Ce diaporama a bien été signalé.
Nous utilisons votre profil LinkedIn et vos données d’activité pour vous proposer des publicités personnalisées et pertinentes. Vous pouvez changer vos préférences de publicités à tout moment.

Improving Society through Technology - the Japanese Way

3 715 vues

Publié le

The “new normal“ in our ageing economies is marked by slower growth, stronger demand for human-centric services and increasing urbanization. Over the last 20 years, Japan has become the forerunner of such „super-ageing“ societies, which required companies to focus on strict cost-cutting and massive restructuring. Today, human centric innovation for social infrastructures, mobility and urban services greatly gains from Internet of Things technologies and modern „Industrie 4.0“ platforms. Connecting world-class lean systems with global IT platforms and excellent services opens new markets, in particular in Asia’s growing mega cities, and becomes one of the major business opportunities of this decade.

Speaker:
Martin Schulz

Publié dans : Technologie
  • Get access to 16,000 woodworking plans, Download 50 FREE Plans... ♥♥♥ http://ishbv.com/tedsplans/pdf
       Répondre 
    Voulez-vous vraiment ?  Oui  Non
    Votre message apparaîtra ici
  • Soyez le premier à aimer ceci

Improving Society through Technology - the Japanese Way

  1. 1. 0 Copyright 2015 FUJITSU Human Centric Innovation in Action Fujitsu Forum 2015 18th – 19th November
  2. 2. 1 Copyright 2015 FUJITSU Improving Society through Technology - the Japanese Way Dr. Martin Schulz, Senior Research Fellow, Fujitsu Research Institute
  3. 3. 2 Copyright 2015 FUJITSU Improving Society through Technology  New normal: forerunner of social ageing  New technology frontier: efficiency and sustainability  New solutions: Internet of Things and Industry 4.0 platforms
  4. 4. 3 Copyright 2015 FUJITSU “New Normal” of Much Lower Potential Growth Source: Data from IMF-WEO; OECD. Potential Growth Rates 1990-2030 (%) 0 7 1 2 3 4 5 6 1990 2000 2010 2018-301995 2005 2015 Note: 10-year moving averages of IMF GDP growth rates at constant prices. 2018-30 OECD Forecast. Germany US Japan 0 1 2001-07 2012-17 2018-30 2031-2050 Japan Germany US 2 Note: OECD Estimate/Forecast. Potential Growth per Employee (%) Demography Gap
  5. 5. 4 Copyright 2015 FUJITSU 45 50 55 60 65 70 1950 1955 1960 1965 1970 1975 1980 1985 1990 1995 2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 2050 Germany Japan China United States Japan Bubble Lessons Learned: Social Ageing Impact on Growth Source: Data from OECD. 9.9% 4.5% 1.2% %WorkingAge Population Japan GDP Growth Working Age Population (%) and Economic Growth (%) China 7%->10.2% 5%
  6. 6. 5 Copyright 2015 FUJITSU Household Demand Shifts to (Social) Services and Lifestyle Source: Data from CEIC. Household Expenditure (1996=100) 60 140 80 100 120 1980 1995 2010 20131985 1990 2000 2005 Clothes, Shoes 90 110 95 100 105 Housing Household Demand (right scale) Transport, Communication Furniture etc. Medical Care Note: 5-quarter moving averages. Corrected by changing household size. Index Index
  7. 7. 6 Copyright 2015 FUJITSU 17 19 21 23 25 27 29 31 33 35 37 1960 1965 1970 1975 1980 1985 1990 1995 2000 2005 2010 Corporations Shift to New Levels of Efficiency Source: Data: World Bank (2015), CEIC 2015. Gross Investment Rates (% GDP)  Long investment deleveraging resulted in depression and deflation  Convergence of highly efficient investment in the “new normal” Note: Gross Fixed Capital Formation % of GDP. USA Japan’s Bubble Japan Germany
  8. 8. 7 Copyright 2015 FUJITSU Finally, Investment Shifts to Growth Again Source: Data: EU AMECO Database 2015. Investment Contribution to Growth (% GDP, 5Y MA) 0.0 2.0 1.0 1.5 1990 2005 20201995 2000 2010 2015 0.5 Note: 5-year moving averages. -0.5 -1.0 Broad Investment Recovery Restructuring Pressure in Japan ICT Boom Germany US
  9. 9. 8 Copyright 2015 FUJITSU ROE ROA ROI No. Firms ROE ROA ROI No. Firms Automobiles & Components 16 6 10 12 17 6 8 8 Capital Goods 13 5 7 13 12 5 8 24 Consumer Durables 28 7 3 5 19 12 15 10 Tech. Hardware & Equipment 18 9 9 7 11 6 9 6 Manufacturing Sectors 19 7 9 37 15 7 10 48 Commercial & Prof. Services 23 3 11 6 Consumer Services 26 9 9 7 Healthcare 17 11 14 5 13 8 10 7 Real Estate 29 9 12 7 24 5 8 6 Retailing 14 6 9 5 10 5 10 6 Software & Services 28 21 27 8 17 8 14 12 Service Sectors 34 15 21 38 16 7 11 31 Source: Data from Bloomberg. Note: Topix Index and Dt Boerse Prime All Share Perf Index Top 100 stocks, ranked by net asset growth. Only sectors with at least 5 performing companies are shown. Sector median values, averages for the table. Profits of Top Investing Sectors (2015.08.28) Japan Topix Deutsche Boerse Prime Result: Focus on Efficient Services in Japan
  10. 10. 9 Copyright 2015 FUJITSU In the “New Normal” Japan’s Technologies Matter Again  A long and frustrating period of cost-cutting is giving way to new investment plans  Cost-performance is at world-beating levels again  Companies have learned to use technology to grow in mature, even shrinking markets
  11. 11. 10 Copyright 2015 FUJITSU Improving Society through Technology  New technology frontier: efficiency and sustainability
  12. 12. 11 Copyright 2015 FUJITSU Japan’s “Top Runner” Program to Boost Energy Efficiency Source: METI (2015) – Top Runner Program.
  13. 13. 12 Copyright 2015 FUJITSU 50 100 150 1970 1973 1976 1979 1982 1985 1988 1991 1994 1997 2000 2003 2006 Business Efficiency Covers All Sectors and Materials Source: Data: EU-KLEMS Database Japan “Material” Productivity (Y/M) Construction Total Industry Government Agriculture % Manufacturing Trade Note: Y/M = Value Added in in volume terms over intermediate material inputs (ex. energy). Rebased from 1995 to 1980 = 100 50 100 150 1970 1973 1976 1979 1982 1985 1988 1991 1994 1997 2000 2003 2006 German “Material” Productivity (Y/M) % Manufacturing Government  Japan’s production systems are not only optimized for energy efficiency, efficiency in the use of all materials (concrete, steel, water, ...) across sectors proves technology leadership
  14. 14. 13 Copyright 2015 FUJITSU Efficient Technology: Form Engines to Systems to Mobility Toyota Hybrid Engine Toyota Hydrogen Car Toyota Home Energy Management System Fujitsu SPATIOWL Mobility Platforms Efficiency, Service, Sustainability Source: www.consulab.com; www.toyota-global.com; www.jp.fujitsu.com
  15. 15. 14 Copyright 2015 FUJITSUSource: Bloomberg (2015). Stock Performance (2007=100) Urban Systems Already Outperform, Industry Follows Nikkei Toyota Secom Seven&I SP500 2008 2009 2010 2011 2012 2013 2014 0 50 100 150 200 250 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Nikkei Stock Performance (2007=100) Panasonic Hitachi Restructuring
  16. 16. 15 Copyright 2015 FUJITSU Olympic 2020: A Target to Stimulate Opportunity Traffic systems are about to include self-driving cars, including RobotTaxisSmart City Boom  The direct economic impact of Olympic preparation will be limited: 0.1% GDP per year at the most  “Piggyback” deregulation could have a big impact: Tokyo Special Deregulation Zones, Casinos, Tourism Promotion Source: Images from SkiData, Casino.org, Asahi.com, Disney Land, Theglobeandmail.com TokyoSpecialEconomicZone Construction Autonomous Cars SkiData (Austria) Disney Land From Skiing Resort Systems to Olympic Opportunities Incentives and Deregulation for Foreign Companies 10-year expansion plan to grow beyond 30 million visitors a year
  17. 17. 16 Copyright 2015 FUJITSU Asia’s Social Infrastructure Opportunity  Trade, Retail, Finance: Convenience stores, logistics/delivery, e-money  Infrastructure, Production: Transport, security, systems integration, energy efficiency  Education: Private colleges, corporate vocational training  Health: Public-private electronic medical record (EMR) systems Source: Skills Gap: Madison.com.  consumer orientation  systems integration  corporate training  hospital(ity) service
  18. 18. 17 Copyright 2015 FUJITSU Improving Society through Technology  New solutions: Internet of Things and Industry 4.0 platforms
  19. 19. 18 Copyright 2015 FUJITSU Technology “Revolutions” and Efficiency Evolutions Industry Automation Virtual World Connected Consumer Virtual World ManualData Smart Cards Bar code RFID Sensors Computer Smart Phones Tablets Internet of Things ConnectedData ConnectedData TimeTime Source: Graphs: Acatech, Siemens. Estimates: IDC, Fraunhofer. 2010 2018 1970 2030 IoT Market “Revolution” +20% YoY (Market Size) Industry 4.0 “Evolution” +1.5% YoY (Value Added) Consumer Internet Industrial Internet
  20. 20. 19 Copyright 2015 FUJITSU Factory Automation to Industry 4.0 – Where are We? From Factory Automation to Cyber Physical Systems (CPS) Moxa Ethernet Switches (2009) L’Oreal - ABB Real TPI (2001), Moxa Virtual Machine - Pajic (2012) System: Controlled Automated Intelligent Technology: “Inside-Out” Integration “Outside-In” Standards: Networks Interfaces Semantics Solution: ERP, Humans Service PlatformsMES PLM Legacy Systems IoTS Technologies
  21. 21. 20 Copyright 2015 FUJITSU Fujitsu Digital Platform Evolution ISA 95 Manufacturing Execution System Model Note: ERP Enterprise Resources, PLM Product Lifecycle, HRM Human Resource, SCM Supply Chain, CRM Customer Relationship Management MES Strategy & Innovation ERP, PLM, HRM, SCM, CRM 3. Generation Control & Optimization Infrastructure Connectivity -Technology -Engineering -Applications -Operations -Processes -Supply Chain -Security -Support Functions -Planning -Execution -Analysis -Quality Industry 3.0 (MES) Fujitsu Knowledge Integration Fujitsu IoT Platform Fujitsu Smart MES Fujitsu Platform Service Platform M2M Platform Management Analytics (Optimization) Collaboration (Communication) Information (Education) Know-how (Exchange) Solution Support (System Integration) Security (Authorization, Privacy) Marketplace (Interface) Apps (Interface) Control (Flexibility) Device Management (Heritage, Special Hardware) Connectivity Support (Interface, Monitoring) Innovation Organization Industry 4.0 Source: Machina Research (2013), Acatech (2014), Fujitsu (2014, 2015).
  22. 22. 21 Copyright 2015 FUJITSU Industry Platforms Smart Factories Mfg. 20% Industry (4.0) Strategy between Revolution & Evolution 7%Consumer 29% 13% Consumer Platforms Global User Access, Markets, Standards, New Business Models Smart Automob. 1.5% Smart Machines 2.2% Smart IT 1.2% Smart Agricult. 1.2%Smart Chemical 2.2% 7% 7% Retail Transport Healthcare Government 4% Utilities Internet of Services Partner Ecosystems Internet of Things Device Integration IoT Market Shares Source: Data from IDC, Fraunhofer (2014) Industry 4.0 Strategy Security, Standards, Infra., Cooperation I40 Productivity Growth 2010 2018 IoT Market “Revolution” +20% YoY (Market Size) 1970 2030 I40 Market “Evolution” +1.5% YoY (Value Added) Source: Graphs: Acatech, Siemens.
  23. 23. 22 Copyright 2015 FUJITSU From Lean Production to Industry 4.0 Platforms  Lean production was invented in Japan and is continuously being developed; while Toyota’s production system and Japanese robotics have set global standards, closed (IT) systems and processes have been blamed for creating an outdated (Galapagos-like) island during restructuring  The Internet of Things and Services now helps to swing to the next level; learning from more open Germany, which coined “Industrie 4.0,” Japan’s industry opens and leverages its highly developed internal systems to the next level of lean, connected and global production platforms
  24. 24. 23 Copyright 2015 FUJITSU Technology - The Japanese Way  After becoming the world’s first “super-aging” society, it took two “lost” decades of restructuring and cost-cutting before new growth models emerged  With aging, demand has shifted to services while a new wave of urbanization has evolved, resulting in business strategies that focus on efficiency and sustainability  The “Internet of Things and Services” revolutionizes production and service integration, boosting the development of new city systems and social infrastructures  Future markets are now Asia’s megacities, which currently shift gear from (wasteful) growth to efficiency, services, and sustainability
  25. 25. 24 Copyright 2015 FUJITSU

×