IoT at the same planet, you, me, he is experiencing are likely different. For example, in the industrial scene, some automation and business intelligence market witnessed the end of the winter of 2018, suffered a performance “face” is still a lingering fear. While others ushered in an unprecedented period of growth, confidence, ready to go. Why would form a polarized situation? How to market signals behind contains the inherent laws of these should be read?
01 This time we face the reality always skinny pain, from the beginning of a dialogue. When it comes to sales last year, my friend feather total (not his real name) did not answer directly, but hands in the air to draw a huge “L”. Why is L-shaped? He continued, “it is not a growth decline, but the overall decline.” Some of manufacturing orders vertical areas are shrinking, a direct result of the upstream manufacturers of industrial automation and intelligent performance decline. In fact, from last year’s 5 – 6 January, the turning point has emerged. He guessed at the beginning, no one guessed the end of the current process and. The market plunged was no warmth. The second half of 2018, manufacturing orders feather head office is basically close to the “0” state. Earlier this situation had not occurred. Yu always a large foreign work for many years, the company’s main transmission, control, sensing and other integrated automation products and solutions in the field of factory automation ranking leader, has been developed so smooth. Cases are very rare decline in performance increase, not to mention the overall decline, almost equal to the magnitude of 10%. Yu total of 10% is not the worst. Panasonic, Yaskawa, even intelligent industrial giants have suffered different degrees of decline in orders, 5-10% more common, 30-40% is also not unusual. Not only foreign companies so that domestic enterprises have not been spared. In some listed companies, this situation is even turned into a stock market storm thunder. According to public data, Jiang motor 2015 at a cost of 600 million acquisition of MiG-motor, goodwill 460 million yuan. The latter, MiG-motor, is the only company able to produce motor servo motor (with stepper motor) more than 300,000 units of enterprises, scale advantages are obvious. Its downstream clients include Ho Technology, the British Witten, recognized for factory automation and many other large enterprises. Today, the old retired. Jiang motor disclosed in the just-released 2018 annual results announcement notice of amendment , expected results after the company revised loss 15-1640000000 yuan CONTROL ENGINEERING China Copyright , a year earlier profit of 280 million yuan. Its wholly owned subsidiary, MIG motors, due to the decline in downstream demand, falling profits, there is impairment of its goodwill, provision for the amount of about $ 300 million. 02 This is the reality, but not all of the manufacturing sector as a whole no money yet? Procurement requirements completely gone? Even witnessed a sudden change of face performance CONTROL ENGINEERING China Copyright , but the industry needs has been gradual. Industry feedback generally is: the rich, there is a demand. But the more cautious money, money place also becomes more refined. Which part of the manufacturing sector money not spent? Said direct answer: a single one will buy your system. Long cycle project nobody blind built. Does not involve the OT and efficiency, dressed only involve IT bubble, no one wanted to touch up. Well, there is no part of the investment is still, even more of? From a hardware point of view, your feedback is very uniform: sensing products. Willingness to small and medium manufacturing enterprises to purchase sensors is growing. SICK, Cognex smart sensors and other products company, is expected to grow 15-20%. According to Cognex’s latest quarterly earnings , China market 2018 sales of $ 126 million, 2017 sales of $ 108 million, an increase of 16%. Panasonic, Omron Automation’s integrated sensor product line, also remained double-digit growth. However, due to sales growth of its sensor products, can not offset the decline in the performance of the drive and control products, leading to an overall revenue of factory automation part is still lower than expected. 03 Jedi? Journey? Life is cold side of the industrial automation market, while data collection is still growing scene , why would form a polarized situation? How we should interpret market signals? 1. From the industrial automation industry Things to industrial automation products are generally used in two parts, one for equipment manufacturers, as a component constituting the entire apparatus external sales. Another part of the plant for administration, as a production linePart, play the role of quality and efficiency. The two parts corresponding to the two drive force to promote enterprise development, one is from outside pulling the growth of the market, the other is from the internal driving force to enhance the overall efficiency of enterprises. With the changing market environment, overall equipment sales contract, the first part of the decline in shipments, while investment in the second part of the transformation taking place. When entering a new phase of the economic cycle, in many markets saw the end of a growth dividend, manufacturers began to focus on sustainable competitiveness, we begin to analyze their operational efficiency. If the money invested in it, not promptly and effectively into new manufacturing orders, such extensive investment in general was shelved. The most obvious manifestation is the second part of the investment, moving from the traditional industrial control, industrial change things. Production line expansion needs became upgrading needs, equipment needs renewal becomes a performance boost demand … demand for the deployment of sensing products are released for lifting internal production visibility. By analyzing the sensor data, companies can better understand and improve their production efficiency, extend the life cycle of the equipment. More and more data becomes online industry, which called itself a qualitative change. 2. Substitution of the machine-to-machine helping the tide goes out, more and more companies scrutinizing their own “internal strength”, look at their own supply chain management and production efficiency. Whether the price reduction of space, space competition for market share, productivity, room for improvement, are beginning to be carefully estimated. At this time, to help companies get solutions to enhance the effectiveness of the favored. Internal plant logistics and warehousing sectors, for example. Industrial robot, AGV, automatic shelf of the latest products on the leading technology tall though self-evident, but compared to “a place”, manufacturers pay more attention to how to gradually improve the situation. If the manufacturer has “ambitious” to think about how the machine substitutions in the past, now “truly pragmatic” thinking about how to turn the machine to better cooperate with others. Without adding too much cost, while relatively short period of time will be able to improve efficiency. The key is to be quick. For example, internal logistics management facility also generally lower, 80-90% of the work is still by a human operator, a short time to change this situation, so that “unmanned” is not realistic. By deploying different types of sensors, a small amount of gateways and other hardware, as well as staff and equipment wearable device, you can complete the upgrade storage efficiency. It was available on the market for industrial networking solutions, partDepartment requires only a month time, the payback period is about one year. Because the smaller the original process changes, reducing the requirements for operation and training of personnel, labor costs can be reduced by 30% to 50%. More and more businesses small and focused, so that knowledge is shared between human, so that the two sides enhance efficiency in the interaction. 3. Industrial granularity of data in the past tapering manufacturers only need to manage the “Invoicing”, but to manage the deeper “chassis” to do so. To be a metaphor, past production lines like the cafeteria, each machine in cooking, to produce a steady stream of products, customers will flock. In the end what chefs do the dishes delicious, the highest productivity equipment which does not require fine-grained data analysis. Anyway, good cafeteria overall market, whether the food delicious, productivity is high or low, can have a share. Data granularity is too coarse, leading to the restaurant did not know which customers are attracted dish, a dish because it will not sell well, to cook bonuses. Chef cafeteria there is less willingness to sophisticated cooking, after all, do make a difference in kind. Increasingly mediocre dishes is inevitable. But now, customers taste becomes higher, more personalized, and cafeteria model is difficult to survive. Then we must analyze each chef’s performance, the popularity of each plate dishes, even everyone in the culinary advantages and disadvantages. Specific to the manufacturing sector, it becomes a need to track each batch of products, and even to track every piece of stand-alone product, such as the production of a bottle of water, a pack of cigarettes, a pen … this granularity. We have to understand each production line, each section, and even the specific situation of each device under various conditions. Data granularity tapered highly relevant to this trend, but also the industrial system of things. First, networking equipment, data collected by the refinement and comprehensive, covering all kinds of changing conditions in the industrial process, to ensure the comprehensiveness of information extracted reflect the true state of the object. Of course, just do not enough data networking, need to further understand the physical meaning behind the data, as well as the mechanism of the association between the logical characteristics of the data analysis and decision-making, management, motivation hook. Indulge forward more confident about the future, the more patience now. Technological level, operational capacity and the quality of staff are gradually improve the process, these things only after removing the impetuous and foam, solid toughness have to do. No doubt, in 2019, a manufacturing company of “chassis” carries the operating efficiency. At this stage, “dimensionality reduction strike”May become a common phenomenon, operational efficiency is not high business directly is cleared out. All these, industrial things, is the midst of sadness, is” good recession “in. Also the fact that you, me, he will have a different judgment. look forward to listening to your views.