非対称な回収能力下での間接材料調達：半導体サプライチェーンにおける競争、協調、持続可能性

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

🔬研究者:Provides a formal model linking sourcing decisions, supplier competition, and recovery effort to Scope 3 emissions, useful for extending supply chain sustainability theory.

🏢実務担当者:Offers guidance on designing sourcing allocation rules and evaluating backward integration to balance cost, emissions, and resource efficiency in indirect material procurement.

🏛政策担当者:Highlights the trade-off between emissions reduction and resource efficiency, informing policies that promote circular economy practices in industrial supply chains.

Indirect materials, such as chemicals and solvents, contribute substantially to manufacturers' Scope~3 emissions because they are consumed during production and generate waste requiring recovery or disposal. Unlike components, the post-use waste of indirect materials becomes the input to recovery activities, creating a closed-loop interaction between sourcing decisions, recovery effort, and environmental performance. However, existing studies have largely overlooked supplier competition under asymmetric recovery capabilities and endogenous recovery effort in indirect materials sourcing. We investigate a semiconductor supply chain in which a manufacturer sources proprietary chemicals from an international supplier without local recovery capability and a domestic supplier with recovery capability. We develop a game-theoretic model in which the manufacturer designs a price-based allocation rule to determine sourcing proportions, while the domestic supplier endogenously determines its recovery effort. We further compare dual and single sourcing and extend the model through backward integration to coordinate recovery effort. The results show that the manufacturer's price competition factor generally intensifies supplier competition, although this effect becomes non-monotonic when recovery effort is costly or recovered chemicals face stringent performance requirements. Intensified competition can reduce raw material consumption by shifting sourcing toward recovered chemicals. We further find that the manufacturer prefers single sourcing only when it possesses sufficiently strong bargaining power; otherwise, dual sourcing remains more profitable. Finally, backward integration improves recovery coordination and reduces Scope~3 emissions but increases raw material consumption, revealing a fundamental trade-off between environmental sustainability and resource efficiency. These findings provide managerial insights into sustainable indirect materials sourcing under asymmetric recovery capabilities.

• openaire https://doi.org/10.2139/ssrn.7052094first seen 2026-09-01 04:48:22 · last seen 2026-09-21 04:26:04