Strategy& Strategy&Foresight Foresightvol.18 vol Winter Winter 特集特集年年業界動向業界動向と戦略の方向性と戦略の方向性業界テテククノノロロジージー業界産業

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1 Strategy& Strategy&Foresight Foresightvol.18 vol Winter Winter 特集特集年年業界動向業界動向と戦略の方向性と戦略の方向性業界テテククノノロロジージー業界産業機器業界産業機器業界石油石油業界ガガスス業界化学業界化学業界航空宇宙航空宇宙防衛業界防衛業界

3 vol Winter 5 Strategy& Contents Strategy& Foresight 特集 2019 PwC Strategy& Strategy& Foresight Vol Winter 1

4 2019 IoT AI * 1 IoT AI * EU GDPR CEO JANA PR 2018 Screen Time PR 2 Strategy& Foresight Vol Winter

5 クロージーークー PwC PwC Strategy& PwC TMT PwC Strategy& 1 : テクノロジー企業全業界 CEO のとの 42% 41% 41% 40% 36% 35% 35% 36% 35% 35% 30% 31% 29% 20% 過剰な規制テロリズム地政学的な不確実性税負担の増加ポピュリズム気候変動と環境破壊保護主義 PwC 21 CEO テクノロジー企業全業界 Strategy& Foresight Vol Winter 3

6 PwC 1 CEO CEO CEO CEO 4 Strategy& Foresight Vol Winter

7 5 Strategy& Foresight Vol Winter AT&T 1956

8 Strategy& Foresight Vol Winter

9 Technology Trends Address the risks and disruptive potential of products and services by Raman Chitkara, Marcus Gloger and Mark McCaffrey Strategy& Foresight Vol Winter 7

10 2019 IoT 4.0 IoT IoT Strategy& PwC Strategy& Foresight Vol Winter

11 PwC Stratagy& PwC PwC Strategy& PwC Strategy& EMEA , D IoT 4.0 IoT R&D Strategy& 1 2 A Strategy& Foresight Vol Winter 9

12 PwC Strategy& 1 : ソフトウエア商材に配分された R&D 費用の比率 (%) 25 主な競合他社と比べて成長ペースが速い企業群成長ペースが同等の企業群 % 成長ペースが遅い企業群 Strategy& IoT GE 2 10 Strategy& Foresight Vol Winter

13 200 NBC GE Homes ADI IoT 2 B R&D GE 1 10 R&D R&D R&D * 1 UTC UTC 3 UTC IoT D 5 10 R&D *1 Strategy& Foresight Vol Winter 11

14 MVP MVP IoT IoT IoT IIC 100 GE AT&T IBM IIC IoT 1 PwC Strategy& Foresight Vol Winter

15 UTC 2 3 UTC 300 IQ IoT M&A Industrial Manufacturing Trends New strategies for IoT investment by Marian Mueller, Steve Eddy, Reinhard Geissbauer, and Barry Jaruzelski DNA Strategy& Foresight Vol Winter 13

16 bbl 70 IEA 2016 CEO Strategy& Foresight Vol Winter

17 PwC Strategy& PwC PwC Strategy& PwC Strategy& M&A M&A 25 OPEC OPEC % 6% BP : 日量 ( 単位 : 百万バレル ) 需要供給 IEA Strategy& Strategy& Foresight Vol Winter 15

18 PwC Strategy& BP % ,530 60% % 2 : のの設備投資十億ドル % -44% 北米が設備投資の拡大を牽引 6% オーストラリア欧州アフリカ南米アジアロシア中東北米 Strategy& 16 Strategy& Foresight Vol Winter

19 3 : 十億バレルガス天然ガス液コンデンセート原油 Strategy& IEA 250 IEA Strategy& Foresight Vol Winter 17

20 4 : % トタルエニシェルエクソンモービルスタットオイル BP シェブロン Strategy& 4% % Strategy& Foresight Vol Winter

21 OPEC 2017 EIA UK BP , EIA BP Strategy& Foresight Vol Winter 19

22 20 Strategy& Foresight Vol Winter

23 DONG Oil and Gas Trends Strategy shaped by volatility by Giorgio Biscardini, Reid Morrison, David Branson, and Adrian Del Maestro Strategy& Foresight Vol Winter 21

24 2019 M&A Strategy& 10 M&A M&A M&A 22 Strategy& Foresight Vol Winter

25 PwC Strategy& PwC Strategy& PwC Strategy& PwC Strategy& M&A M&A M&A M&A 2017 M&A 66% % 2017 M&A % R&D M&A R&D M&A M&A IoT R&D IT CIO CEO COO Strategy& 50% Strategy& Foresight Vol Winter 23

26 PwC Strategy& PE M&A PMI 1 : 売上高 ( 単位 : 百万ユーロ ) 将来の売上高 1 新規事業 2 価格上乗せ 3 市場シェア拡大現在の売上高既存事業の売上高予測 4 既存事業の保全時間デジタルサービスで合計 5,000 万ユーロの増収 PwC Strategy& 10% 1 24 Strategy& Foresight Vol Winter

27 B2C B2B BASF Segterra InsideTracker BASF R&D 2030 Dussur Strategy& Foresight Vol Winter 25

28 R&D R&D R&D PwC 21 CEO 75% 9% CEO M&A 1 Chemicals Trends A tipping point of profitability by Jayant Gotpagar, Matthias Bäumler, Andrew Horncastle, and Iris Herrmann 26 Strategy& Foresight Vol Winter

29 27 Strategy& Foresight Vol Winter M&A PwC Strategy&

30 2019 R&D Strategy& R&D R&D R&D 4.1% 5.1% 3.6% R&D 1 R&D 28 Strategy& Foresight Vol Winter

31 PwC Strategy& DC PwC PwC Strategy& PwC PwC Strategy& PwC 1 : R&D $159 $161.8 $101.9 $ % 54% 米国以外の比率 $ % 76% 80% 83% 52% 46% 米国での比率 $ % 54% 24% 17% 航空宇宙防衛産業財ソフトウエア自動車ヘルスケアコンピューターインターネットエレクトロニクス 4.1% 2.8% 14.1% 4.0% 11.4% 7.1% R&D 集約度 R&D R&D R&D 10 R&D R&D 1,000 R&D PwC Strategy& X Strategy& Foresight Vol Winter 29

32 AI R&D R&D R&D % 50% LM R&D A-29 M&A 50 M&A T-38 T-X R&D LM 30 Strategy& Foresight Vol Winter

33 what-if R&D LM Strategy& Fit for Growth R&D Aerospace and Defense Trends Keeping pace with a focus on innovation by Randy Starr and Larry Jones Strategy& Foresight Vol Winter 31

Media highlights 2019 1 THE CRITICAL FEW - Energize Your Company's Culture by Choosing What Really Matters PwC Strategy& CEO 1 Why Aligning

Berrett-Koehler Publishers, Inc. ISBN 978-1-5230-9872-9 Strategy& Strategy& 100 PwC 158 250,000 PwC 経営課題に関するご相談はこちらまで info.japan@strategyand.jp.

34 Media highlights THE CRITICAL FEW - Energize Your Company's Culture by Choosing What Really Matters PwC Strategy& CEO 1 Why Aligning Culture Matters 2 A Critical Few Traits 3 A Critical Few Behaviors 4 A Few Authentic Informal Leaders 5 Measuring Cultural Action PwC Strategy& Berrett-Koehler Publishers, Inc. ISBN Strategy& Strategy& 100 PwC ,000 PwC 経営課題に関するご相談はこちらまで info.japan@strategyand.jp.pwc.com PwC Strategy& Fax Strategy& Foresight Vol Winter

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Strategy& Strategy&Foresight Foresightvol.18 vol Winter Winter 特集 特集 年 年業界動向 業界動向と 戦略の 方向性 と戦略 の方向性 業界 テ テ ク ク ノ ノ ロ ロ ジー ジー業界 産業

Strategy& Strategy&Foresight Foresightvol.18 vol Winter Winter 特集特集年年業界動向業界動向と戦略の方向性と戦略の方向性業界テテククノノロロジージー業界産業