Keywords
Industry 4.0
Digital Capabilities
Dynamic Capabilities
Logistics Strategy
Bibliometric Review
How to Cite
Abstract
Objective: To analyze the relationship between digital capabilities, logistics strategy, and Industry 4.0 implementation through a bibliometric review of scientific literature, identifying the main authors, institutions, keywords, emerging technologies, implementation barriers, and future perspectives related to strategic logistics and dynamic capabilities.
Originality/Value: The study contributes theoretically by integrating digital capabilities, dynamic capabilities, and logistics strategy through a socio-bibliometric perspective. Furthermore, it expands the discussion on the transition from Industry 4.0 to Industry 5.0 by emphasizing the need for integration between technology, governance, sustainability, organizational culture, and human capital valorization. The article also provides comparative evidence between developed and developing countries, especially China and India.
Methods: The research adopted a bibliometric approach based on the protocol proposed by Tranfield, Denyer, and Smart (2003). Data were collected from the Web of Science (WoS) database, covering publications from 2016 to 2025. Initially, 78 articles were analyzed using VOSviewer software for bibliometric network mapping, cluster analysis, authorship, institutions, and keywords. Additionally, 61 articles were subjected to quantitative coding and statistical analysis using JAMOVI software, including Chi-square tests to evaluate associations between economic context, dynamic capabilities, and coercive and normative factors.
Results: The findings revealed significant growth in publications on Industry 4.0 and logistics from 2020 onward, reaching a peak in 2022. The most influential authors identified were Dev et al. (2020) and Kristoffersen et al. (2020). The main technologies associated with the logistics context were Internet of Things (IoT), Big Data Analytics, and integrated Industry 4.0 systems. Evidence indicates a predominance of studies conducted in developing countries, particularly China and India. The study also revealed that financial constraints, supply chain integration issues, and scalability limitations constitute the main barriers to technological implementation. The results further indicate that digital capabilities such as connectivity, visibility, and continuity are essential for the evolution of strategic logistics, although they are not sufficient alone to achieve Industry 5.0 principles.
Conclusions: It is concluded that digital capabilities represent essential strategic elements for strengthening logistics and organizational competitiveness in dynamic and sustainable environments. However, digital transformation requires integration among technology, governance, organizational culture, sustainability, and the development of dynamic capabilities. The study reinforces the need for future research to deepen the relationship between digital capabilities, logistics performance, organizational resilience, and Industry 5.0 implementation across different economic contexts.
References
Albrecht, T., Baier, M. S., Gimpel, H., Meierhöfer, S., Röglinger, M., Schlüchtermann, J., & Will, L. (2024). Leveraging Digital Technologies in Logistics 4.0: Insights on Affordances from Intralogistics Processes. Information Systems Frontiers, 26(2), 755–774. https://doi.org/10.1007/s10796-023-10394-6
Ali, S. S., Torğul, B., Paksoy, T., Luthra, S., & Kayikci, Y. (2024). A novel hybrid decision‐making framework for measuring Industry 4.0‐driven circular economy performance for textile industry. Business Strategy and the Environment, 33(8), 7825-7854. https://doi.org/10.1002/bse.3892
Amit, R., & Schoemaker, P. J. H. (1993). Strategic Assets and Organizational Rent. Management Journal, 14(1). John Wiley & amp; Sons. http://www.jstor.orgStableURL:http://www.jstor.org/stable/2486548. Accessed:06/08/200818:28
Annarelli, A., Battistella, C., Nonino, F., Parida, V., & Pessot, E. (2021). Literature review on digitalization capabilities: Co-citation analysis of antecedents, conceptualization and consequences. Technological Forecasting and Social Change, 166. https://doi.org/10.1016/j.techfore.2021.120635
Assis, J. P. de, Sousa, R. P. de, & Linhares, P. C. F. (2020). Testes de Hipóteses estatísticas (EdFERSA, Ed.; 1st ed., Vol. 1). EdUFERSA.
Awan, U., Sroufe, R., & Bozan, K. (2022). Designing Value Chains for Industry 4.0 and a Circular Economy: A Review of the Literature. Sustainability (Switzerland), 14(12). https://doi.org/10.3390/su14127084
Barney, J. B., Ketchen, D. J., & Wright, M. (2011). The future of resource-based theory: Revitalization or decline? Journal of Management, 37(5), 1299–1315. https://doi.org/10.1177/0149206310391805
Bressanelli, G., Adrodegari, F., Perona, M., & Saccani, N. (2018). Exploring how usage-focused business models enable circular economy through digital technologies. Sustainability (Switzerland), 10(3), 639. https://doi.org/10.3390/su10030639
Brookbanks, M., & Parry, G. C. (2024). The impact of Industry 4.0 technologies on the resilience of established cross-border supply chains. Supply Chain Management: An International Journal, 29(4), 731-754. https://doi.org/10.1108/SCM-07-2023-0333
Ciliberto, C., Szopik-Depczyńska, K., Tarczyńska-Łuniewska, M., Ruggieri, A., & Ioppolo, G. (2021). Enabling the Circular Economy transition: a sustainable lean manufacturing recipe for Industry 4.0. Business Strategy and the Environment, 30(7), 3255–3272. https://doi.org/10.1002/bse.2801
Damar, S., & Koksalmis, G. H. (2024). A bibliometric analysis of metaverse technologies in healthcare services. Service Business, 18(2), 223-254. https://doi.org/10.1007/s11628-024-00553-3
Dev, N. K., Shankar, R., & Qaiser, F. H. (2020). Industry 4.0 and circular economy: Operational excellence for sustainable reverse supply chain performance. Resources, Conservation and Recycling, 153. https://doi.org/10.1016/j.resconrec.2019.104583
Domingos, E., Pereira, C., Armellini, F., Danjou, C., & Facchini, F. (2024). Enabling technologies as a support to achieve resilience in supply chain operations. IEEE Transactions on Engineering Management, 71, 15292-15305.
Durach, C. F., Kembro, J., & Wieland, A. (2017). A New Paradigm for Systematic Literature Reviews in Supply Chain Management. Journal of Supply Chain Management, 53(4), 67–85. https://doi.org/10.1111/jscm.12145
Facchini, F., Olésków-Szłapka, J., Ranieri, L., & Urbinati, A. (2020). A maturity model for logistics 4.0: An empirical analysis and a roadmap for future research. Sustainability (Switzerland), 12(1), 1–18. https://doi.org/10.3390/SU12010086
Farooq, M. U., Hussain, A., Masood, T., & Habib, M. S. (2021). Supply chain operations management in pandemics: A state-of-the-art review inspired by covid-19. In Sustainability (Switzerland), 13(5),1–33. DPI. https://doi.org/10.3390/su13052504
Godina, R., Ribeiro, I., Matos, F., Ferreira, B. T., Carvalho, H., & Peças, P. (2020). Impact assessment of additive manufacturing on sustainable business models in industry 4.0 context. Sustainability (Switzerland), 12(17). https://doi.org/10.3390/su12177066
Gupta, H., Kumar Yadav, A., Kusi-Sarpong, S., Ahmed Khan, S., & Chandra Sharma, S. (2022). Strategies to overcome barriers to innovative digitalisation technologies for supply chain logistics resilience during pandemic. Technology in Society, 69. http://orcid.org/0000-0002-5822-0933.
Gupta, S., Modgil, S., Gunasekaran, A., & Bag, S. (2020). Dynamic capabilities and institutional theories for Industry 4.0 and digital supply chain. Supply Chain Forum, 21(3), 139–157. https://doi.org/10.1080/16258312.2020.1757369
Henríquez, R. D., Martínez, F.J. X., & Martínez Marín, J. E. Technological drivers of seaports' business model innovation: An exploratory case study on the port of Barcelona. Research in Transportation Business and Management. https://hdl.handle.net/2117/365094
Hsu, C. H., Cai, X. Q., Zhang, T. Y., & Ji, Y. L. (2024). Smart logistics facing industry 5.0: research on key enablers and strategic roadmap. Sustainability, 16(21), 9183. https://doi.org/10.3390/su16219183
Huang, K., Wang, K., Lee, P. K. C., & Yeung, A. C. L. (2023). The impact of industry 4.0 on supply chain capability and supply chain resilience: A dynamic resource-based view. International Journal of Production Economics, 262. https://doi.org/10.1016/j.ijpe.2023.108913
Jinru, L., Changbiao, Z., Ahmad, B., Irfan, M., & Nazir, R. (2022). How do green financing and green logistics affect the circular economy in the pandemic situation: key mediating role of sustainable production. Economic Research-Ekonomska Istrazivanja, 35(1), 3836–3856. https://doi.org/10.1080/1331677X.2021.2004437
Kristoffersen, E., Blomsma, F., Mikalef, P., & Li, J. (2020). The smart circular economy: A digital-enabled circular strategies framework for manufacturing companies. Journal of Business Research, 120, 241–261. https://doi.org/10.1016/j.jbusres.2020.07.044
Leitão, F. O., Paiva, E. L., Guarnieri, P., & Monteiro, L. C. (2024). Circularidade como capacidade dinâmica: uma revisão e uma agenda para uma transição circular. Revista de Administração de Empresas, 64(3). https://doi.org/10.1590/s0034-759020240306x
Li, G., Xue, J., Li, N., & Ivanov, D. (2022). Blockchain-supported business model design, supply chain resilience, and firm performance. Transportation Research Part E: Logistics and Transportation Review, 163. https://doi.org/10.1016/j.tre.2022.102773
Lohmer, J., Bugert, N., & Lasch, R. (2020). Analysis of resilience strategies and ripple effect in blockchain-coordinated supply chains: An agent-based simulation study. International Journal of Production Economics, 228. https://doi.org/10.1016/j.ijpe.2020.107882
Machado, S. T., & Moori, R. G. (2024). Perspectiva do impacto da blockchain em empresas do setor de alimentos: multicasos. Future Studies Research Journal: Trends and Strategies, 16(1), e763-e763. https://doi.org/10.24023/FutureJournal/2175-5825/2024.v16i1.763
Meirelles, D. S. e, & Camargo, Á. A. B. (2014). Capacidades Dinâmicas: O Que São e Como Identificá-las? Revista de Administração Contemporânea, 18(spe), 41–64. https://doi.org/10.1590/1982-7849rac20141289
Min, S., Zacharia, Z. G., & Smith, C. D. (2019). Defining Supply Chain Management: In the Past, Present, and Future. Journal of Business Logistics, 40(1), 44–55. https://doi.org/10.1111/jbl.12201
Mukherjee, D., Lim, W. M., Kumar, S., & Donthu, N. (2022). Guidelines for advancing theory and practice through bibliometric research. Journal of Business Research, 148, 101–115. https://doi.org/10.1016/j.jbusres.2022.04.042
Mvubu, M., & Naude, M. J. (2024). Digital transformation at third-party logistics providers: Challenges and best practices. Journal of Transport and Supply Chain Management, 18. https://doi.org/10.4102/jtscm.v18i0.1023
Nagy, J., Oláh, J., Erdei, E., Máté, D., & Popp, J. (2018). The role and impact of industry 4.0 and the internet of things on the business strategy of the value chain-the case of hungary. Sustainability (Switzerland), 10(10). https://doi.org/10.3390/su10103491
Pereira, R., & Cardoso, A. R. (2023). Qual a relevância da digitalização e adoção de componentes da indústria 4.0 para a internacionalização de pequenas e médias empresas portuguesas?. Future Studies Research Journal: Trends and Strategies [FSRJ], 15(1), e0694. https://doi.org/10.24023/FutureJournal/2175-5825/2023.v15i1.694
Pishdar, M., Danesh Shakib, M., Antucheviciene, J., & Vilkonis, A. (2021). Interval type-2 fuzzy super sbm network dea for assessing sustainability performance of third-party logistics service providers considering circular economy strategies in the era of industry 4.0. Sustainability, 13(11), 6497. https://doi.org/10.3390/su13116497
Porter, M. E., & Heppelmann, J. (2014). Managing the Internet of Things: How smart, connected products are changing the competitive landscape. Harvard Business Review, 2016.
Preindl, R., Nikolopoulos, K., & Litsiou, K. (2020). Transformation Strategies for the Supply Chain: The Impact of Industry 4.0 and Digital Transformation. Supply Chain Forum: An International Journal. https://doi.org/https://doi.org/10.1080/16258312.2020.1716633
Queiroz, M. M., Pereira, S. C. F., Telles, R., & Machado, M. C. (2019). Industry 4.0 and digital supply chain capabilities: A framework for understanding digitalisation challenges and opportunities. Benchmarking: An International Journal, 28(5), 1761–1782. https://doi.org/10.1108/BIJ-12-2018-0435
Rad, F. F., Oghazi, P., Palmié, M., Chirumalla, K., Pashkevich, N., Patel, P. C., & Sattari, S. (2022). Industry 4.0 and supply chain performance: A systematic literature review of the benefits, challenges, and critical success factors of 11 core technologies. Industrial Marketing Management, 105, 268–293. https://doi.org/10.1016/j.indmarman.2022.06.009
Rakyta, M., Bubenik, P., Binasova, V., Micieta, B., & Staffenova, K. (2022). Advanced logistics strategy of a company to create sustainable development in the industrial area. Sustainability, 14(19), 12659. https://doi.org/10.3390/su141912659
Richnák, P. (2022). Current trend of industry 4.0 in logistics and transformation of logistics processes using digital technologies: an empirical study in the Slovak republic. Logistics, 6(4), 79. https://doi.org/10.3390/logistics6040079
Schilling, L., & Seuring, S. (2024). Linking the digital and sustainable transformation with supply chain practices. In International Journal of Production Research, 62(3), 949–973. Taylor and Francis Ltd. https://doi.org/10.1080/00207543.2023.2173502
Sindakis, S., Showkat, S., & Su, J. (2023). Unveiling the influence: Exploring the impact of interrelationships among e-commerce supply chain members on supply chain sustainability. Sustainability, 15(24), 16642. https://doi.org/10.3390/su152416642
Tan, J., Tan, F. J., & Ramakrishna, S. (2022). Transitioning to a Circular Economy: A Systematic Review of Its Drivers and Barriers. In Sustainability, 14(3). MDPI. https://doi.org/10.3390/su14031757
Teece, D. J. (2007). Explicating dynamic capabilities: The nature and microfoundations of (sustainable) enterprise performance. Strategic Management Journal, 28(13), 1319–1350. https://doi.org/10.1002/smj.640
Teece, D. J. (2018). Business models and dynamic capabilities. Long Range Planning, 51(1), 40–49. https://doi.org/10.1016/j.lrp.2017.06.007
Teece, D. J., Pisano, G., & Shuen, A. (1997). Dynamic Capabilities and Strategic Management. In Strategic Management Journal, 18. https://www.jstor.org/stable/3088148
Tranfield, D., Denyer, D., & Smart, P. (2003). Towards a Methodology for Developing Evidence-Informed Management Knowledge by Means of Systematic Review. In British Journal of Management, 14.
Trstenjak, M., Opetuk, T., Đukić, G., & Cajner, H. (2022). Logistics 5.0 implementation model based on decision support systems. Sustainability, 14(11), 6514. https://doi.org/10.3390/su14116514
Van Eck, N., & Waltman, L. (2010). Software survey: VOSviewer, a computer program for bibliometric mapping. scientometrics, 84(2), 523-538. DOI: https://doi.org/10.1007/s11192-009-0146-3
Wang, C. L., & Ahmed, P. K. (2007). Dynamic capabilities: A review and research agenda. In International Journal of Management Reviews, 9(1), 31–51. https://doi.org/10.1111/j.1468-2370.2007.00201.x
Warner, K. S. R., & Wäger, M. (2019). Building dynamic capabilities for digital transformation: An ongoing process of strategic renewal. Long Range Planning, 52(3), 326–349. https://doi.org/10.1016/j.lrp.2018.12.001
Wheelwright, S. C., & Hayes, R. H. (1985). Competing Through Manufacturing. Harvard Business Review.
Yadav, S., Luthra, S., & Garg, D. (2021). Modelling Internet of things (IoT)-driven global sustainability in multi-tier agri-food supply chain under natural epidemic outbreaks. Environmental Science and Pollution Research, 28(13), 16633-16654. DOI: https://doi.org/10.21203/rs.3.rs-84820/v1
Zhang, F., Wu, X., Tang, C. S., Feng, T., & Dai, Y. (2020). Evolution of operations management research: From managing flows to building capabilities. Production and Operations Management, 29(10), 2219–2229. https://doi.org/10.1111/poms.13
Zhang, G., Yang, Y., & Yang, G. (2023). Smart supply chain management in Industry 4.0: the review, research agenda and strategies in North America. Annals of Operations Research, 322(2), 1075–1117. https://doi.org/10.1007/s10479-022-04689-1
Zupic, I., & Čater, T. (2015). Bibliometric Methods in Management and Organization. Organizational Research Methods, 18(3), 429–472. https://doi.org/10.1177/1094428114562629
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.
Copyright (c) 2026 CC Attribution-NonCommercial-NoDerivatives 4.0