This paper investigates the strategic sourcing choice of an original equipment manufacturer (OEM) in the presence of contract manufacturer (CM) encroachment and reliability improvement. In the absence of CM encroachment, the OEM prefers dual sourcing when the fixed ordering cost is small. In contrast, faced with CM encroachment, the OEM may switch its sourcing strategy from single sourcing to dual sourcing as the level of competition increases. Moreover, a higher reliability investment cost enhances the OEM’s propensity to choose dual sourcing strategy. Furthermore, the OEM is more likely to choose a single sourcing strategy when the initial yield rate is higher. Under certain specific conditions, both the competitive CM and the OEM are better off when the OEM chooses the single (dual) sourcing strategy, thereby establishing a win–win situation.

本文研究了存在合同制造商（CM）入侵和可靠性提高的情况下原始设备制造商（OEM）的战略采购选择。在不侵犯CM的情况下，当固定订购成本较小时，OEM倾向于采用双重采购。相反，面对CM的侵犯，OEM可能会随着竞争水平的提高而将其采购策略从单一采购转换为双重采购。此外，更高的可靠性投资成本增强了OEM选择双重采购策略的倾向。此外，当初始收益率较高时，OEM更有可能选择一种采购策略。在某些特定条件下，当OEM选择单一（双重）采购策略时，竞争性CM和OEM都会更好，从而建立了双赢的局面。