1. Introduction
With the continuous growth of the global population and economic scale, environmental problems caused by the use of energy are constantly recognized by people. Scientists have confirmed that rising atmospheric carbon dioxide (CO
2) concentrations will bring about global climate change [
1,
2,
3,
4,
5]. Many developing and developed countries use low-carbon products to achieve the long-term goal of reducing carbon dioxide emissions. Developed countries have laws and regulations to reduce emissions, such as the UK’s legally binding target of reducing its emissions by 80% by 2050 through the improvement of low-carbon supply chain technology, and there are similar laws and regulations in developing countries, such as China, India, and South Africa [
6,
7,
8]. Decarburization has been emphasized as a significant strategy to respond to the environmental challenges created by climate change [
9,
10,
11,
12,
13]. Wide customer use of low-carbon products is an important way to reduce carbon emissions. The use of low carbon products is an important means to reduce carbon dioxide emissions and promote public health. Low carbon preference of customers is an important index for enterprises to design low carbon products. If low carbon products do not consider consumer preferences, the market demand rate will be reduced, which restricts the promotion of low carbon products. Therefore, perceiving key requirements of customer collaboration low-carbon product design is crucial to protect the environment, reduce carbon emissions and thereby promote public health. However, the difference of customer education background, preference and knowledge lead to the evaluation information is fuzzy and the determination of key low-carbon requirements is difficult. Fuzzy refers to the uncertainty of customer evaluation information. Therefore, we propose a novel method to identify key low-carbon requirements of customers and to integrate sustainable development design concepts into the process of low-carbon product design. This approach can effectively enhance the communication between enterprises and customers, and improve enterprises performance. Lilien et al. compared and analyzed the customer collaborative product innovation (CCPI) process of 3M (Minnesota, Mining and Manufacturing) in the United States and illustrated the clear benefits of customer innovation with sales data [
14]. The CCPI process is shown in
Figure 1 [
15]. The core of this method is identifying customers’ key low carbon requirements.
Methods for determining key low carbon requirements of customers include system model methods [
16,
17,
18], mathematical model methods [
19,
20,
21], and optimization algorithm methods [
22,
23]. Several system methods, such as Kano model, Analytic Hierarchy Process (AHP), user-centric approach, etc., are used in the existing literature. The Kano model uses consumer preferences to divide product attributes into five types: must-be, one-dimensional, attractive, indifferent, and reverse [
24,
25,
26]. Yang et al. proposed a customer requirements acquisition system to gather customer requirements and instructed customers to express their requirements [
27]. Chen et al. proposed an ontology learning customer requirements representation system, which pre-processes customer statements using language processing tools [
28]. Wang and Tseng proposed the concept of customer requirements bias and used probability analysis methods to analyze customer requirements [
29,
30]. Liu et al. proposed a system management approach to manage requirements in industrial design [
31]. Violante et al. developed a user-centric approach to meet a specific company’s requirements and help organizations effectively identify selection tools [
32]. Sheng et al. studied the product service system, constructing a quality house and determined the attribute weight of the product and service [
33]. Carulli et al. proposed a method for capturing customer requirements based on virtual reality technology. This technology is commonly used in the early stages of product design to establish customer requirements and reduce overall cost [
34]. To solve the problem of inaccurate customer requirement, Kwong and Bai introduced the fuzzy number method based on the traditional analytic hierarchy process and proposed the fuzzy AHP to determine the importance of customer requirements [
35]. The system model is simple to operate; however, it is a subjective approach and therefore does not always reflect the essential differences between items; the results tend to be more abstract. The application effect of this qualitative method is not always convincing.
Mathematical model methods, such as game theory approach, Quality Function Deployment (QFD), etc., are used in the existing literature. Li et al. combined the minimum deviation method, the Balanced Scorecard, the analytic hierarchy process, the proportional method, and other methods [
36]. They proposed a system operation method that can make better use of product competition and preference information. Due to the ambiguity and uncertainty of customer requirements, Wang and Tseng established a probability-based Bayesian classifier using existing customer selection data, and classified customer requirements based on the flexibility of customer demand. Finally, they used a case study to show this method had clear advantages in customer demand classification [
37]. Aguwa et al. developed a new approach to measure customer satisfaction by considering quantitative factors, including quantitative data, design parameters, drawing output, and decision-making templates as means of measurement [
38]. This method can reduce errors and shorten the engineering development time. Liu et al. used a language intuitionistic fuzzy number to describe the decision maker’s language information. Then, the comparative analysis method was used to show the validity of the proposed method [
39]. Nahm et al. proposed two methods of assessing customer preference and customer satisfaction. Assessing consumer preferences provided a way to capture incomplete and uncertain information about the customer; assessing consumer satisfaction involved building a customer satisfaction model based on competitive benchmarking [
40]. The effectiveness of the proposed method was demonstrated using a door design example. Wu et al. integrated gray relational theory into the QFD [
41]. This method accounts for the uncertainty and advancement of customer requirements, and is used to analyze dynamic customer requirements. Raharjo et al. proposed a method to address customer requirements’ dynamic in QFD [
42]. Lo et al. proposed a one-step QFD to simplify traditional process, allowing users to meet special requirements [
43]. Liu et al. presented an approach to address the dependent attribute problem, leading to a functional form with design attributes as independent variables [
44]. This approach demonstrated the potential to optimize the design specification.
Many studies have indicated that customer requirement can be processed as an optimization problem [
45,
46,
47,
48,
49] and heuristic method is commonly used to solve these problems. For example, genetic algorithm [
45,
46,
47] and ant colony optimization (ACO) algorithm [
48] have been widely applied to obtain a set of optimal solutions. Sagrado et al. used an ACO algorithm to analyze requirements [
48]. To reduce uncertainty and the fuzzy feelings of customers, Song and Chan proposed the configuration optimization of a product-extension service (PES) [
49].
The literature above indicates that many scholars have paid close attention to customer requirements, but have assumed that all customers have the same preference and have the same level of understanding about a product attribute. Besides, the system method is more subjective and cannot reflect the essential difference between items. The result of system method is not convincing. Mathematical methods are abstract problems of reality, but many problems cannot be quantitatively calculated accurately. Heuristic algorithm is often used to solve complex mathematical models, but many heuristic algorithms have shortcomings. Simply using the methods in the literature cannot solve the problem of perceiving key requirements of customer collaboration low-carbon product design very well. Therefore, it is necessary to consider the heterogeneity of customers. In addition, few studies integrate optimization algorithms with customer requirements. Thus, this study proposed a novel method for perceiving customer low carbon requirements to identify the key customer requirements in the process of CCPI. First, based on grey relational analysis (GRA), we defined the customer evaluation sequence, and addressed the hybrid fuzzy information associated with customers using an overall perspective. Then, a nonlinear optimization model was proposed to establish the information aggregation factor of customers, based on genetic algorithm. The weight of customers was obtained simultaneously. Finally, the study identified key low carbon requirements of customers.
The aim of this paper is to propose a novel method by considering consumer heterogeneity and allowing different types of customers to evaluate low carbon requirements in appropriate formats that reflect their degrees of uncertainty. This method can help enterprises accurately identify customers’ low carbon demand and greatly enhance their market competitiveness.
The remainder of this paper is organized as follows.
Section 2 is the description of language information and grey relational analyses.
Section 3 obtainss the key requirements of customers based on fuzzy grey relational analysis (FGRA). In
Section 4, an empirical example is provided to demonstrate the applicability of the proposed method. Discussion is given in
Section 5. Finally, some conclusions are summarized in
Section 6.
3. Method
Due to resource restrictions, such as technology, cost, and equipment, designers cannot meet all low carbon requirements [
62,
63]. According to the process shown in
Figure 6, we propose an optimization method combining a fuzzy grey relational analysis method with customer collaboration low-carbon product design to estimate low carbon economy efficiency. In this process, the core goal is determining the customers’ key low carbon requirements.
Acquiring key customer requirements is critical for the successful collaborative design of low-carbon products. Different consumers have different educational backgrounds, product experiences, professional knowledge, and judgment abilities. This leads to a significant degree of uncertainty in evaluating product information. Therefore, in the process of CCPI for low-carbon products, consumer weights cannot be considered equal. Based on consumer heterogeneity, we use a hybrid customer evaluation information representation method to perform a grey correlation analysis of customer evaluation information. This ultimately determines key customer requirements for low-carbon products.
A company wants to develop a new low carbon product using the customer collaborative product design method. To help product design engineers efficiently and effectively develop low-carbon products, the life cycle assessment method is used to analyze the carbon footprint of each phase.
Figure 6 shows the specific process [
62]. Finally,
M customer requirements were determined that more significantly impact carbon emissions.
First, establish the language term set, and allow all customers to evaluate their requirements for low-carbon products. Different customers have different understanding of the performance of low-carbon products. Therefore, we use interval numbers, triangular fuzzy numbers and trapezoidal fuzzy numbers to describe the language evaluation information of leading customers, creative customers and ordinary customers, respectively. The specific form of expression is shown in
Table 4.
The steps of fuzzy grey relational analysis are shown in
Figure 7.
Step 1. Transform the customer evaluation language into a Customer Assessment Sequence (CAS).
The assessment sequence consists of evaluation information of all customers for customer requirements. The of is donated by . The expression can be an interval number, triangular fuzzy number, or trapezoidal fuzzy number.
Because there is a diverse degree of uncertainty as different customers evaluate low carbon product requirements, the form of evaluation information is also different. To compare the CASk, different forms of evaluation information should be standardized. Therefore, we define a gray sequence generation operation to address interval numbers, triangular fuzzy numbers and trapezoidal fuzzy numbers. This achieves the transformation between different forms of CASk and Normal Customer Assessment Sequences (NCASs).
Let
be the assessments series of
.
is the interval number [
64].
In this expression,
where
represents the number of customer requirements;
D1 is the interval-valued operator of the interval number; and
represents the normal evaluation value of the importance of low-carbon
CRm after interval valued processing.
Let
be the assessment sequence of
.
is triangular fuzzy number [
64].
In this expression,
where
represents the number of customer requirements;
D2 is the interval-valued operator of the triangular fuzzy number; and
indicates the normal evaluation value importance of low-carbon
CRm after interval valued processing.
Let
be the assessment sequence of
.
is a trapezoidal fuzzy number [
64].
In this expression,
where
D3 is the interval-valued operator of the trapezoidal fuzzy number; and
indicates the normal evaluation value importance of low-carbon
CRm after interval valued processing.
Step 2. Build a gray self-correlation coefficient matrix.
In the process of GRA, when the reference sequence is known, considering the diversity of CAS for different customers, we construct a gray self-correlation coefficient matrix to describe the differences between different CAS.
(1) Establish a grey relational difference information space
Let
be the different information between
and
to evaluate
. Then, there is different information set
:
where
,
represents the upper environmental parameters;
represents the lower environmental parameters;
ρ is resolution coefficient; and
represents the grey relational difference information space.
(2) Calculate the grey correlation coefficient
The grey correlation coefficient is mainly used to measure the closeness of
and
when evaluating
. When the grey correlation coefficient is larger, the
and
are closer. The difference in the evaluation of
and
indicates that the
is small. We can obtain the gray correlation coefficient using Equation (28):
In Equation (28), is the gray correlation coefficient between and ; and is a distinguishing coefficient, with a general value of 0.5.
(3) Build a gray self-correlation coefficient matrix
This step involves building a grey self-correlation coefficient matrix by calculating the grey correlation coefficient of customer and customer with respect to customer requirement .
Step 3. Establish a nonlinear optimization model to obtain customer evaluation information aggregation factor.
In the FGRA method, the grey relational degree is a quantitative index measuring the relationship of different sequences. To obtain the relationship between
and
with respect to the evaluation sequence relationship of
, the grey correlation degree between the evaluation sequence of
and
is calculated to determine the customer weight. The grey correlation degree is obtained by using Equation (30):
In this expression,
is customer evaluation information aggregation factor,
. The variable
depends on the decision-making issue itself or is determined by the decision-maker. Therefore, establishing how to determine
is critical for calculating the grey correlation coefficient between the evaluation sequence of
and
. Based on the matrix
R, a nonlinear optimization model can be constricted to obtain the customer evaluation information aggregation factor.
where
is the vector of customer evaluation information aggregate factor; and
wm represents the solution variables. When the gray correlation coefficient of
and
regarding the customer requirement
is larger, the difference of their evaluation information about
is smaller; and the contribution of
in distinguishing the evaluation sequences of
and
is smaller. Therefore, the minimum objective function can ensure that the corresponding information aggregation factor of
is smaller. At the same time, the information aggregation factor corresponding to the
, with a small grey correlation coefficient, can take a larger value. This ensures that the
plays a greater role in distinguishing the relationships between different CAS.
Step 4. Establish the customer weights.
Based on
, we can calculate the grey relational degree of
and
. The gray correlation degree is recorded as
. The customer evolution consistency matrix
C is constructed as:
In Equation (32),
is the vector of the customer weight; the customer weight is defined as follows:
where
. A larger
indicates that the evaluation sequence of customer
is closer to the evaluation sequence of other customers. As such,
should be assigned a higher weight.
Step 5. Establish the customers’ key requirements based on customer weights.
Based on the calculated weight of customers, the relative importance score of all customers is obtained using Equation (34):
Finally, a ranking of is established based on the size of .
4. Case Study
Because perceiving key requirements of customer collaboration low-carbon product design is a very complicated process, especially determining the weight of customers and obtaining customer evaluation information aggregation factor, we have to use numerical examples to prove the effectiveness and scientificity of the proposed method.
A company plans to develop a low carbon liquid crystal display, according to the method in [
62]. Fourteen low carbon requirements were determined, each clearly affecting carbon emissions.
Table 5 lists these requirements. Based on customer purchases, we randomly selected five ordinary customers, five creative customers and five leading customers. We used interval numbers, triangular fuzzy numbers and trapezoidal fuzzy numbers to describe the evaluation information of ordinary customers, creative customers and leading customers. An evaluation language with seven labels was adopted: that is s = (Very unimportant (VU); unimportant (U); Less important (LI); General important (GI); More important (MI); Important (I); Very important (VI)), as is shown in
Table A1.
Table A2,
Table A3 and
Table A4 show the results.
Table A5 shows the language semantics of customer language evaluation information using different fuzzy numbers. The method proposed in this study was applied to determine the key low carbon requirements that customers have with respect to the liquid crystal display.
Step 1. According to the evaluation language information of customers and the corresponding fuzzy numbers, the evaluation information is converted. The conversion result is shown in
Table A6,
Table A7 and
Table A8.
There are different uncertainties associated with customers in evaluating low carbon requirement evaluations. As such, the form of evaluation information varies. To compare all customer evaluation information, standardized different forms evaluation information is necessary. According to the interval valued definition, the result of the standardization is shown in
Table A9.
Step 2. The calculation of grey self-correlation coefficients.
During the FGRA process, when the reference sequence is known, a grey correlation coefficient matrix can be constructed. In contrast, when the reference sequence is unknown, a grey self-correlation coefficient matrix should be built. Considering the diversification of the customer evaluation sequence, when constructing grey self-correlation coefficient matrix, we should first establish a grey relational difference information space. Then, the grey correlation coefficient is calculated. The grey self-correlation coefficient is shown in
Table A10.
Step 3. A nonlinear optimization model is proposed to establish the information aggregation factor of customers.
Different customers have different evaluations on a specific requirement, which is shown as an example in
Figure 8. The picture shows a significant difference in the evaluation language for different customers. Thus, the different requirements should be different.
Based on grey self-correlation coefficients, we present a nonlinear optimization model. Then, genetic algorithm is used to solve the model. The algorithm is coded on Matlab platform and run on Pentium 4, 2.8 GHz clock pulse with 512 MB memory. It is run 10 times using the following parameters: population size = 300; crossover rate = 0.6, mutation rate = 0.1; and number of generation = 500. These parameters have been determined after preliminary experiments. Finally, the vector of customer evaluation information aggregation factor W is obtained: W = (0.0012, 0.0008, 0.0011, 0.0011, 0.0008, 0.0012, 0.0009, 0.0012, 0.0022, 0.0008, 0.0003, 0.0014, 0.0010, 0.0006).
Figure 9 shows the iteration.
Step 4. Establish the weight of customers.
Different consumers have different educational backgrounds, product experiences, professional knowledge, and judgment abilities. This leads to a significant degree of uncertainty in evaluating product information. It is necessary to determine the weight of the customer. Based on the results of Step 3, we obtain a consistency matrix for the customer evaluation.
Finally, the vector of customer’ weight is obtained by Equation (33): .
Step 5. Determine the key low carbon requirements of customers.
Based on the calculated weight of customers, the relative importance score of all customers is obtained using Equation (34).The result of calculated importance score of customer requirements is shown in
Table 6 according to customer weights.
In
Table 6, higher importance scores indicate that the customer requirement is more important. The result of these customer requirements is
.
Due to the resource restriction, it is impossible to consider all requirements in the process of customer collaborative design of low carbon products. Therefore, we identified five requirements for which the important score is higher as the key customers of low carbon: using low carbon raw materials, improving the recyclability of material, reducing the consumption of raw materials, reducing the consumption of using, and using clean energy.