2026年供应链技术报告

Supply Chain Tech Report 2026 EU startups are redefining technology and AIperformance Contents 4 Foreword AboutUs 12 8 5 A FlipinCorporateFocus ArtificialIntelligenceas StrategicResponse StateofSupplyChains 19 15 22 WhereBoardsShould FocusNext Technology InvestmentandEvolution TheEuropeanSupply ChainEcosystem 35 Startups toWatchand StartupOverview Foreword European supply chains are entering a new phase. After several years defined by acutedisruption — from pandemics and geopolitical shocks to inflation andcapacityshortages — the operating environment has fundamentally changed. Volatility has This year’s Supply Chain Tech Report reflects a clear shift in how leaders are responding.The dominant priority is no longer resilience at any cost, but disciplined performanceimprovement: reducing cost, increasing speed and agility, and extracting tangible value Artificial intelligence (AI) sits at the center of this transition. The promise of AI insupply chains is real, but the industry is moving past early hype. Most organizationsnow recognize that the primary constraint is not algorithmic sophistication, but theunderlying foundations — fragmented data, legacy architectures, unclear ownership, At the same time, technology strategies themselves are evolving. Companies areaccelerating investment in modular, composable architectures and collaborating moreactively with startups to move faster and remain agile. Yet this shift also brings new risks: These dynamics are mirrored in the European supply chain technology ecosystem. Aftera sharp correction following the pandemic investment boom, funding is beginning torecover only selectively. Capital is concentrating in areas directly linked to productivity,regulatory readiness, and industrial competitiveness, such as manufacturing, Taken together, the message of this year’s report is clear: the next wave of supply chainadvantage will not come from more tools, pilots, or dashboards. It will come fromdisciplined execution — anchoring technology investment in measurable outcomes, This report provides leaders, boards, and investors with a clear view of where value isbeing created today, where expectations are misaligned with reality, and what it will take About Us Prequel Ventures Prequel Ventures is the leading venture capital fund for supply chain technologystartups in Europe, investing in the most promising teams and technologies at pre-seed and seed. As one of the earliest investors, we strive to provide unparalleled valueand support to startup founders. We empower entrepreneurs by offering access to Mathias BosseFoundingPartnermathias@prequelvc.com Markus BörnerFoundingPartnermarkus@prequelvc.com Oliver Wyman Oliver Wyman, a Marsh (NYSE: MRSH) business, is a management consulting firm drivenby deep industry insight, bold innovation, and a collaborative approach that cuts throughcomplexity to help organizations navigate their most defining transformative moments.Marsh is a global leader in risk, reinsurance and capital, people and investments, and Cornelius HerzogPartnercornelius.herzog@oliverwyman.com Fabian JostPrincipalfabian.jost@oliverwyman.com Sebastian Janssen Partnersebastian.janssen@oliverywman.com Additional contributor: Jeroen vanHerwijnenManaging Editor: Rebekah E.BartlettDesigners: Ramona Pillai, SangeethaV.Senior Marketing Manager: SusannOberbillig Section 01 In our end of year 2025 survey of 100 supply chain leaders across Europe (from companieswith more than $100 million in revenue), we saw a pivot from resilience-building toperformance discipline in global supply chains. After years of crisis-proofing, companies Supply chain technology budgets are expanding, but data and integration weaknessesremain critical brakes on value realization. The winners will be those who can connect From Shock to Structural Squeeze Disruption fatigue has given way to regulation and cost pressure. The past threeyears were dominated by geopolitics, inflation, and protectionism that led to a lot of“firefighting.” Looking ahead, survey respondents do not expect a single dominant factor If structural complexity is broadening, it cannot be managed by traditional methodsthat rely heavily on experience and good relationships. Instead, it will push supply chainleaders to put greater emphasis on data-driven, AI-supported decision-making, and to In addition, sustainability remains a Sword of Damocles looming over companies—everyone knows it will eventually become critical again. Although it is currently beingovershadowed by more imminent pressures, sustainability was rated by survey Section 02 Artificial Intelligenceas a StrategicResponse AI has become the strategic response to a new type of supply chain pressure: as notedabove, broadening structural complexity requires greater AI-supported decision-making.But while AI might seem like it is everywhere these days in supply chains, it has yet toreach an industrialized level. Most AI/GenAI use ca