Trend three, the global industrial software manufacturers mergers and acquisitions trend strengthened.

On January 16, 2024, EDA and the semiconductor IP giant Sixes Technology and the industrial software giant Ansys officially announced that the two sides have reached a definitive agreement on the acquisition of Ansys by Sixes Technology. Under the terms of the agreement, Ansys shareholders will receive $197.00 in cash and 0.3450 shares of Sunsys Common stock per share, representing a total acquisition value of approximately $35 billion based on the closing price of Sunsys common stock on December 21, 2023, and the transaction is expected to close in the first half of 2025.

GDS1173-CC-NFNF IDC believes that this reflects the integration trend of micro electronics and macro simulation. Sassine Ghazi, global President and CEO of Invensys Technologies, said: “In the face of growing system complexity, mainstream trends such as artificial intelligence, surging demand for chips and software-defined systems require greater computing performance and efficiency. “The combination of our EDA solutions and Ansys simulation and analysis technologies will enable us to deliver a comprehensive, powerful and seamlessly integrated chip-to-system innovation paradigm that helps technology teams in all industries maximize their development capabilities.”

Fourth, the industrial Internet market to return to rationality, profit first.

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Last year, the difficulty of listing industrial Internet manufacturers increased sharply, and this year manufacturers began to rethink and adjust the business layout. IDC expects the industrial Internet platform and application solutions market to grow at a compound annual growth rate of 18.5%, as vendors shift from the pursuit of scale growth to the pursuit of profit.

GDS1173-CC-NFNF Trend 5: Integration between IT/OT service providers restructures the industrial software ecosystem.

Mergers and acquisitions in the entire market are accelerating, and highly valued companies are accelerating downward annexation of the market. In the past, the big fish ate the small fish, and now the big fish ate the big fish, and even the big fish swallowed the big fish. In addition, China’s IPO market has tightened, and acquisition opportunities have increased. If the leading manufacturers seize the opportunity, they can quickly increase market concentration through acquisitions.