capgemini-智能产业：下一个转型时代（英）-2021-172页_12mb

ConveSsI Quarterly Review N°3-2021 Summary

Core Content

This edition of the ConveSsI Quarterly Review explores the concept of Intelligent Industry as the next era of digital transformation. It highlights the convergence of the physical and virtual worlds through the integration of software, connectivity, and semiconductors, and discusses how these technologies are reshaping traditional industries such as automotive, energy, life sciences, and high-tech.

Main Themes and Key Points

1. Intelligent Industry: The New Era of Transformation

• Definition: Intelligent Industry refers to the convergence of engineering, IT, and digital technologies to create intelligent products, operations, and services at scale.
• Drivers: The shift is driven by the need for sustainability, mass personalization, changing customer expectations, and operational efficiency.
• Impact: Organizations are increasingly investing in digital transformation, with 68% planning to boost their transformation budgets. The focus is shifting from traditional operational efficiencies to technology-led business model innovation.
• Leadership Insight: Börje Ekholm (Ericsson) emphasizes the need for a fundamental transformation using emerging technologies like AI, IoT, and 5G. Aiman Ezzat (Capgemini) highlights the importance of synergies between digital and engineering.

2. Software: The New Engine of Value Creation

• Role of Software: Software is becoming the core differentiator in industries, particularly in automotive, where it is transforming the revenue model.
• Trend: The revenue share from software-based features and services for automotive OEMs is expected to triple, from 8% to 22%.
• Examples: Software enables predictive maintenance, mobility services, insurance, and personalized features in vehicles. It's compared to the smartphone revolution, where cloud integration unlocked new use cases.

3. Connectivity and 5G: Enabling the Intelligent Industry

• 5G as a Catalyst: 5G is a key enabler of Intelligent Industry, allowing real-time data exchange, automation, and remote collaboration.
• Use Cases: 5G supports remote monitoring, video-based inspection, predictive maintenance, AGVs, and cobots.
• Adoption Status: Only 30% of industrial organizations have reached the pilot and implementation stages of 5G. Challenges include lack of devices and identifying appropriate use cases.
• Best Practices: Ericsson's Lewisville 5G factory demonstrates how renewable energy and energy-efficient technologies can drive sustainability. It uses 100% renewable electricity, 25% less energy, and 75% less water compared to other factories.

4. Digital Twins: Bridging the Physical and Virtual Worlds

• Definition: Digital twins are real-time models of physical systems that can be continually updated and optimized.
• Benefits: They improve operational efficiency, reliability, cost savings, and environmental impact.
• Applications: Used in urban planning, infrastructure management, traffic monitoring, and disaster response by cities like Singapore, Shanghai, Stockholm, and Brooklyn.

5. Data-Driven Innovation and Business Models

• Role of Data: Data is central to creating smart products, streamlined supply chains, and enhanced customer experiences.
• Impact on Profitability: Organizations that are data leaders see 22% higher profitability than their peers.
• New Business Models: The servitization trend is growing, with as-a-Service models becoming more common. Examples include jet engines, air compressors, and smart lighting systems.

6. The Talent Gap and Upskilling Initiatives

• Skills Demand: The workforce needs new digital and AI skills, such as machine learning and software engineering.
• Upskilling: Only 73% of organizations have started upskilling pilots. Capgemini emphasizes the need for clear learning plans and multi-year roadmaps.
• Capgemini's Approach: The company reskills employees every 18 months and increases training days per person to address the skills gap.

7. Sustainability in Intelligent Industry

• Sustainability Focus: Organizations are moving beyond internal operations to address the entire value chain, including customers and suppliers.
• Technologies for Sustainability: AI, ML, data analytics, and digital twins help optimize resource use, simulate emissions, and reduce waste.
• Capgemini's Commitment: The company aims to be net zero by 2025 and is working on collaborative platforms to help clients reduce carbon emissions.

Key Stakeholders and Contributions

• Frédéric Vincent (Renault Group): Highlights the paradigm shift in automotive due to software.
• Catherine Kniker (PTC): Discusses strategic transformation and data-driven services.
• Norihiro Suzuki (Hitachi, Ltd.): Emphasizes 5G's role in industrial automation.
• Anastasia Christianson (Janssen, Johnson & Johnson): Talks about AI in drug discovery, claiming it is 250 times more efficient than traditional methods.
• Gunter Beitinger (Siemens): Focuses on manufacturing and digital transformation.
• Kim Kirkconnell & Amy Sausen (Kimberly-Clark): Discuss digital supply chain and IT transformation.

Outlook and Future Trends

• 6G Evolution: Expected to enable "internet of senses" with multi-sensory interactions, telepresence, and immersive experiences.
• Collaboration: The success of Intelligent Industry depends on collaboration with clients, suppliers, and stakeholders.
• Challenges: Organizations need to experiment with technologies, develop a clear business case, and collaborate across the ecosystem.

Conclusion

This edition of the ConveSsI Quarterly Review underscores the transformative power of software, 5G, digital twins, and data in redefining industries. It calls for a new mindset in digital transformation, focusing on synergy, sustainability, and innovation. The convergence of the physical and virtual worlds is seen as a key enabler for future growth and efficiency, with collaboration and upskilling playing critical roles in achieving these goals.