2024 年全球机械设备报告

GlobalMachinery&EquipmentReport2024 Acknowledgments ThisreportwaspreparedbyMichaelStaebe,leaderofBain&Company’sGlobalMachinery&Equipmentpractice,andateamledbyPracticeDirectorCatherineSafaya-JamesandPracticeConsultantFrancescaManfredi. ThechaptersofthisreportwerewrittenbyBainPartnersAdrienBron,NeilMalik,NumanWaheed,MikeCoxon,HelenLiu,MichaelStaebe,JoshHinkel,TessaBysong,LeonLu,BodoKoerber,BillRadzevych,BenjaminGrant,CapertonFlood,AndyCapanyola,FumihikoNishiwaki,JörgGnamm,andMichaelDuVall;ExpertPartnersPatrickHui,GuidoVetter,ThomasFrost,XavierHouot,andSehoonMin;AssociatePartnerLisaKabus;ExpertAssociatePartnersPrashanthParthasarathyandLeonidesDeOcampo;ExpertSeniorManagerStefanSilberstein;andExternalAdvisorDennisKuesters. TheauthorswouldliketoexpressthanksfortheircontributionstothechapterstoBainPartnersHernanSaenz,MaryStroncek,PrashantIyer,andThomasKwasniok;ExpertPartnersFrankLesmeisterandLokeshPayik;ExpertAssociatePartnerBrianKiefer;AssociateDirectorMarianZoll;PracticeDirectorSimoneDoms;andPracticeSeniorManagerChristianRuehl. TheauthorswishtothankBainPartnersThomasLustgarten,HugoParkinson,PrashantSarin,andGregGerstenhaber;BainPracticeExecutiveVicePresidentMartinNilvall;LeilaKunstmann-SeikandAnnaCivilinifortheirplanningandmarketingsupport;andGailEdmondson,AiliMcConnon,andPaulJudgefortheireditorialsupport. Thisworkisbasedonsecondarymarketresearch,analysisoffinancialinformationavailableorprovidedtoBain&Companyandarangeofinterviewswithindustryparticipants.Bain&CompanyhasnotindependentlyverifiedanysuchinformationprovidedoravailabletoBainandmakesnorepresentationorwarranty,expressorimplied,thatsuchinformationisaccurateorcomplete.Projectedmarketandfinancialinformation,analysesandconclusionscontainedhereinarebasedontheinformationdescribedaboveandonBain&Company’sjudgment, andshouldnotbeconstruedasdefinitiveforecastsorguaranteesoffutureperformanceorresults.Theinformationandanalysishereindoesnotconstituteadviceofanykind,isnotintendedtobeusedforinvestmentpurposes,andneitherBain&Companynoranyofitssubsidiariesortheirrespectiveofficers,directors,shareholders,employeesoragentsacceptanyresponsibilityorliabilitywithrespecttotheuseof orrelianceonanyinformationoranalysiscontainedinthisdocument.ThisworkiscopyrightBain&Companyandmaynotbepublished,transmitted,broadcast,copied,reproducedorreprintedinwholeorinpartwithouttheexplicitwrittenpermissionofBain&Company. Copyright©2024Bain&Company,Inc.Allrightsreserved. Contents GlobalMachinery&EquipmentReport2024 WhatCustomersWant3 AnOverlookedAce:FindingValueinYourInstalledBase4 DigitalSolutionsinMachinery:Don’tBeLeftBehind10 MachineryandEquipment:TheCircularPathtoValue16 HowtoDeliver23 TheFeedbackMachine:TheMagic ofClosed-LoopProductLifeCycleManagement24 ArtificialIntelligenceRocketstotheTop oftheManufacturingPriorityList30 TheFactoryoftheFutureCould BoostProductivityby30%orMore36 1 WhatCustomersWant AnOverlookedAce:FindingValueinYourInstalledBase4 DigitalSolutionsinMachinery:Don’tBeLeftBehind10 MachineryandEquipment:TheCircularPathtoValue16 WhatCustomersWant AnOverlookedAce:FindingValueinYourInstalledBase Digitalmodelsofinstalledmachinerycanimproveproductperformanceandpredictnecessarymaintenance. ByLeonidesDeOcampo,BodoKoerber,AndyCapanyola,andFumihikoNishiwaki AtaGlance Leadingmachinerycompaniesareusinginstalledbasemanagementtomoveclosertoasoftware-definedsystemthatseparatesthelifecycleofhardwarefromitsfunctionality. Newremotemonitoringanddiagnosticstechnologiessuchasdigitaltwinswillbekeytocreatingnewservicesandgeneratingrevenue. Themarketfordigitaltwinsisexpectedtoincreasetenfold,to$110billion,by2028. “Installedbasemanagement”isnotatermthatdominatesbusinessnewsheadlines.Butthisoften-overlookedprocesstomanageproductlifecyclesmoreefficientlyofferssignificantuntappedvaluetomachineryandequipmentcompanies. Leadingcompanieshavealreadystartedusingnewdigitaltechnologiesthatenableremotemonitoringanddiagnosticsoftheirequipment.Thosethatusedigitaltwins—namely,virtualrepresentationsofmachineryandequipment—aregainingacompetitiveedge.Theoverallmarketfordigitaltwinsis predictedtoincreasetenfold,from$10billionin2023to$110billionin2028,accordingtoResearchandMarkets.Developingtwinsforpredictivemaintenanceofmachineryisexpectedtobethemostwidelyusedapplicationofthedigitaltwin. Managinganinstalledbaseremotelytypicallyrequirescustomerstokeeptheirmachinesconnectedatalltimes.Tieredfeaturesallowcustomerstocontrolwhichdataisshared.Themoredatatheyshare,themoreservicestheycanaccess,suchasrootcauseanalysis,whichpinpointstherootcauseofmachineryproblems. Emergingleadersininstalledbasemanagementarecreatingacentralizedindustrialcloudplatform,enrichingtheirdigitaltwinswithadditionaldata,andusingadvancedanalyticstoderivecommercialbenefitsfromthedatacollectedandanalyzedthroughouttheproductlifecycle. Theopportunity Traditionalapproachestoproductmanagementoftenfocusonthesourcingofrawmaterialsandtheproductionphase,andtheyfailtoaddressinstalledbasemanagement.Digitaltwinsdeliverthemostvaluewhentheyreceiveacontinuousflowof