Strategic Intelligence: Industrial Automation Sector Scorecard Q1 2025 Update

Strategic Intelligence: Industrial Automation Sector Scorecard Q1 2025 Update

Summary

Recent US tariffs have significant implications for industrial automation companies, ushering in a new era of supply chain volatility. As tariffs increase the cost of imported goods and components, many companies are reevaluating their supply chains and considering expanding manufacturing operations into the US. Leaders in automation, such as ABB and Siemens, have committed to major expansions in US manufacturing to safeguard their overseas revenue. Many European companies, such as Schneider Electric, are generally shielded from the tariffs due to the US-Mexico-Canada Agreement (USMCA), allowing them to source a significant portion of their components from North America, including Mexico.

Companies leading the industrial automation sector consistently excel in artificial intelligence (AI), underscoring its critical importance in driving innovation and competitiveness. As more companies recognize the transformative potential of AI, they are increasingly embracing its adoption to drive innovation, improve operational efficiency, and create smarter, more connected environments. This shift highlights a broader trend where AI is becoming a foundational element for success in industrial automation. Companies that have previously been slow to adopt AI are finding themselves forming strategic partnerships to embrace AI integration.

Scope

• This sector scorecard provides a top-down, comprehensive outlook for the key players in the industrial automation sector over the next two years, based on the key themes set to transform their industry landscape.

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.
• At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
• Our thematic engine tags over 180 million data items across six alternative data sets—patents, jobs, deals, filings, social media, and news—to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.