2015 north american vision market update - aia...aia director of market analysis agenda i. latest...
TRANSCRIPT
2015 North American
Vision Market Update
Alex Shikany AIA Director of Market Analysis
Agenda
I. Latest Vision Statistics
II. Looking Ahead to 2015
III. Economy & Current Events
IV. Conclusion
2014 Vision Statistics
Markets 1Q 2014 2Q 2014 3Q 2014 4Q 2014*
M $ Growth M $ Growth M $ Growth M $ Growth
Vision
Components $76.9 27.0% $78.3 12.0% $75.3 2.0% $80.8 7.3%
Vision Systems $426.3 4.8% $459.4 3.2% $530.3 19.0% $539.2 1.7%
Other Vision $1.8 -43.5% $2.0 -13.5% $2.0 1.0% $1.9 -3.0%
Total Financial
Transactions $504.9 7.4% $539.6 4.3% $607.7 17.0% $622.0 2.4%
North American Results – Quarterly – Millions
Vision Components = Cameras + Optics + Lighting + Imaging Boards + Software
Vision Systems = Smart Cameras + ASMV Systems
Other Vision = All Other Vision Transactions Including Resale
Total Financial Transactions = Vision Components + Vision Systems + Other Vision
*Projected
2014 Vision Statistics
Markets 2011 2012 2013 2014*
M $ Growth M $ Growth M $ Growth M $ Growth
Vision
Components $280.3 21.5% $272.5 -2.8% $270.2 -0.9% $311.2 15.2%
Vision Systems $1,603.4 2.6% $1,522.8 -5.0% $1,692.1 11.1% $1,955.3 15.6%
Other Vision $11.0 N/A $12.0 9.8% $10.6 -12.0% $7.8 -26.0%
Total Financial
Transactions $1,894.7 5.4% $1,808.9 -4.5% $1,972.9 9.1% $2,274.3 15.3%
North American Results – Annual – Millions
Vision Components = Cameras + Optics + Lighting + Imaging Boards + Software
Vision Systems = Smart Cameras + ASMV Systems
Other Vision = All Other Vision Transactions Including Resale
Total Financial Transactions = Vision Components + Vision Systems + Other Vision
*Projected
2014 Vision Statistics
Average Growth Since the First Quarter of 2010
0.0% 5.0% 10.0% 15.0% 20.0% 25.0%
Lighting
Smart Cameras
Cameras
ASMV
Software
Optics
Imaging Boards
2014 Vision Statistics
0%
20%
40%
60%
80%
100%
Software
Imaging Boards
Optics
Lighting
Cameras
0%
20%
40%
60%
80%
100%
ASMV
Smart Cameras
Vision Components Vision Systems
15%
85%
Total
*Projected
2014 Vision Statistics
Cameras
ASMV Systems
Smart Cameras
$-
$10,000
$20,000
$30,000
$40,000
$50,000
1Q'10
3Q'10
1Q'11
3Q'11
1Q'12
3Q'12
1Q'13
3Q'13
1Q'14
3Q'14
$-
$20,000
$40,000
$60,000
$80,000
$100,000
1Q'10
3Q'10
1Q'11
3Q'11
1Q'12
3Q'12
1Q'13
3Q'13
1Q'14
3Q'14
$-
$100,000
$200,000
$300,000
$400,000
$500,000
1Q'10
3Q'10
1Q'11
3Q'11
1Q'12
3Q'12
1Q'13
3Q'13
1Q'14
3Q'14
2014 Vision Statistics
Total Vision Financial Transactions
$300,000
$350,000
$400,000
$450,000
$500,000
$550,000
$600,000
$650,000
1Q'10
2Q'10
3Q'10
4Q'10
1Q'11
2Q'11
3Q'11
4Q'11
1Q'12
2Q'12
3Q'12
4Q'12
1Q'13
2Q'13
3Q'13
4Q'13
1Q'14
2Q'14
3Q'14
4Q'14
2014 Vision Statistics
Total Vision Financial Transactions
54.1% 5.4% -4.6% 9.2%
15.3% 9.1%
$-
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
2010 2011 2012 2013 2014 2015*
Expectations for 2015
15% expect > 10% growth
80% expect between 1% and
10% growth
Expectations for 2015
Factory Automation will
remain important
Food & Consumer Goods, Embedded
Vision, Transportation,
& Life Sciences are all industries to
watch
Expectations for 2015
81%
66%
58%
42%
31%
22%
Expectations for 2015
Advances in which vision technology will have the greatest impact on the overall market in 2015?
Resolution FPS Bandwidth
Machine Vision Product
Price
More for Less
Automobiles Life Sciences Security
Industry Opportunities
Digital
Vast Majority is Now Digital
30.0
35.0
40.0
45.0
50.0
55.0
60.0
65.0
Manufacturing Trends
U.S. Manufacturing PMI (2010 – 2014)
70.0
75.0
80.0
85.0
90.0
95.0
100.0
105.0
Manufacturing Trends
U.S. Industrial Production (2007 Levels = 100)
Manufacturing Trends
Domestic Auto Production – Monthly – Not Seasonally Adjusted
-
50,000
100,000
150,000
200,000
250,000
300,000
350,000
400,000
450,000
500,000
Manufacturing Trends
RIA Robot Data – North America – Units Ordered
-
5,000
10,000
15,000
20,000
25,000
30,000
Un
its
*Projected
$3,000,000
$3,500,000
$4,000,000
$4,500,000
$5,000,000
$5,500,000
$6,000,000
$6,500,000
Manufacturing Trends
Semiconductor Market Billings – Americas
(Thousands $, 3-Month Moving Averages)
$40,000
$45,000
$50,000
$55,000
$60,000
$65,000
$70,000
$75,000
Manufacturing Trends
U.S. Manufacturers' New Orders: Nondefense Capital Goods Excluding Aircraft
(Millions $)
Executives are Looking to Automate
“Intelligent Enterprise”
Source: Motorola White Paper - From Cost Center to Growth Center: Warehousing 2018
AIA Statistical Program
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Perfect Time to Get Involved!
Alex Shikany
Director of Market Analysis
AIA
Phone: (734) 994-6088
Twitter: @AlexShikany
Email: [email protected]
Thank You!
*All character likenesses are property of The Walt Disney Company