Report
Denise Molina
EUR 100.00 For Business Accounts Only

Moats in Industry 4.0; Switching Costs Weak & Strong for ABB and Schneider

Much has been written about the potential of Industry 4.0 and the Industrial Internet of Things, or IIoT, but we don't believe enough attention has been given to the relative supplier competitive advantages and where incumbent suppliers might be less or more able to protect their positions against new-entrant disruptors. In industrial automation, there is a wide variety of suppliers that together create automated processes through multiple software stacks and hundreds of components working toget...
Underlying
Schneider Electric SE

Schneider Electric is engaged in energy management. Co. is organized into four areas: Buildings and Partner, Infrastructure, Industry and IT; and operates in four principal markets: non-residential & residential buildings, utilities & infrastructure, industry & machine manufacturers and data centers & networks. The non-residential and residential buildings market includes end-users, property developers, design firms, and systems integrators. The utilities and infrastructure market includes energy operators. The industries market serves end users and companies, and engineering firms. The data centers and networks contain servers that process and store digital data in secure rooms.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Denise Molina

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