工业技术和工程产品行业洞察：2025年第四季度

Industrial Technology and Industry Insights–Q4 2025 Executive Summary Overview ▪Businesses around the world are facing a critical inflection point, as industrialtechnologies, such as artificial intelligence (“AI”), automation and advanced computingare rapidly reshaping core operations. Early adopters of these technologies have alreadybegun to unlock new efficiencies and competitive advantages, whereas companies who ▪The surge in energy demand from AI and automation is exposing critical vulnerabilitiesin the aging electrical grid. Without near-term investment in modernization andemerging solutions, such as advanced distribution management systems (“ADMS”), this ▪Despite stable real GDP growth over the past two years, industrial production in theU.S. has remained stagnant, with the U.S. Industrial Production Manufacturing Indexand ISM Manufacturing PMI hovering around 100 and 50, their respective baseline As industrial automation reaches a pivotal crossroads, global manufacturers must navigatedisruptive supply chains, shifting market demands and rapid technological advancements. While vast, the U.S. high-voltage grid is at an inflection point, as much of this infrastructure hasbeen strained by new power flows and other technologies. Economic Corner–Rise of Industrial Digitization and Automation Investment and integration of intelligenttechnologies is redefining industrial ▪Businesses around the world are rapidlyadopting technologies such as AI, robotics andadvanced computing to transform manufacturing,supply chain and logistics, with over 70% of ▪In October 2025, SoftBank, which has alreadycommitted to more than $500 bn in AIinfrastructure investment, announced the $5.4 bn ‒ABB’s Robotics Business provides a widevariety of industrial robots and software “SoftBank’s next frontier is Physical AI. Together with ABBRobotics, we will unite world-class technology and talentunder our shared vision to fuse Artificial Super Intelligenceand robotics—driving a groundbreaking evolution that will ▪This trend, aimed at driving productivity gains,reshaping labor markets and redefiningcompetitive advantages across industries, is amajor force behind strategic capital reallocation -Masayoshi Son, Chairman & CEO, SoftBank Group Economic Corner–Strategic Investment in Technological Infrastructure Industrial competitiveness is becomingdependent on aligning transformation ▪Industrial companies and manufacturers areincreasingly recognizing that technological ▪Crucially, these advancements depend onrobust technological infrastructure, an area receiving heavy federal attention because ofthe 2021 bipartisan Infrastructure Investmentand Jobs Act (IIJA), which will deploy around ▪This, along with high levels of foreign directinvestment (FDI) in the U.S., present industrialfirms with a rare opportunity to align privatemodernization efforts alongside public Economic Corner–Grid Modernization and ADMS Implementation To meet rising demand, companies mustcontinue to focus on further enhancing grid ▪The U.S. is currently experiencing a surge indemand for electricity, due to factors such asunprecedented levels of electrification, AI- ▪Growth in the ADMS industry is acceleratingrapidly due to factors such as the evolution ofthe smart grid and the rising adoption of U.S. Grid Modernization Is Struggling to Keep Pace ▪The flexibility that ADMS systems provide,along with the increased need for gridmodernization, will continue to fuel adoption in Aging InfrastructureThe U.S. electrical grid includes over600,000milesof aging transmission lines, with increasingoutages and fire risks delaying upgrades Rising Demand AI data centers maytriple their power consumptionby 2028, and peak demand is expected to grow by ▪North America is expected to continue to leadthe way in terms of ADMS adoption due to Reliability Risks Slowed Renewable Integration Solar and wind intermittency, along with interconnectiondelays, arestraining the stability of the renewableenergy gridand slowing clean energy deployment The U.S. Department of Energy warns blackoutscould surge ahundredfoldby 2030 if retiringbaseload power is not offset by new firm capacity 5 Economic Corner–Macroeconomic Indicators Upcoming Industrial Technology Events and Conferences MODEXis one of North America’s largesttrade shows, dedicated to multifacetedsupply chain solutions. The trade show There are many excitingevents and conferencesin the IndusrialTechnology & EngineeredProducts sectors as weenter 2026. If you areplanning to attend any ITS America Conference & Expobringstogether public and private sectortransportation agencies to learn about theimplementation of new intelligent traffic Automateis one of North America’s largestrobotics and automation conferences,showcasing the world’s leading automation PACK EXPOis the most comprehensivepackaging and processing trade show inNorth America, where solutions providers Chicago, IL Relevant Kroll Experience Select