BCG+2023年最具创新性的公司-28页_3mb

报告摘要

Report Summary: The Formula for Innovation from Leading Companies

What Winners Are Doing

The report highlights that companies prioritizing innovation and prepared to act are outperforming competitors. Innovation drives performance, resilience, and value creation, especially through digital and AI capabilities. A culture of innovation and readiness to transform investments into results are critical attributes.

Key Points:

79% of companies ranked innovation as a top-three priority in 2023, up from 75% in 2022.
Ready companies (those prioritizing innovation and having the capacity to act) allocate one-third of their spending to breakthrough innovations.
Two-thirds of ready companies rank innovation as their top priority and plan to increase spending.

Bosch: A Culture of Innovation

Bosch prioritizes innovation through substantial R&D investments and a centralized research unit. With a global R&D workforce of 84,800, the company maintains steady R&D spending (7.6%–8.2% of sales) and leverages internal ecosystems and acquisitions to support innovation.

Key Points:

Bosch’s Research unit generates a quarter of all patents.
The company supplements internal R&D with targeted acquisitions (e.g., three investments in 2022 for automated driving).

The 50 Most Innovative Companies of 2023

This list includes diverse companies, with tech firms continuing to dominate the top 50 (including the top ten), though energy companies also hold significant positions due to climate concerns.

Key Points:

The portfolio of the 50 most innovative companies has outperformed the broader market by 3.3 percentage points annually since 2005.
Ready companies (innovation-ready firms) are widening the performance gap, generating shareholder returns nearly three times higher than the S&P 1200.

Innovation and Performance

Innovation drives performance and competitive advantage. Companies that embed capabilities for exploiting innovation for value creation widen their lead over competitors.

Key Points:

Innovation capabilities, especially digital and AI, create a flywheel effect, enabling faster deployment and adaptation.
Growth is primarily in new markets created by technology disruption.

Samsung: Leading the Commercialization of Consumer Tech

Samsung uses component-level innovation and mass production to bring new technologies to market. The company invests heavily in R&D and patents, expanding into adjacent markets and new business models.

Key Points:

Spent $17 billion on R&D in 2021 (9% of sales).
Holds the most patents in the US in a single year (6,300 in 2022).

A Downturn Ups the Stakes in Innovation

Despite economic uncertainty, companies are prioritizing innovation more strongly than during the 2009 crisis. 79% of companies ranked innovation as a top-three priority in 2023, compared to less than two-thirds in 2009.

Key Points:

66% plan to increase innovation spending, with 42% planning increases of more than 10%.
Focus on M&A and open ecosystems is increasing, even as some companies retrench.

Investing with Focus

Innovation-ready companies emphasize breakthrough innovations and portfolio management. Effective use of M&A, clear governance, and data transparency are key to managing innovation during downturns.

Key Points:

Innovation-ready companies invest 50% more in breakthrough innovations during downturns.
M&A is a primary tool for accessing innovative technologies and talent.

McDonald’s: Driving Growth with Digital Innovation

McDonald’s invests in AI and digital innovation, using data analytics and acquisitions to drive growth and enhance customer experience.

Key Points:

Drove efficiency by cutting drive-through ordering times by 30 seconds.
Invested in AI through acquisitions like Apprente and Dynamic Yield.

Good Advice (Updated) Stands the Test of Time

BCG recommends strategies for navigating downturns, including maintaining aggressive investment, acquiring talent, and integrating innovation into M&A processes.

Key Points:

Leaders should focus on acquiring IP and raiding competitor talent pools.
Updating these strategies to reflect increased technology intensity.

How Early Winners Are Unlocking AI’s Potential

AI implementation is accelerating, with 61% of companies investing in AI. However, only 45% achieve business impact.

Key Points:

Medtech, chemicals, and pharma are most successful at achieving AI impact.
AI requires partnership with complementary technologies (e.g., robotics, IoT) to scale.

Four Impact Success Factors

Companies that scale AI focus on digital infrastructure, multiple technologies, robust innovation processes, and responsible AI governance.

Key Points:

Four key factors enable AI impact: digital backbone, combined technology investments, structured innovation funnels, and responsible AI.
Clear leadership commitment and integrating AI into business processes are critical.

Moderna: Pioneering AI-Driven Innovation in the Fight Against Cancer

Moderna leverages AI to design mRNA vaccines and therapies, incorporating the technology into its entire drug discovery and manufacturing process.

Key Points:

AI enables rapid development of personalized neoantigen therapies for cancer treatment.
Digital integration allows for iterative learning and innovation acceleration.

About the Authors

The report is authored by leading experts from the Boston Consulting Group, including Justin Manly, Michael Ringel, and others.

Methodology

The ranking is based on a survey of innovation executives, assessing performance on four dimensions: Global Mindshare, Industry Peer View, Industry Disruption, and Value Creation.