中國工業(yè)自動(dòng)化分析ppt課件

1、;.,1,工業(yè)自動(dòng)化分析,;.,2,2012 Automation Market Performance,Total GR -4.2% Products -6.9% Engineering .,3,Grey view from product lines,2012 Automation Market GR y-o-y By Product Line,Instrument .,4,Charming points from segmentations,Actuator,LV contactor -10%-8%,Control valve 6%-5%,3/24/2021,Others,FA gene

2、ral sensor, -14%-8%,Process instrument 7%-5%,3/24/2021,CNC -17.7%-11%,DCS 3%-3%,PLC -10%-6.3%,GMC -15%-13%,Drive,DC Drive,Soft starter,MV Drive -8%-7%,LV Drive -17%-8%,3/24/2021,HMI -10%-9%,IPC 3%-8%,Unit: 100 MRMB,Control：Mid-End PLC, Safety PLC, PLMC Motion Control：CNC Drive：Branch - applicated Co

3、nverter Software：MES Others：Internet of Thing, Industrial Communication, Robot, Energy Efficiency,Key Findings,;.,5,Robot,Opportunities .,6,Motion Control Suffer most in 2012,Growth Rate in different product lines,;.,7,Instrument .,8,Shares by product line remain,2012 Automation Market Revenue share

4、 by Product line,2009-2012-2017 Automation Market Revenue share by Product line,Data source: gongkong,2017,;.,9,GREEN and RED segments in 2012,2012 OEM Automation Market,2012 Project Automation Market,2012 OEM Market 44%,2012 Project Market 56%,CAGR,Y-o-y,CAGR,Y-o-y,;.,10,Project Market vs. OEM Mark

5、et,Project Market develops steadily; OEM Market get long-term potential.,2008-2017F Share of Project / OEM Automation Market,Growth Rate,Unit: 100MRMB,OEM Market Revenue OEM Market GR,Project Market Revenue Project Market GR,Project Market,OEM Market,;.,11,Install-base Market vs. New-project Market

6、Product Market vs. Service Market,Install-base Market contributes.,2008-2017F Share of Product / Service Automation Market,增長率,Unit: 100MRMB,Install-base Market Revenue New-project Market GR,New-project Market Revenue Install-base Market GR,Product Market GR,Service Market GR,Service Market 30%,Prod

7、uct Market 70%,;.,12,Go West,Region East covers the mass; Future growth rely on Northwest and Southwest,E,C,N,EN,SW,SN,;.,13,Channel Market: Distributor vs. System Integrator,Distributors take direct impacts from Macro.,System Integrators are more self-innovated.,Trends：Expand biz-scale, Branch-focu

8、s；Diversification in value-chain, operation models,Revenue in 100MRMB,Distributor Market,System Integrator Market,Distributor Market GR,Supplier Market GR,Revenue in 100MRMB,SI Market GR,Supplier Market GR,;.,14,Multiple tries in tough competition,2011-2017 China Automation Market,Middle-end will sh

9、ow what the market in the future could be.,High-end,Middle-end,Low-end,Service market. Middle-end market. Structure resilience. Channels collaboration. M.,15,GDP talks,3 quarters,The more investments are calculated in GDP, the more obviously GDP indicates Automation market of three quarters later.,GDP indicates Automation in advance of three quarters.,Data source：gongkong、China Statistics Bureau,Industrial Automation GR,Project IA GR,OEM IA GR,GDP II,;.,16,Acceleration slows down,Data source: gongkong