Presentation of the Lunch Lecture from Chaney Ho (Advantech) at High Tech Campus Eindhoven on January 23, 2018.
From an Asian company’s perspective, Chaney will start from the 3 big trends: Internet of Things, Big Data and Artificial Intelligence. He shares how Advantech is leading 'the next' by following those mega trends; looking for disruptive technology and practicing Innovation.
2. Chaney Ho
Advantech Co-Founder &
Executive Board Director
HP Taiwan
Corporate President
Advantech Executive
Board Director
3. Advantech defines its brand mission as
“Enabling an Intelligent Planet”,
to empower innovative technologies and solutions.
about
Advantech
Employees/員工
around 8,000
WW Presence/據點
25 Countries
Revenue/營收
USD $1,455M (2017)
4. Milestones to Success
Go Public
Enabling an
Intelligent
Planet as
Corporate
Mission
2014 Opening of A+TC and
Linkou Campus Phase I
2016 Industrial 4.0 Factory
Reached 1B @
30th Anniversary
1293
5. Worldwide Presence 2
4
15
25
Manufacturing Sites
Logistics Center
Repair Centers
Countries
North America
27%
Taiwan
7 %
Europe
18 %
China
28 %
SAP &
Intercontinental
7%
Tier-1 E2E
4%
Affiliates/M&A
4%
N. Asia
6%
AsiaRegion 2016 PP.
Taiwan 3,500
China 3,000
America 600
Europe 400
Others
(AJP, AKR, SAP)
300
7. 7
Asia-Pacific 2012
Standalone Boards
World Market Share
Industrial PCs
Supplier
Advantech
Siemens
Beckhoff
Kontron
IEI Technology
Other Suppliers
Ranking
1
2
3
4
5
Advantech IPC WW Market Share
%
32.0%
8.5%
6.0%
5.0%
4.0%
44.5%
32%
Source: IHS – The World Market for industrial PCs 2017 Edition
8. Nikkei Asia 300 Company
• Asia300実力企業ランキング(2017年6月)
全体:36位
うち、台湾企業:5位
9. Control Magazine Top 50 Global
Automation Company
• Top 18 Global Automation Company
• The only company from Great China
• No. 4 in Asia
Year
Global
Ranking
North
American
Ranking
2012 28 25
2013 27 21
2014 23 20
2015 20 20
2016 18 17
10.
11. Three Big Things
2017 Artificial Intelligence
2014 Industry 4.0
2009 Internet of Things
12. How the Mighty Fall?
TIME
REVENUE
Mega Trend, Disruptive Technology
& Business Model Innovation
主流趨勢、顛覆性技術及業務模式創新
是觸發典範轉移的關鍵
Industry Disruptive
產業顛覆者/入侵者
Leap Growth
飛躍成長
Dead
死亡
Industry Leader
產業領導者
Decline
沒落
13. How the Mighty Fall?
Mega Trend
Disruptive Technology
Innovative Business Model
15. Urbanization
70% of population
will live in Cities by 2050
which will create a lot of issues like pollution,
Transportation, Security, Affection, Education….
Which Create a big Smart City Opportunity
16. Globalization Path
2011
Industry 4.0
Back to USA
2015
Made in China 2025
One Belt, One Road
AIIB
2016
UK withdrawal from EU
Trump was elected
as the US President
Deglobalization
17. Developed countries such as Western Europe and the US’s manufacturers
move to East Europe & China
China displaced the US as the largest
manufacturing nation in 2010 with
US$ 1.93 trillion, accounting for 18.6%
of the world.
In 2015, China’s value added in
manufacturing reached US $3 trillion,
33% of its GDP, 4.3 times that of Japan.
Globalization
Manufacturing Moving to China
18. China Becomes # 1
Year 2000 2010 2015
China 8% 18.6% 24%
US 22% 18.1% 17%
19. Outsource Self-made
Mass Production Customization
Centralized Decentralized
Post-Globalization
Manufacturing Strategy to Overturn
23. Global Competition VS Industry 4.0
18% 20% 25%
Global Manufacture share
全球製造業產值占比
Make in
America
Make in
China 2025
Industry
4.0
24. 40-50%
% of
Digitalization
$40B
Skilled Labor
Training
2.2T
2016 GDP
Contribution
9YRS
Aging of
Facility
25YRS
Aging of
Manufacture
$115B
Investment on
Digitalization
數位製造
Digital Manufacturing
教育培訓
Workforce Training
2017”Make in America”
Game Changing on Global Manufacturing
稅制改革
Tax Reform
500B+
GDP
Contribution
28. c c c
2000 2006 2009 2012
c
2011
c
IoT Industrial Evolution
2010
c
2016
c
2017
c
Internet
Connected
eWorld
IBM
Smarter Planet
Smart City
& IoT
German
Industry
4.0
Advantech
Enabling an
Intelligent Planet
USA AMP
&
Europe
Horizon 2020
Made in
China 2025
Wen Jiabao
Sensing China
Artificial
Intelligence
29. 4 Key Element
of IoT
Sensors
Wireless
Networking
Big Data
Analytics
IoT PaaS
(WISE-PaaS)
34. The Next Progress
of Industry 4.0-AI
MES &
Process Visualization
Machine
Automation
Machine Connection
Data Collection
Data Analytics
Predictive Maintenance Service Extension
Business
Transformation
Connect with ERP/MES1
2
3
4
• Machine Motion (24%)
• Machine Vision (116%)
• ADAM & I/O (4%)
• UNO/TPC/PPC/ARK (7%)
• IPC & DTOS (14%)
• Sever (56%)
• SRP (51%)
AI as a
Service
38. Advantech Industry 4.0 Results
Output and
Energy Ratio
能耗費用與產值比
16.9%
Machine
Utilization%
機台稼動率
MOPEX%
製造成本/產值
Production Value
per Employee
人均產值
7.8%
6.7%
Production Lead Time
生產週期
Board 34.6%
System 27.8%
機構 8.1%
Total Number of
Employees
員工人數
2.2%
Production Value
產值
16.3%
SMT 5.5%
NCT 17.0%
Stamping 22.6%
2017 VS 2016
40. AI Timeline
1950 1960 1970 1980 1990 2000 2010 2020
• Machine can think as Human
控制論與大腦模擬
• The Turing Test 圖靈測試
• Symbolic reasoning 符號處理
• Expert System 專家系統
• Neural Networks 類神經網路(1991)
• Optical character & Speech
Recognition 光學字元與語音識別
• Statistics 統計學方法突破
• Machine Learning 機器學習
• Deep Learning 深度學習
- Pattern Analysis
- Big Data: Larger Databases
- Faster Processors
- High Speed networks
• Limited Computer Processing
• Limited Database Capacity
• Limited Networking Capabilities
• Real-world problems are complicated
- Image processing / face recognition
需解決的問題遠超過符號處理
• No More Moore’s Law
失效的摩爾定律,升級 CPU 已經不能解決問題
• Collapse of LISP Machine Market
LISP機器市場的萎縮(1987)
• Cancellation of AI Spending by SCI
美國政府取消對AI研究的新花費(1988)
• Expert Systems Reaching the Bottom
專家系統逐漸達到極限(1993)
• 5TH-generation Computer's Original Goals Fail
日本第五代電腦計畫未能達到預期目標(1990)
Birth of AI Focus on Specific ‘Intelligence’ Focus on Specific Problems
AI Winter I AI Winter II
41. How AI Keep Accelerating
50
40
30
20
10
0
2009 2010 2015 2020
Annual Data Generation
Globally (in ZB)
0.0
1
1
10
0
1000
0
100000
0
1000000
00
1E+1
0
1E+1
2
1961
1975
1982
1996
2003
2013
2016
$ per GFLOPS
TensorFlow
by Google
Caffe
by Berkeley
Torch
by Facebook
Source:Goldman Sachs,MIC summary,2017-March
6
Massive
Data
Proliferation
Speedy
Computing
Hardware
Open
Source
Algorithms
42. # of Intelligent APIs
Computer Vision
Face API
Content Moderator
Emotion APISpeech API
Language Understanding
Intelligence Service
Recommendations API
Entity Linking Bing Search API
Image Recognition
Speech Recognition
Polly
Machine Learning
Image Recognition
Language Understanding
Video Index
Knowledge Schema
AR
Deep Learning
43. AI Opportunities
Sources & Additional Information
Lord Abbett; Bank of America (Bank of America Merrill Lynch)
Service
56%
Hardware
30%
Software 14%
$125B
Revenue from AI
in year 2025
Chipset
Training Machine
Inference Machine
Open Source
Software
Predictive
Computer Vision
Speech Recognition
Protect
the Core
Explore
the Future
45. AI Training Machine
SoC / Edge Device
Deep Learning Software
• Ultra Scale AI Training Cluster
• Integrated with GPU to boost Training Speed
• Integrated State-of-the-art
• Deep Learning Software
• Real-Time Prediction
• Optimized for Deep Learning
Software
• Update Deep
Learning Models
Container Platform
Deep Learning Software
Commodity Servers
Advantech AI Machine for Training/Inference
AI Inference Machine
(Edge)
GPU Server GPU Farm Edge Computer
46. • Customized Firmware
• Algorithm Inside
Advantech AI Machine & Edge Computing
Intel Multi Core CPU
GPU
Intel FPGA
AI ASiC AI 邊緣運算
(Inference Machine)
OR
OR
47. 螺絲成型機
• Screw was manufactured by
cold stamping molding
• Through install piezoelectric
sensors inside the machine,
punching waveform can be
monitored to determine the
deterioration status of the mold
so as to predict the appropriate
timing to replace the mold
Predictive Maintenance
of Screw Model Production
壓電
感測器
48. • Screw was manufactured by
cold stamping molding
• Through install piezoelectric
sensors inside the machine,
punching waveform can be
monitored to determine the
deterioration status of the mold
so as to predict the appropriate
timing to replace the mold
AI Predictive Maintenance
of Screw Model Production