INTRODUCTION 3
Theme map 3
Sector performance 4
Company performance 4
THEMES 5
Technology themes 5
Macro-economic themes 11
SECTOR SCORECARD: INDUSTRIAL AUTOMATION 12
Who's who 12
Thematic screen 13
Valuation screen 14
Risk screen 15
APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY 16

Companies Mentioned
- ABB
- Alibaba
- Alphabet
- Amazon
- Aptiv
- Autoliv
- Baidu
- Cisco
- Cognex
- Continental
- Cyberdyne
- Denso
- Fanuc
- Fujitsu
- GE
- Harmonic Drive
- Hitachi
- HollySys Automation
- Hon Hai
- Honeywell
- IBM
- Intuitive Surgical
- Kawasaki Heavy
- Keyence
- KUKA
- Microsoft
- Nabtesco
- Nachi Fujikoshi
- NEC
- Nippon Ceramic
- Ocado
- Omron
- Oracle
- Rockwell Automation
- Roper Technologies
- SAP
- Schneider
- Seiko Epson
- Siasun Robot
- Siemens
- Sony
- Stryker
- TE Connectivity
- Teradyne
- Tesla
- Valeo