工厂自动化：广泛的工业物联网将如何改变自动化价值链

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1、ABGlobalResearch22November2019Q-SeriesFactoryAutomationHowwillwidespreadindustrialIoTchangetheautomationvaluechain?Digitalizationtospeedupautomationgrowth,widenopportunitygapsAutomationtechnologiescontributedsignificantlytolowercostsandexpandedmarketsizeintheautomoti

2、veindustryinthe1980sandagaininthe2010sinthesmartphoneindustry.Thewaveofautomationisalsostartingtobecomevisibleinnon-traditionalmarkets.Totaladdressablemarket(TAM)forautomationcouldpotentiallyexpandtoUS$2trnin2025intermsofthebroaderfactoryIoTmarket.However,processestob

3、eautomatedwilllikelybemoreskewedtogeneralpurpose(GP)innature,amarketweexpectcoulddoublein5years.Thiscouldseeavalueshiftfromfunction-specifichardwaretosoftware,withawideninggapingrowthopportunitiesatmajorFAfirms.Automationinnon-traditionalmarkets:retailsectorleadsWecol

4、laboratedwith13UBSanalystscoveringnon-traditionalsectors(retail,foods,pharmaceuticalsandmedicalequipment,andpersonalcare)toanalysethecurrentstateofautomationinvestmentintheirrespectivesectors.Weexpectthemarketfornon-traditionalautomationapplicationstogrowtwiceasfastas

5、traditionalapplications.Inparticular,weexpectinvestmentinautomationtoaccelerateinretail.Automationisimportantfortheretailsectorfromacompetitiveadvantagestandpointvis-à-visboostingcostcompetitivenessandofferingmoreaddedvaluetocustomers.TwotrendshiftstohittheFAindustryB

6、eyondexpansioninnon-traditionalindustries,FAsuppliersarealsofocusingeffortsonsoftwaredevelopmenttocopewiththerelativeincreaseingeneralpurposeprocessautomation.Ourbasecaselookingout5-10yearsassumesthese2trendswillprogresssteadily.Inthiscase,weexpectthecapexcycletoshort

7、enby20%,andprofitabilityatmajorrobotmakerstohalve.Usingourinteractivemodel,wherereaderscanflexkeyinputs(link),weforecastaCAGRof8%fortheglobalrobotmarketthrough2025.ImplicationsfortheglobalautomationsupplychainWemostfavoursensorspecialists(Keyence)inviewoftheirmarginim

8、provementandpositioningassolutionprovidersforvariousgeneralpurposesapplications.Wealsofavourdigitalplatformers(Siemens,Fujit