Reshaping Electronics Supply Chain Dynamic Capabilities and Resilience through AI-driven Generative Design: A Theoretical Framework Integrating Design-as-a-Service (DaaS) and Flexible Response

Abstract

Amidst the dual challenges of vulnerability and customization facing the global electronics supply chain, where traditional PCB design has emerged as a critical bottleneck constraining corporate agility, this study investigates how AI-driven generative design reconfigures supply chain dynamic capabilities and resilience. Employing a mixed-methods approach that combines multiple case study analysis with system dynamics simulation, the findings reveal that AI-driven generative design fosters a novel corporate dynamic capability centered on 'Design-as-a-Service' (DaaS). By decoupling the design and manufacturing stages, this capability significantly enhances the supply chain's flexibility in responding to market volatility and its resilience against external disruptions. Consequently, this paper proposes a theoretical framework that integrates DaaS with flexible response, elucidating the core mechanisms through which AI empowers supply chains and offering strategic guidance for firms navigating digital transformation to build sustainable competitive advantage.Do not regard AI as a mere tool, but rather as a strategy to reshape core corporate capabilities and supply chain ecosystems.