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Advanced Manufacturing Emerging Trends Summary (2019)

Core Content

The document outlines the key trends in advanced manufacturing as of 2019, organized into the NExTT framework, which categorizes trends based on Industry Adoption and Market Strength. It highlights the evolution of technologies such as IIoT, Industrial Sensors, Industrial Robots, Predictive Analytics, Edge Computing, Industrial Drones, Personalized Manufacturing, AR/VR, Wearables, Industrial Blockchain, Machine Vision, and Machines-as-a-Service.

Main Trends

Necessary Trends (High Industry Adoption, High Market Strength)

These trends are already well-established and widely adopted across the manufacturing sector.

• IIoT Platforms

  • Industrial Internet of Things (IIoT) platforms are essential for integrating and analyzing data from connected machines and sensors.
  • Companies like GE and Siemens, alongside tech firms like Amazon and SAP, are investing heavily in these platforms.
  • The adoption of IIoT is expected to deliver significant productivity gains by the 2020s.
  • Despite GE's recent challenges, industrial manufacturers continue to invest in IIoT platforms.

• Predictive Analytics

  • Predictive analytics is moving from reactive to proactive, using AI and sensor data to forecast equipment failures and optimize processes.
  • Startups like Alluvium and Augury are leveraging AI for predictive maintenance and equipment health monitoring.
  • With more data available, predictive models are becoming more accurate and impactful.

Experimental Trends (Low Industry Adoption, High Market Strength)

These trends are in early stages but show strong potential and media interest.

• Edge Computing

  • Edge computing enables faster data processing by analyzing data closer to the source, reducing latency.
  • It supports advanced technologies like AI and machine vision by providing low-latency computing infrastructure.
  • McKinsey estimates that 25% of IoT growth from 2017-2020 will be spent on edge computing.
  • Companies like Schneider Electric are already investing in edge computing capabilities.

• Industrial Drones

  • Drones are being used in various industries, including construction, mining, and agriculture, for data collection and monitoring.
  • Despite the closure of Airware, the market is considered structurally sound, with potential for future growth.
  • Drones could become a key tool for data collection, with hardware likely to become more commoditized.

• AR/VR

  • Augmented reality (AR) is gaining traction in industrial settings for training, safety, and productivity.
  • AR is being used to improve wiring installation tasks at companies like Boeing and GE.
  • Mentions of AR on earnings calls have increased significantly in recent years.

• Wearables

  • Wearable technology is being integrated into industrial applications for monitoring worker fatigue and performance.
  • Practical wearables like SmartCap helmets and AR devices are expected to lead the way before more advanced exoskeletons.
  • These technologies provide real-time data and could enhance worker safety and productivity.

Transitory Trends (High Industry Adoption, Low Market Strength)

These trends are seeing adoption but have uncertain market potential.

• 3D Printing

  • 3D printing has been a major focus for companies like GE, which invested heavily in the technology.
  • However, early enthusiasm has waned, and the technology is facing challenges in scaling and adoption.
  • The success of 3D printing in 2019 may depend on software improvements and the integration of blockchain for IP protection.

• Data Interoperability

  • Startups are working to integrate IoT data from disparate sources, enabling better decision-making.
  • Companies like Uptake and Forescout are developing platforms to unify data across systems.
  • The lack of data interoperability remains a key barrier to full IoT potential.

Key Information

• NExTT Framework: A tool to categorize trends by industry adoption and market strength, helping investors and companies understand the maturity and potential of different technologies.
• Industry Adoption: Indicates how widely a technology is being used in the sector.
• Market Strength: Reflects the financial and strategic interest in the technology, including venture capital investment and corporate initiatives.

Conclusion

The year 2019 presents a pivotal moment for advanced manufacturing, with the potential for significant growth and innovation in both established and emerging technologies. While necessary trends like IIoT and predictive analytics are already well-integrated, experimental trends such as edge computing and AR/VR are gaining momentum. Transitory trends like 3D printing and data interoperability may see increased adoption but are still in the early stages of market development. Investors and manufacturers should closely monitor these trends to identify opportunities and challenges in the evolving landscape of advanced manufacturing.