ibm -工业运输状况 State of the Industry Transportation 2026

TransportationTransportationAdditionalinformationAdditionalinformation2IBMInstituteforBusinessValue–Keychallengesandopportunities–Keytechnologiesandtheirimpact–Selectindustrykeyperformanceindicators–Strategicflexibility–Operationalefficiency–TraditionalandgenerativeAI–AgenticAI–Automation–Quantumcomputing–Autostradeperl’Italia–DHLInternationalGmbH–HellmannWorldwideLogistics–TriconSteamshipAgencyInc.–Expertcontributorsandcontacts–Strategicpartnersandecosystems–IBMInstituteforBusinessValueselectedstudies©2026IBMCorporationTransportation©2026IBMCorporation3©2026IBMCorporation3NoteNote:Thisasset'sfindingsdrawonIBMInstituteforBusinessValuestudieswithvariedrespondentpopulationsandsamplesizes.Transportationisatastructuralinflectionpoint.Volatilityisnolongerepisodic.Networksarenolongerstable.Executioniscontinuous.Demand,capacity,anddisruptionshiftinrealtime.Supplychainsareregionalizingasorganizationsadoptnearshoringandmulti-supplierstrategies.Fragmentedvisibilityacrosscarriers,terminals,forwarders,andlogisticspartnersconstrainsperformance.Theabilitytodetect,respondto,andrecoverfromdisruptiondeterminescompetitiveadvantage.Algorithmsshaperouting,pricing,andrecoverydecisionsacrossanecosystemnosingleproviderfullycontrols.AstheindustrymovesfromdigitalAItophysicalAI1,intelligentsystemsincreasinglydirectphysicalassetsandautonomousprocesses.Valueemergeswhendata,automation,assets,andoperationsworkasone,withphysicalAIexpectedtorevolutionize“everythingthatmoves”acrossthe$50trillionmanufacturingandlogisticsindustries2.Failuretoadapt,respond,andrecoverconsistentlylimitsgrowth,resilience,andcompetitiveness.Persistentvolatilityforcescontinuoustrade-offsacrossnetworks,capacity,assets,andcost.AI-drivendecisionscompressresponsewindowsandreshaperouting,pricing,recovery,andexecution.Consistentexecutionacrosssystems,thepartnerecosystem,andassetsdeterminesreliabilityandmargin.technologytrendsorchestratedata,decisions,MCorpora©2026IBMCorporation5©2026IBMCorporation5VolatilitydrivesregionalizationProtectionism,regionalization,andnearshoringreshapetransportationbuffersanddiversifyingsourcingtoTransportationnetworksreconfiguremorefrequentlyunderhigherandmorepersistentuncertainty.70%changestotheircompetitiveenvironmentoutpacetheirabilitytoimplementmodificationstotheirVolatility,executionpressure,andrisingriskredefinetransportationperformanceAutomationmakesdecisionspeedcriticalTransportationoperationsrelymoreheavilyonAI-basedautomationandoptimization.AgingworkforcesandlaboaccelerateadoptionofphysicalAI,andautonomousoperationsacrossplanning,dispatch,andexecution.InfrastructuregapsconstrainorganizationsastheyattempttoscaleAIbeyondpilots.68%thattoremaincompetitive,speedofexecutionmattersmorethanmakingperfectdecisions2transportationecosystemsTraditionalrelationshipsareevolvingintointegrated,technology-enabledpartnerecosystemsthatimprovecoordination,visibility,andexecutionCustomerexpectationsincreasepressureforfaster,morereliableexecution.Operationalcomplexitydrivesdemandforgreaterautomationandcoordinateddecision-making.63%theirstrategyistoconcentrateonfewer,higher-qualitypartnershipsforthefuture3sustainabilityreshapeoperationsoperationsandpartnerecosystems.AIintroducesnewrisks,includingtraditionalthreats.Sustainabilitypressureintensifiesastransportationandsupplychainsdominateemissionsfootprints.73%oftravelandtransportationexecutivessaysecuritywillbeaboard-levelmandateequaltofinancialperformanceby20304©2026IBMCorporation6©2026IBMCorporation6andopportunitiesCustomersjudgereliabilityacrossthefulljourneyTransportationcustomersjudgeplanning,coordination,execution,disruption,andrecovery.Amediatesmoreplanning,dispatching,routing,service,andcustomerinteractions,fragmenteddataandoperationalsilosexposefailuresatcriticalmoments.Movingfromfragmentedoperationstoconnectedplatformsimprovesend-to-endvisibility,enablesmorepredictableperformance,acceleratesrecovery,and82%ofexecutivessaysiloedfunctionsblockthevaluethatautonomousoperationscandeliver1FragmentedoperationsandAIraisethebarforreliability,adaptability,andresilienceAgent-drivendecisionscontroldemandAIagentsshaperouting,pricing,carrierselection,capacityallocation,anddisruptionresolution,oftenbeyondprovider-ownedchannels.Withoutagent-readyoffers,trusteddata,andreal-timevisibility,transportationProvidersthatembedagent-readydata,dynamicpricing,andreal-timecapacityintosystemsretaininfluenceconditionschange.46%ofoperationaldecisionsin2030tobemadebyAIwithoutdirecthumanintervention,upfrom24%today2Volatilityisstructural,Economic,geopolitical,regulatory,climate,andworkforcepressurescreatepersistentvolatilitythatcomplicatesplanning,forecasting,andnetworkutilizationwhileStrongerdatafoundationsandadaptiveoperatingmodelshelporganizationssensechangeearlieoperationsandservicelevelsfaster.42%confidenttheircurrentoperationalprocessescanadapttogeopoliticaldevelopments3HumanexpertisemattersmostincriticalmomentsAsAIabsorbsroutineplanningandservicework,humanjudgmentisessentialduringnetworkdisruptions,safety-criticalevents,servicerecovery,andcomplexcustomercommitments.Withoutcontext,frontlineteamsstruggletorespondwithspeedandconfidence.Agent-assistedworkflowsandempoweredfrontlineteamsimprovedecisionquality,acceleraterecovery,andhelpmanagegrowingoperationalcomplexitywhilepreservinghumanjudgmentincriticalsituations.85%functionalleadersmustbecometechnologyexpertsintheirdomainasAIreshapesdecisionmaking4©2026IBMCorporation7©2026IBMCorporation7theirimpactTransportationoperationsspanlegacysystems,partners,edgeenvironments,andmultipleclouds.Hybridcloudbydesignreflectsthisreality,allowingdataandworkloadstorunwherelatency,resilience,aregulationdemand.Asnetworksregionalizeandvolatilitypersists,hybridarchitecturessupportcontinuityandreal-timecoordination.50%(includingtransportation)expecthybridcloudinvestmentstosignificantlyimprovegrowthandefficiencyovertheTechnologyisbecomingtheexecutionlayerforreliability,networkcontrol,andresilienceintransportationDigitizedtransportationnetworksexpandtheattacksurfaceoperations,partners,anddataflows.Securebydesignembedsprotectionintosystemsthatsupportplanning,execution,anddisruptionresponse.AsAIandautomationplayalargoperationalrole,security,resilience,andtrustbecomeinseparablefromday-to-dayperformance.US$4milliontransportationindustry2automationreducethegapbetweentransportationoperations.TraditionalAIsupportsforecasting,routing,capacityplannmanagement,anddisruptionrecovery.intelligenceintoexecution.Together,data,AI,andautomationimprovenetworkvisibility,executionspeed,coordination,control,assetperformance,andsustainability.54%AIisalreadychangingaspectsoftheirbusinesstheyconsidercore3QuantumcomputingTransportationnetworksgeneratehighlycomplexoptimizationproblemsthatstrainclassicalcomputinglimits.Quantumcomputingintroducesnewapproachestonetworkoptimization,capacityallocation,schedulerecovery,routing,andriskmodeling.Quantumremainsanearly-stagetechnology,butitmayimproveresilienceandefficiencyasnetworkcomplexityrises.38%assessingtheimpactofquantumontheirindustry4Fulfillmentreliabilitymetricsaccuratelybilledfulfillmentinone84%transportationperformShipment-to-deliverycycletimetrackshowefficientlythenetworkcompletedcustomerdelMediancustomershipment-to-final-segmentutilizationindicates89%segmentor“lastmile”3Selectedkeymetricstracktransportationreliability,speed,andcapacitypSelectedkeymetricstracktransportationreliability,speed,andcapacityproductivitySelectTransportationkeyperformanceindicatorsSelectTransportationkeyperformanceindicators©2026IBMCorporation8StrategicimperatiStrategicimperatiinnovate,adapt,and-StrategicflexibilityMCorporaAIinvestmentisshiftingfromeffici68%agreethattheircompetitprimarilyfromthesophisticationoftheirAImodels159%OperationalperformancedrivesbusinessinnovationintranOperationalperformancedrivesbusinessinnovationintransportation©2026IBMCorporation10IBMInstitute©2026IBMCorporationReshapeoperationalexecutiontoReshapeoperationalexecutiontoscaleinnovationAugmentfrontlineteamswithAI-driveninsightintonetworksttransportationorganizat11IBMInstituteforBusinessValue©2026IBMCorporationWhattodo78%contributesignificantlytotheir65%executivesworrytheirAIeffortswillfailduetolackofintWhattoknowDecisionWhattoknowDecisionspeednowdefinessuccessintransportationservicecommitments.71%environments1infrastructuremeetsalltheir12IBMInstituteforBusinessValue©2026IBMCorporationStrategicflexibilityWhattodoRedesignWhattodoRedesignthetransportationcoretochangedirectionfastertogetherinrealtime.13IBMInstituteforBusinessValue©2026IBMCorporationStrategicflexibility71%infrastructurespendingin2025,of19%1themostfrequentlyinfrastructureinvestmentsfallshort2WhattoknowEfficiencydependsWhattoknowEfficiencydependsonconsistent,low-frictionoperationsCostpressureintransportatireportthat65%distributedacrossahyb67%constraintsby2030214IBMInstituteforBusinessValue©2026IBMCorporationOperationalefficiencyWhattodoStandardizeandWhattodoStandardizeandautomateoperationstolowercostatcontrol,reliability,resil15IBMInstituteforBusinessValue©2026IBMCorporationOperationalefficiency62%56%reportthateffectivelyintegratingAITransformationalTransformationaltechnologies-Securebydesign-TraditionalandgenerativeAI-Automation-QuantumcomputingMCorpora–Structuralvolatilityinccommercialinformation.DataDataunderpinsnetworkcontrol,disruptionresponse,andexecutionintransportation75%75%25%©2026IBMCorporationTechnologiesHybridcloudbyTechnologiesHybridcloudbydesignenablestransportationresilienceandoperationalcontrol–TransportationorganizationsrunmReal-timenetworkcontrolandfrontlineexecuti–Withoutahybrid-by-designapproachfrontlineexecutionclosetothenetwork.time,networkreliability,assetutilization,andprotection.18IBMInstituteforBusinessValue©2026IBMCorporationHybridcloud52%sensitivityandcomputcontrolswithoperators,TechnologiesTechnologiesSecurebytransportationtrust,designprotectsresilience,andcontinuity97%97%10%AI-relatedrisks2US$1.9million©2026IBMCorporationTechnologiesTraditionalandgenerativeTechnologiesTraditionalandgenerativeAIexpandtransportationintelligenceanddecision-makingplanning,routingodeployment,orcommunicationaffectsafety,reliabiApplyproprietarytransportationd20IBMInstituteforBusinessValue©2026IBMCorporationTraditionalandgenerativeAI56%66%saythatby2030,AIproductivitytodifferentiateinotherTechnologiesAgenticAIcoordinatesTechnologiesAgenticAIcoordinatestransportationdecisionsoperationalcomplexity.communicationsconsistently.21IBMInstituteforBusinessValue©2026IBMCorporationAgenticAI90%84%saythey’recomfortablewiththeir69%importantbenefitofagenticAI2TechnologiesAutomationmakestransportationexecutionconsistent,scalable,TechnologiesAutomationmakestransportationexecutionconsistent,scalable,andresilientwithoutmanualintervention.workflowsbeforeimplementation.withminimalmanualintervention.22IBMInstituteforBusinessValue©2026IBMCorporationAutomation46%directhumaninterventionby2030,in2026156%competitive2TechnologiesQuantumcomputingtargetsTechnologiesQuantumcomputingtargetsthehardesttransportationoptimizationproblems–Transportationnetworksinvolveextretechnologywithpotentialimpactonnetworkopportunitiesearly.computingandwhyitmattersfortransportation.23IBMInstituteforBusinessValue©2026IBMCorporationQuantumcomputing38%theirindustry145%83%Winningintransportationrequiresorchestratingspeed,control,Winningintransportationrequiresorchestratingspeed,control,andresilienceShiftfromfixedlanesandschedulestocontinuousrebalancingConnectdemand,capacity,asset,andpartnerdataend-to-endtosupportfasterrouting,allocation,andConnectplanning,operations,partners,anddisruptionworkflowssodecisionsarecoordinatedandexecutedconsistentlyacrossthetransportationecosystem.Buildsecurity,governance,andcontinuityintodailyoperationstomaintaintrust,resilience,andcontrolacrosstransportationnetworks.24IBMInstituteforBusinessValue©2026IBMCorporationcontrolwillbebetterpositionedtocompete.Transportation-DHLInternationalGmbH-Downerlargesttollmotorwayoperators,managingandthousandsofbridges,tunnels,andvisibility,inspectionaccuracy,andtimemonitoring,predictivemaintenance,transportationinfrastime,improvingassetvisibilityand-4,000bridges,viaducts,a-TerraformautostradeAcustomer-centricapproachtowarehousemanagementcustomer,creatingcomplexity,cost,andintegrationplatformintegrationplatformr尊重尊重Downerthrough-lifesupportservicesforpassengertermmaintenanceresponsibiWorkingwithIBM,Doccur,improvingopscalablefoundationforpredictiveoperationalandsustainabilitygoa28IBMInstituteforBusinessValueimprovesoperationalefficieforfuture-readylogisticsairfreight,seafreight,roadandrail,andhighoperating,maintenance,andtechnologyplatform.Collaboratingwithsustainability-750+applicationinterfacesmigsolution-IBMwebMethodstoourexperience.Itofferstheopportunitytoconsolidatecustom尊重尊重J.B.HuntAI-drivenresourcetransportationnetworks.platform,itneededgreatervisibilityinto-IBMOTurbonomic⑧J.B.HuntTransport,Inc.尊重尊重TriconSteamshipAgency,Inc.throughAIorchestration-Reportingtimereducedfrothemaritimeindustry,manyofimproveknowledgesharing,operationalefficiency,anddecision-making.-IBMOwatsonxT"Orchestratethisway“WithwatsonxOrchestrate,we'renotjustautomatingtasks.We'renotjustmovingworkloads.We'repropellingourbusinesswe'veneverimagined-andneitherhasourindustry."TriconSteamshipAgency,Inc.尊重尊重operations.datasystems,andapplications.Overtime,-SecurityoperationsimprovedthroughIBM®QRadar尊重尊重TransportationAdditional33contributorsConsumer,Travel,andTransportation/in/waddell/industries,includingretail,consumerpackagedevelopmentanddeliveryofservices,alliances,marketing,eminence,talent,andVijayAnandTravelandTransportation/in/vijayanand-singapore/VijayispartoftheIBMGlobalTravel,Transportation,andHospitalityIndustriesteamandamemberoftheprestigiousIBMIndustryAcademy.VijayisbasedinSingaporeandbringsover30yearsofhands-onexperienceinmanagingglobalpartnerecosystem,consulting,technologyandapplicationssolutions,andlarge-scaletransformationsintheAviation,Travel,andTransportationindustries.MadhulikaKamjulaTravelandTransportationIndustryCenterofC/in/madhulika-r-kamjula-1a8bb910/MadhulikaisSalesEnablementLeadatIBM,drivingstrategicenablementacrosstheTravel,Transportation,andConsumerindustries.Shespecializesintranslatingcomplexbusinesscapabilitiesintocompellingindustrynarrativesthatstrengthenclientengagementandsupportbusinessgrowth.Herexpertisespanscontentstrategy,solutionpositioning,knowledgemanagement,executivecommunications,go-to-marketenablement,andsalesoperations,enablingsalesteamswiththeinsights,content,andmessagingneededtoengageclientseffectively.TravelandTransportationIBMC/in/tristanjamesthomas/HiroshiHasegawaJapanPartner,DistributionIndustryLeaderIBMC/in/hiroshi-hasegawa-86815716b/VijayAnandTravelandTransportationIBMC/in/vijayanand-singapore/SeniorPartner,DistributionIBMC/in/peterlongSashankYaragudipatiPartner,DistributionSectorLeaderIBMC/in/sashankraoy36IBMInstituteforBusinessValueIBMhelpstransportationorganizationsmodernizeoperations,strengthenresilience,andimproveperformanceacrossincreasinglycomplexnetworks.Combiningdeepindustryexpertisewithtechnology,data,andAIcapabilities,IBMworkswithcarriers,logisticsproviders,airports,railoperators,ports,terminals,andmobilityproviderstoaddresscriticalbusinesschallengesandunlocknewopportunities.IBMbringstogetherindustryknowledge,provenmethodologies,andabroadecosystemoftechnhelporganizationsimprovevisibility,acceleratedecision-making,modernizecoreoperations,andscaleinnovation.Formoreinformationvisit:/industries/travel-transportationFortwodecades,theIBMInstituteforthoughtleadershipthinktankforIBM.backed,technology-informedstrategicinsightsthathelpleadersmakesmarterFromouruniquepositionattheintersectionofbusiness,technology,engagewiththousandssynthesizingtheirperspectivesintocredible,inspiring,andactionableinsights.Tostayconnectedandinformed,suptoreceiveIBMIBV’semailnewsletterat/ibv.https://ibm.co/ibv-linkedin.AtIBM,wecollaboratewithourclients,bringingtogetherbusinessinsights,advancedresearch,andtechnologytogivethemadistinctadvantageintoday’srapidlychangingenvironment.©2026IBMCorporationIBMConsulting'scapabilitiesextendacrosstheecosystem,networkedenvironments.Dataflowsacrossapplications,divisions,teams,andworkflows.technologiestogether.valueofinvestmentsthey'vealreadymade,improvingROI,andconnectingworkflows.InnovativetechnologiesandskillstodeliveradditionalcapabilityaroundstrategicEnterprise-scaleplatformsonwhichweofferdeep,industry-specificexpertise.IBMTechnologyandResearchMicrosoftRealityrORACLEwatsonxservicenowatsonxwórkday.Engineeredforperpetualinno重翼/thought-leadership/institute-business-value/en-us/aboutcustomerintentWinthemoment:Reclaimingcustomerintent1.Stryker,Cole.Whatisphysic/think/topics/physical-aiNVIDIA.January2026./news/nvidia-expands-omniverse-with-generative-physical-ai2030.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.May2026./thought-leadership/institute-business-value/en-us/c-suite-study/ceo2.Ibidbusinessgrowth.Unpublishedtraveladata.IBMInstituteforBusinessValue.May2025./adobe/assets/urn:aaid:aem:4ae921b8-79ab-4dfc-8891-4938f738f656/original/as/2025-ceo-study-5-mindshifts-to-supercharge-business-growth-report.pdfinnovation.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.February2026./thought-leadership/institute-business-value/en-us/report/enterprise-2030blueprintforagenticoperations.IBMInstituteforBusinessValue.May2026./thought-leadership/institute-business-value/en-us/report/agentic-ai-enterprise-operationsbusinessgrowth.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.May2025./adobe/assets/urn:aaid:aem:4ae921b8-79ab-2030.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.May2026./thought-leadership/institute-business-value/en-us/c-suite-study/ceo4dfc-8891-4938f738f656/original/as/2025-ceo-study-5-mindshifts-to-supercharge-business-growth-report.pdfindustryfindings.IBM.July2025./reports/data-breachenterpriseinertia.Unpublishedtravelandtransportationdata.IBMInstituteforBusine/thought-leadership/institute-business-value/en-us/report/2025-coo2030.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.May2026./thought-leadership/institute-business-value/en-us/c-suite-study/ceo2030.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.May2026./thought-leadership/institute-business-value/en-us/c-suite-study/ceo4.Ibid1.Benchmarkingdata.IBMInstitutefor2.Ibid3.Ibid2030.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.May2026./thought-leadership/institute-business-value/en-us/c-suite-study/ceobusinessgrowth.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.May2025./adobe/assets/urn:aaid:aem:4ae921b8-79ab-4dfc-8891-4938f738f656/original/as/2025-ceo-study-5-mindshifts-to-supercharge-business-growth-report.pdfinnovation.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.February2026./thought-leadership/institute-business-value/en-us/report/enterprise-20302.Ibidbusinessgrowth.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.May2025./adobe/assets/urn:aaid:aem:4ae921b8-79ab-4dfc-8891-4938f738f656/original/as/2025-ceo-study-5-mindshifts-to-supercharge-business-growth-report.pdfJanaChan.AIinfrastructurspeed,scale,andtrutransportationdata.IBMInstituteforBusinessValue.October2025./thought-leadership/institute-business-value/en-us/report/ai-infrastructure39IBMInstituteforBusinessValue©2026IBMCorporation©2026IBMCorporation40©2026IBMCorporation40Notesandsources,continuedtransportationdata.IBMInstituteforBusinessValue.October2025./thought-leadership/institute-business-value/en-us/report/ai-infrastructurespeed,scale,andtrusOctober2025./thought-leadership/institute-business-value/en-us/report/ai-infrastructuretransportationdata.IBMInstituteforBusinessValue.October2025./thought-leadership/institute-business-value/en-us/report/ai-infrastructureUnpublishedtravelandtransportationdata.IBMInstitute/thought-leadership/institute-business-value/en-us/report/enterprise-2030Unpublishedtravelandtransportationdata.IBMInstitute/thought-leadership/institute-business-value/en-us/report/enterprise-2030enterpriseinertia.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.September2025./thought-leadership/institute-business-value/en-us/report/2025-cooenterpriseinertia.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.September2025./thought-leadership/institute-business-value/en-us/report/2025-coowithdecision-readydata.Unpublishedtravelandtransportationdata.IBMInstituteforBusinessValue.November2025./thought-leadership/institute-business-va