中國(guó)工業(yè)自動(dòng)化分析

12023/4/27工業(yè)自動(dòng)化分析2023

AutomationMarketPerformanceTotalGR-4.2%●Products-6.9%

●Engineering&Service+2.9%Byquarter：Q2-Q3felltobottom，Q4warmup.Byproductline：PA’sbetterthanFA；High-end’sbetterthanMid/Low.Bysegment：OEMkeptbadperformance，Branchesweresteady.2023-2023ChinaAutomationMarketKeyFindingsPrice：Dive.Competition：Localswereactive.3Greyviewfromproductlines2023AutomationMarketGRy-o-yByProductLineInstrument&Sensor+2%Drive-15%Control-4%MotionControl-16%Actuator-1%CharmingpointsfromsegmentationsActuatorLVcontactor-10%-8%Controlvalve

6%-5%FeedbackOthers,FAgeneralsensor,-14%-8%Processinstrument7%-5%MotioncontrolCNC-17.7%-11%DCS3%-3%PLC-10%-6.3%GMC-15%-13%DriveDCDrive,SoftstarterMVDrive-8%-7%LVDrive

-17%-8%ControlHMI-10%-9%IPC3%-8%2023AutomationMarketbyproductsegmentationsUnit:100MRMBControl：Mid-EndPLC,SafetyPLC,PLMC

MotionControl：CNCDrive：Branch-applicatedConverterSoftware：MESOthers：InternetofThing,IndustrialCommunication,Robot,EnergyEfficiencyKeyFindingsRobotOpportunities&ChallengesincharmingsegmentationsMESMid-endPLCIndustrialCommunication51%54%MotionControlSuffermostin2023GrowthRateindifferentproductlinesInstrument&Sensorundertakeasmoothperiodin2023ControlGRInstrument&SensorGRDrive&MotionControlGRSharesbyproductlineremain2023

AutomationMarketRevenuesharebyProductline2023-2023-2023

AutomationMarketRevenuesharebyProductlineDatasource:gongkong20092023GREENandREDsegmentsin20232023

OEMAutomationMarket2023

ProjectAutomationMarket2023

OEMMarket44%2023

ProjectMarket56%CAGRY-o-yCAGRY-o-yProjectMarketvs.OEMMarketProjectMarketdevelopssteadily;OEMMarketgetlong-termpotential.2023-2023FGRofProject/OEMAutomationMarkets2023-2023FShareofProject/OEMAutomationMarketGrowthRateUnit:100MRMBOEMMarketRevenueOEMMarketGRProjectMarketRevenueProjectMarketGRProjectMarketOEMMarketInstall-baseMarketvs.New-projectMarket

ProductMarketvs.ServiceMarketInstall-baseMarketcontributes.2023-2023FGRofInstall-base/New-projectAutomationMarkets2023-2023FShareofProduct/ServiceAutomationMarket增長(zhǎng)率Unit:100MRMBInstall-baseMarketRevenueNew-projectMarketGRNew-projectMarketRevenueInstall-baseMarketGRProductMarketGRServiceMarketGRServiceMarket30%ProductMarket70%GoWest

RegionEastcoversthemass;FuturegrowthrelyonNorthwestandSouthwest2023

AutomationMarketbyregion2023-2023

AutomationMarketGRbyregionECNENSWSNChannelMarket:Distributorvs.SystemIntegratorDistributorstakedirectimpactsfromMacro.SystemIntegratorsaremoreself-innovated.Trends：Expandbiz-scale,Branch-focus；Diversificationinvalue-chain,operationmodelsRevenuein100MRMBDistributorMarketSystemIntegratorMarketDistributorMarketGRSupplierMarketGRRevenuein100MRMBSIMarketGRSupplierMarketGRMultipletriesintoughcompetition業(yè)務(wù)模式從產(chǎn)品到服務(wù)中端市場(chǎng)期待模式創(chuàng)新組織架構(gòu)探索中調(diào)整渠道發(fā)展謀求合作共贏資本市場(chǎng)加速并購(gòu)重組2023-2023

ChinaAutomationMarketMiddle-endwillshowwhatthemarketinthefuturecouldbe.High-endMiddle-endLow-endServicemarket.Middle-endmarket.Structureresilience.Channelscollaboration.M&AGDPtalks3quartersThemoreinvestmentsarecalculatedinGDP,themoreobviouslyGDPindicatesAutomationmarketofthreequarterslater.GDPindicatesAutomationinadvanceofthreequarters.Datasource：gongkong、ChinaStatisticsBureauIndustrialAutomationGRProjectIAGROEMIAGRGDPII1437Accelerationslowsdown2023-2023

ChinaAutomationMarketReve