330171-00-12-10-01-05 In recent years, the connotation and extension of the industrial Internet platform have continued to expand, and are extending from the attribute of technical tools to the attribute of commercial resources. The global platform industry has shown a rapid development trend, foreign industrial development is driven by giant industrial technology enterprises, industrial software and automation products are based on a strong foundation, and breakthrough progress has been made in technology, products and business. China’s platform industry is dominated by manufacturing enterprises, with obvious advantages in commercial resources, but insufficient technical product capabilities, and should accelerate the release of resource dividends in the future to help the platform industry become stronger from large.

330171-00-12-10-01-05 The development of the global platform industry has entered a new stage, and innovative breakthroughs have been made in three aspects: technology, product and business

According to market research institute IoT Analytics data, the global platform market scale exceeded 10 billion dollars, the number of key platforms declined for the first time, the market share of Top10 platforms increased from 44% to 67%, the giant platform is accelerating growth and market revenue is good, while the tail platform gradually toward loss and exit. After ten years of exploration, foreign platforms have basically crossed the initial stage of development and entered a new stage of large-scale expansion and the emergence of oligarchs. Industrial software and automation giants are the leading forces in the development of foreign industries, and have made breakthroughs in technology, products, and commerce.

330171-00-12-10-01-05 First, platform technology is maturing, and open intelligence is the core trend. In edge computing, Emerson integrated edge management and orchestration product ZEDEDA into DeltaV automation systems to deliver cloud-native applications powered by AI and computer vision. Rockwell introduces FactoryTalk Edge, an intelligent edge management platform that centrally manages and coordinates edge SaaS solutions. In terms of data integration, AWS introduced AWS Entity Resolution to help organizations analyze, match, and connect related records across applications, channels, and data stores. Siemens and IBM have partnered to build digital threads connecting mechanical, electronic, electrical engineering, and software design and implementation based on the SysML v1 standard. In application development, SAP released SAP Build, a low-code development solution with built-in intelligent robotic process automation capabilities. In terms of data analytics, Siemens is working with Microsoft to integrate Teamcenter with Teams, Azure OpenAI Grand Model, and other Azure AI capabilities, enabling projects such as problem report generation and quality inspection.

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330171-00-12-10-01-05 Second, the platform products are comprehensively enhanced, and the business mechanism is deeply integrated. On the one hand, the platform and the traditional Industrial software and automation system integration deepened, accelerate the realization of the decoupling of the traditional industrial system reconstruction, such as Siemens released Xcelerator, and plans to launch the next generation of industrial Internet of things (IIoT) Industrial Operations X, a comprehensive integration of the underlying industrial control system to the upper engineering software; Hexagon launches Nexus Platform that connects hundreds of design engineering and manufacturing metrology software tools to unlock new insights from metrology devices. On the other hand, the platform accelerates the cloud-native development of new industrial software and promotes the construction of a new paradigm of data-driven industrial system. For example, PTC relies on the Atlas cloud-native development platform and integrates SaaS software such as Onshape (CAD), Arena (PLM) and ServiceMax (FSM). Build digital threads that cover the entire product lifecycle; For example, Rockwell acquired Plex Systems’ cloud-native intelligent manufacturing platform, integrating MES, supply chain planning and management, asset performance management and other solutions, and accelerating the introduction of new functional modules.

330171-00-12-10-01-05 Third, platform commerce accelerates innovation and continues to release the value of data elements. Relying on the platform to provide tools SaaS subscription, enhance user stickiness by strengthening value-added data services, and achieve the first jump in platform value, such as Siemens launched Solid Edge SaaS subscription, providing value-added services for creative design, electrical wiring, PCB collaboration, advanced simulation, etc. Relying on the platform to provide market resource trading services, through the construction of network connections to release the scale growth effect, to achieve the second jump in the value of the platform, such as Dassault to create 3DE Marketplace, providing 3D components, design and manufacturing resources trading services, has integrated more than 10,000 production and processing equipment and more than 1790 parts manufacturers. Relying on the platform, we can open up tools and resource services, comprehensively improve tool service capabilities by obtaining a wider range of market data, and realize the third leap in platform value. For example, Siemens integrates Supplyframe DSI, a global electronic trading platform, with Xpedition, an electronic system design software. Provide real-time analysis of global component availability, demand, cost, compliance data to enable intelligent decision making services for electronic design.