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POV: Industry 4.0 and M&A Prespective

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Industrial Revolution 4.0
Industrial Revolution 4.0
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POV: Industry 4.0 and M&A Prespective

Key Contents -

Trends in the Manufacturing Sector
Key Statistics and Challenges
Digital Transformation Strategy Development Steps
Use-Cases in Manufacturing
Market Map Landscape - By Leaders, Star-ups, Segments & Sub Segments (Managing Technology Risks)
Drivers of M&A in Industry 4.0
Benchmarking the start-ups and investments/acquisition options for Market Leaders

Key Contents -

Trends in the Manufacturing Sector
Key Statistics and Challenges
Digital Transformation Strategy Development Steps
Use-Cases in Manufacturing
Market Map Landscape - By Leaders, Star-ups, Segments & Sub Segments (Managing Technology Risks)
Drivers of M&A in Industry 4.0
Benchmarking the start-ups and investments/acquisition options for Market Leaders

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POV: Industry 4.0 and M&A Prespective

  1. 1. INDUSTRY 4.0 – POINT OF VIEW Presented by: Sanjay Talukdar
  2. 2. Trends in Manufacturing Sector Key Statistics and Challenges Digital Transformation Strategy Development Steps Use-Cases in Manufacturing Drivers of M&A in Industry 4.0 Benchmarking the start-ups and investments / acquisition options for Market Leaders QUESTIONS & DISCUSSION Market Map Landscape By Leaders, Start ups and Segments & sub-segments (Managing Technology Risks) Agenda / Content of Presentation
  3. 3. POST COVID Trends in Manufacturing Sector Streamline Portfolios Work, Workplace, WorkforceSupplier and Talent ecosystem Manufacturing companies are likely to diversify offerings within their simplified business portfolios Manufacturers are likely to expand existing channels to access supply and talent Manufacturers will likely need to retool their workplaces and plan for work and workforce changes Source: Deloitte
  4. 4. Key Statistics – Industry 4.0 $ USD 71.7 Bn in 2019 Industry 4.0 Market USD 156.6 Bn by 2024 Global Market; growing at a CAGR of 16.9% - 4M 2019 to 2024 Markets&Markets 2025 $15.7bn USD statista.com Reportlinker.com $50 Mn by 2025 Blockchain market for Manufacturing Global spending on blockchain by the manufacturing sector Adoption and attractiveness of Digital Transformation in O&G WEF/Accenture Global Edge Computing Market Size by 2025 Of manufacturing enterprises realize above-average business value from IT spending in digitization at a reasonable cost when compared with peers. GARTNER
  5. 5. Challenges and Challenge Resolution / Recommendations Traditional Process Resistance to Change Legacy Business Mode Limited Automations Budget Restrictions Absence of Relevant Knowledge Inflexibility to Change Manufacturers and the industries need a modern and agile based on real time digital solution that replaces outdated and error-prone paper- based processes and converts them to digital Emerging Technology Risks
  6. 6. Challenges and Challenge Resolution / Recommendations Traditional Process Resistance to Change Legacy Business Mode Limited Automations Budget Restrictions Absence of Relevant Knowledge Inflexibility to Change Vulnerability issues should be recognized and documented Several protection layers and fail-safe mechanisms need to be deployed to ensure that the system is completely safe and secure Sub Segments: 1. AI Blue box supervision 2. RPA Governance & Control 3. Blockchain regulatory policy 4. Digital Responsibility & Ethics 5. Resilience from Hyperconnectivity 6. Safeguarding Cyber security Emerging Technology Risks
  7. 7. Digital Transformation Strategy Development Steps Designing the various persona experiences Org. Culture & Infra Transformations Setting up of Digital Transformation Vision & Objectives Assessing the firms Digital Transformation capability Review, identify, prioritize the solutions and Vendors Laying out the Implementation Roadmap AMBITION ASSESS DESIGN DELIVER SCALE REFINE GARTNER IT roadmap for Digital Transformation
  8. 8. Artificial Intelligence Edge, Fog and Cloud Computing Advanced Robotics Intenet of Everything Human, Augumented and Extened Reality Network & Connectivity Big Data Analytics 3D Printing Security, Transperancy and Privacy Digital Twin Chart Title Artificial Intelligence Edge, Fog and Cloud Computing Advanced Robotics Intenet of Everything Human, Augumented and Extened Reality Network & Connectivity Big Data Analytics 3D Printing Security, Transperancy and Privacy Digital Twin TOTAL COMPANIES 1067 Total Funded - 547 Series A Funded - 128+ Funding - $4.4 Bn Last 2 Years - $ 811 Mn Source: Startus-insights.com FACTSHEET - Overview Most Active Investors VC – Seed: ProVenture Management (X) VC – Early: Investinor (x) VC – Late: Insights Venture Partners (x) PE: Lime Rock Partners (x) Incubators: Y Combinator (X) Exits & Feed in Numbers IPOs: 43 ; DUG, Gardner Denver Acquisitions: 153 ; FEI Company, MSC Software Top Acquires: ; Quorum, Schlumberger Unicorns: 1 Soonicorns: 9 Minicorns: 52 Editor Picks: 206 Acquihired: - Deadpooled: 41 Tree Map of latest innovations and Tech Trends in Industry 4.0 16% 13% 11% 11% 10% 9% 8% 7% 5% 10% * Indicative – For O&G Tech * Indicative – For O&G Tech * Indicative –
  9. 9. Additive Manufacturing / 3DP1 Use-Cases Internet of Robotic Things7 Asset Performance Management2 Open Process Automation/RPA6 Industrial IoT3 Computing5 Adv. Data Analytics & ML4 Source: Science Direct Source: One Petro Source: IEEE explore Source: Springer Source: Research gate Source: WileySource: Springer Mixed Reality - ARVR0 Digital Twin & Simulation for P&U & CI8 Source: Sanjay’s SlideShare Source: MindTree Immersive visualization | Serious Gamification | Augmented assistance | Virtual Auditing | On the job training | Wearables | Computing & Calculating Rapid prototyping with the help of 3D printing | Platform to find suitable suppliers | Manufacturing-as-a-service | Vertically integrated factories Solutions for condition monitoring | Optimizing performance and reducing downtime | Forecasting conditioning monitoring & reliability | Location analysis Predictive maintenance | Data based R&D | Fleet Management | Asset tracking analysis | Get data from machines | Connect offline devices with online services | Real time monitoring Descriptive: Identify Data – Extract & Prepare – Analyze Data – Present Data Diagnostic: Drill down dashboard, Data discovery, Correlations Predictive: Data mining, modelling, Statistics, ML, Deployment Prescriptive: Operation research, Computer vision, Signal processing Cognitive: Control task analysis, Work domain analysis Cloud Computing | Fog Computing | Edge Computing Software to program robotic behavior | Drones | Self Driving Material Vehicles | Industrial robots | AGVs | Machine Vision Inspection | Shop Floor Guidance | Apps | Security & Risks | Process Improvement | Document Intelligence 360 ° overview Efficiency | Improving Product Design | Prototyping Tools | Usage based Monitoring | Simulation platform for designing products
  10. 10. Hosting & System Integrators I-IoT Platforms Data Analytics Connectivity Hardware’s* Additive Manufacturing Mixed Reality I-Robotic Things E-Technology Risks Market Map – Industry 4.0 * Includes: Sensors, Microchips and Hardware's *Includes:IndustrialRobots,Machinevision, DronesandSelfDrivingmaterialtransportsvehicles
  11. 11. E-Technology Risks I-Robotic Things Mixed Reality Additive Manufacturing Connectivity Hardware's Big Data Analytics I-IoT Platforms Hosting & System Integrators Industry 4.0 Leaders Industry4.0–MarketLeadersandPortfolios ^HighInvestmentOpportunity
  12. 12. E-Technology Risks I-Robotic Things Mixed Reality Additive Manufacturing Connectivity Hardware's Big Data Analytics I-IoT Platforms Hosting & System Integrators Industry 4.0 Leaders Industry4.0–ShortlistedIndustryLeaders Bosch IOT Data Management Bosch IoT Suite Bosch AI & Big data Analytics Bosch Connectivity Solutions 3D Printing Rexroth Bosch Company Rexroth Acquired by Bosch Bosch AR / VR Solutions Bosch Sensortech solutions for AR/VR Rexroth Bosch Company Robotics application Bosch Security Data Security Video & IoT Security All Solutions ABB selects TCS for Hosting, System integration Along with Cloud Service Management 3rd Sept 2020 ABB IIoT Platform and Solutions Product Catalog ABB Launches new digital solutions for Metal producers 30th April 2019 ABB Smart Sensors For Motors Rotating machines Mounted bearings General Mach Power Trains ABB RobotStudio 3D Printing PowerPac App Software Part of ABB Robotics ABB Robotics Industry Leader in this segment ABB offers Augmented Reality on a smartphone to simplify robot installations ABB Ability Cyber Security Services Foundation Services Operations GE Program for System Integrator Part of GE Digital GE Predix Platform Predix platform is the industry leader GE Industrial AI and GE Machine Learning GE Research portfolio GE Predix Edge Computing and connectivity management GE Digital portfolio GE Additive Manufacturing Machines & Materials GE Additive portfolio GE Augmented Reality GE Research portfolio GE Robotics platform & autonomous engine GE Research portfolio GE Cyber Security solutions for Industrial Controls GE Security portfolio
  13. 13. Managing Emerging Technology Risks (Sub – Segments) Resilience from Hyper connectivity Safeguarding Cyber Security AI Blue Box Supervision Blockchain regulatory policy RPA Governance & Control Digital Responsibility & Ethics Exposes organization to biased data, unsuitable modelling techniques, and incorrect decision making To realize the complete advantages of automation, organizations need to adopt a holistic change management approach, including business-IT alignment, employee culture Regulatory and supervisory bodies to provide oversight in the areas of cryptography, smart contracts and cryptocurrency Promote ethical use of technology in terms of value creation in robotics, Ar/Vr, cloud and 3D printing areas along with IP & Trademark Protection Evaluate the operational and financial risks that connected device can expose their organizations to and provide assurance that those risks are controlled appropriately Cybersecurity measures to defend against the advances of digital technologies, such as AI, bots, IoT, quantum computing and cloud computing
  14. 14. Shortlisted Growth start-ups landscape for Investments / Acquisitions 1 MocanaIndegy 2 Atheer Sesto 43 Indegy provides industrial cyber security, protects operations (OT) networks from cyber threats, malicious insiders and human error. About Highlights Funding Recent News Tech Stack from G2 Stack: 21 technology products and services Patents and Trademarks from Ipqwery: 1 registered Trademark in ‘Scientific and electric apparatus and instruments’ class Cyber Security, Industrial Automation, Critical infrastructures, Internet of Things, Software as a service Series B, Recently acquired by US Co Tenable, Total Funding - $36 Mn, Number of Investors – 11 Businesswire.com — Indegy to Discuss Industrial Attack Recycling at the 2019 SecurityWeek ICS Cyber Security Conference Globes.com - US co Tenable buys Israeli cybersecurity start-up Indegy About Highlights Funding Recent News Developer of cybersecurity software solutions that protect Internet of Things devices and industrial infrastructureAbout Highlights Funding Recent News Tech Stack from G2 Stack: 27 technology products and services Patents and Trademarks from Ipqwery: 22 registered patents primarily in the 'Electric Communication Technique' category & 12 trademarks with the most popular class being 'Scientific and electric apparatus and instruments' Cyber Security, Industrial Automation, Critical infrastructures, Internet of Things, Software as a service, IT, Networks Series G, Nos. of acquisitions – 1, Total Funding - $95.7 Mn, Nos. of Investors – 11 Venturebeat.com - Mocana raises $15 million Netsecurity.com - Mocana introduces device security solutions to protect the electric grid About Highlights Funding Product Details Pioneer of AiR (Augmented interactive Reality) computing Tech Stack from G2 Stack: 26 technology products and services Patents and Trademarks from Ipqwery: 90 registered patents primarily in the 'Computing and Calculating' category, 10 trademarks with the most popular class being 'Scientific and technological services’. 3D Technology, Augmented Reality, Data Visualization Delivery, Hardware, Software's Total Funding - $35.3 Mn, 3 Acquisitions, Number of Investors – 10 PRnewswire.com — Atheer Acquires Flype to Accelerate Augmented Reality's Adoption in the Enterprise An autonomous technology solutions start-up. Tech Stack from G2 Stack: Not Available Patents and Trademarks from Ipqwery: Not Available Smart autonomous navigation technology, Intelligent fleet management, Hot swap battery management and Deployment friendly capability. Series A, Total Funding - $4 Mn and Nos. of Investors – 2 Compact mobile robot with highest payload in its class (Magnus), Round the clock disinfection at your fingertips (Health-guard), High endurance and versatile mobile robot (Element) and next step towards lights-out manufacturing (Prime).
  15. 15. Drivers of M&A in Industry 4.0 and benchmarking the startups Access to Technology Assets and Product / IP Portfolio Access to new Industries and Markets Transformation of Organization through Talent Consolidation — vertically & horizontally to foster own ecosystem OVERALL SCORE Drivers of M&A in Industry 4.0 HIGH HIGHHIGH HIGH MED MED MED LOW HIGH HIGH MED MED HIGH HIGH LOW Bosch – Low ABB – Med GE – Low * Indicative – Scoring & Weightage Bosch – Med ABB – Med GE – High Bosch – Med ABB – Med GE – High Bosch – Med ABB – Med GE – Low Bosch – High ABB – High GE – Med LOW HIGH HIGHMED MED Investments & Acquisitions Options ► Other Investments options or start-ups to acquire could be from the following sectors: ► Carbon Neutrality ► Digital Twins & simulation like SimuLarge who has developed patented approach for making DT’s without the requirement of Data
  16. 16. QUEs IoT Ns DISC SSU IoN &

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