2.1. Data collection, processing, and limitations
Automotive companies operating in Poland were selected for the study in a purposive manner. Subsequently, 500 automotive enterprises were selected for the study using the random sampling method. The enterprises were randomly drawn from a database by an IT programme. The drawn enterprises constituted a large research sample. There were approximately 2,000 enterprises operating directly in the automotive industry and several thousand with indirect links. The data source was 500 questionnaires conducted in June 2023 in the form of a face-to-face telephone interview. The interview questions were prepared in advance and generally contained closed answers. Few questions had open-answer options. Company participation in the survey was voluntary. The most frequent participants in the interviews were the owners of the company (81% of interviews), followed by logistics staff (10%), administrative staff (7%), and accounting staff (2%).
The data obtained in the interviews were collected in an Excel form and then coded and processed. The results of the surveys are presented in an aggregated manner, without disclosing data on individual enterprises. The results obtained allow the shares of individual responses to be determined for specific types of enterprises, by type of business. The data were aggregated by three types of activity, i.e. enterprises engaged in the production of cars and other vehicles and their components, entities engaged in the sale of vehicles and vehicle parts, and enterprises engaged in vehicle maintenance and repair.
2.2. Applied methods
The research was divided into stages. In the first stage, the focus was on presenting basic information about the surveyed companies, taking into account the type of business. This method of aggregation was used in all phases of the study. At the same time, in all phases of the research, the relationship or independence between the type of activity carried out (production, sales, repair and servicing) and the distribution of specific responses was checked. The aim was to determine whether the type of activity carried out conditioned the disruptions occurring in the supply chains and how to respond to such irregularities. To this end, Pearson’s χ
2 independence test was used for the study. It is categorised as a statistical inference method. It is also a non-parametric test, so it does not depend on the distribution of the population under study. It can be applied in the case of a normal distribution, as well as in all other cases. Pearson’s χ
2 test of independence is particularly useful, when the two survey variables are measured on nominal scales and the results of the measurements are presented in a matrix (contingency table) with any number of rows and columns. The χ
2 test of independence in our case was used only for the analysis of the two characteristics of the variables. In the calculation procedure, after creating a contingency table for the observed variables, a table with expected (theoretical) counts is established assuming that the variables are independent. The individual expected counts indicate how many respondents should represent a given research condition in order for the postulate of independence of variables presented in the null hypothesis (H
0) to be fully satisfied. The formula [
52,
53] is used to calculate theoretical counts (E
ij ):
Where:
n - sample size,
(i) - sum of edge counts for row i,
(j) - sum of the marginal abundance for column j.
The values of the mentioned data are found in the table of observed counts created at the beginning of the calculation procedure. The calculation of the value of the
χ2 statistic based on the formula [
52,
53] follows:
Where:
- abundance observed,
- expected (theoretical) numbers,
r - rows, number of categories of the trait under study,
k - columns, number of categories of the trait under study,
i - the number of the line in question,
j - the number of the column in question.
The final step in verifying statistical hypotheses with the
χ test
2 is to compare the calculated value of the
χ2 statistic with the critical value (
). The critical values for the adopted significance level (e.g. α = 0.05) and the corresponding degrees of freedom are read from special chi-square distribution tables [
52]. The degrees of freedom (ss) for the study variables are determined according to the following rules [
52]:
- if r > 1 and k > 1, then ss = (r - 1)(k - 1);
Based on χ2 values i hypothesis verification is carried out. There are two hypotheses in the χ2 test of independence: the null hypothesis (H0 ) and the alternative hypothesis (H1 ), formulated as follows:
H0: the variables under study are independent.
H1: the variables under study are dependent.
If the calculated
χ2 value is less than the critical value read (
χ ≤ 2) then there are no grounds to reject the null hypothesis, i.e. the variables are found to be independent, while in the opposite situation, when
χ2 >
, the null hypothesis should be rejected, which means that the variables under study are dependent [
54].
In the second stage of the research, sourcing, and diversification directions in this regard were identified. This is important to establish the scale of companies’ links with the closest cooperating companies in the supply chain. Such direct links can show the scale of dependence on suppliers and the level of complexity of supply. As a rule, a larger number of suppliers requires more sophisticated logistics management and, on the other hand, allows for greater flexibility.
Stage three identified the disruptions occurring in automotive supply chains and how companies responded to these problems. It is important to identify the patterns occurring depending on the type of business.
A limitation of the research carried out was that it was not possible to survey all companies operating in the automotive industry. On the one hand, this would have been time-consuming, on the other hand, costly. Some of the companies could refuse to take part in the research. The study includes the results of research on only selected questions, which is a fragment of the research conducted, but quite significant. Another limitation is the focus only on relationships by type of business. It is planned to conduct in-depth interviews with a smaller number of companies. This extension of the research will make it possible to show the exact actions and ways to counteract supply chain crises in specific automotive companies.