Goldman Sachs-Profiles in Innovation-the Future of Factory 201604 未来制造工厂.pdf
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FACTORY OF THE FUTURE

Table of Contents
Portfolio manager’s summary 4
What technologies lead the Factory of the Future (FoF)? 4
Opportunity for >US$500+ bn of cost savings 4
Where will these technologies be built? 5
Winners and losers in a changing competitive landscape 5
What could derail increasing adoption? 5
Factory of the Future in six charts 6
Why are we talking about the Factory of the Future? 8
Technologies: Bottom-up: >US$250 bn addressable market 14
Six innovative technologies for the Factory of the Future 15
Product Lifecycle Management software 18
Internet of Things Platform as a Service 20
Collaborative robots 23
Additive manufacturing 26
Automated Guided Vehicles 28
Radio Frequency Identification 30
Other key technologies (ordered alphabetically) 32
Industries: Top-down: >US$500 bn addressable market 34
Total addressable market could be worth more than US$500 bn 35
Winners & losers 45
New players, new business models 46
28 companies with exposure to the Factory of the Future 52
Drivers & barriers 65
Ten reasons why we are talking about the ‘Factory of the Future’ 65
What could derail it? 73
Disclosure Appendix 80
Prices in this report are as of the close of April 12, 2016.
Other contributing authors: Robert D. Boroujerdi, Mohammed Moawalla, Jacqueline Du, Samuel Eisner, Willy Chen,
Stefan Burgstaller, Wei Chen, Daiki Takayama, Heather Bellini, CFA, Simona Jankowski, CFA, Toshiya Hari, Diana Zhao,
Gautam Pillai, Matthew Cabral, Jessica Kaur, Alex Karpos, Shateel Alam.