Digitization is becoming an important driving force for leading traditional industrial enterprises to achieve the next phase of growth. A “concealed†battle for the cloud is beginning in the industrial sector. Global industrial giants such as ABB, GE, Siemens and others have stepped up their efforts to deploy digital industries.
ABB China Chief Technology Officer Liu Qiang forward told reporters that since 2014, ABB Group has begun a digital transformation. "I think it is not a passive process, but a more proactive process." Li Qingyuan, ABB's vice president of China, head of digital business development and chief information officer, told reporters that ABB's digital solutions are currently focused on electricity, industry, and transportation. And infrastructure.
Wendy Zhu, an analyst at US State Street, told reporters that looking at the future market, ABB is not paying much attention to mergers and acquisitions, but is focusing on long-term opportunities such as grid upgrades and industrial/factory automation. The switch of perspective will undoubtedly make ABB's growth more long-term. WendyZhu further stated that electric vehicle/renewable energy-related grid investment and the expansion of factory automation can drive the business sector's growth rate higher than the relevant market's GDP growth rate.
The field of force automation is by no means the strategic choice of ABB's industrial giant. It appears that it has become the first choice for the strategy of industrial giants in transition.
As a practitioner of the industrial Internet, digitization is also the highlight of GE's confidence in subverting future industries. At the annual meeting of “Mind+Machine†on October 25, 2017, GE’s new CEO, Flannery, and Microsoft’s CEO Nadella convened again to emphasize that this strategic focus will not be shaken. On several occasions, Duan Xiaoyi, president of GE China, also stressed to reporters, "The future of the GE digitalization strategy will not change."
Another industrial giant Siemens is also accelerating the “throttle†in the power sector of the former core sector. At present, it seems that Siemens has spared no effort in the promotion of digital strategy, and this also represents the focus of Siemens' future strategy. Siemens Digital Factory also developed MindSphere, an industrial software platform. In the second half of this year, Siemens signed an agreement with China Resources Power to establish Siemens' first digital power remote operation center project in China.
Earlier, Emerson Electric announced that it would spend $29 billion to acquire Rockwell Automation. According to Emerson CEO David? According to David Farr, the industrial logic of this combination is clear. After the merger of Emerson and Rockwell Automation, it will become the leader of the global automation market with 200 billion US dollars. However, Rockwell Automation later believed that the acquisition proposal did not meet the best interests of Rockwell Automation and its shareholders.
Rockwell Automation clearly understands its value in the evolving industrial automation and information market in the future. Rockwell Automation Chief Executive Officer Blake? Blake Moret has previously said that the merger with Emerson will weaken rather than enhance its ability to develop in the evolving industrial automation and information markets.
The giants have made efforts to digitize the industry, which is undoubtedly the "card bit" for the new pattern of future industries. The unmanned factory is the best application scenario for these industrial giants to try digital industry.
After sorting out the public information, the reporter found that a large number of companies have taken the lead in the construction of smart factories, such as Siemens, Bosch, Omron, Schneider, Rockwell Automation and other international companies, and the domestic beauty, Foxconn, Gree, Huawei, etc. Manufacturing companies have entered the wave of intelligent transformation.
Gu Chunyuan, president of Asia, Middle East and Africa in ABB Group, told reporters: “ABB will help companies fully automate their transformation through leading robotics and customized automation solutions, and provide digital integration of IoT, industrial big data and industry experience. The solution will bring productivity and innovation to a new level and work together to create an efficient and connected future smart factory.â€
The reporter noted at the scene of this year's Industry and Trade Fair that whether it is a robot company that produces robot arms, or a service company that provides system industrial solutions, even companies that provide peripheral material supply and component supply are emphasizing the industrial ecology. The concept, and the best form of industrial eco-environmental closed-loop is "the unmanned factory."
According to the "Chinese Enterprises-Labor Matching Survey" initiated by Wuhan University, the wages of China's manufacturing workers have doubled in the past decade. At present, China's labor costs are 4 to 5 times that of Southeast Asia. With the increase in labor costs, As well as the reduction in the cost of R&D and maintenance of smart devices, “unmanned factories†can obviously bring long-term economic benefits to enterprises. For industrial giants such as ABB, Siemens, and GE, small changes in the Chinese market may affect Because of the long-term performance of the company in the future, it is a trend to force the construction of unmanned factories through the transformation of digital industries.
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