{
  "docId": "019dd923-5de0-76bd-a165-2ad072cf2823",
  "docSlug": "daf1e8170faf7dda",
  "documentTitle": "Introduction to a dynamic market with numerous investment opportunities",
  "authorId": "misc",
  "authorName": "L.E.K.",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 8,
  "pageCount": 15,
  "prevPage": 7,
  "nextPage": 9,
  "slideType": "industry_trends",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 4,
  "notes": "The slide uses a list format with icons to denote strategic themes, paired with a sidebar of quantitative market metrics.",
  "elementsJson": [
    "bullet_list",
    "icon_grid",
    "callout_box"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5de0-76bd-a165-2ad072cf2823/8",
  "deckHref": "/decks/019dd923-5de0-76bd-a165-2ad072cf2823",
  "deckJsonHref": "/decks/019dd923-5de0-76bd-a165-2ad072cf2823.json",
  "deckAnchorHref": "/decks/019dd923-5de0-76bd-a165-2ad072cf2823#slide-8",
  "components": [
    {
      "bbox": {
        "h": 0.04,
        "w": 0.165,
        "x": 0.308,
        "y": 0.165
      },
      "kind": "callout",
      "text": "Which ones make money and why?",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dd7326f8-9837-422b-aac4-64811e05cf36",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.65,
        "x": 0.05,
        "y": 0.22
      },
      "kind": "list",
      "text": "High levels of IP (either product- or process-related know-how) typically command higher margins, as they are able to protect and grow market positions. Innovation leaders, observable through the high level of annual R&D spend and regular new product offerings or upgrades, ensure market leading positions are maintained. Companies with leading market positions in their respective sectors and subsectors, due to technology and unique product offering, command higher prices. Software-enabled / connected products for monitoring and productivity improvements are highly sought after as long as security protocols ensure data protection. Extension into synergistic software and aftermarket services can generate higher margins and more predictable revenue streams. Partnerships to develop new propositions as a cost-effective and faster way of accessing new capabilities. Customers increasingly asking for “global turnkey solutions” to simplify their production and supply chains “plug and play,” incl. local service offering. As such, they become an integral part of the customer’s value chain with high levels of customer stickiness. While Europe and North America combined comprise the largest share of the market, the Asian Pacific share of the overall market will grow rapidly over the next five years; from an end-market perspective, food, logistics, and pharma are growing the fastest.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "33e279c2-93f0-4815-aa6b-225217ad3d05",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.18,
        "x": 0.76,
        "y": 0.6
      },
      "kind": "metric",
      "text": "~11% Asia-Pacific factory automation market annual growth 2021-2026",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6c07bba4-1abd-4679-afd0-9bb70934241d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.18,
        "x": 0.76,
        "y": 0.36
      },
      "kind": "metric",
      "text": "~11.5% Logistics automation market annual growth 2020-2027",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6e2bffad-1e7a-481a-9997-3d1896733762",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.18,
        "x": 0.76,
        "y": 0.48
      },
      "kind": "metric",
      "text": "30+% Industrial software market annual growth 2020-2024",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b11f11f7-08f6-48cb-a69a-4adbf48aef4c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.18,
        "x": 0.76,
        "y": 0.24
      },
      "kind": "metric",
      "text": "~51% Increased interest in automation solutions among business leaders post-COVID-19",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bf955514-5b5c-404c-b62e-8755a8d70e43",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Market growth rates: 51%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-f95b-7408-8fb4-8a7d5c34c395",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.5,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: 2020 Honeywell Intelligrated Automation Investment Study, Research and Markets, Mordor Intelligence, HW Intelligence",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "16137f7f-abaf-4ea1-9c21-393b39403d48",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.85,
        "x": 0.05,
        "y": 0.04
      },
      "kind": "title",
      "text": "Common themes and strengths in leading companies across all segments of the industrial automation space",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "84b22a27-8f44-4f11-8834-e5ed22558ebe",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 8,
      "from": 6,
      "beatId": "fa547bb8-6b66-4b39-be31-c97618220559",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": "consultants-gambit-evidence-proof",
      "evidence": "The slides on market trends and M&A activity provide evidence of the market's growth potential",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 10,
      "from": 4,
      "name": "Logic Chain",
      "slug": "01-logic-chain",
      "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis",
      "matchId": "0dea1420-15ef-4063-8f63-788ffb2d1fae",
      "evidence": "The deck connects the growth drivers to the market trends and M&A activity",
      "position": 0,
      "objective": "Understand the drivers of growth in industrial automation",
      "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)",
      "confidence": 0.7,
      "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}