12023/3/18工業(yè)自動(dòng)化分析當(dāng)前1頁(yè)，總共16頁(yè)。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.當(dāng)前2頁(yè)，總共16頁(yè)。3Greyviewfromproductlines2012AutomationMarketGRy-o-yByProductLineInstrument&Sensor+2%Drive-15%Control-4%MotionControl-16%Actuator-1%當(dāng)前3頁(yè)，總共16頁(yè)。CharmingpointsfromsegmentationsActuatorLVcontactor-10%-8%Controlvalve

6%-5%3/18/2023Others,FAgeneralsensor,-14%-8%Processinstrument7%-5%3/18/2023CNC-17.7%-11%DCS3%-3%PLC-10%-6.3%GMC-15%-13%DriveDCDrive,SoftstarterMVDrive-8%-7%LVDrive

-17%-8%3/18/2023HMI-10%-9%IPC3%-8%2012AutomationMarketbyproductsegmentationsUnit:100MRMBControl：Mid-EndPLC,SafetyPLC,PLMC

MotionControl：CNCDrive：Branch-applicatedConverterSoftware：MESOthers：InternetofThing,IndustrialCommunication,Robot,EnergyEfficiencyKeyFindings當(dāng)前4頁(yè)，總共16頁(yè)。RobotOpportunities&ChallengesincharmingsegmentationsMESMid-endPLCIndustrialCommunication51%54%當(dāng)前5頁(yè)，總共16頁(yè)。MotionControlSuffermostin2012GrowthRateindifferentproductlines當(dāng)前6頁(yè)，總共16頁(yè)。Instrument&Sensorundertakeasmoothperiodin2012ControlGRInstrument&SensorGRDrive&MotionControlGR當(dāng)前7頁(yè)，總共16頁(yè)。Sharesbyproductlineremain2012

AutomationMarketRevenuesharebyProductline2009-2012-2017

AutomationMarketRevenuesharebyProductlineDatasource:gongkong2017當(dāng)前8頁(yè)，總共16頁(yè)。GREENandREDsegmentsin20122012

OEMAutomationMarket2012

ProjectAutomationMarket2012

OEMMarket44%2012

ProjectMarket56%CAGRY-o-yCAGRY-o-y當(dāng)前9頁(yè)，總共16頁(yè)。ProjectMarketvs.OEMMarketProjectMarketdevelopssteadily;OEMMarketgetlong-termpotential.2008-2017FGRofProject/OEMAutomationMarkets2008-2017FShareofProject/OEMAutomationMarketGrowthRateUnit:100MRMBOEMMarketRevenueOEMMarketGRProjectMarketRevenueProjectMarketGRProjectMarketOEMMarket當(dāng)前10頁(yè)，總共16頁(yè)。Install-baseMarketvs.New-projectMarket

ProductMarketvs.ServiceMarketInstall-baseMarketcontributes.2008-2012FGRofInstall-base/New-projectAutomationMarkets2008-2017FShareofProduct/ServiceAutomationMarket增長(zhǎng)率Unit:100MRMBInstall-baseMarketRevenueNew-projectMarketGRNew-projectMarketRevenueInstall-baseMarketGRProductMarketGRServiceMarketGRServiceMarket30%ProductMarket70%當(dāng)前11頁(yè)，總共16頁(yè)。GoWest

RegionEastcoversthemass;FuturegrowthrelyonNorthwestandSouthwest2012

AutomationMarketbyregion2010-2017

AutomationMarketGRbyregionECNENSWSN當(dāng)前12頁(yè)，總共16頁(yè)。ChannelMarket:Distributorvs.SystemIntegratorDistributorstakedirectimpactsfromMacro.SystemIntegratorsaremoreself-innovated.Trends：Expandbiz-scale,Branch-focus；Diversificationinvalue-chain,operationmodelsRevenuein100MRMBDistributorMarketSystemIntegratorMarketDistributorMarketGRSupplierMarketGRRevenuein100MRMBSIMarketGRSupplierMarketGR當(dāng)前13頁(yè)，總共16頁(yè)。Multipletriesintoughcompetition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2011-2017

ChinaAutomationMarketMiddle-endwillshowwhatthemarketinthefuturecouldbe.High-endMiddle-endLow-endServicemarket.Middle-endmarket.Structureresilience.Channelscollaboration.M&A當(dāng)前14頁(yè)，總共16頁(yè)。GDPtalks3quartersThemoreinvestmentsarecalculatedinGDP,themoreobviouslyGDPindicatesAutomationmarketofthreequarterslater.GDPindicatesAutomationinadvanceofthreequarters.Datasource：gongkong、ChinaStatisticsBureauIndustrialAutomationGRProjectIAGROEMIAGRGDPII當(dāng)前15頁(yè)，總共16頁(yè)。Accelerationslowsdown2005-2012

ChinaAutomationMarketRevenue