Strategic Intelligence: Industrial Automation Sector Scorecard Q3 2025 Update

The restrictions on advanced chips and ongoing supply chain pressures are forcing original equipment manufacturers (OEMs) and buyers to rethink product roadmaps and procurement strategies. Nvidia and Intel face export and capacity constraints that ripple into robotics, machine vision, and AI-enabled equipment from Siemens, Bosch, ABB, and other technology corporations that operate in the industrial landscape. As a result, companies are signing longer contracts, qualifying multiple suppliers, and leaning towards equipment designed to run on more available or local hardware, including offerings from Huawei, Alibaba, and domestic vendors in China and Europe. Given constrained chip supply and shifting export controls, procurement teams should assume extended lead times and pursue regional sourcing options to preserve supply stability.

Key Highlights

• Robots and machine-vision systems are receiving software upgrades that enable them to learn faster, detect defects more accurately, and be reprogrammed automatically, often using only software and edge devices rather than costly hardware modifications. Leaders such as FANUC, Yaskawa, KUKA, Cognex, and Keyence are shipping vision and robot controllers equipped with on-device AI inference and auto-programming tools that reduce setup time and enhance line flexibility. This lets plants adapt production quickly to new products or quality requirements.

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.