2024 年全球机械设备报告

Acknowledgments This report was prepared by Michael Staebe, leader of Bain & Company’s Global Machinery &Equipment practice, and a team led by Practice Director Catherine Safaya-James and PracticeConsultant Francesca Manfredi. The chapters of this report were written by Bain Partners Adrien Bron, Neil Malik, Numan Waheed, MikeCoxon, Helen Liu, Michael Staebe, Josh Hinkel, Tessa Bysong, Leon Lu, Bodo Koerber, Bill Radzevych,Benjamin Grant, Caperton Flood, Andy Capanyola, Fumihiko Nishiwaki, Jörg Gnamm, and MichaelDuVall; Expert Partners Patrick Hui, Guido Vetter, Thomas Frost, Xavier Houot, and Sehoon Min;Associate Partner Lisa Kabus; Expert Associate Partners Prashanth Parthasarathy and Leonides DeOcampo; Expert Senior Manager Stefan Silberstein; and External Advisor Dennis Kuesters. The authors would like to express thanks for their contributions to the chapters to Bain PartnersHernan Saenz, Mary Stroncek, Prashant Iyer, and Thomas Kwasniok; Expert Partners FrankLesmeister and Lokesh Payik; Expert Associate Partner Brian Kiefer; Associate Director Marian Zoll;Practice Director Simone Doms; and Practice Senior Manager Christian Ruehl. The authors wish to thank Bain Partners Thomas Lustgarten, Hugo Parkinson, Prashant Sarin, andGreg Gerstenhaber; Bain Practice Executive Vice President Martin Nilvall; Leila Kunstmann-Seikand Anna Civilini for their planning and marketing support; and Gail Edmondson, Aili McConnon,and Paul Judge for their editorial support. This work is based on secondary market research, analysis of financial information available or provided to Bain & Company and a range ofinterviews with industry participants. Bain & Company has not independently verified any such information provided or available to Bainand makes no representation or warranty, express or implied, that such information is accurate or complete. Projected market and financialinformation, analyses and conclusions contained herein are based on the information described above and on Bain & Company’s judgment,and should not be construed as definitive forecasts or guarantees of future performance or results. The information and analysis herein doesnot constitute advice of any kind, is not intended to be used for investment purposes, and neither Bain & Company nor any of its subsidiariesor their respective officers, directors, shareholders, employees or agents accept any responsibility or liability with respect to the use ofor reliance on any information or analysis contained in this document. This work is copyright Bain & Company and may not be published,transmitted, broadcast, copied, reproduced or reprinted in whole or in part without the explicit written permission of Bain & Company. Global Machinery & Equipment Report 2024 Contents What Customers Want3 An Overlooked Ace: Finding Value in Your Installed Base4Digital Solutions in Machinery: Don’t Be Left Behind10Machinery and Equipment: The Circular Path to Value16 23 The Feedback Machine: The Magicof Closed-Loop Product Life Cycle Management24 Artificial Intelligence Rockets to the Topof the Manufacturing Priority List30 The Factory of the Future CouldBoost Productivity by 30% or More36 WhatCustomers Want An Overlooked Ace: Finding Value in Your Installed Base4Digital Solutions in Machinery: Don’t Be Left Behind10Machinery and Equipment: The Circular Path to Value16 What Customers Want An Overlooked Ace: Finding Valuein Your Installed Base Digital models of installed machinery can improve product performanceand predict necessary maintenance By Leonides De Ocampo, Bodo Koerber, Andy Capanyola, and Fumihiko Nishiwaki At a Glance Leading machinery companies are using installed base management to move closer to asoftware-defined system that separates the life cycle of hardware from its functionality New remote monitoring and diagnostics technologies such as digital twins will be key tocreating new services and generating revenue The market for digital twins is expected to increase tenfold, to $110 billion, by 2028 “Installed base management” is not a term that dominates business news headlines. But this often-overlooked process to manage product life cycles more efficiently offers significant untapped valueto machinery and equipment companies. Leading companies have already started using new digital technologies that enable remote monitoringand diagnostics of their equipment. Those that use digital twins—namely, virtual representations ofmachinery and equipment—are gaining a competitive edge. The overall market for digital twins is Global Machinery & Equipment Report 2024 predicted to increase tenfold, from $10 billion in 2023 to $110 billion in 2028, according to Researchand Markets. Developing twins for predictive maintenance of machinery is expected to be the mostwidely used application of the digital twin. Managing an installed base remotely typically requires customers to keep their machines connectedat all times. Tiered features allow customers to