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制造業衍生DIBGICT服務商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：系統性需求和單點供給&TCLDIBG Wipro TCS SAP PTC Oracle15 IDC|工業軟件與工業互聯網：長期共存，化物無形PLMERPMESAI+RPAAppAppApp

4、AppAppAppAppApp02 17 IDC|聚焦的意義：跳出內卷，增強競爭力18 IDC|312020市場發展迅速，挑戰伴隨而來IDC65%202119 IDC|平臺面向不同客戶達傳服務能力CAX ERP MES SaaS PLM+MES+ERP/B2B 20 IDC|平臺解決方案圍繞不同業務重心的三個方向PaaSIoTAll in one20 IDC|21 IDC|工業智能三個主要方向AIIDC32D/3DAVR工業智能22 IDC|工業智能視覺智能：2024AI3.992019-2024中國AI工業質檢市場軟件及服務市場規模預測單位：百萬美元 統計口徑：僅含軟件和服務，攝像頭、質檢儀、光學硬件設備等暫不計入。3C 3C/PCB23 IDC|工業智能數據智能：:IDC2021:IDC202120205.513C24 IDC|工業智能數據智能：1.5VSAI25 IDC|政府側：26 IDC|業務重聚焦：平臺上下的標準產品5GCADCAEMESERPSRMIoTOT27 IDC|總結AIThank you