CB-Insights-供应链与物流值得关注的科技趋势-2020-46正式版.ppt

《CB-Insights-供应链与物流值得关注的科技趋势-2020-46正式版.ppt》由会员分享，可在线阅读，更多相关《CB-Insights-供应链与物流值得关注的科技趋势-2020-46正式版.ppt（46页珍藏版）》请在淘文阁 - 分享文档赚钱的网站上搜索。

1、EMERGING TRENDSSupply Chain&LogisticsTech Trends To Watch2020WHAT IS CB INSIGHTS?CB Insights is a tec arket intelligenceplatform that anpoints on ventpartnerships andlions of datartups,patents,entions to helpyou see tomorrows portunities,today.CLICK HERE TO LEARN MORECovid-19 has upended the global

2、economy,causingmajor supply chain disruptions.Nevertheless,arising ecosystem of technology-focused solutions ispromoting supply chain resilience to address currentmarket uncertainty,particularly for retailers and brands.The Covid-19 pandemic has caused unanticipated supply and demandvolatility,bring

3、ing high levels of uncertainty to the retail and consumerproduct supply chains.To stay competitive,retailers and braforecast and track inventory,efficioptimize last-mile delivery to ctransformation,supply chait find ways to accuratelyrs across channels,Aiding in thisolutions areemerging to help busi

4、nesomation,andcoordination across their suIn this report,we dig into 13 techncross supply chain andlogistics identified using our data-ExTT framework in thecontext of the retail and consumer prod t sectors.While major retailers like Target have acquired delivery managementtechnology a necessary tren

5、d for satisfying rising demand for homedelivery new threatening trends like robotic fulfillment are gainingtraction as solutions for faster online order fulfillment.As demand remains uncertain across many retail categories,experimental trends like on-demand warehousing could help retailersand brands

6、 manage inventory with increased flexibility.Meanwhile,transitory trends like digital freight matching,which aimsto efficiently match shippers(e.g.retailers or brands)with carriers,arefacing challenges in the strained trucking market.3Supply Chain&Logistics Tech Trends To WatchTable of ContentsCONTE

7、NTSNExTT framework5NECESSARYDelivery management softwareIoT fleet managementEnd-to-end visibility platforms71013EXPERIMENTALAutonomous truckingAutonomous last-mile delivOn-demand warehousingBlockchain for shippingTRANSITORYCrowd-sourced delivery platformsDigital freight matching232THREATENINGRobotic

8、 fulfillment34374043Predictive inventory forecastingDigital freight forwardingReturns optimization4Supply Chain&Logistics Tech Trends To WatchNExTT FRAMEWORKEmerging trends in supply chain&logistics techTRANSITORYNECESSARYIoT fleetCrowd-sourcedmanagementdelivery platformsDigital freightmatchingEnd-t

9、o-endvisibilityDeliverymanagementsoftwareplmsOn-demandwarehousiPredictive inventoryforecastingRoboticfulfillmentAutonomouslast-mile deliverytDigital freightforwardingBlockchain forshippingEXPERIMENTALTHREATENINGLOWHIGHMARKET STRENGTH5Supply Chain&Logistics Tech Trends To WatchNExTT TrendsWe evaluate

10、 each of these trends usingThe NExTT frameworks 2 dimensions:the CB Insights NExTT framework.INDUSTRY ADOPTION(y-axis):Signalsinclude momentum of startups inthe space,media attention,customeradoption(partnerships,customer,licensing deals).The NExTT framework educatesbusinesses about emerging trends

11、andguides their decisions in accordance withtheir comfort with risk.MARKET STRENGTH(x-axis):Signalsinclude market sizing forecasts,qualityand number of investors and capital,investments in R&D,earnings transcriptcommentary,competitive intensity,incumbent deal making(M&A,NExTT uses data-driven signal

12、s toevaluate technology,product,andbusiness model trends from conceptionto maturity to broad adoption.strategic investments).6Supply Chain&Logistics Tech Trends To WatchNecessaryDELIVERY MANAGEMENT SOFTWAREStartups and corporates are offering software-only solutions toholistically manage the deliver

13、y process,integrating with couriersto provide route optimization,order pooling,fleet management,analytics,and more.In May 2020,Target acquired the technology assets of delivery startupDeliv,with a reported interest in the startups ability to pool orders goingin similar directions.While Deliv was ath

14、e acquisition highlights Targets pmanagement technology.d-sourced delivery platform,terest in deliveryMore broadly,a number ofdelivery management andrly focused onOne of these solutions,Israel-bSeries D funding in April 2020,attraVentures.g,raised$30M inors like SalesforceBringgs SaaS platform helps

15、 enterprise clients(including retailers,grocers,and restaurants)manage delivery operations,leveragingreal-time data and artificial intelligence(AI)to enable tracking,routeoptimization,fleet management,order pooling,and more.Bringgssoftware coordinates with crowd-sourced logistics platforms likePostm

16、ates,DoorDash,and Glovo,among others.7Supply Chain&Logistics Tech Trends To WatchSource:BringgOther software startups like Logi also leverage AI-analyzed datpooling,and delivery fleet mash,and OptimoRouteplanning,orderBeyond startups,a numbeg SAP,Infor,e.In early 2020,Oracle,and UPS,offer deliveryUP

17、S updated its internal driver rofeature“dynamic optimization.”Thetform,ORION,tobility will allow ORION torecalculate individual order routes throu out the day as traffic levels,pickup commitment,and other external factors change,according to UPS.Last-mile fulfillment capabilities have become a centr

18、al focus duringthe Covid-19 crisis.As consumers stay away from stores andretailers deal with the challenges of fulfilling more online orders making last-mile delivery more efficient is essential.By customizing for route planning,order pooling,and more,retailersare looking to save on last-mile delive

19、ry labor cost while increasingthe speed of last-mile fulfillment for shoppers which,in turn,boostsconsumer loyalty and satisfaction.8Supply Chain&Logistics Tech Trends To WatchGoing forward,anticipate that platforms will expand their capabilitiesacross new fulfillment channels beyond courier deliver

20、y.In May 2020,Bringg launched a new service that will allow its customers to managedifferent forms of fulfillment including click-and-collect,curbsidepickup,drive-through,returns,dark kitchens,lockers,and more withina single platform.Many of these alternative fulfillment models aregaining traction d

21、uring Covid-19.Additionally,expect to see like-minded M&A,investment,andpartnership interest as retailers,like Target,attempt to bring deliverycapabilities in-house.For more information,clients can read u n the details of Targetsacquisition of Deliv,as well as 50+staforming last-mile delivery.9Suppl

22、y Chain&Logistics Tech Trends To WatchIOT FLEET MANAGEMENTWhile IoT-enabled fleet management startups have faced majorlayoffs,they continue to facilitate driver safety,fuel savings,andcost reductions for trucking fleet owners.These fleet owners oftencomprise some of the worlds largest retailers and

23、consumer brands.Earlier this year,it was reported that Walmart plans to hire 500 additionaltruck drivers,adding to the 9,000 already employed by the company,highlighting the continued necessity for fleet management solutions forbig fleet owners.As online sales rise amid the pandemic,and the driversh

24、ortage continues to worsen,this demand will remain strong.Despite this market need,some compahit.In May 2020,fleet managementa downround and simultaneouscame after competitor Keepn the space have taken asara raised$400M inworkforce.Thisf its workforce.The layoffs demonstratestartups canbe to the vol

25、atile trucking min vehicle activity due to worldwdemand for some retailers.verall reductionpite an increase inSource:KeepTruckin10Supply Chain&Logistics Tech Trends To WatchNevertheless,IoT-enabled fleet management,which includes telematicsand electronic logging devices(ELDs),remain a firmly entrenc

26、hedcomponent of the trucking industry.These solutions incorporateGPS,Wi-Fi,cameras,sensors,and more to track vehicles in real time,improve driver communication and safety,monitor fuel consumption,and optimize route planning.Further,the ELD Final Rule,a US federalmandate which went into effect in lat

27、e 2017,requires that operators ofcommercial motor vehicles use ELDs.Despite the short-term challenges that IoT fleet management playersmay face,expect increased demand for their solutions going forward.This will be particularly true among essential goods retailers(e.g.Walmart)that own their own truc

28、ks,anong third-party fleet ownersserving the essential goods space.Source:WalmartTechnology-wise,anticipate further integration with other technologieslike AI to improve predictive maintenance capabilities,real-time risk andsafety monitoring,and fleeting integration.11Supply Chain&Logistics Tech Tre

29、nds To WatchEmerging players in the predictive maintenance space have gainedinvestor traction.For example,Tennessee-based early-stage startupPreteckt,which helps fleet owners predict maintenance issues upto 2 weeks before they occur,raised a Series A round of funding inMarch 2020.For more informatio

30、n,clients can read up on 60+companies workingin trucking tech,as well as our survey of trucking tech in the retailsupply chain.12Supply Chain&Logistics Tech Trends To WatchEND-TO-END VISIBILITY PLATFORMSPlatforms that compile and analyze real-time data from players up-and downstream along the supply

31、 chain are providing retailers andbrands with end-to-end shipment visibility and increased supplychain resilience.Corporate discussion of supply chain visibility has increaseddramatically in 2020.Well-known brands and retailers,including LeviStrauss,Walgreens Boots Alliance,and La-z-boy,have all rec

32、entlyemphasized the importance of visibility into inventory,particularlyduring the Covid-19 pandemic.This trewith mentions of“supply chain”anin recent months,according to tanalysis tool.an be seen in earnings calls,trending sharply upwardnings mentionsSource:CB Insights13Supply Chain&Logistics Tech

33、Trends To WatchGiven global supply and demand shocks,end-to-end visibility isbecoming an increasingly important tool to ensure a smooth flow ofinventory and prevent a breakdown of communication with supplychain partners.Illinois-based project44,a major name in supply chain visibility,provides API(ap

34、plication programming interface)-based integrationsfor shippers that enable real-time inventory tracking across air,ocean,rail,truck,and last-mile delivery.To provide these capabilities,project44offers a“Collaborative Visibility”feature that enables shippers to formdata-sharing relationships with up

35、stream and downstream supplychain players.In addition,to combat concerns surrounding data privacyand sharing,project44 claims GDPR cnce and allows networkparticipants to customize data shaSource:G2,project44Companies like project44 address a long-standing obstacle in theglobal supply chain:siloed da

36、ta.14Supply Chain&Logistics Tech Trends To WatchWhile individual players along the supply chain(e.g.carriers,manufacturers,wholesalers,and retailers)may have the ability tomanage data within their own operations,they often remain blind tocritical information further up-or downstream meaning that the

37、ycan miss insights that directly impacts business.project44 is one ofa number of players tackling this problem,in addition to startups likeShippeo,FourKites,and Overhaul.In a global environment where supply chain resilience and flexibility iskey,real-time supply chain visibility will become critical

38、 for brands andretailers to better monitor inventory,reduce late fees,maintain partnerrelationships,and ultimately deliver more positive shopper experiences.Along with technologies like blockchreport),anticipate that supply chstage for retailers,brands,cad discussed later in thisorms will stay cente

39、r-d more.Going forward,expect thens increasinglyaunched a newfocused on precise tracking.service in June 2020 that providtruckload(LTL)shipments within 2-been notoriously challenging to track gimultiple pick-ups and drop-offs.ng of less-than-ry windows.This hasthat LTL carriers experienceFor more in

40、formation,clients can explore 125+startups disruptingsupply chain&logistics.15Supply Chain&Logistics Tech Trends To WatchExperimentalAUTONOMOUS TRUCKINGDespite recent shutdowns of major autonomous vehicle initiatives,driverless trucking technology for transportation on public roadsand major highways

41、 is continuing to gain traction.Trucking accounts for more than 70%of freight transport within theUS,according to the American Trucking Associations,and thus plays acritical role for retailer and brand operations.However,the National RetailFederation estimates that the US will nethe next decade to c

42、ombat the currcaused by an aging labor force aadd 1.1M truck drivers overortage,which has beenger recruits.Accordingly,major retaileruckingd improvesolutions that can reduceefficiency.Amazon partneredin 2019 to transport goods alongWalmart partnered with self-drivinging startup Embarkhway.The same y

43、ear,atik to automate middle-mile grocery deliveries between wareho es and stores via driverlessdelivery vans.In May 2020,Gatik announced a new autonomous delivery box truck fortransporting ambient,frozen,and cold goods capabilities that couldfurther streamline Walmarts grocery supply chain.Though so

44、me startups have struggled such as Starsky Robotics,which shut down in March 2020 emerging autonomous truckingplayers like Embark and Gatik are part of a growing technologyecosystem.These technologies could enable trucks to move beyondLevel 2 autonomy partial automation that still requires drivers t

45、oLevel 4 autonomy,in which vehicles are capable of performing alldriving functions under certain conditions.At the moment,though,current pilot schemes for Level 4 require safety drivers to be present.16Supply Chain&Logistics Tech Trends To WatchSource:National Highway Traffic Safety Administration,S

46、ociety of Automotive EngineersOne prominent startup in the spacprovides Level 4 autonomousits partnership with UPS inbased TuSimple,whichuSimple expandedollaboration,thestartup is transporting freand Tucson,and Phoenix and El Paso.Beyclients and operates a fleet of 40drivers)that operate 20+weekly t

47、ripmore than a dozenucks(with safetymerican Southwest.Source:FreightWaves,TuSimple17Supply Chain&Logistics Tech Trends To WatchOther startups,like Peloton Technology,are focused on autonomousplatooning systems,which digitally tether groups of trucks together,led by a principal driver.Platooning can

48、help bring down associatedCO2 emissions by positioning trucks closely together to reduce airdrag.In addition,platooning at-scale could reduce traffic congestion byenabling coordinated acceleration and braking between vehicles.Peloton,which has commercially launched a Level 1 autonomousplatooning sys

49、tem,unveiled an upgraded Level 4 version in 2019.Underthe Level 4 system,a full driverless truck can follow a lead truck withinthe platoon without the need for a second driver.Autonomous trucking technology can aexample,tech provider Locomation8%.By reducing reliance on humdriverless trucks can incr

50、easreduce fuel consumption.Forut overall fuel expense byminating human error,efficiency.Brands and logistics provtage to betterby retailers.OTIFTarget to satisfysatisfy stringent OTIF(on-timprograms(enforced by retailers lcustomer demand)often penalize sr late shipments.Despite the promise of autono