这一区别的背后正是业务结构的差别——ABB和西门子拥有GE所不具备的工业自动化业务。具体而言,在离散工业领域,西门子的工业控制业务全球第一,ABB第二;在流程工业领域,ABB第一,西门子第二。
硬件业务结构的短板限制了其Predix平台的客户基础,因为相比GE的主营业务,以PLC软件为代表的工业自动化产品更加通用,客户基础更广。在数字闭环上,缺乏工业自动化产品意味着GE欠缺执行部件,需要与其他公司合作。
阿里、腾讯这类互联网公司入局的优势首先在于其独立性。工业巨头的竞争对手们担心入驻其工业互联网平台会有数据安全问题,对互联网巨头而言这个问题要容易解决得多。此外,互联网巨头在云基础设施服务能力、算法开发能力、资金能力上都比工业巨头更有优势。尽管如此,工业数字化的核心依然在于行业知识,互联网巨头若想提供平台和软件服务,首先需要理解工业客户与消费客户的不同需求。当然,如果他们只将自己定位为底层的基础设施供应商(IaaS),那就另当别论。
PTC这样的独立工业软件公司则一方面保证了中立性,另一方面比互联网公司更加了解工业客户需求,有更好的工业客户基础。在今年6月高德纳(Gartner)发布的首份工业物联网平台魔力象限报告中,仅有的三家被评为“远见者”(第二象限)的公司中,有两家是有工业客户基础的软件公司:PTC和SAP。
HORNER SERIES 90 30 OPER INT PANEL EXC HE693OIU277E
HORNER SERIES 90 30 OPER INT PANEL NEW HE693OIU297F
HORNER SERIES 90 30 OPER INT PANEL M.REF HE693OIU357A
HORNER SERIES 90 30 OPER INT PANEL NEW HE693OIU357F
HORNER SERIES 90 30 OPER INT PANEL REPAIRED HE693OIU907
HORNER SERIES 90 30 PROFIBUS DP MASTER HE693PBM101E
HORNER SERIES 90 30 PROFIBUS SLAVE NEW HE693PBS105G
HORNER GENIUS TERM. EMULA. SOFT. CD/MAN0024-02 HE660BGM424A
HORNER SERIES 90 30 RTD INPUT PT-100 6 CHNL HE693RTD600C R M Q
HORNER SERIES 90 30 RTD INPUT HE693RTD601J G M
HORNER SERIES 90 30 RTD INPUT NEW HE693RTD601J
HORNER SERIES 90 30 RTD INPUT NEW HE693RTD666C
HORNER SERIES 90 30 RTU MASTER REF HE693RTM705C
HORNER SERIES 90 30 INTERF RS-232 RS485 HE693RTU900F
HORNER SERIES 90 30 INTERF RS-232 RS485 NEW HE693RTU900F
HORNER SERIES 90 30 RS232 ADAPT NEW HE693SNP232A
HORNER SERIES 90 30 S. GAGE LOADCELL IN HE693STG883E
HORNER SERIES 90 30 S. GAGE LOADCELL IN8CH HE693STG884F
HORNER SERIES 90 30 INDEXER STEP. 1 AXIS HE693STP100H
HORNER SERIES 90 30 INDEXER STEP. 1 AXIS HE693STP101C E
HORNER SERIES 90 30 INDEXER STEP. NEW HE693STP111D
HORNER SERIES 90 30 INDEXER STEP. HE693STP113AX
HORNER SERIES 90 30 THERM. HE693THM166E C
HORNER SERIES 90 30 ANALOG THERM. HE693THM406D
HORNER SERIES 90 30 ANALOG THERM. HE693THM409C B
HORNER SERIES 90 30 ANALOG THERM. NEW HE693THM409C B
HORNER SERIES 90 30 ANALOG THERM. HE693THM440E
HORNER SERIES 90 30 ANALOG THERM. HE693THM449C 02
HORNER SERIES 90 30 ANALOG THERM. NEW HE693THM666B
HORNER SERIES 90 30 ANALOG THERM HE693THM806C D
HORNER SERIES 90 30 8CH THERM. IN J,K,T NEW HE693THM880F
HORNER SERIES 90 30 8CH THERM. IN HE693THM884M C
HORNER SERIES 90 30 IN. ANALOG THERM. IN HE693THM886E C
HORNER SERIES 90 30 ANALOG THERM. HE693THM888G
HORNER SERIES 90 30 IN. ANALOG THERM. IN HE693THM889C
HORNER SERIES 90 30 IN. ANALOG THERM. IN NIB HE693THM889C
HORNER SERIES 90 30 APADTER NEW HE693XTADP
FANUC RX3i IN ANALOG 4PT CUR 24VDC NEW IC694ALG221A
FANUC RX3i IN ANALOG 16PT CUR 24VDC NEW IC694ALG223-CA
FANUC RX3i OUT ANALOG 8PT CUR/VOLT NEW IC694ALG392-CD A
FANUC RX3i NEW IC694APU300-CB