罗兰贝格：2025向东进发！亚洲崛起为全球供应链枢纽研究报告（英文版）（88页）.pdf

1、Asias rise as the worlds supply chain hubGo East!STUDYHistorical industrial relocations have created a highly integrated yet segmented global supply chain.That structure is now giving way to a new shape of globalization,combining global hubs and regional supply and demand pools entailing more locali

2、zation.In response,Europe,North America and Asia are building more autonomous networks,setting the stage for a multi-polar landscape.Asia developed its industrial system later than the West.Its supply chain is complex and uneven,marked by low-end competition,weak mid-to high-end manufacturing and in

3、efficient regional collaboration.But the region is now transforming from the worlds factory to a fully integrated ecosystem,from multi-chain competition to single-chain dominance,and from homogeneous competition to collaborative symbiosis.That means a significant change of roles.China leads as a sup

4、ply chain hub but lags in R&D,design and high-end manufacturing;it is now shifting from scale-driven management to intensive competition,expanding abroad and unlocking internal potential while strengthening high-end production.Taiwan/Taipei leads in advanced chipmaking and is now moving cost-sensiti

5、ve work to Southeast Asia.Japan leads in high-end equipment and advanced materials,but declining competitiveness in some sectors is driving its firms to invest in the Global South and adopt China+1 strategies.South Korea,a leader in R&D,design and core components,is under pressure from rising trade

6、barriers and Chinese competition;it is pivoting from manufacturing-led growth toward agility and high-value,innovation-driven segments.Southeast Asia,which benefits from trade realignment and cost advantages but still faces gaps in infrastructure,talent and energy,is emerging as a midstream producti