2025年秋季供应链和物流软件报告

$39B ~16.3% 700+(1) Supply Chain Software Continues to Drive Critical Advancements & Improvements AmidstGeopolitical and MacroeconomicVolatility Enhanced Real-TimeResponsiveness toDisruptions andContingency Planning Improved CustomerSatisfaction andEnhanced OperationalEfficiency Data-Driven StrategicDecision-Making and End-to-End Visibility The global supply chain software market is expected to grow ~16% annually and reach $62 billion by 2028, driven byincreasing global disruptions and complexities SCL software M&A and private placement activity showed positive momentum in 2Q25, supported by constructiveinvestor and buyer posturing toward completing transactions Scarcity value continues to drive higher-than-expected premiums, with investors and buyers adopting increasinglyaggressive tactics to secure assets Recent geopolitical and macroeconomic volatility underscores the critical need for SCL technology–we are seeingthis drive a notable increase in M&A and private placement activity in the sector, which is expected to remain highlyactive through 2026 SUPPLY CHAIN MANAGEMENT SOFTWARE MARKET SIZE COMMENTARY •Amidst escalating macro instability, rising costs and growing challengesfacing the global commerce ecosystem, demand for supply chain andlogistics software solutions remains higher than ever-driving expectedmarket growth of ~16% annually to ~$62B by 2028 •65%of executivesprioritizing supply chain costsas themainmechanismby which todrive bottom-line growth •Committed spend onmultiyear SCM modernization programswillaccount for slightly more than50% of the forecasted growth, or ~$17Bby 2028 •The annualrenewal price rangefor SCM software market leaders willnearlydouble, from the current 3%-5% to7%-10%, beyond 2025 •Discretionary spend on new end-to-end SCM capabilitiesandorchestration platforms expected to account for~30% of the forecastgrowth AI IMPLEMENTATIONS ACROSS SUPPLY CHAIN & LOGISTICS AI USE CASES IN SUPPLY CHAIN & LOGISTICS Inventory Optimization ML is leveraged to analyze data patterns, forecast demand, and optimizeinventory levels, reducing waste, and improving efficiency PCS Software’s Cortex is an AI engine fully embedded in PCSTMS, which applies AI across four key areas: Optimization,Workflow, Communication and Insights Connected Factory Worker Digital tools augment human interactions in physical and virtualenvironments, enhancing operational decision-making SourceDay Intelligence automates the entire purchase order(PO) lifecycle eliminating 80% of manual tasks, predicting risksbefore they impact production while helping ensure 100% POdata accuracy DefectAuto Detection AI-integrated sensors and cameras enable proactivedefect identification, mitigating production bottlenecksand reducing downtime Predictive ETA AI-powered arrival time predictions enhance supplychain visibility, improving coordination betweensuppliers and customers ~98%companies using AI in supplychains feel ready for geopoliticalrisks Gartner reports astrong interest inAIacross supply chain space butnotes that only23%of organizationshave a clear strategy in place Supplier Risk Management AI is being adopted in procurementby ~77% of firmsto boost visibility-Despite rising costs, ~73%still seeAI investment as essential,and~59%continue to prioritizeinnovation Gartner emphasizes that the mostresilient organizations are those thatadapt their strategies withoutabandoning innovation,using AI tostrengthen competitiveness&manage risks proactively AI-driven risk analysis identifies vulnerabilities in suppliernetworks, strengthening resilience and mitigating potentialdisruptions Freight Automation Automating workflows for documentation, compliance, and invoicingtransforming reactive operations into adaptive COMMENTARY •SCP software market projected to grow from $13B in 2024 to $30B by 2033 at a CAGR of 12.5% reflecting strong, sustained demand•SCP tools evolving into adaptive, AI-powered platforms focused on real-time sensing, agile response and continuous optimization•Modern SCP AI-infused software synchronizing demand, supply, inventory, and financial views in near real time•Cloud-native SCP platforms enable scalability, rapid deployment, and seamless integration–accelerated by the pandemic-driven shift from on-premise to cloud-first strategies, with a strong focuson resilience, agility, and business continuity•New entrants from AI, Big Data, and cloud-native ecosystems are reshaping responsive planning, offering composable, use-case-specific modules SOLUTION CAPABILITIES MAGIC QUADRANT FOR SUPPLY CHAIN PLANNING SOLUTIONS Supply Planning Demand Planning ✓Inventory planning✓Replenishment planning✓Order promising✓Production planning✓Production scheduling ✓Demand forecasting✓Consensus demand planning Additional Capabilities KEY AI DRIVERS + TRENDS AI-Embedded TMS Platforms:Transportation ManagementSystems are evolving into intelligent platforms with embedded AIagents that optimize routing, auto