Information Sharing in a Supply Chain: A Note on its Value when Demand Is Nonstationary
分析在两级供应链中，当终端需求为非平稳AR(1)过程且双方已知参数时，制造商通过共享销售点数据获得的收益很小，因为利用已有订单历史即可有效预测。
In a recent paper, Lee, So, and Tang (2000) showed that in a two-level supply chain with non-stationary AR(1) end demand, the manufacturer benefits significantly when the retailer shares point-of-sale (POS) demand data. We show in this paper, analytically and through simulation, that the manufacturer's benefit is insignificant when the parameters of the AR(1) process are known to both parties, as in Lee, So, and Tang (LST). The key reason for the difference between our results and those of LST is that LST assume that the manufacturer also uses an AR(1) process to forecast the retailer order quantity. However, the manufacturer can reduce the variance of its forecast further by using the entire order history to which it has access. Thus, when intelligent use of already available internal information (order history) suffices, there is no need to invest in interorganizational systems for information sharing.