Embedded Eletronics. Results of the study for the inclusion of electronics in existing industrial products

Transcription

1 Embedded Eletronics Results of the study for the inclusion of electronics in existing industrial products

2 Overview: Global electronic industry 2/3 of global production in Asia Global Electronic Industry, thousand billion USA: 12%; Europe 20%, of which Germany has 5% Since 2003, the global market has grown on average by 6.5% each year Global employment of around 24 Mio., since 2003 employment grew by 9 Mio. Source: ZVEI, Aug 2015 Chines employment since 2003 has tripled (14.5 Mio), while Japan and U.S. report decline (1.0 Mio; 1.2 Mio Electronic industry outside China, lost 200,000 jobs between Germany saw slight growth by jobs to 841,000 between 2003 and 2014 Source: ZVEI (2014) Industri ALL Phase 2 2

3 Source: IHS (2014) Sectorial trends: Driver of industrial transformation Growth in global production of electrotechnical and electronic products since 1995 has been much stronger than growth in industrial production 6.9% versus 3.0% Since 2003 the strongest growth happened in the segment of automation average annual growth of 26.3 % Last ten years saw a shift from ICT as the largest single market segment to electronic components Strong growing segments are automation and energy technology Decreasing market volume entertainment electronics Industri ALL Phase 2 3

4 Main trends embedded electronics Mechanical engineering Strong European potentials Both pilots and providers of industry 4.0 production IT software companies as new players Robotics, 3D-printing, remote maintenance, customer support and training) Standards (open closed, manufacturing control, machine control) Electric grid equipment Energy efficiency a key technological driver European producers have strong positions segments (solar/wind energy, railways, etc.) Smart grids and smart metering, big and micro applications Grid management, anticipation of demands, remote maintenance and performance optimisation Industri ALL Phase 2 4

5 Main trends embedded electronics Automotive industry 1 st wave of digitalisation already happened (software, sensor technologies in premium cars) Mobility solutions and services Automated driving technologies in individual mobility as well as transport logistics Emergence of new business models around big data analysis, connectivity and customer relations/marketing Domestic appliance Very competitive market with Asian producers increasingly present in Europe and challenge stong position of European producers in the premium segment Energy efficiency, user friendliness, inter-connectivity and remote control as key drivers of technological change Increasing links to smart home technology Industri ALL Phase 2 5

6 Trends of corporate restructuring in industrial automation Siemens Vision 2020 restructuring programme announced Feb 2015 Focus on the value chain of electricity (production, transforming, applications), digital factory, medical industry, building technologies Disinvestments, e.g. white products, solar energy Bosch ABB Focus on energy efficiency, electrification, automation and networking Hiring of around 9,000 persons in 2014 global, mainly in the software and IT area, job expansion in Czech Republic, Hungary and Romania as well as Germany Industrial technology division showing the strongest dynamics Long term shortage of technical personnel the strongest barrier for further growth Drives, power management and industrial automation show strong dynamic New partnerships and joint-ventures, e.g. in energy storage with in electric devices and drives, software platforms of smart houses, etc. Stronger orientation towards software for automation Cost reduction and relocation programmes Industri ALL Phase 2 6

7 Key challenges Business models and industrial policy Digital transformation will change corporate strategies, processes, structures and products/services Fragmentation of the value chain and uncertainties about the future sources of added value creation IT and software development, standards and platforms Access and control of digital data Customer access and new services to customers Which role of industrial policy? Employment, work and labour relations Key challenge of EU industrial policy: Reverse the trend of loosing leadership in various ICT segments and maintaining traditional strengths How to maintain high quality employment and good work not only in times of accelerated restructuring but also cultural corporate change? Digitalisation of work - which future role of industrial relations collective bargaining Industri ALL Phase 2 7