商业模式未来探索：产业回流、新商业生态与AI角色的动态演进

Reshoring, new business ecosystems,and the evolving role of AI Exploringthefutureof enterprise models The convergence of geopolitical andresilience challenges, the ever-evolvingrole of AI, shifting business practices andbroadening ecosystems are reshapingenterprise models. Find out how leadingorganizations are rethinking their businessmodels to accelerate innovation, createcompetitive advantage, and unlock growth. Contents New winds are sweeping the world of business.......................... 4Is reshoring on the rise?................................................................................. 5Business ecosystems are thriving................................................................. 6Revisiting business service models.............................................................. 7Keeping pace with the AI revolution........................................................... 8New roles for a new enterprise era...........................................................11Are mergers and acquisitions unlocking opportunityor heightening enterprise model disruption?.........................................12Conclusion...................................................................................................14 New winds are sweeping theworld of business Today’s enterprise modelsare being reshaped by globaluncertainty, technologicaldisruption, and risingexpectations for agility.Organizations must respond tonew questions from prospectsand clients, questions that cutacross industries, geographies,and business functions. •Is M&A a vehicle for valuecreation or a cause oforganizational dysfunction? is created and delivered, and haveraised some important questions: •Is there a trend towardsreshoring activities due tomounting geopolitical andclimate concerns? Each theme presents uniquechallenges and opportunities,but together, they signal afundamental shift: to competeand grow, organizations mustrethink their operating models andembrace change at every level. •Are organizations really lookingbeyond their boundaries toleverage outsiders? Capgemini Invent’stransformation expertiseaddresses the most pressingconcerns facing leaders today. Wefocus on six themes: reshoring,business ecosystems, AI, newservice models, workforcetransformation, and mergersand acquisitions (M&A). Thesethemes are redefining how value •Will generative and agentic AItruly reach new heights? •Do legacy organizations withtheir traditional “regionalmodel” still make sense? •Are new workforce changes,including new digital or ESG jobroles sustainable? Is reshoring on the rise? For decades, offshoringwas the default strategy fororganizations seeking lower costsand standardization. However,recent disruptions have exposedvulnerabilities in global supplychains, revealing risks such asoperational fragility, talentshortages, and wage inflation informer low-cost markets. As aresult, many companies are nowchallenging old assumptionsand turning to reshoring. Thismeans re-evaluating long-heldassumptions about risk, quality,and customer experience.This shift is prompting abroader strategic reckoning,as organizations weigh newtrade-offs: cost versus control,efficiency versus agility, andglobal reach versus local stability. activities during 2025. Others areturning to friendshoring, shiftingoperations to nations knownas trade and/or geopoliticalallies; recent studies show that73% of organizations havebegun friendshoring as a centralstrategy.2 to the Capgemini ResearchInstitute, in 2025, 66% ofexecutives reported that theyhave already implemented or arein the process of implementing areindustrialization strategy.1 Alongside these manufacturingactivities, business leadersshould also look to diversifytheir business-critical rawmaterials sources. Additionally,this should extend to the talentpool, particularly to reducevulnerability to talent shortages. It is likely that these practices willcontinue to grow, especially ifresiliency concerns prompt localcontrol as a necessity to maintainbusiness operations. This isreinforced by changes in theglobal economy. Countries werechosen for offshoring activitieslargely to save money; however;those countries have growneconomically, requiring morecompetitive salaries. The new geography ofenterprise This strategic re-evaluation istaking several forms. Geopoliticaluncertainties have promptedorganizations to move awayfrom low-cost offshoring bases,seeking to secure operationalcontinuity through reshoringpractices. Some are adoptingnearshoring, relocatingoperations to neighboringcountries, to balance cost andresilience. According to theCapgemini Research Institute,35% of organizations havecommitted to nearshoring No matter which scenario unfolds– reshoring, nearshoring, orfriendshoring – the message isclear. Business strategic planninghorizons are shrinking. Thepace of change demands thatorganizations embed agility atthe heart of their enterprisemodels, ensuring they can adaptquickly to new disrup