2021-12-22-Capgemini-智能产业_下一个转型时代（英）_172页_12mb

ConveSsI Quarterly Review N°3-2021: Intelligent Industry - The Next Era of Transformation

Core Content

This quarterly review from Capgemini Research Institute explores the transformative impact of technology on traditional industries, focusing on the concept of Intelligent Industry as the next phase of digital transformation. The review highlights key areas such as software, connectivity, semiconductors, and digital twins, emphasizing their role in redefining operations, services, and sustainability.

Main Themes

• Intelligent Industry is defined as the convergence of digital and engineering worlds, enabling companies to build intelligent products, operations, and services at scale.
• The shift is driven by the integration of software, 5G, edge computing, and digital twins, which are reshaping industries like automotive, energy, life sciences, and high-tech.
• Data-driven services and connected products are becoming central to business models, enhancing customer experiences and operational efficiency.
• Sustainability is a growing priority, with technologies such as AI, ML, and digital twins helping to reduce waste and carbon emissions across the value chain.

Key Areas of Focus

1. Software-Driven Transformation

• Software is no longer a secondary component but a core driver of value.
• In the automotive sector, software-based features and services are expected to increase revenue share from 8% to 22% over the next decade.
• Frédéric Vincent, CIO of Renault Group, compares the software revolution in the automotive industry to that of smartphones, where cloud integration unlocked new use cases.

2. 5G and Connectivity

• 5G is a key enabler of Intelligent Industry, allowing for high-performance, energy-efficient wireless connectivity.
• It supports applications like remote monitoring, predictive maintenance, AGVs, and AR/VR-based collaboration.
• Early adopters of 5G have seen operational efficiency gains, but only 30% have reached the pilot and implementation stages.
• Challenges include lack of 5G devices, identifying appropriate use cases, and accessing vertical-specific solutions.

3. Digital Twins

• Digital twins bridge the physical and virtual worlds through real-time models that can be updated and optimized.
• They provide benefits such as increased efficiency, reduced environmental impact, and cost savings.
• Examples include urban planning, infrastructure management, and disaster response in cities like Singapore, Shanghai, and Brooklyn.

4. Sustainability and Circular Economy

• Sustainability is not limited to internal operations but extends to the entire value chain, including customers and suppliers.
• Technologies like AI, ML, and digital twins help in resource optimization, emission simulation, and supply chain efficiency.
• Capgemini's research indicates that the scaled use of these technologies has led to an average 15% reduction in waste over the past two years.

5. Talent and Upskilling

• The skills required for the new working environment are significantly different from those of the past.
• A major skills gap exists in areas such as AI, machine learning, and software engineering.
• Organizations are investing in upskilling initiatives to address this gap, with Capgemini reskilling employees every 18 months and increasing training days per person.

Insights from Industry Leaders

Börje Ekholm (Ericsson CEO)

• Emphasizes the need for fundamental transformation using emerging technologies.
• Highlights the importance of 5G as a horizontal platform for innovation.
• Mentions Ericsson's 5G factory in Lewisville as a "global lighthouse" using renewable energy and advanced technologies.
• Advocates for sustainability through energy efficiency and renewable power.

Aiman Ezzat (Capgemini CEO)

• Defines Intelligent Industry as the integration of digital and engineering worlds.
• Discusses the rise of "as-a-Service" models in B2B sectors, similar to B2C sharing and renting.
• Stresses the need for collaboration with clients, suppliers, and stakeholders to achieve sustainability.
• Highlights Capgemini's commitment to net zero by 2025 and the use of cloud and AI platforms for sustainability initiatives.

Conclusion

The review underscores the transformative potential of Intelligent Industry, driven by software innovation, 5G connectivity, digital twins, and data analytics. It calls for collaboration, investment in technology, and upskilling of the workforce to navigate the challenges and seize the opportunities of this new era. The focus on sustainability and efficiency is central to the future of industry, with a clear path towards a more intelligent, connected, and eco-friendly world.