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1、Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCZara FennellSenior Analyst,Manufacturing TechnologyKatelyn GalerSenior Analyst,Industrial IoT,Software,and C2024 Trends to Watch:Manufacturing TechnologyCopyright 2024.All rights reserved.Informa Tech,a trading division
2、 of Informa PLC“The manufacturing industry outlook for 2024 looks to be one of rebalance.Automation vendors will need to play smart to drive technology adoption in support of manufacturing sustainability and productivity improvements.”Mark WatsonSenior Director,Manufacturing Technology2024 Trends to
3、 Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 3Manufacturing trends to watch in 20244Automation market performance5Key factors influencing machinery production6Manufacturing needs and digitalization trends7Smart manuf
4、acturing trends affecting the shop floor8Technology trends in industrial connectivity9Market trends in industrial connectivity10OT cybersecurity11The adoption and readiness software automation landscape as told by software automation vendors12Manufacturing software:Centralized end-to-end approach13M
5、anufacturing data and analytics in the cloud is the next opportunity14AI:Importance to software automation vendors and manufacturers15AI:Simplification and augmenting people16AI:Major hurdles for AI adoption17Predictive maintenance:Holistic solutions18Environmental sustainability goals versus invest
6、ment19Social sustainability20Low-voltage motors and drives:Emphasis intensifies on energy efficiency in 2024 21Cybersecurity challenges drive innovation in medium-voltage motors and drives market22Motion control:Balancing global challenges and growth opportunities in renewable energy,robotics,and AI
7、-driven technologies23Geopolitics continue to be a hurdle in the battery market24M&As in machine vision and discrete automation markets25Key takeaways26Appendix28Contents2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Inf
8、orma PLCPage 4Manufacturing trends to watch in 2024 Asia&Oceania market will lead growth through 2024Asia&Oceania will lead the market growth in 2024 thanks to growing demand from downstream industries,incentives from government stimulus policies,and dividends from manufacturing reshoring.Concern ab
9、out slow recovery in China will boost interest in the India and South-Eastern Asia market.Product opportunities focus on digitalization and energy efficiencyThe digitalization of industry and IT/OT convergence,sustainability,and energy efficiency continue to support investment and demand for automat
10、ion products,especially PLC,IPC,and networking components.Key industry investments will remain focused on sustainabilityThe renewable energy,mining,power,and new-energy vehicle industries will continue to receive investment in 2024,although there are regional variations in growth.The market is expec
11、ted to hit the bottom in 2024 because of lack of demand and cautious investmentThe impact of backlogged orders will dissipate,while the caution of investment in 2023 and the cyclical effect of downstream industries will result in the gradual return and improvement of the automation market in 2H24.Ma
12、nufacturing Technology Trends for 2024|Jan 2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 5Automation market performance projected to vary by region in 2024EMEA recovery:late 2024 Risk:energy prices,regional conflict,high interest rates,weaker exchange rate
13、s,and inflation Supporting the market:semiconductor,renewable energy,marine,mining,EV manufacturing,and battery manufacturing Dragging the market:construction,general-purpose machinery,HVAC,refining,chemical,metalworking,and cement/concreteChina recovery:2Q24,but slow Risk:US-China relationship and
14、sluggish property sector Supporting the market:mining,power generation,oil and gas,EV manufacturing,battery manufacturing,and semiconductor Dragging the market:general-purpose machinery Risk:High interest rates and the 2024 US elections Supporting the market:semiconductor,renewal energy(hydrogen),oi
15、l and gas,power generation(hydroelectric),water and wastewater,infrastructure,EV manufacturing,and battery manufacturing Dragging the market:general-purpose machinery and chemicalAmericas recovery:2H24 Asia recovery(excluding China and Japan):2H24 Risk:High interest rates,weaker exchange rates,and c
16、ommodity prices Supporting the market:renewable energy,mining,oil and gas,power generation,water and wastewater,infrastructure,EV manufacturing,battery manufacturing,and semiconductor Dragging the market:general-purpose machinery and chemical Risk:High commodity prices,weaker exchange rates,and high
17、 inflation Supporting the market:Semiconductor,automotive,renewable energy(hydrogen),EV manufacturing,and battery manufacturing Dragging the market:machine toolJapan recovery:2H24 2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading divis
18、ion of Informa PLCPage 6Key factors influencing machinery productionManufacturing PMIThe Manufacturing Purchasing Managers Index(PMI)for December indicates ongoing pressure on the eurozone,where most countries are below the 50 benchmark.In Asia,a slowdown is evident,driven by Chinas manufacturing pe
19、rformance.The Americas,including the US,Brazil,and Canada,are experiencing contraction in the manufacturing sector.Canada shows a more significant contraction than its counterparts.Infrastructure investments Ongoing government investments in infrastructure,such as roads and bridges,are expected to d
20、rive demand for construction machinery.However,any uncertainties in the global economy could pose challenges for the industry.Delays or halts in projects may occur if economic conditions become uncertain,affecting the demand for construction machinery.Shortage of skilled laborThe shortage of skilled
21、 labor globally increases the probability of longer lead times and a reduction in output,thereby potentially affecting the productivity of manufacturing businesses.Global trade and geopoliticsChanges in trade policies,tariffs,and global tensions are likely to affect the machinery industry.This could
22、 affect the cost of materials,disrupt supply chains,and influence demand from other countries.CommoditiesThe imbalance between rising demand and limited supply in the copper market is likely to contribute to cost pressures in the machinery sector,affecting production costs and potentially influencin
23、g pricing strategies within the industry.Macroeconomic conditionsIn the macroeconomic landscape of 2024,a deceleration in growth is forecast with expectations of a gradual recovery beginning in 2025.Inflation is projected to decrease,but there remains a concern about persistent elevated price pressu
24、res.2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 7Manufacturing needs and digitalization trendsRisk mitigation and cost reduction with digital technologies OT dedicated cybersecurity tools,increased awa
25、reness Predictive maintenance growth Heterogeneity in solution hosting,cloud extension to the edge AI data governance and IP protection tools developmentEfficient operations via centralized information and operations data management Accelerated cloud acceptance Digital twin End-to-end solutions cros
26、sing all automation layers and enterprise systems Virtualization,software-based automation approach Increased need for integration,orchestration,and management servicesBridging the skills gap Artificial intelligence(AI)tools:generative AI,low-code programming,chatbots,and virtual assistants Automati
27、on tools in network and cybersecurity management Predictive maintenance tools Remote operationsOT-IT convergence(people,networks,technologies)partnerships and collaborations2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of
28、Informa PLCPage 8Smart manufacturing trends affecting the shop floorAgile manufacturing,using microservices and a lifecycle approach A lifecycle approach to shop floor applications has been recognized;manufacturers are taking a longer-term view of how applications fit into the digital journey.Micros
29、ervices act and communicate with one another while performing their tasks independently.Unlike monolithic solutions,microservices have self-sufficient data storage and open interfaces for communication with other services for flexible deployment.Only necessary modules are installed,making operation
30、more sustainable because fewer servers are required.The MOM architectures modular structure is also less error-prone than monolithic architectures,increasing plant availability.Data and analytics providing insights New players have entered the market,offering manufacturing data clouds to meet the ne
31、ed to contextualize data to generate actionable insights.Digital transformation has reshaped the way every industry operates:“Special services enabled us to get rid of tons of paper,and we keep all data neatly organized in electronic form.”An additional advantage is the elimination of human error.Al
32、l data is taken directly from the machines.Manufacturers can choose to store data in the cloud and use the software-as-a-service(SaaS)model,available wherever they have a network connection,or use local servers.Cybersecurity must respond to threats to operations Data security is extremely important.
33、According to IBMs X-Force cybersecurity intelligence division,manufacturing has become the“most attacked”industry.The gig economy has meant movement of labor among organizations.There was sentiment from vendors to protect proprietary data of not only the facilities but also the programming code brou
34、ght to market by vendors from the movement of skills among industries.Creating a complete digital thread A digital thread is a transformation that pays attention to the domains it will concern.These domains can be divided,for example,into production,maintenance,quality,and planning.Each of these fou
35、r components will have a specific impact.A complete digital thread transforms services and drives business processes to the next level by,for example,reducing silos or seamlessly transferring information and making it accessible to all departments in real time.Manufacturing Technology Trends for 202
36、4|Jan 2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 9Technology trends in industrial connectivityEthernetEthernet accounts for more than half of newly connected nodes and is growing rapidly compared to fieldbus.While fieldbus will not be eliminated in the
37、short term,growth is slowing,and it is being replaced by Ethernet.01WirelessWireless is still a small portion of industrial communications,at 2%of newly connected nodes,but it is growing more rapidly than Ethernet.Industrial routers with wireless and 5G capabilities are growing.The 5G numbers are st
38、ill low,and growth is expected to be steady but slow.02CybersecurityWith the shift to industrial Ethernet,and the increasing connectivity to the cloud and IT systems,the need for industrial cybersecurity is growing.Users are seeking it out,and new offerings are being added to the market.03APL/SPEThe
39、 first APL switches and devices are on the market.Growth is expected to be slow at first but will increase.SPE is still slow because of a lack of standardization but has potential to grow rapidly.04Network management softwareThe growing complexity of systems is driving the need for more network mana
40、gement that is specific to industrial settings.There are solutions on the market,which will continue to grow.05Time-sensitive networking(TSN)In 2024,look for the standardization of TSN to be close to finalization.Some offerings are already on the market,but this will increase as standardization is f
41、inalized.062024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 10Market trends in industrial connectivity Digitalization is the major driver of growth in theindustrial communications market.Efficiency and prod
42、uctivity increases,labor shortages,and improving sustainability all contribute to the shift to digitalization.Modularity is growing in industrial networking components,allowing customers flexibility and the capability to future-proof their networks.Interoperability is growing in industrial networkin
43、g components as isindustrial connectivity.Ensuring products are able to work on the same network regardless of original supplier is critical for industrial customers.The number of products that are OPC UA compatible is growing quickly.Reliable and available devices are still the major need for indus
44、trial networks.0%10%20%30%40%50%60%70%80%90%2005201020152020Est.2025Market shareIndustrial EthernetFieldbusGlobal,industrial Ethernet and fieldbus shares of newly connected nodesSource:Omdia 2024 Omdia0204060800180EthernetFieldbusWirelessOPC/UANewly connected nodes(millions)20222027Global
45、,industrial communications,newly connected nodesSource:Omdia 2024 Omdia2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 11OT cybersecurity:Increased awareness0102Collaboration between cybersecurity experts
46、and OT vendorsMore automation and OT infrastructure vendors are including cybersecurity solution in their platforms,for which they collaborate with dedicated cybersecurity experts.More IT cybersecurity vendors are offering OT-dedicated solutions.Move toward active protective methods and zero trustWe
47、 will see a shift from traditional passive firewall-based model to combination with more protective active methods.Market drivers and supportersThe OT cybersecurity market will grow,driven by the increased OT-IT convergence of the networks,adoption of heterogeneous edge and cloud compute,and regulat
48、ory requirements.The growth is supported by the growing awareness of cyberthreats and advances in OT cybersecurity methods.Trends for 2024 are as follows:03Increasing OT-IT collaborationOT cybersecurity implementation will enforce collaboration of OT and IT expert and departments.It is imperative fo
49、r effective implementation of cybersecurity tools04Need for managed servicesThe growing market will require managed services.Only 20%of companies manage their cybersecurity solely in-house,according to Omdias survey.11%Somewhat interested60%Very interested26%InterestedHow interested is your organiza
50、tion in using active cybersecurity methods for your IIoT OT networks?Note:n=663Source:Omdias OT Cybersecurity Survey 2023 2024 Omdia2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 12The adoption and readin
51、ess landscape as told by software automation vendorsLowLevel of adoptionHighReadiness levelLowHighIIoTCloudVirtual reality(VR)3D printing5G private networksDigital twinArtificial intelligence(AI)Smart procurementIndustrial metaverseAugmented reality(AR)End-user appetiteThis graphic represents the Om
52、dia view of the most important technology trends in manufacturing as described by software automation vendors during primary research interviews.Source:Omdia 2024 Omdia2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Infor
53、ma PLCPage 1350%65%26%Manufacturing software:Centralized end-to-end approachOf manufacturing companies use virtualization for OT applicationsOf manufacturing companies work with more than one cloud providersOf manufacturing companies are engaged with Digital TwinEnd-to-end centralized integrated sol
54、utions Centralized data and operations management across all layers and enterprise systems Partnerships and Integration of B2B hardware and software Integrated management servicesDigital twin adoption acceleration Representation,monitoring,control,simulation and adjustment of physical equipment(mach
55、inery,production line design),data,systems(health analytics),and processes(supply chain,lifecycle management)AI-based insights and interactionSoftware-based automation Virtualization of the hardwaremarket introduction of virtual PLCs Emergence of OT virtualization management tools Further developmen
56、t and adoption of software-based automation conceptsAccelerated cloud and multicloud adoption Increase in cloud and multicloud adoption as a central information management location Vertical-specific clouds and services Accelerated cloud adoption in oil and gasHeterogeneous hosting edge and cloud Clo
57、ud extension to the edge for AI applications such as video analytics,data-heavy apps,short-cycle times apps,critical communications apps at the edge Flexible applications and platforms hostingNeed for services For system integration,software management and orchestration,and software performance meas
58、urement and enhancement Source:Omdia 2024 Omdia2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 14 Structured data makes it easier for manufactures to explore analytics,AI,and machine learning(ML)to improve
59、 efficiencies.Hyperscalers remain focused on data and AI/ML strategies that enable shop-floor application intelligence.ChatGPT,for example,is now available in Azure Open AI Service,which allows developers to build their own enterprise-grade conversational apps with state-of-the-art generative AI to
60、solve pressing business problems in new ways.Structured data from a process historian,product lifecycle management(PLM),or an application such as a manufacturing execution system(MES)helps to eliminate data silos within facilities.Data such as this can be supplemented with external data to provided
61、added context and thereby generate meaningful insights on which manufacturers can act.Examples include energy pricing data and supply chain information.New software players that are not domain experts in manufacturing have entered the marketplace with data cloud offerings to help generate insights i
62、nto business and operational problems such as supply chain performance and to consolidate data(also called data fusion)from a multitude of sources:machines,devices,enterprise resource planners,and MES.Manufacturing data and analytics in the cloud is the next opportunityData aggregationData lakes,con
63、textualized data,data fusionUnstructured dataSiloed dataStructured dataMES,APM,QMSDigitizingRemoving silosChallengesMegatrends,sustainabilitySource:Omdia 2024 Omdia2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa P
64、LCPage 15SchedulingTrend analysisPricingApplication developmentCapacity planningDemand schedulingProcurementDecision analysisArtificial intelligence:Importance to software automation vendors and manufacturersEnd users surveyed by Omdia that believe AI will have an impact on manufacturing or producti
65、on processes.IT Enterprises Insights,Manufacturing 2023Software automation vendors interviewed by Omdia that reported they had incorporated AI in their products today or have it in their product roadmaps.76%90%Impact for manufacturers beyond the use cases we see todaySource:Omdia 2024 Omdia2024 Tren
66、ds to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 16Artificial intelligence:Simplification and augmenting people01Top three applications deployed*Device monitoring and controlAutomated code developmentChatbots and vi
67、rtual assistancePiloting*Anomaly detection Quality monitoring Virtual assistanceAugmenting peopleAI for predictive maintenance,programming,real-time operational decision,digital twinImproved internal and external communication interfaces via chatbots and virtual assistantsAI at the edgeFor data-heav
68、y,short-cycle applications,such as visual systems for quality inspection,condition monitoring,virtual PLCSimplification and improved accessibility Generative AI to support core code development(COPILOTE implementation)Low/no-code programming Introduction and implementation of data governance program
69、s03050204Note:*According to Omdias AI Maturity in Manufacturing Survey 2023Source:Omdia 2024 Omdia2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 17Data OwnershipResponsible AIRegulationAn AI strategyArtif
70、icial intelligence:Major hurdles for AI adoption Data ownership:Concern arises around who owns the propriety data:Is it the vendor,the platform,or the end user?Responsible AI:AI can exhibit bias or prejudice,which can have ramifications when applied to various use cases.Regulation:The EU AI Act pass
71、ed its first steps in becoming a standard that might ultimately go global.Some inclusions on the bill are guardrails on generative AI,requiring content created by systems such as ChatGPT to be labeled.AI strategy:It is essential to demystify which business problems AI can address and which vendor ap
72、plications or solutions have these capabilities to maximize ROI.In addition,it should be considered where in the digital transformation,AI can appropriately become a driver for change.Source:Omdia 2024 Omdia2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.I
73、nforma Tech,a trading division of Informa PLCPage 18Predictive maintenance:Holistic solutions12345Software and services These are driving hardware salesDemand from discrete and hybrid industriesThis is coming especially from automotive,pharma,and food and beverage.Power and renewable energies are ot
74、her sectors of growth apart from traditional process/heavy industries.M&A,consolidation of the market is ongoingLarge automation providers are acquiring AI and APM analytics and cloud analytics companies to enhance their APM and asset health solutionsBuy versus makeThe market is shifting toward thir
75、d-party solutionsHolistic solutionsThe market is shifting toward holistic solutions rather than point solutions and from asset management toward operation and process management.3774643360972502004006008001,0001,2001,400202220232024202520262027Revenue($m)APMAnalyticsGlobal mark
76、et for APM and asset health analyticsSource:Omdia APM and Asset Health Analytics research 2023 2024 OmdiaManufacturing Technology Trends for 2024|Jan 2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 19RegulationReporting requirementTimelineCorporate Sustainab
77、ility Reporting Directive(CSRD)Impact(emissions,workforce diversity,etc.)and financial materialityReporting for large companies begins in 2025 covering 2024US SEC Climate Disclosure Rules Reporting of GHG emissions Adoption pushed back to April 2024,originally scheduled for October 2022Ecodesign for
78、 Sustainable Products Regulation(ESPR)Digital Product Passport Computers and computer servers for end-2025.Then 31 product categories,first those with highest energy or material efficiency potential,with regulations aimed for 2030.California climate disclosure bills(SB 253 and 261)Greenhouse gas emi
79、ssionsReporting for large companies begins in 2026 covering 2025Source:Omdia 2024 OmdiaEnvironmental sustainability goals versus investmentRegulation ramp-up will cause manufacturer mayhemThe scramble to comply with new regulations will accelerate in 2024 as sustainability reporting shifts from opti
80、onal and“unregulated”to mandated financial-grade reporting.Some of the main regulations manufacturers will need to prepare for are shown in the table.As the world heads to the ballot box,sustainability momentum hangs in the balanceMore than 40%of the global population will have an election in 2024,i
81、ncluding global powers(the US,India,Russia),major population centers(Indonesia,Pakistan,Brazil),and 8 of the top 10 nations by population.For some these elections are a foregone conclusion(e.g.,Russia,Iran).In the UK,a change in incumbent would likely be positive for climate ambitions.In other regio
82、ns,such as the US,a switch of government would likely regress sustainability efforts.Alongside these,a potential shift in coalition in the EU may not result in a step back but could result in less aggressive efforts to dial back climate change.These elections are impossible to predict,and there will
83、 be major regional variations,but one thing is sure:the results will set the course of global sustainability efforts for years to come.Extending the old alongside the new as efficiency takes center stageAfter recent exponential growth,renewable energy is expected to begin to slow as a result of chal
84、lenges with grid connections permits and weaker wholesale electricity prices.Manufacturing companies will double down on the focus on energy efficiency,and a new wave of energy management solutions will emerge,extending the capabilities of existing systems such as MES and asset monitoring to address
85、 sustainability.In addition,new Industrial IoT and analytics solutions for understanding and optimizing performance will emerge.Upcoming sustainability regulations to watchManufacturing Technology Trends for 2024|Jan 2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa P
86、LCPage 20Changes brought about by digitalization create additional skill shortage issues.Training programs,focusing on direct topics including working with AI,programming,and data analysis are needed to close the gap.Social sustainabilityLabor shortageThe industrial and manufacturing sectors are see
87、ing labor shortages and struggle to fill positions.Talent acquisition is noted as a challenge for a majority of companies.CybersecurityDigitalizationSkills gapIncreased digitalization also drives an increase in the need for cybersecurity,which also means more training:an estimated three-quarters of
88、employers train both IT and OT staff in cybersecurity.Digitalization expected to have an impact on operational job roles such as replacing and augmenting labor as well as decision-making.This can help with the labor shortage,and the hope is it will also improve quality and productivity.2024 Trends t
89、o Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 21Low-voltage motors and drives:Emphasis intensifies on energy efficiency in 2024 Beginning July 2023,all motors sold between 75kW and 200kW in the EU are required to mee
90、t IE4 minimum efficiency.The EU is the first region to apply this requirement,but it is widely expected that other regions will follow in 2024.Omdia predicts a notable increase in 2024 in the demand for IE5 synchronous reluctance motors(SynRM)penetrating the low-voltage(LV)motor market,especially in
91、 the EU,with the ongoing emphasis on energy efficiency and sustainability as key contributing factors.By 2024,the number of IE3,IE4,and IE5 motors will double from the 2019 level,and attachment rate of drives will grow to 26%.Every synchronous motor sold is ultimately linked to a drive.Consequently,
92、the upswing in demand for synchronous motors will lead to an increased need for low-voltage drives.The growing importance of sustainability,driven by legislation and commitments to reduce carbon emissions,will affect LV drive products in 2024 with an increased need for premium AC drives,low harmonic
93、s,and regenerative drives.The impact will trickle into software for LV drives with end users requiring energy efficiency and auditing monitoring.0%10%20%30%40%50%60%70%80%90%100%20222024IE1 Standard efficiencyIE2 High efficiencyIE3 Premium efficiencyIE4 Super premiumIE5 Ultra premiumGlobal LV motor
94、shipment by efficiency standards,2024 vs.2022Source:Omdia 2024 Omdia-1%0%1%2%3%4%5%6%7%20232024202520262027Growth rateCompact AC drivesStandard AC drivesPremium AC drivesDC drivesLV drives unit shipment growth projection,202227Source:Omdia 2024 Omdia2024 Trends to Watch:Manufacturing Technology|Janu
95、ary2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 22Cybersecurity challenges drive innovation in medium-voltage motors and drives marketNorth Americas growth,driven by 594 upcoming projects in the oil and gas industry from 2023 and 2027,is accompanied by a
96、move toward green alternatives and environmental standards.The transition will benefit MV motors and drives manufacturers as customers seek equipment and efficiency upgrades.The demand for large drives is suffering in Europe because of component shortages;however,supply chain issues are expected to
97、ease in 2024.Manufacturers in the region are caught between the want for self-sufficiency(especially with emphasis on circular economy in the EU)and dependence on China for components.In China,the market is facing a slowdown in the discrete industry sectors in 2024 with process industries showing mo
98、re resilience.It is driven partly by domestic competition,leading to prices of MV products below the world average,and global manufacturers concerns around import costs and Chinese policies that could limit exports and drive up costs.In Latin America the mining industry,particularly in the“lithium t
99、riangle”spanning Argentina,Bolivia,and Chile,remains a major revenue contributor.With half the worlds identified resources located in this region,operations are set to grow as the demand for lithium,especially from the battery manufacturing market,continues.In the global medium-voltage(MV)motor and
100、drive system market,cybersecurity is emerging thanks to new legislation regulating cybersecurity in production lines.Amid the supply chain crises,manufacturers are increasingly investing in transformerless drives,particularly focusing on developing a solution for the midpower market.MV drives contin
101、ue to encroach on traditionally low-voltage applications that are accustomed to much lower drive prices.As the overlap between these two voltage tiers grows,more low-cost drives will come into these markets.Suppliers offering integrated solutions with remote-monitoring solutions aim to reduce downti
102、me and address issues across motor,drive,and other components.2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 23Motion control:Balancing global challenges and growth opportunities in renewable energy,robot
103、ics,and AI-driven technologiesSustainabilityRenewable energy,robotics,and new energy vehicle-related industries will continue to receive investment in 2024,although there are regional variations in growth.Domestic substitutionSince the pandemic in 2020,Chinese motion controls brands have increased t
104、heir market share thanks to good supply chain management and active after-sales services.In the future,with the development of the new energy industry,the market share of Chinas motion control brands will gradually increase.Humanoid robotsThe generative AI and AI large model wave represented by Chat
105、GPT swept the world,bringing new market opportunities and development space for the development of humanoid robots.The manufacture of humanoid robots will increase demand for micro and frameless motion controls products.Global economic conditionThe further escalation of conflicts,weak international
106、trade,and increasing climate disasters pose huge challenges to global growth in 2024.The growth of motion controls will be depressed because of sluggish economies and weak investment.2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading di
107、vision of Informa PLCPage 24Geopolitics continue to be a hurdle in the battery marketInflation reduction act(IRA)In the US the IRA is driving domestic clean energy investment.Manufacturers using components and minerals sourced in the US or from countries with which it has agreements stand to benefit
108、 from tax and production credits.The IRA has also shifted momentum away from battery manufacturing in Europe to the US.The legislation caused a rush of investors from Europe and Asia choosing North America over Europe.Circular economiesCircular manufacturing is a solution to regional variations in t
109、he supply chain.China holds huge swathes of the mines and minerals necessary for battery production and is responsible for 7080%of battery output.Manufacturers based in the Americas and EMEA need to invest significantly to meet domestic battery demand with fully local supply chains by 2030.Price flu
110、ctuationsFluctuations in the prices of metals and minerals is expected to continue in 2024 and will directly affect the cost structure for battery manufacturers.Manufacturers may adjust their production strategies based on the relative prices of minerals to optimize costs.Supply chain dynamicsThere
111、is risk to the market as countries and regions impose stricter import and export regulations along with domestic market prioritization.In China,local manufacturers are given precedence over non-Chinese companies for components.The country is also limiting exports of some raw materials essential to b
112、attery production.2024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 25Acquirer companyAcquired companyAug 2023Cognex CorporationMoritexCorporationMoritex is expected to contribute 68%of Cognexs revenue,and t
113、he acquisition is expected to be accretive to GAAP EPS in 2025.May 2023TKH GroupEuresysGroupTKH Group NV announced it had reached agreement on the acquisition of 100%of the shares in Euresys Group,a leading provider of software for 2D and 3D image analysis.Sep 2023Balluff GmbHMatrix VisionMatrix Vis
114、ion GmbH,acquired by the Balluff Group in 2017,will officially become part of the Balluff brand and be rebranded as Balluff MV GmbH as of October 2023.The transition aims to offer a unified vision portfolio.Sep 2023AdvantechBitFlowAdvantech has acquired a 100%equity stake in BitFlow,a North American
115、 company specializing in high-end image acquisition and AI machine vision technology.Partnership announcementNov 2023Siemens,Basler,MVTecSiemens and Basler have agreed on an interface that makes it possible to use the Basler hardware portfolio throughout the Siemens automation portfolio and eliminat
116、es the typical challenges and errors that arise when connecting a camera to the automation system.MVTec will bring the first application for surface inspection and optical quality control to Siemens Industrial Edge.The app,called“Anomaly Detection for Visual Inspection,”helps users to use AI to dete
117、ct both structural and logical defects in objects.Source:Omdia 2024 OmdiaM&As in machine vision and discrete automation markets In recent years,there has been a noticeable rise in merger and acquisitions within the machine vision industry.Beyond merely enhancing the product portfolio of the acquirin
118、g companies,this trend underscores the growing significance of solution sales Importantly,this pattern not only extends within machine vision firms but also permeates the realms of automation and machine vision companies at large in order to realize the seamless connectivity between the equipment.Pa
119、ge 26Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCCopyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 26Key takeawaysManufacturing Technology Trends for 2024|Jan 2024Copyright 2024.All rights reserved.Informa Tech,a trading divisi
120、on of Informa PLCPage 272024 manufacturing technology key takeaways and trends to watchMARKET SLOWINGThe year 2024 will show a slowing of the manufacturing technology market.This will lead to more stable and normalized market in 2025 and beyond.SUSTAINABILITYEnvironmental regulations will drive inve
121、stments in manufacturing technologies and support infrastructure investments.DIGITALIZATIONWith goals of improving efficiency and productivity,key digital transformation tools are AI,digital twin,data analysis,and predictive maintenance.GROWTH AREASEmerging markets and energy-related industries will
122、 show growth in 2024 despite overall slowing of the market.LABORLabor shortages are still a concern for manufacturing and will continue to drive investments in automation and digitalization.AppendixPage 28Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCCopyright 2024
123、.All rights reserved.Informa Tech,a trading division of Informa PLCPage 282024 Trends to Watch:Manufacturing Technology|January2024Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCPage 29AuthorsZara Fennell,Senior Analyst,Manufacturing TechnologyKatelyn Galer,Senior A
124、nalyst,Industrial IoT,Software,and COmdia ConsultingWe hope that this analysis will help you make informed and imaginative business decisions.If you have further requirements,Omdias consulting team may be able to help you.For more information about Omdias consulting capabilities,please contact us di
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