ourth industrial revolution.€¦ · Bringing the fourth industrial revolution to your portfolio...

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A u t o m a t i o n d a t a s e r v i c e s S o f t w a r e a n d S e n s o r s R o b o t i c s M e c h a n i c a l e n g i n e e r i n g Digital networking of... end products Bringing the fourth industrial revolution to your portfolio Each industrial revolution has had a lasting impact on European society. We are currently at the outset of the f ourth industrial revolution. Industry 4.0 balances the conflicting requirements of bespoke production and efficiency gains. Smart factories merge the virtual world with physical production, allowing them to respond to market fluctuations and client needs in real time. Thanks to Industry 4.0 , exceptionally complex processes can also be cont- rolled digitally. All productive units work together and so deliver a pro- nounced boost to productivity . As regards Industry 4.0, Switzerland and Germany are already at the head of the field. The Industry 4.0 Performance Index tracks the share price performance of up to 20 firms that generate their primary revenues in the Industry 4.0 segment. The index compositi- on is determined afresh on a semi-annual basis using set quantitative and qualitative selection criteria. The first industrial revolution: Advantages of these new production logistics: The production processes are changing from End of 18th c. Powered by steam and water Wage labour Simplification of goods transport The fourth industrial revolution: Today High value added Speed Flexibility Transparency Cost efficiency Individualization of products The Internet of Things Cyber-physical systems Value-adding networks optimized in real time The second industrial revolution: Beginning of 20th c. Electrification Assembly line production Mass production The third industrial revolution: Beginning of the 1970s Computerization Information technology Automation of production People People Product components Traditional industry Rising profitability & capital intensity Capital intensity 2 Profitability 1 Return expected by investors 1 EBIT as % of value added 2 Capital employed/value added 3 ROCE = profitability x capital intensity (ROCE) 3 = 15% Industry 4.0 Machines Machines Product components Systems Product low low high high Europa 2012 Europe 2030 suppliers processes materials production facilities Investment in Europe Investment in Germany Investment amount (% of annual revenues) *Projection for the entire automotive industry (economic sector 29: production of motor vehicles and motor vehicle parts). **Projection on the basis of survey results relating to the total revenues per sector in Germany in 2012 according to the Federal Statistical Office. Investment volume** (in EUR billions p.a.) Mechanical engineering Automotive industry* Process industry Electronics and electrical systems Information and communications Total 3,5% 8,5 11,2 10,1 6,0 4,3 40,1 2,9% 2,7% 3,3% 3,9% 3,3% Concept of the Industry 4.0 Performance Index Significant revenues in the following Industry 4.0 areas Listed on a recognized and regulated exchange Market capitalization of at least EUR 750 million Average daily share trading volume of at least EUR 1 million (in the past three months) No trading restrictions for foreign investors Selection pool Criteria Selection of index members Rules From the selection pool, the index advisor picks the on the selection day based on the following four criteria: High entry barriers in terms of: strong brand awareness comprehensive patent protection networks and alliances creating high added value uniqueness of business model Product appeal and market growth Quality of management The companies’ products and solutions must serve a market that is as large as possible and promises to deliver sustained, long-term growth. 1 2 3 4 20 most promising companies Internationality of business can Investors invest in the index and participate in the trend Sources: PwC, Roland Berger Strategy Consultants, Solactive, Think Act EUR 40 billon p.a. Investment through to 2020 EUR 90 billon p.a. European companies Investment through to 2030 tracker certificate via a Systems Product German companies The Industry 4.0 Performance Index has been launched to enable investors to parti- cipate in the potential uptrend stemming from this promising theme.

Transcript of ourth industrial revolution.€¦ · Bringing the fourth industrial revolution to your portfolio...

Page 1: ourth industrial revolution.€¦ · Bringing the fourth industrial revolution to your portfolio Each industrial revolution has had a lasting impact on European society. We are currently

Auto

mation

data services

Software and

Sens

ors

Robotics

Mechanical engineering

Digital networking

of...

end products

Bringing the fourth industrial revolution to your portfolio

Each industrial revolution has had a lasting impact on European society. We are currently at the outset of the fourth industrial revolution.

Industry 4.0 balances the con�icting requirements of bespoke production and e�ciency gains.Smart factories merge the virtual world with physical production, allowing them to respond to market �uctuations and client needs in real time.

Thanks to Industry 4.0, exceptionally complex processes can also be cont-rolled digitally. All productive units work together and so deliver a pro-nounced boost to productivity.

As regards Industry 4.0, Switzerland and Germany are already at the

head of the �eld.

The Industry 4.0 Performance Index tracks the share price performance of up to 20 �rms that generate their primary revenues in the Industry 4.0 segment. The index compositi-on is determined afresh on a semi-annual basis using set quantitative and qualitative selection criteria.

The �rst industrial revolution:

Advantages of these new production logistics:

The production processes are changing from

End of 18th c.

Powered by steam and water

Wage labour

Simpli�cation of goods transport

The fourth industrial revolution:Today

High value added

Speed

FlexibilityTransparency

Cost e�ciency Individualization of products

The Internet of Things

Cyber-physical systems

Value-adding networks optimized in real time

The secondindustrial revolution:Beginning of 20th c.

Electri�cation

Assembly line production

Mass production

The third industrial revolution:Beginning of the 1970s

Computerization

Information technology

Automation of production

People

People

Product components

Traditional industry

Rising pro�tability & capital intensity

Capital intensity2

Pro�

tabi

lity1

Return expected by investors

1 EBIT as % of value added2 Capital employed/value added3 ROCE = pro�tability x capital intensity

(ROCE)3 = 15%

Industry 4.0

Machines

Machines Product components Systems

Product

low

low

high

high

Europa2012

Europe2030

suppliers

processes

materials

production facilities

Investment in Europe

Investment in GermanyInvestment amount(% of annual revenues)

*Projection for the entire automotive industry (economic sector 29: production of motor vehicles and motor vehicle parts).**Projection on the basis of survey results relating to the total revenues per sector in Germany in 2012 according to the Federal Statistical O�ce.

Investment volume** (in EUR billions p.a.)

Mechanical engineering

Automotive industry*

Process industry

Electronics and electrical systemsInformation and communications

Total

3,5% 8,5

11,2

10,1

6,0

4,3

40,1

2,9%

2,7%

3,3%

3,9%

3,3%

Concept of the Industry 4.0 Performance Index

Signi�cant revenues in the following Industry 4.0 areas

Listed on a recognized and regulated exchange

Market capitalization of at least EUR 750 million

Average daily share trading volume of at least EUR 1 million (in the past three months)

No trading restrictions for foreign investors

Selection poolCriteria

Selection of index membersRules

From the selection pool, the index advisor picks the

on the selection day based on the following four criteria:

High entry barriers in terms of:strong brand awarenesscomprehensive patent protectionnetworks and alliances creating high added valueuniqueness of business model

Product appeal and market growth

Quality of management

The companies’ products and solutions must serve a market that is as large as possible and promises to deliver sustained, long-term growth.

1

2

3

4

20 most promising companies

Internationality of business

can Investors invest in the index and participate in the trend

Sources: PwC, Roland Berger Strategy Consultants, Solactive, Think Act

EUR 40 billonp.a.

Investment through to 2020

EUR 90 billonp.a.

European companiesInvestment through to 2030

tracker certi�catevia a

Systems

Product

German companies

The Industry 4.0 Performance Index

has been launched to enable investors to parti-

cipate in the potential uptrend stemming from this promising

theme.