Industrials Observer: Industry 4.0

The sector Industrial Automation offers a good growth perspective. Denise Molina, Director of Equity Research, shares her findings in the report: Moats in Industry 4.0: The Underrated Control Freak; Switching Costs Weak & Strong for ABB and Schneider.


In this report, you will learn:
  • Industry 4.0 or IIOT (Industrial Internet of Things) opens up a $200 billion market for software and components and is in the early stages of adoption
  • Most industrial processes have expensive downtime because of equipment failures or other inefficiencies. Industry 4.0, which combines deep engineering expertise and algorithms, focuses on software that will eradicate these inefficiencies.
  • We consulted engineers, competing companies and other experts to find out where the strongest and weakest competitive advantages are in Industry 4.0.
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(This information has been prepared for professional investors only)