1、Changing the way the world thinks about the impact of technology CONTENT01|02|01 4 IDC|4 IDC|5 IDC|GDP2021122010-20215 IDC|7.5%39.9%52.6%7.0%39.7%53.3%7.1%38.6%54.3%7.7%37.8%54.5%7.3%39.4%53.3%6 IDC|6 IDC|2.1.7 IDC|344+23%235+36%224+20%115+19%110+20%78+142%65+39%60+128%1887+21%SAP11.1%7.6%7.2%3.5%3.

2、7%SAP60.3%3.1B+24.3%StrategiesCapabilitiesParticipantsContendersMajor PlayersLeadersPTC8 IDC|TCL制造业衍生DIBGICT服务商9 IDC|MESSCADAPLCDCSERPCADCAEPLM10 IDC|10 IDC|$-$10,000$20,000$30,000$40,000$50,000$60,000202020212022202320242025$(Millions)云 本地IDC,202111 IDC|11 IDC|IDC AP Manufacturing Insight Study,202

3、173.3%75.5%71.5%67.8%68.7%6.0%3.0%2.0%4.1%1.0%20.7%21.5%26.5%28.1%30.3%0%20%40%60%80%100%MESPLMSCMERPCRM12 IDC|12 IDC|IDC AP Manufacturing Insight Study,2021C2MF2CMES1.0MES2.0MES3.0MOMMES13 IDC|14 IDC|主要矛盾：系统性需求和单点供给&TCLDIBG Wipro TCS SAP PTC Oracle15 IDC|工业软件与工业互联网：长期共存，化物无形PLMERPMESAI+RPAAppAppApp

4、AppAppAppAppApp02 17 IDC|聚焦的意义：跳出内卷，增强竞争力18 IDC|312020市场发展迅速，挑战伴随而来IDC65%202119 IDC|平台面向不同客户达传服务能力CAX ERP MES SaaS PLM+MES+ERP/B2B 20 IDC|平台解决方案围绕不同业务重心的三个方向PaaSIoTAll in one20 IDC|21 IDC|工业智能三个主要方向AIIDC32D/3DAVR工业智能22 IDC|工业智能视觉智能：2024AI3.992019-2024中国AI工业质检市场软件及服务市场规模预测单位：百万美元 统计口径：仅含软件和服务，摄像头、质检仪、光学硬件设备等暂不计入。3C 3C/PCB23 IDC|工业智能数据智能：:IDC2021:IDC202120205.513C24 IDC|工业智能数据智能：1.5VSAI25 IDC|政府侧：26 IDC|业务重聚焦：平台上下的标准产品5GCADCAEMESERPSRMIoTOT27 IDC|总结AIThank you