Thematic Intelligence: Industrial Automation Sector Scorecard Q2 2024 Update

Thematic Intelligence: Industrial Automation Sector Scorecard Q2 2024 Update

Summary

Industrial manufacturers are particularly vulnerable to geopolitical disruption. Most companies in the scorecard have a global footprint that exposes them to sanctions and government scrutiny. There is also a high risk of cyberattacks. The majority of companies in the industrial automation scorecard score low on the geopolitical theme as a result. Companies must adapt their supply chains and better understand political risks to avoid financial and reputational damage moving forward.

Companies at the top of the scorecard all score highly in artificial intelligence (AI). Proficiency in AI typically translates to strength in other themes, such as robotics, digital twins, and smart cities. Siemens, the leader on the thematic screen of the industrial automation sector scorecard, uses AI to drive productivity and enhance its digital twins and robotics products. Companies that are leaders in industrial automation are therefore investing heavily in the next generation of AI.

Scope

• This sector scorecard provides a top-down, comprehensive outlook for the key players in the industrial automation sector over the next two years, based on the key themes set to transform their industry landscape.

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.
• At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
• Our thematic engine tags over 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, and news-to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.