Key Contents - Trends in the Manufacturing Sector Key Statistics and Challenges Digital Transformation Strategy Development Steps Use-Cases in Manufacturing Market Map Landscape - By Leaders, Star-ups, Segments & Sub Segments (Managing Technology Risks) Drivers of M&A in Industry 4.0 Benchmarking the start-ups and investments/acquisition options for Market Leaders

1. INDUSTRY 4.0 –
POINT OF VIEW
Presented by:
Sanjay Talukdar

2. Trends in Manufacturing
Sector
Key Statistics and Challenges
Digital Transformation
Strategy Development Steps
Use-Cases in Manufacturing
Drivers of M&A in Industry 4.0
Benchmarking the start-ups and investments /
acquisition options for Market Leaders
QUESTIONS & DISCUSSION
Market Map Landscape
By Leaders, Start ups and
Segments & sub-segments
(Managing Technology Risks)
Agenda / Content of Presentation

3. POST COVID Trends in Manufacturing Sector
Streamline Portfolios Work, Workplace, WorkforceSupplier and Talent ecosystem
Manufacturing companies are likely to
diversify offerings within their
simplified business portfolios
Manufacturers are likely to expand
existing channels to access supply
and talent
Manufacturers will likely need to
retool their workplaces and plan for
work and workforce changes
Source: Deloitte

4. Key Statistics – Industry 4.0
$
USD 71.7 Bn in 2019
Industry 4.0 Market
USD 156.6 Bn by 2024
Global Market;
growing at a
CAGR of
16.9% - 4M
2019 to
2024
Markets&Markets
2025
$15.7bn
USD
statista.com
Reportlinker.com
$50 Mn by
2025
Blockchain market
for Manufacturing
Global spending on
blockchain by the
manufacturing sector
Adoption and attractiveness of Digital
Transformation in O&G
WEF/Accenture
Global Edge Computing
Market Size by 2025
Of manufacturing enterprises realize
above-average business value from IT
spending in digitization at a reasonable
cost when compared with peers.
GARTNER

5. Challenges and Challenge Resolution / Recommendations
Traditional Process
Resistance to Change
Legacy Business Mode
Limited Automations
Budget Restrictions
Absence of Relevant Knowledge
Inflexibility to Change
Manufacturers and the industries
need a modern and agile based on
real time digital solution that replaces
outdated and error-prone paper-
based processes and converts them
to digital
Emerging Technology Risks

6. Challenges and Challenge Resolution / Recommendations
Traditional Process
Resistance to Change
Legacy Business Mode
Limited Automations
Budget Restrictions
Absence of Relevant Knowledge
Inflexibility to Change
Vulnerability issues should be
recognized and documented
Several protection layers and fail-safe
mechanisms need to be deployed to
ensure that the system is completely
safe and secure
Sub Segments:
1. AI Blue box supervision
2. RPA Governance & Control
3. Blockchain regulatory policy
4. Digital Responsibility & Ethics
5. Resilience from
Hyperconnectivity
6. Safeguarding Cyber security
Emerging Technology Risks

7. Digital Transformation Strategy Development Steps
Designing the various
persona experiences
Org. Culture & Infra
Transformations
Setting up of Digital Transformation
Vision & Objectives
Assessing the firms Digital Transformation capability
Review, identify, prioritize the
solutions and Vendors
Laying out the
Implementation Roadmap
AMBITION
ASSESS
DESIGN
DELIVER
SCALE
REFINE
GARTNER IT roadmap for
Digital Transformation

8. Artificial Intelligence
Edge, Fog and Cloud
Computing
Advanced Robotics Intenet of Everything
Human, Augumented and
Extened Reality
Network &
Connectivity
Big Data
Analytics 3D Printing
Security,
Transperancy and
Privacy
Digital Twin
Chart Title
Artificial Intelligence Edge, Fog and Cloud Computing
Advanced Robotics Intenet of Everything
Human, Augumented and Extened Reality Network & Connectivity
Big Data Analytics 3D Printing
Security, Transperancy and Privacy Digital Twin
TOTAL COMPANIES
1067
Total Funded - 547
Series A Funded - 128+
Funding - $4.4 Bn
Last 2 Years - $ 811 Mn
Source: Startus-insights.com
FACTSHEET - Overview
Most Active Investors
VC – Seed: ProVenture Management (X)
VC – Early: Investinor (x)
VC – Late: Insights Venture Partners (x)
PE: Lime Rock Partners (x)
Incubators: Y Combinator (X)
Exits & Feed in Numbers
IPOs: 43 ; DUG, Gardner Denver
Acquisitions: 153 ; FEI Company, MSC Software
Top Acquires: ; Quorum, Schlumberger
Unicorns: 1 Soonicorns: 9
Minicorns: 52 Editor Picks: 206
Acquihired: - Deadpooled: 41
Tree Map of latest innovations and Tech Trends in Industry 4.0
16%
13%
11%
11%
10%
9%
8%
7%
5%
10%
* Indicative –
For O&G Tech
* Indicative –
For O&G Tech
* Indicative –

9. Additive Manufacturing / 3DP1
Use-Cases
Internet of Robotic Things7
Asset Performance Management2
Open Process Automation/RPA6
Industrial IoT3
Computing5
Adv. Data Analytics & ML4
Source: Science Direct
Source: One Petro
Source: IEEE explore
Source:
Springer
Source: Research gate
Source: WileySource: Springer
Mixed Reality - ARVR0
Digital Twin & Simulation for P&U & CI8
Source: Sanjay’s SlideShare
Source: MindTree
Immersive visualization | Serious Gamification | Augmented assistance |
Virtual Auditing | On the job training | Wearables | Computing & Calculating
Rapid prototyping with the help of 3D printing | Platform to find suitable suppliers |
Manufacturing-as-a-service | Vertically integrated factories
Solutions for condition monitoring | Optimizing performance and reducing
downtime | Forecasting conditioning monitoring & reliability | Location analysis
Predictive maintenance | Data based R&D | Fleet
Management | Asset tracking analysis | Get data
from machines | Connect offline devices with
online services | Real time monitoring
Descriptive: Identify Data – Extract & Prepare – Analyze Data – Present Data
Diagnostic: Drill down dashboard, Data discovery, Correlations
Predictive: Data mining, modelling, Statistics, ML, Deployment
Prescriptive: Operation research, Computer vision, Signal processing
Cognitive: Control task analysis, Work domain analysis
Cloud Computing | Fog Computing |
Edge Computing
Software to program robotic behavior | Drones | Self Driving
Material Vehicles | Industrial robots | AGVs | Machine Vision
Inspection | Shop Floor Guidance | Apps |
Security & Risks | Process Improvement | Document Intelligence
360 ° overview Efficiency | Improving Product Design | Prototyping Tools | Usage
based Monitoring | Simulation platform for designing products

10. Hosting & System
Integrators
I-IoT
Platforms
Data
Analytics
Connectivity
Hardware’s*
Additive
Manufacturing
Mixed
Reality
I-Robotic
Things
E-Technology
Risks
Market Map – Industry 4.0
* Includes: Sensors, Microchips and Hardware's
*Includes:IndustrialRobots,Machinevision,
DronesandSelfDrivingmaterialtransportsvehicles

11. E-Technology
Risks
I-Robotic
Things
Mixed
Reality
Additive
Manufacturing
Connectivity
Hardware's
Big Data
Analytics
I-IoT
Platforms
Hosting & System
Integrators
Industry 4.0 Leaders
Industry4.0–MarketLeadersandPortfolios
^HighInvestmentOpportunity

12. E-Technology
Risks
I-Robotic
Things
Mixed
Reality
Additive
Manufacturing
Connectivity
Hardware's
Big Data
Analytics
I-IoT
Platforms
Hosting & System
Integrators
Industry 4.0 Leaders
Industry4.0–ShortlistedIndustryLeaders
Bosch IOT
Data Management
Bosch IoT
Suite
Bosch
AI & Big data
Analytics
Bosch
Connectivity
Solutions
3D Printing
Rexroth
Bosch Company
Rexroth
Acquired by Bosch
Bosch
AR / VR
Solutions
Bosch
Sensortech
solutions
for AR/VR
Rexroth
Bosch Company
Robotics
application
Bosch Security
Data Security
Video & IoT
Security
All Solutions
ABB selects
TCS for Hosting,
System integration
Along with Cloud
Service
Management
3rd Sept
2020
ABB IIoT
Platform and
Solutions
Product Catalog
ABB Launches
new digital
solutions
for Metal
producers
30th April
2019
ABB Smart
Sensors
For Motors
Rotating machines
Mounted bearings
General Mach
Power Trains
ABB RobotStudio
3D Printing
PowerPac
App Software
Part of ABB Robotics
ABB Robotics
Industry Leader
in this segment
ABB offers
Augmented
Reality on a
smartphone to
simplify
robot
installations
ABB Ability
Cyber Security
Services
Foundation
Services
Operations
GE Program
for System
Integrator
Part of
GE Digital
GE Predix
Platform
Predix platform
is the industry
leader
GE Industrial AI
and
GE Machine
Learning
GE Research
portfolio
GE Predix
Edge Computing
and connectivity
management
GE Digital
portfolio
GE Additive
Manufacturing
Machines &
Materials
GE Additive
portfolio
GE Augmented
Reality
GE Research
portfolio
GE Robotics
platform &
autonomous
engine
GE Research
portfolio
GE Cyber Security
solutions for
Industrial
Controls
GE Security
portfolio

13. Managing Emerging Technology Risks (Sub – Segments)
Resilience from Hyper connectivity
Safeguarding Cyber Security AI Blue Box Supervision
Blockchain regulatory policy
RPA Governance & Control
Digital Responsibility & Ethics
Exposes organization to biased data, unsuitable
modelling techniques, and incorrect decision
making
To realize the complete advantages of
automation, organizations need to adopt a holistic
change management approach, including
business-IT alignment, employee culture
Regulatory and supervisory bodies to provide
oversight in the areas of cryptography, smart
contracts and cryptocurrency
Promote ethical use of technology in terms of value
creation in robotics, Ar/Vr, cloud and 3D printing
areas along with IP & Trademark Protection
Evaluate the operational and financial risks that
connected device can expose their organizations
to and provide assurance that those risks are
controlled appropriately
Cybersecurity measures to defend against the
advances of digital technologies, such as AI, bots,
IoT, quantum computing and cloud computing

14. Shortlisted Growth start-ups landscape for Investments / Acquisitions
1
MocanaIndegy
2
Atheer Sesto
43
Indegy provides industrial cyber security, protects operations
(OT) networks from cyber threats, malicious insiders and
human error.
About
Highlights
Funding
Recent
News
Tech Stack from G2 Stack: 21 technology products and services
Patents and Trademarks from Ipqwery: 1 registered Trademark in ‘Scientific
and electric apparatus and instruments’ class
Cyber Security, Industrial Automation, Critical infrastructures,
Internet of Things, Software as a service
Series B, Recently acquired by US Co Tenable, Total Funding - $36 Mn,
Number of Investors – 11
Businesswire.com — Indegy to Discuss Industrial
Attack Recycling at the 2019 SecurityWeek ICS Cyber
Security Conference
Globes.com - US co Tenable buys Israeli cybersecurity
start-up Indegy
About
Highlights
Funding
Recent
News
Developer of cybersecurity software solutions that protect Internet
of Things devices and industrial infrastructureAbout
Highlights
Funding
Recent
News
Tech Stack from G2 Stack: 27 technology products and services
Patents and Trademarks from Ipqwery: 22 registered patents primarily in
the 'Electric Communication Technique' category & 12 trademarks with the
most popular class being 'Scientific and electric apparatus and instruments'
Cyber Security, Industrial Automation, Critical infrastructures,
Internet of Things, Software as a service, IT, Networks
Series G, Nos. of acquisitions – 1, Total Funding - $95.7 Mn, Nos. of
Investors – 11
Venturebeat.com - Mocana raises $15 million
Netsecurity.com - Mocana introduces device security
solutions to protect the electric grid
About
Highlights
Funding
Product
Details
Pioneer of AiR (Augmented interactive Reality)
computing
Tech Stack from G2 Stack: 26 technology products and services
Patents and Trademarks from Ipqwery: 90 registered patents primarily in the 'Computing and
Calculating' category, 10 trademarks with the most popular class being 'Scientific and
technological services’.
3D Technology, Augmented Reality, Data Visualization
Delivery, Hardware, Software's
Total Funding - $35.3 Mn, 3 Acquisitions,
Number of Investors – 10
PRnewswire.com — Atheer Acquires Flype to Accelerate
Augmented Reality's Adoption in the Enterprise
An autonomous technology solutions start-up.
Tech Stack from G2 Stack: Not Available
Patents and Trademarks from Ipqwery: Not Available
Smart autonomous navigation technology, Intelligent
fleet management, Hot swap battery management and
Deployment friendly capability.
Series A, Total Funding - $4 Mn and Nos. of Investors – 2
Compact mobile robot with highest payload in its class (Magnus), Round the
clock disinfection at your fingertips (Health-guard), High endurance and
versatile mobile robot (Element) and next step towards lights-out
manufacturing (Prime).

15. Drivers of M&A in Industry 4.0 and benchmarking the startups
Access to Technology Assets and
Product / IP Portfolio
Access to new Industries
and Markets
Transformation of Organization
through Talent
Consolidation — vertically &
horizontally to foster own
ecosystem
OVERALL SCORE
Drivers of M&A in Industry 4.0
HIGH HIGHHIGH HIGH MED
MED MED
LOW HIGH HIGH MED MED
HIGH HIGH LOW
Bosch –
Low
ABB –
Med
GE –
Low
* Indicative –
Scoring & Weightage
Bosch –
Med
ABB –
Med
GE –
High
Bosch –
Med
ABB –
Med
GE –
High
Bosch –
Med
ABB –
Med
GE –
Low
Bosch –
High
ABB –
High
GE –
Med
LOW HIGH HIGHMED MED
Investments & Acquisitions Options
► Other Investments options or start-ups to
acquire could be from the following sectors:
► Carbon Neutrality
► Digital Twins & simulation like
SimuLarge who has developed
patented approach for making DT’s
without the requirement of Data

16. QUEs IoT Ns
DISC SSU IoN
&