Amazon, open logistics network... Pan Shiqi promotes AI-driven supply chain "visualization" competition

Amazon and Pan Shiqi Logistics have respectively launched new supply chain services targeting corporate clients. In a logistics market where costs and operational complexities are increasing, competition centered on “speed” and “visibility” is becoming more intense.

Amazon has introduced “Amazon Supply Chain Services,” allowing businesses to leverage its logistics network. This is an integrated service covering everything from raw material transportation, storage, order processing, to final delivery. Pan Shiqi Logistics has released a technological platform called “Supply Chain Insights” that can track warehouse and cargo movements in real time.

This release is not just about launching new products but can also be interpreted as a trend toward “servicizing” supply chain operations themselves. This is because companies are increasingly inclined to utilize proven external networks and software rather than building their own logistics infrastructure.

Amazon, like selling AWS, is selling logistics as a service.

Amazon states that the new service offers a “comprehensive package” including cargo transportation, delivery, order fulfillment, and small parcel dispatch. This means companies across various industries can use Amazon’s logistics capabilities as a third-party service.

Peter Larson, Vice President of Amazon Supply Chain Services, said, “Amazon is providing external companies with decades-validated supply chain infrastructure, intelligence, and scale,” “similar to the role Amazon Web Services (AWS) plays in the cloud computing market.”

In fact, Amazon has a precedent for expanding internal efficiency systems into external businesses. AWS initially started by organizing complex internal IT infrastructure and later developed into a core service for other companies. This time, the model is extended into the physical logistics field beyond digital infrastructure.

Client companies can choose service levels flexibly based on their needs. 3M is using Amazon freight services to transport distribution products, Lands’ End manages orders across multiple sales channels by integrating inventory, and Procter & Gamble is using the service to send raw materials to logistics centers.

Larson said, “We are confident that we can provide other companies with the same cost-effectiveness, reliability, and speed that we have built for Amazon customers.”

Pan Shiqi releases a real-time supply chain management platform integrated with AI chat

Pan Shiqi Logistics’ “Supply Chain Insights” is a cloud-native infrastructure and AI-based platform that clearly displays the entire supply chain operation data. Its core is to integrate transportation, loading, orders, and inventory information at national, regional, and warehouse levels, presented according to roles.

Jeff Jackson, President of Pan Shiqi Logistics, said, “The goal of this platform’s release and upgrade is to help clients improve supply chain performance more quickly.”

The system connects data scattered across multiple vendors and independent systems and displays it on a single screen. This allows previously opaque order flows and warehouse operation statuses to be consolidated and understood. Pan Shiqi plans to expand integration with other systems and continuously enhance AI capabilities.

Notably, the platform is not just about confirming “where the cargo is,” but focuses on analyzing how well the supply chain is actually operating. Coupled with a map-based interface, it offers over 85 pre-built and customizable metrics, enabling rapid identification of bottlenecks, delayed orders, or overloaded warehouses.

The built-in AI chat interface allows users to ask questions in natural language and immediately retrieve relevant data. Its feature is that users can understand operational status in real time without having to check complex dashboards or reports one by one.

In the context of rising logistics costs, the demand for “visibility” and “flexibility” is expanding.

According to Pan Shiqi’s 2025 Logistics Report, last year the total logistics costs in the U.S. amounted to $2.58 trillion. In Korean won, approximately 3,808 trillion KRW. This is about 8.8% of the U.S. gross domestic product (GDP).

Pan Shiqi analysis states that since 2024, although some logistics sectors have returned to pre-pandemic patterns, overall, there has been stagnation in cargo volume, excess truck supply, and rising operating costs. Regulatory issues, tariffs, and rising fuel prices are also cited as factors driving up costs. The report explains that this environment has led companies to rely more on third-party logistics providers, with delays and customer complaints increasing accordingly.

Mike Medeiros, Senior Vice President of Operations at Pan Shiqi, said, “Customers increasingly want higher levels of visibility and more flexible operations,” “and since not all operational structures work the same way, data usage must be adjusted accordingly.”

The releases by Amazon and Pan Shiqi indicate that the supply chain market’s competitive focus is shifting from mere transportation to “integrated operations.” Companies with logistics infrastructure are expanding it into external services, while specialized logistics firms are differentiating through AI and data analytics. Ultimately, from the perspective of corporate clients, “more transparent and faster-responsive supply chains” are becoming the core competitive advantage.

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