ourth industrial revolution.€¦ · bringing the fourth industrial revolution to your portfolio...
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Auto
mation
data services
Software and
Sens
ors
Robotics
Mechanical engineering
Digital networking
of...
end products
Bringing the fourth industrial revolution to your portfolio
Each industrial revolution has had a lasting impact on European society. We are currently at the outset of the fourth industrial revolution.
Industry 4.0 balances the con�icting requirements of bespoke production and e�ciency gains.Smart factories merge the virtual world with physical production, allowing them to respond to market �uctuations and client needs in real time.
Thanks to Industry 4.0, exceptionally complex processes can also be cont-rolled digitally. All productive units work together and so deliver a pro-nounced boost to productivity.
As regards Industry 4.0, Switzerland and Germany are already at the
head of the �eld.
The Industry 4.0 Performance Index tracks the share price performance of up to 20 �rms that generate their primary revenues in the Industry 4.0 segment. The index compositi-on is determined afresh on a semi-annual basis using set quantitative and qualitative selection criteria.
The �rst industrial revolution:
Advantages of these new production logistics:
The production processes are changing from
End of 18th c.
Powered by steam and water
Wage labour
Simpli�cation of goods transport
The fourth industrial revolution:Today
High value added
Speed
FlexibilityTransparency
Cost e�ciency Individualization of products
The Internet of Things
Cyber-physical systems
Value-adding networks optimized in real time
The secondindustrial revolution:Beginning of 20th c.
Electri�cation
Assembly line production
Mass production
The third industrial revolution:Beginning of the 1970s
Computerization
Information technology
Automation of production
People
People
Product components
Traditional industry
Rising pro�tability & capital intensity
Capital intensity2
Pro�
tabi
lity1
Return expected by investors
1 EBIT as % of value added2 Capital employed/value added3 ROCE = pro�tability x capital intensity
(ROCE)3 = 15%
Industry 4.0
Machines
Machines Product components Systems
Product
low
low
high
high
Europa2012
Europe2030
suppliers
processes
materials
production facilities
Investment in Europe
Investment in GermanyInvestment amount(% of annual revenues)
*Projection for the entire automotive industry (economic sector 29: production of motor vehicles and motor vehicle parts).**Projection on the basis of survey results relating to the total revenues per sector in Germany in 2012 according to the Federal Statistical O�ce.
Investment volume** (in EUR billions p.a.)
Mechanical engineering
Automotive industry*
Process industry
Electronics and electrical systemsInformation and communications
Total
3,5% 8,5
11,2
10,1
6,0
4,3
40,1
2,9%
2,7%
3,3%
3,9%
3,3%
Concept of the Industry 4.0 Performance Index
Signi�cant revenues in the following Industry 4.0 areas
Listed on a recognized and regulated exchange
Market capitalization of at least EUR 750 million
Average daily share trading volume of at least EUR 1 million (in the past three months)
No trading restrictions for foreign investors
Selection poolCriteria
Selection of index membersRules
From the selection pool, the index advisor picks the
on the selection day based on the following four criteria:
High entry barriers in terms of:strong brand awarenesscomprehensive patent protectionnetworks and alliances creating high added valueuniqueness of business model
Product appeal and market growth
Quality of management
The companies’ products and solutions must serve a market that is as large as possible and promises to deliver sustained, long-term growth.
1
2
3
4
20 most promising companies
Internationality of business
can Investors invest in the index and participate in the trend
Sources: PwC, Roland Berger Strategy Consultants, Solactive, Think Act
EUR 40 billonp.a.
Investment through to 2020
EUR 90 billonp.a.
European companiesInvestment through to 2030
tracker certi�catevia a
Systems
Product
German companies
The Industry 4.0 Performance Index
has been launched to enable investors to parti-
cipate in the potential uptrend stemming from this promising
theme.