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国际投行报告-全球自动化行业-JPM&CSIA系统集成商调查:需求在高位达到顶峰-2022.6.17-58页

# 投行报告 # 全球自动化行业 # 系统集成 大小:0.98M | 页数:58 | 上架时间:2022-06-24 | 语言:英文

国际投行报告-全球自动化行业-JPM&CSIA系统集成商调查:需求在高位达到顶峰-2022.6.17-58页.pdf

国际投行报告-全球自动化行业-JPM&CSIA系统集成商调查:需求在高位达到顶峰-2022.6.17-58页.pdf

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类型: 行研

上传者: YXM-187

撰写机构: J.P.Morgan

出版日期: 2022-06-17

摘要:

Our latest proprietary system integrator survey reflects demand that is “cresting” at a high level with significantly higher impact from supply chain disruptions, not a surprise. Most integrators (83%) anticipate an increase in demand over the next 12 months, which is slightly lower than the Oct’21 survey (88%) but is a meaningful step up from the 2019/2020 survey of 64%/67%. Respondents saw ~7% average revenue growth in the last 12 months and they expect ~9% growth in the coming 12 months. Responses in this survey indicate ~4% capex growth in ’22 as compared to 5% in the Oct’21 survey, while for ’23 capex, the growth expectation is stable at ~4%. On April trends specifically, approximately 38% noted stronger demand than in Jan-Mar vs ~19% indicating weaker demand (~51%/7% Apr’21), which is slightly worse than normal seasonality. Backlog commentary continues to be strong in a tight supply chain environment, not unusual, with 48%

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