Strategic Intelligence: Industrial Automation Sector Scorecard Q2 2025 Update

US tariffs have significant implications for industrial automation companies, ushering in a new era of supply chain volatility. Automation companies such as Siemens, ABB, Rockwell Automation, and FANUC have experienced increased costs and component delays, sparking efforts to localize production. The trade tensions have impacted firms with heavy exposure to overseas electronics and machinery components. Chinese firms such as Estun Automations have rapidly increased efforts to localize their supply chains to protect margins, although global expansion remains limited. Tariffs on sensors and electronics have put pressure on the margins of major industrial robot manufacturers like FANUC and Yaskawa.

Companies in the industrial automation sector continued to deepen their integration of artificial intelligence (AI) and cybersecurity solutions. Companies such as Nvidia, Microsoft, and IBM have strengthened their positions through increased embedding of AI-driven analytics into smart factory platforms. More companies in this sector are seeking to expand their industrial cybersecurity capabilities to meet surging demand, as rising cyber threats to connected operational technology systems have made security a higher priority.

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.

Reasons to Buy

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• The analyst'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.
• The analyst has 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.
• First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.
• Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.
• Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.