中國工業(yè)自動化分析

12023/2/16工業(yè)自動化分析第一頁，共十六頁。2012

AutomationMarketPerformanceTotalGR-4.2%●Products-6.9%

●Engineering&Service+2.9%Byquarter：Q2-Q3felltobottom，Q4warmup.Byproductline：PA’sbetterthanFA；High-end’sbetterthanMid/Low.Bysegment：OEMkeptbadperformance，Branchesweresteady.2009-2012ChinaAutomationMarketKeyFindingsPrice：Dive.Competition：Localswereactive.第二頁，共十六頁。3Greyviewfromproductlines2012AutomationMarketGRy-o-yByProductLineInstrument&Sensor+2%Drive-15%Control-4%MotionControl-16%Actuator-1%第三頁，共十六頁。CharmingpointsfromsegmentationsActuatorLVcontactor-10%-8%Controlvalve

6%-5%2/16/2023Others,FAgeneralsensor,-14%-8%Processinstrument7%-5%2/16/2023CNC-17.7%-11%DCS3%-3%PLC-10%-6.3%GMC-15%-13%DriveDCDrive,SoftstarterMVDrive-8%-7%LVDrive

-17%-8%2/16/2023HMI-10%-9%IPC3%-8%2012AutomationMarketbyproductsegmentationsUnit:100MRMBControl：Mid-EndPLC,SafetyPLC,PLMC

MotionControl：CNCDrive：Branch-applicatedConverterSoftware：MESOthers：InternetofThing,IndustrialCommunication,Robot,EnergyEfficiencyKeyFindings第四頁，共十六頁。RobotOpportunities&ChallengesincharmingsegmentationsMESMid-endPLCIndustrialCommunication51%54%第五頁，共十六頁。MotionControlSuffermostin2012GrowthRateindifferentproductlines第六頁，共十六頁。Instrument&Sensorundertakeasmoothperiodin2012ControlGRInstrument&SensorGRDrive&MotionControlGR第七頁，共十六頁。Sharesbyproductlineremain2012

AutomationMarketRevenuesharebyProductline2009-2012-2017

AutomationMarketRevenuesharebyProductlineDatasource:gongkong2017第八頁，共十六頁。GREENandREDsegmentsin20122012

OEMAutomationMarket2012

ProjectAutomationMarket2012

OEMMarket44%2012

ProjectMarket56%CAGRY-o-yCAGRY-o-y第九頁，共十六頁。ProjectMarketvs.OEMMarketProjectMarketdevelopssteadily;OEMMarketgetlong-termpotential.2008-2017FGRofProject/OEMAutomationMarkets2008-2017FShareofProject/OEMAutomationMarketGrowthRateUnit:100MRMBOEMMarketRevenueOEMMarketGRProjectMarketRevenueProjectMarketGRProjectMarketOEMMarket第十頁，共十六頁。Install-baseMarketvs.New-projectMarket

ProductMarketvs.ServiceMarketInstall-baseMarketcontributes.2008-2012FGRofInstall-base/New-projectAutomationMarkets2008-2017FShareofProduct/ServiceAutomationMarket增長率Unit:100MRMBInstall-baseMarketRevenueNew-projectMarketGRNew-projectMarketRevenueInstall-baseMarketGRProductMarketGRServiceMarketGRServiceMarket30%ProductMarket70%第十一頁，共十六頁。GoWest

RegionEastcoversthemass;FuturegrowthrelyonNorthwestandSouthwest2012

AutomationMarketbyregion2010-2017

AutomationMarketGRbyregionECNENSWSN第十二頁，共十六頁。ChannelMarket:Distributorvs.SystemIntegratorDistributorstakedirectimpactsfromMacro.SystemIntegratorsaremoreself-innovated.Trends：Expandbiz-scale,Branch-focus；Diversificationinvalue-chain,operationmodelsRevenuein100MRMBDistributorMarketSystemIntegratorMarketDistributorMarketGRSupplierMarketGRRevenuein100MRMBSIMarketGRSupplierMarketGR第十三頁，共十六頁。Multipletriesintoughcompetition業(yè)務(wù)模式從產(chǎn)品到服務(wù)中端市場期待模式創(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加速并購重組2011-2017

ChinaAutomationMarketMiddle-endwillshowwhatthemarketinthefuturecouldbe.High-endMiddle-endLow-endServicemarket.Middle-endmarket.Structureresilience.Channelscollaboration.M&A第十四頁，共十六頁。GDPtalks3quartersThemoreinvestmentsarecalculatedinGDP,themoreobviouslyGDPindicatesAutomationmarketofthreequarterslater.GDPindicatesAutomationinadvanceofthreequarters.Datasource：gongkong、ChinaStatisticsBureauIndustrialAutomationGRProjectIAGROEMIAGRGDPII第十五頁，共十六頁。Accelerationslowsdown2005-2012

ChinaAutomationMarketRevenue