamabhizinisi, abaholi bezepolitiki, nabathengi emhlabeni jikelele. Yize abaningi bebenethemba lokuthi ukuhamba kwezimpahla emhlabeni jikelele kuzothuthuka kakhulu njengoba ubhubhane luncipha, ezinye izinto sezingenelele okuhlanganisa ukuvalwa kabusha kwezindawo, ukungezwani kwezepolitiki, kanye nokukhathazeka kokusimama.
IForamu ka-Oliver Wyman ibize abaholi abaphezulu kuyo yonke imboni yezingubo, umkhakha wamachweba, kanye nohlu lwezikhungo zezimali e-Asia Pacific nase-United States ukuze kuxoxwe ngokulandelayo ngamaketango okunikezwayo emhlabeni jikelele. Ingxoxo igcizelele ubunkimbinkimbi benkinga kanye nesidingo senqubekelaphambili ezindaweni eziningi, hhayi noma iyiphi isixazululo esisodwa esisheshayo. Sithwebule ukucabanga kwethu siqu futhi sahlakaza olunye ucwaningo lwethu lwakamuva kumaphuzu alandelayo:
I-COVID yayiyimbangela kodwa kude kakhulu nembangela yokuphazamiseka kwe-supply chain. Ukuvalwa kwezindawo zamadolobha aseShayina ngo-2020 kuminyanisa ukuhamba kwezimpahla okwesikhashana futhi kwashiya imikhumbi eminingi neziqukathi ziboshiwe. Kepha lolu bhubhane luphinde lwadalula inqwaba yobunye ubuthakathaka obuye babhebhethekisa le nkinga futhi okungenzeka bubambezele ukuxazululwa kwayo. Iminyaka engamashumi amane yokweqa, ukukhishwa kwemisebenzi, kanye nokuqaphela izindleko ezeqile kukhiqize ukusebenza kahle, kodwa amaketango okunikezwayo ashiya enwetshiwe futhi entekenteke. Amachweba agugile nengqalasizinda yezokuthutha, imithetho evimbela umsebenzi, nokuntuleka ezishintshayo ziphazamisa imizamo yase-US yokubuyisela ukugeleza kwezimpahla ezanele ukuhlangabezana nesidingo esiphakeme sanamuhla. Futhi ukungezwani okuqhubekayo kwezohwebo kanye nentela phakathi kweWashington neBeijing, ikakhulukazi kuma-semiconductors, kuthinta ukutholakala nentengo yezimpahla.
Izinkampani ziphendula ngokusuka emqondweni "wesikhathi nje" ziye kokuthi "uma kwenzeka;" ukuqina, hhayi ukusebenza kahle, yi-watchword. Lokhu kunganciphisa ubungozi kodwa kungase kwengeze ezingcindezini zokwehla kwamandla emali, ikakhulukazi njengoba amanani enzalo akhuphukayo akwenza kubize kakhulu ukuxhasa ngezimali uhlu lwempahla oluphakeme. Besilokhu sibona ukwanda kokushoda noma ukudayisa abangani - ukuthola izimpahla emazweni anobungane eduze nezimakethe zaseNyakatho Melika naseYurophu - iminyaka eminingana. Kodwa kuthatha isikhathi ukuthi lezi zinguquko ezikhulayo zenze umthelela omkhulu. Ukuthunyelwa kwe-China e-United States kweqa cishe i-17% ngonyaka odlule. Ukubuyisela kabusha, noma ukubuyisela umkhiqizo e-US nakwezinye izimakethe, kuze kube manje kuyinkulumo-mpikiswano; ukuhlolwa okubalulekile kuzoba ukuthi i-United States iyaphumelela yini ekwakheni kabusha ukukhiqizwa kwe-semiconductor yasekhaya.
I-China ngeke ithathelwe indawo njengesizinda sokukhiqiza emhlabeni maduzane. Ukukhiqiza e-China e-China kuseyi-mantra kumafemu angaphandle uma kubhekwa izinga lemakethe yaseChina. I-European Chamber of Commerce inhlolovo yaseChina ibonise inani elikhulayo lamafemu afuna ukutshala imali eningi, hhayi ngaphansi, ezweni. Izinkampani eziningi zakwamanye amazwe zenza i-R&D e-China futhi kamuva zithumele izinto ezintsha ezimakethe zazo zasekhaya. Ukukhiqiza kusazothuthela emaphethelweni, ikakhulukazi emkhakheni wezimpahla zabathengi. Izimboni zamasu, ezifana nemithi noma ama-semiconductors, nazo zingaphansi kwengcindezi yokuthi zihambe. Kepha kweminye imikhakha edinga imali enkulu, kuzothatha iminyaka, uma kungenjalo amashumi eminyaka, ukuthi izingxenye ezinkulu ze-supply chain zithuthe -- ayikho enye indawo elula yeChina.
Ukuqamba okusha okuvula amandla edatha nokwenza idijithali kungadambisa kakhulu izingcindezi ze-supply chain, kodwa lokho kuzodinga ukunqoba izintshisekelo ezinikezwayo. Izinkampani zinedatha eningi mayelana nezidingo zamakhasimende abo kanye nalokho abakuthandayo kodwa zilwela ukukuphusha lokho kujule kumaketanga azo wokuhlinzeka. Sidinga bonke ababambiqhaza ku-ecosystem ukuze basebenzisane ukuze siye phambili, kodwa lokho akulula. Ukuzenzakalela kanye nobuhlakani bokwenziwa kunganikeza umfutho omkhulu wokukhiqiza emachwebeni ase-US, okwamanje, kodwa izinyunyana ezimele iningi labasebenzi bedokodo zivimba ukwethulwa okusabalele kwalawo mathuluzi ezobuchwepheshe. Izinkampani nabakhi bezinqubomgomo badinga ukuthola ukuthi bangenza kanjani ukuthi bonke abathintekayo babone inzuzo yokubambisana okuseduze nokusebenza kahle okukhulu.
Ukusungulwa kwedatha nakho kunikeza ithuba kwezezimali zohwebo. Ukuhwebelana okuningi kwezimpahla kusaqhubeka kuxhaswa ngezincwadi zezikweletu ezisekelwa amaphepha. Kunzima ukuthola iziphathimandla kanye nochungechunge olude lokuhlinzeka ukuze benze izenzo zabo zibe zesimanje ngendlela ehlelekile. Uhulumeni wase-UK uzama ukuqaphela ngokusemthethweni imibhalo yokuhweba yedijithali, futhi ukubambisana okusafufusa phakathi kwe-UK ne-Singapore kungaholela oguqukweni olubanzi. Izinkampani eziningi zase-US kanye ne-Europe zifuna enye imithombo yemali yokuxhasa ngezimali uhlu lwezimpahla ezinkulu, ziveza ithuba lama-fintech.
Isidingo esikhulayo sokusimama sizoqhuba ushintsho oluphusile kumaketango wokuhlinzeka ngempahla esikhathini esimaphakathi. Izinkampani zizodinga idatha engcono yabahlinzeki bazo ukuze zilinganise futhi zehlise ukukhishwa kwegesi ebamba ukushisa kwe-Scope 3. Amaketanga okunikezwayo alula asusa ukuthunyelwa okungadingekile nawo azosiza. Ezinkampanini eziningi ezinkulu, isixazululo salezi zinselelo sizoba ebudlelwaneni obujulile neqembu eliwumongo abahlinzeki ezinganikeza ukubonakala okukhulu, ukuhlukahluka, nokuqina.
Umthombo ovela Oliver Wyman
Ukuzihlangula: Ulwazi olubekwe ngenhla lunikezwe ngu-Oliver Wyman ngaphandle kwe-Chovm.com. I-Chovm.com ayenzi izethulo namawaranti mayelana nekhwalithi nokuthembeka komdayisi nemikhiqizo.
