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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":322696060,"tweetId":"322696060","gmtCreate":1615800230550,"gmtModify":1703493137569,"author":{"id":3571131703376199,"idStr":"3571131703376199","authorId":3571131703376199,"authorIdStr":"3571131703376199","name":"Brooo","avatar":"https://static.tigerbbs.com/8b12d71351426756ae44bb6623fb3336","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Q</body></html>","htmlText":"<html><head></head><body>Q</body></html>","text":"Q","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/322696060","repostId":1177644660,"repostType":4,"repost":{"id":"1177644660","kind":"news","pubTimestamp":1615797989,"share":"https://www.laohu8.com/m/news/1177644660?lang=zh_CN&edition=full","pubTime":"2021-03-15 16:46","market":"us","language":"en","title":"Accelerating Industrial Automation and the Companies to Watch<blockquote>加速工业自动化和值得关注的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177644660","media":"nasdaq","summary":"Last week we kicked off our automation series with an overview of the various sectors of the economy","content":"Last week we kicked off our automation series with an overview of the various sectors of the economy that are ramping up their automation levels. This week we are doing a deeper dive into&nbsp;industrial automation, which was already seeing an acceleration pre-pandemic. The pandemic provided further powerful tailwinds as human interaction became riskier and supply chains were brutally disrupted. The new US presidential administration is likely to push for higher wages, which only adds further momentum to this trend.<blockquote>上周，我们开始了自动化系列，概述了正在提高自动化水平的各个经济部门。本周我们将深入探讨工业自动化，在大流行之前就已经加速了。随着人类互动变得更加危险，供应链遭到残酷破坏，疫情提供了进一步强大的推动力。新的美国总统政府很可能会推动提高工资，这只会给这一趋势增添进一步的动力。</blockquote> The pandemic forced many factories to either close or materially reduce their output, which caused industrial production to drop to a&nbsp;level not seen in over ten years&nbsp;and a&nbsp;profound loss of jobs&nbsp;that have still not yet been recovered. As the lockdowns eased, companies had to find ways to make their production lines safe, which meant fewer people on-site and increased the need for automation to allow for greater production levels at a lower level of labor.<blockquote>疫情迫使许多工厂关闭或大幅减产，导致工业生产降至十多年来未见的水平，大量失业仍未恢复。随着封锁的放松，公司必须找到确保生产线安全的方法，这意味着现场人员减少，并增加了对自动化的需求，以更低的劳动力水平实现更高的生产水平。</blockquote> The&nbsp;2021 BDO Manufacturing CFO Outlook Survey, conducted in September 2020, provides some fantastic insight into how things are changing for those manufacturing companies with revenues ranging from $250 million to $3 billion and how the pandemic has affected them. According to the report, “Prior to the pandemic, the&nbsp;Industry 4.0&nbsp;paradigm shift was already underway, bringing together the physical and digital worlds to change the fundamentals of production. COVID-19 has accelerated the paradigm, compressing the timeframe for the industry to get on board.” The top CFO priority for 2021 is “Investing in Technology or Infrastructure.” The most critical factor for recovery, according to middle-market manufacturers, is “Supply Chain Stability” followed by “Productivity Gains” and when it comes to evolving their workforce strategy in the coming year, the second-highest priority (after diversity and inclusion as a business strategy) is automating manual labor.<blockquote>2020年9月进行的2021年BDO制造业首席财务官展望调查为那些收入在2.5亿至30亿美元之间的制造公司的情况如何变化以及疫情如何影响它们提供了一些精彩的见解。报告称，“在大流行之前，工业4.0范式转变已经在进行中，将物理世界和数字世界结合在一起，以改变生产的基本面。COVID-19加速了这一范式，压缩了行业进入的时间框架。”CFO 2021年的首要任务是“投资技术或基础设施”。根据中间市场制造商的说法，复苏最关键的因素是“供应链稳定”，其次是“生产率提高”，当谈到在未来一年发展劳动力战略时，第二高的优先事项（仅次于多样性和包容性作为一种商业战略）是自动化体力劳动。</blockquote> According to the recent research report, “Industrial Automation Market&nbsp;by Component (Plant-level Controls, Enterprise-level Controls, Plant Instrumentation), Mode of Automation (Semi-automatic, Fully-automatic), and End User (Oil &amp; Gas, Automotive, Food &amp; Beverage) - Global Forecast to 2027”, the industrial automation market is expected to grow at a CAGR of 9.3% from 2020 to 2027, growing from $164.2 billion to $306.2 billion by 2027.<blockquote>根据最近的研究报告“按组件（工厂级控制、企业级控制、工厂仪表）、自动化模式（半自动、全自动）和最终用户（石油和天然气、汽车、食品和饮料）划分的工业自动化市场——到2027年的全球预测”，工业自动化市场预计将在2020年至2027年以9.3%的CAGR增长，到2027年从1642亿美元增长到3062亿美元。</blockquote> Industrial automation is in the midst of a game-changing transformation. Advancements such as machine learning, augmented reality,&nbsp;cyber-physical systems, autonomous assets, real-time analytics, and the IIoT (Industrial Internet of Things) promise extraordinary operational achievements. In addition, we are seeing similar pressures here against closed systems that we saw in corporate automation (which we will cover in the weeks to come). In much the way that consumers of office software and automation systems pushed for solutions being more easily integrated with other products and less fussy (technical term) about the platforms on which they operate, we are seeing similar demands for industrial automation solutions. This bodes well for more flexible and more rapidly improving solutions.<blockquote>工业自动化正处于改变游戏规则的转型之中。机器学习、增强现实、信息物理系统、自主资产、实时分析和IIoT（工业物联网）等进步有望取得非凡的运营成就。此外，我们在这里看到了与我们在企业自动化中看到的类似的针对封闭系统的压力（我们将在未来几周讨论）。就像办公软件和自动化系统的消费者推动解决方案更容易与其他产品集成，并且对其运行的平台不那么挑剔（技术术语）一样，我们也看到了对工业自动化解决方案的类似需求。这预示着更灵活、更快速改进的解决方案。</blockquote> Closed systems are expensive to upgrade and maintain, limit innovation and restrict access to best-of-breed technologies. Just as we’ve seen in the office, industrial enterprises are increasingly demanding open, standards-based automation systems that are portable, interoperable, and intrinsically cyber secure. As we look towards the future, we see digital-first industrial enterprises and smart factories using universal automation that will significantly increase efficiency, reliability, and productivity from safe and secure (often remote) operations that easily adapt to market changes and customer demands. In short, industrial operations of the future will be data-driven, asset-centric architectures leveraging human innovation rather than relying on a workforce engaged in endless repetitive tasks. We also expect to see accelerated adoption of&nbsp;edge computing&nbsp;along with 5G and&nbsp;WiFi 6. After experiencing first-hand the vulnerabilities of their operations during lockdowns, we expect to see a push to implement systems that will allow for maintenance and upgrades to be conducted remotely and/or via automation.<blockquote>封闭系统的升级和维护成本高昂，限制了创新，并限制了获得最佳技术的机会。正如我们在办公室看到的那样，工业企业越来越需要开放的、基于标准的自动化系统，这些系统具有便携性、互操作性和本质上的网络安全。展望未来，我们看到数字优先的工业企业和智能工厂使用通用自动化，这将通过安全可靠（通常是远程）的操作显着提高效率、可靠性和生产力，轻松适应市场变化和客户需求。简而言之，未来的工业运营将是数据驱动、以资产为中心的架构，利用人类创新，而不是依赖于从事无休止重复任务的劳动力。我们还预计将看到边缘计算以及5G和WiFi 6的加速采用。在亲身体验了他们在封锁期间的运营漏洞后，我们预计会推动实施允许远程和/或通过自动化进行维护和升级的系统。</blockquote> What does this mean for investors?<blockquote>这对投资者意味着什么？</blockquote> First, much of this automation is going to be dependent on expanded data networks such as 5G and WiFi 6, which means further demand for products from companies providing the underlying digital infrastructure technologies such as&nbsp;Maxlinear (MXL),&nbsp;Skyworks Solutions Inc (SWKS),&nbsp;Applied Optoelectronics Inc (AAOI),and&nbsp;Broadcom (AVGO).<blockquote>首先，这种自动化在很大程度上将依赖于5G和WiFi 6等扩展的数据网络，这意味着对提供底层数字基础设施技术（例如Maxlinear(MXL), Skyworks解决方案公司(SWKS), 应用光电公司（AAOI），和博通(AVGO).</blockquote> Companies providing factory automation products include&nbsp;Fanuc (FANUY),Danaher Corporation (DHR), Siemens AG (SIEGY), Yaskawa Electric Corp (YASKF), Emerson Electric Co (EMR),Honeywell (HON),Rockwell Automation Inc (ROK),and&nbsp;Eaton Corp (ETN).<blockquote>提供工厂自动化产品的公司包括发那科(FANUY)、丹纳赫公司(DHR)、西门子股份公司(SIEGY)、安川电机公司(YASKF)、艾默生电气公司(EMR)、霍尼韦尔(HON)、罗克韦尔自动化公司(ROK)、和伊顿公司（ETN）。</blockquote> Finally, let us not forget that many manufacturers are turning to 3D printing, which bodes well for companies such as The&nbsp;ExOne Co (XONE), Markforged - which has&nbsp;announced plans&nbsp;to go public via a merger with publicly trade SPAC&nbsp;One (AONE),Stratasys Ltd (SSYS), and&nbsp;Materialise NV (MTLS).<blockquote>最后，我们不要忘记，许多制造商正在转向3D打印，这对像外显子Co（XONE）Markforged——已宣布计划通过与公开交易的SPAC合并上市One(AONE)、Stratasys Ltd(SSYS)，和物化NV(MTLS)。</blockquote> Disclosures<blockquote>披露</blockquote> Maxlinear (MXL),&nbsp;Skyworks Solutions Inc (SWKS),&nbsp;Applied Optoelectronics Inc (AAOI),and&nbsp;Broadcom (AVGO)&nbsp;are constituents in the&nbsp;Tematica BITA Digital Infrastructure and Connectivity Index.<blockquote>Maxlinear(MXL), Skyworks解决方案公司(SWKS), 应用光电公司（AAOI），和博通(AVGO)是Tematica BITA数字基础设施和连接指数的组成部分。</blockquote>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAccelerating Industrial Automation and the Companies to Watch<blockquote>加速工业自动化和值得关注的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nnasdaq2021-03-15 16:46\n\n</h4>\n</header>\n<article>\nLast week we kicked off our automation series with an overview of the various sectors of the economy that are ramping up their automation levels. This week we are doing a deeper dive into&nbsp;industrial automation, which was already seeing an acceleration pre-pandemic. The pandemic provided further powerful tailwinds as human interaction became riskier and supply chains were brutally disrupted. The new US presidential administration is likely to push for higher wages, which only adds further momentum to this trend.<blockquote>上周，我们开始了自动化系列，概述了正在提高自动化水平的各个经济部门。本周我们将深入探讨工业自动化，在大流行之前就已经加速了。随着人类互动变得更加危险，供应链遭到残酷破坏，疫情提供了进一步强大的推动力。新的美国总统政府很可能会推动提高工资，这只会给这一趋势增添进一步的动力。</blockquote> The pandemic forced many factories to either close or materially reduce their output, which caused industrial production to drop to a&nbsp;level not seen in over ten years&nbsp;and a&nbsp;profound loss of jobs&nbsp;that have still not yet been recovered. As the lockdowns eased, companies had to find ways to make their production lines safe, which meant fewer people on-site and increased the need for automation to allow for greater production levels at a lower level of labor.<blockquote>疫情迫使许多工厂关闭或大幅减产，导致工业生产降至十多年来未见的水平，大量失业仍未恢复。随着封锁的放松，公司必须找到确保生产线安全的方法，这意味着现场人员减少，并增加了对自动化的需求，以更低的劳动力水平实现更高的生产水平。</blockquote> The&nbsp;2021 BDO Manufacturing CFO Outlook Survey, conducted in September 2020, provides some fantastic insight into how things are changing for those manufacturing companies with revenues ranging from $250 million to $3 billion and how the pandemic has affected them. According to the report, “Prior to the pandemic, the&nbsp;Industry 4.0&nbsp;paradigm shift was already underway, bringing together the physical and digital worlds to change the fundamentals of production. COVID-19 has accelerated the paradigm, compressing the timeframe for the industry to get on board.” The top CFO priority for 2021 is “Investing in Technology or Infrastructure.” The most critical factor for recovery, according to middle-market manufacturers, is “Supply Chain Stability” followed by “Productivity Gains” and when it comes to evolving their workforce strategy in the coming year, the second-highest priority (after diversity and inclusion as a business strategy) is automating manual labor.<blockquote>2020年9月进行的2021年BDO制造业首席财务官展望调查为那些收入在2.5亿至30亿美元之间的制造公司的情况如何变化以及疫情如何影响它们提供了一些精彩的见解。报告称，“在大流行之前，工业4.0范式转变已经在进行中，将物理世界和数字世界结合在一起，以改变生产的基本面。COVID-19加速了这一范式，压缩了行业进入的时间框架。”CFO 2021年的首要任务是“投资技术或基础设施”。根据中间市场制造商的说法，复苏最关键的因素是“供应链稳定”，其次是“生产率提高”，当谈到在未来一年发展劳动力战略时，第二高的优先事项（仅次于多样性和包容性作为一种商业战略）是自动化体力劳动。</blockquote> According to the recent research report, “Industrial Automation Market&nbsp;by Component (Plant-level Controls, Enterprise-level Controls, Plant Instrumentation), Mode of Automation (Semi-automatic, Fully-automatic), and End User (Oil &amp; Gas, Automotive, Food &amp; Beverage) - Global Forecast to 2027”, the industrial automation market is expected to grow at a CAGR of 9.3% from 2020 to 2027, growing from $164.2 billion to $306.2 billion by 2027.<blockquote>根据最近的研究报告“按组件（工厂级控制、企业级控制、工厂仪表）、自动化模式（半自动、全自动）和最终用户（石油和天然气、汽车、食品和饮料）划分的工业自动化市场——到2027年的全球预测”，工业自动化市场预计将在2020年至2027年以9.3%的CAGR增长，到2027年从1642亿美元增长到3062亿美元。</blockquote> Industrial automation is in the midst of a game-changing transformation. Advancements such as machine learning, augmented reality,&nbsp;cyber-physical systems, autonomous assets, real-time analytics, and the IIoT (Industrial Internet of Things) promise extraordinary operational achievements. In addition, we are seeing similar pressures here against closed systems that we saw in corporate automation (which we will cover in the weeks to come). In much the way that consumers of office software and automation systems pushed for solutions being more easily integrated with other products and less fussy (technical term) about the platforms on which they operate, we are seeing similar demands for industrial automation solutions. This bodes well for more flexible and more rapidly improving solutions.<blockquote>工业自动化正处于改变游戏规则的转型之中。机器学习、增强现实、信息物理系统、自主资产、实时分析和IIoT（工业物联网）等进步有望取得非凡的运营成就。此外，我们在这里看到了与我们在企业自动化中看到的类似的针对封闭系统的压力（我们将在未来几周讨论）。就像办公软件和自动化系统的消费者推动解决方案更容易与其他产品集成，并且对其运行的平台不那么挑剔（技术术语）一样，我们也看到了对工业自动化解决方案的类似需求。这预示着更灵活、更快速改进的解决方案。</blockquote> Closed systems are expensive to upgrade and maintain, limit innovation and restrict access to best-of-breed technologies. Just as we’ve seen in the office, industrial enterprises are increasingly demanding open, standards-based automation systems that are portable, interoperable, and intrinsically cyber secure. As we look towards the future, we see digital-first industrial enterprises and smart factories using universal automation that will significantly increase efficiency, reliability, and productivity from safe and secure (often remote) operations that easily adapt to market changes and customer demands. In short, industrial operations of the future will be data-driven, asset-centric architectures leveraging human innovation rather than relying on a workforce engaged in endless repetitive tasks. We also expect to see accelerated adoption of&nbsp;edge computing&nbsp;along with 5G and&nbsp;WiFi 6. After experiencing first-hand the vulnerabilities of their operations during lockdowns, we expect to see a push to implement systems that will allow for maintenance and upgrades to be conducted remotely and/or via automation.<blockquote>封闭系统的升级和维护成本高昂，限制了创新，并限制了获得最佳技术的机会。正如我们在办公室看到的那样，工业企业越来越需要开放的、基于标准的自动化系统，这些系统具有便携性、互操作性和本质上的网络安全。展望未来，我们看到数字优先的工业企业和智能工厂使用通用自动化，这将通过安全可靠（通常是远程）的操作显着提高效率、可靠性和生产力，轻松适应市场变化和客户需求。简而言之，未来的工业运营将是数据驱动、以资产为中心的架构，利用人类创新，而不是依赖于从事无休止重复任务的劳动力。我们还预计将看到边缘计算以及5G和WiFi 6的加速采用。在亲身体验了他们在封锁期间的运营漏洞后，我们预计会推动实施允许远程和/或通过自动化进行维护和升级的系统。</blockquote> What does this mean for investors?<blockquote>这对投资者意味着什么？</blockquote> First, much of this automation is going to be dependent on expanded data networks such as 5G and WiFi 6, which means further demand for products from companies providing the underlying digital infrastructure technologies such as&nbsp;Maxlinear (MXL),&nbsp;Skyworks Solutions Inc (SWKS),&nbsp;Applied Optoelectronics Inc (AAOI),and&nbsp;Broadcom (AVGO).<blockquote>首先，这种自动化在很大程度上将依赖于5G和WiFi 6等扩展的数据网络，这意味着对提供底层数字基础设施技术（例如Maxlinear(MXL), Skyworks解决方案公司(SWKS), 应用光电公司（AAOI），和博通(AVGO).</blockquote> Companies providing factory automation products include&nbsp;Fanuc (FANUY),Danaher Corporation (DHR), Siemens AG (SIEGY), Yaskawa Electric Corp (YASKF), Emerson Electric Co (EMR),Honeywell (HON),Rockwell Automation Inc (ROK),and&nbsp;Eaton Corp (ETN).<blockquote>提供工厂自动化产品的公司包括发那科(FANUY)、丹纳赫公司(DHR)、西门子股份公司(SIEGY)、安川电机公司(YASKF)、艾默生电气公司(EMR)、霍尼韦尔(HON)、罗克韦尔自动化公司(ROK)、和伊顿公司（ETN）。</blockquote> Finally, let us not forget that many manufacturers are turning to 3D printing, which bodes well for companies such as The&nbsp;ExOne Co (XONE), Markforged - which has&nbsp;announced plans&nbsp;to go public via a merger with publicly trade SPAC&nbsp;One (AONE),Stratasys Ltd (SSYS), and&nbsp;Materialise NV (MTLS).<blockquote>最后，我们不要忘记，许多制造商正在转向3D打印，这对像外显子Co（XONE）Markforged——已宣布计划通过与公开交易的SPAC合并上市One(AONE)、Stratasys Ltd(SSYS)，和物化NV(MTLS)。</blockquote> Disclosures<blockquote>披露</blockquote> Maxlinear (MXL),&nbsp;Skyworks Solutions Inc (SWKS),&nbsp;Applied Optoelectronics Inc (AAOI),and&nbsp;Broadcom (AVGO)&nbsp;are constituents in the&nbsp;Tematica BITA Digital Infrastructure and Connectivity Index.<blockquote>Maxlinear(MXL), Skyworks解决方案公司(SWKS), 应用光电公司（AAOI），和博通(AVGO)是Tematica BITA数字基础设施和连接指数的组成部分。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.nasdaq.com/articles/accelerating-industrial-automation-and-the-companies-to-watch-2021-03-12\">nasdaq</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nasdaq.com/articles/accelerating-industrial-automation-and-the-companies-to-watch-2021-03-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177644660","content_text":"Last week we kicked off our automation series with an overview of the various sectors of the economy that are ramping up their automation levels. This week we are doing a deeper dive into industrial automation, which was already seeing an acceleration pre-pandemic. The pandemic provided further powerful tailwinds as human interaction became riskier and supply chains were brutally disrupted. The new US presidential administration is likely to push for higher wages, which only adds further momentum to this trend.\nThe pandemic forced many factories to either close or materially reduce their output, which caused industrial production to drop to a level not seen in over ten years and a profound loss of jobs that have still not yet been recovered. As the lockdowns eased, companies had to find ways to make their production lines safe, which meant fewer people on-site and increased the need for automation to allow for greater production levels at a lower level of labor.\nThe 2021 BDO Manufacturing CFO Outlook Survey, conducted in September 2020, provides some fantastic insight into how things are changing for those manufacturing companies with revenues ranging from $250 million to $3 billion and how the pandemic has affected them. According to the report, “Prior to the pandemic, the Industry 4.0 paradigm shift was already underway, bringing together the physical and digital worlds to change the fundamentals of production. COVID-19 has accelerated the paradigm, compressing the timeframe for the industry to get on board.” The top CFO priority for 2021 is “Investing in Technology or Infrastructure.” The most critical factor for recovery, according to middle-market manufacturers, is “Supply Chain Stability” followed by “Productivity Gains” and when it comes to evolving their workforce strategy in the coming year, the second-highest priority (after diversity and inclusion as a business strategy) is automating manual labor.\nAccording to the recent research report, “Industrial Automation Market by Component (Plant-level Controls, Enterprise-level Controls, Plant Instrumentation), Mode of Automation (Semi-automatic, Fully-automatic), and End User (Oil & Gas, Automotive, Food & Beverage) - Global Forecast to 2027”, the industrial automation market is expected to grow at a CAGR of 9.3% from 2020 to 2027, growing from $164.2 billion to $306.2 billion by 2027.\nIndustrial automation is in the midst of a game-changing transformation. Advancements such as machine learning, augmented reality, cyber-physical systems, autonomous assets, real-time analytics, and the IIoT (Industrial Internet of Things) promise extraordinary operational achievements. In addition, we are seeing similar pressures here against closed systems that we saw in corporate automation (which we will cover in the weeks to come). In much the way that consumers of office software and automation systems pushed for solutions being more easily integrated with other products and less fussy (technical term) about the platforms on which they operate, we are seeing similar demands for industrial automation solutions. This bodes well for more flexible and more rapidly improving solutions.\nClosed systems are expensive to upgrade and maintain, limit innovation and restrict access to best-of-breed technologies. Just as we’ve seen in the office, industrial enterprises are increasingly demanding open, standards-based automation systems that are portable, interoperable, and intrinsically cyber secure. As we look towards the future, we see digital-first industrial enterprises and smart factories using universal automation that will significantly increase efficiency, reliability, and productivity from safe and secure (often remote) operations that easily adapt to market changes and customer demands. In short, industrial operations of the future will be data-driven, asset-centric architectures leveraging human innovation rather than relying on a workforce engaged in endless repetitive tasks. We also expect to see accelerated adoption of edge computing along with 5G and WiFi 6. After experiencing first-hand the vulnerabilities of their operations during lockdowns, we expect to see a push to implement systems that will allow for maintenance and upgrades to be conducted remotely and/or via automation.\nWhat does this mean for investors?\nFirst, much of this automation is going to be dependent on expanded data networks such as 5G and WiFi 6, which means further demand for products from companies providing the underlying digital infrastructure technologies such as Maxlinear (MXL), Skyworks Solutions Inc (SWKS), Applied Optoelectronics Inc (AAOI),and Broadcom (AVGO).\nCompanies providing factory automation products include Fanuc (FANUY),Danaher Corporation (DHR), Siemens AG (SIEGY), Yaskawa Electric Corp (YASKF), Emerson Electric Co (EMR),Honeywell (HON),Rockwell Automation Inc (ROK),and Eaton Corp (ETN).\nFinally, let us not forget that many manufacturers are turning to 3D printing, which bodes well for companies such as The ExOne Co (XONE), Markforged - which has announced plans to go public via a merger with publicly trade SPAC One (AONE),Stratasys Ltd (SSYS), and Materialise NV (MTLS).\nDisclosures\nMaxlinear (MXL), Skyworks Solutions Inc (SWKS), Applied Optoelectronics Inc (AAOI),and Broadcom (AVGO) are constituents in the Tematica BITA Digital Infrastructure and Connectivity Index.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1619,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/322696060"}