2018 Automation Market Update. Alex Shikany Vice President AIA Association for Advancing Automation (A3)

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1 2018 Automation Market Update Alex Shikany Vice President AIA Association for Advancing Automation (A3)

2 North American Robotics Market Revenue (Thousands) $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 Robot Orders - Units (North America) 50,000 40,000 30,000 20,000 10,000 - Units Orders - Units Orders - Dollars (000s) YTD: 13.8%

3 North American Robotics Market Automotive OEM 10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000-2, , , , , , , , YTD: -14.7%

4 North American Robotics Market Automotive Component 12,000 10,835 10,000 8,000 7,040 7,439 7,639 6,000 4,942 4,950 4,000 2,000 1,805 3, YTD: 41.8%

5 North American Robotics Market Food & Consumer Goods 1,600 1,400 1,200 1, , ,171 1, YTD: 20.8%

6 North American Robotics Market Semi & Electronics/Photonics 1,400 1,200 1, ,242 1,228 1, YTD: -8.9%

7 North American Robotics Market Plastics & Rubber YTD: 17.6%

8 North American Robotics Market Life Sciences/Pharma/Biomed 1, YTD: 15.3%

9 North American Robotics Market Metals 2,500 2,000 1,500 1,520 1,713 1,637 1,915 1,960 1,478 2,277 1, YTD: 54.1%

10 North American Robotics Market All Other Industries 3,000 2,500 2,000 1,842 2,671 2,156 2,064 2,247 2,664 2,381 2,705 1,500 1, YTD: 13.6%

11 North American Robotics Market APPLICATIONS (UNITS ORDERED, FIRST NINE 2017) 45% 4% 27% 16% 3% 5% Spot Welding Arc Welding Coating & Dispensing Assembly Material Handling Material Removal Inspection Other

12 294,312 new robots installed in 2016 Growth of 16% over 2015 CAGR of 12% from

13 By 2020 Over 2m Units Shipped Worldwide AVG Growth of 14% for

14 Where the Robots Are 1. Toledo, OH 2. Detroit-Warren-Dearborn, MI 3. Grand Rapids-Wyoming, MI 4. Louisville/Jefferson Co, KY-IN 5. Nashville-Davidson- Murfreesboro-Franklin, TN 6. Youngstown-Warren- Boardman, OH-PA 7. Jackson, MS 8. Greensville-Anderson- Mauldin, SC 9. Ogden-Clearfield, UT 10. Knoxville, TN

15 Service Robots Total Value of Forecast 2016 to 2019 = $23.1 billion USD Approximately 1/3 the size of the Industrial Robotics Market forecasted for the same time period Source: International Federation of Robotics

16 Collaborative Robots Several Research Firms Have Estimated the Size of the Collaborative Robots market and Provided Forecasts. Globally, by end of 2017: 8,000+ units shipped $225 million in revenue Globally, by end of 2020: 40,000+ units shipped $1 billion + in revenue

17 NA Machine Vision Market $3,000,000 TOTAL FINANCIAL TRANSACTIONS $2,500,000 $2,000,000 $1,500,000 $2,583,783 $2,704,997 $1,000,000 $500,000 $ * 2018* 2017: 12.4% 2018: 4.7%

18 NA Machine Vision Market $250,000 COMPONENT CAMERAS $200,000 $150,000 $100,000 $116,616 $143,511 $148,168 $146,046 $165,350 $165,532 $170,578 $190,122 $201,530 $50,000 $77,390 $ * 2018* 2017: 11.5% 2018: 6%

19 NA Machine Vision Market OTHER COMPONENTS $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 Lighting Optics Imaging Boards Software * 2018* 2017: 14.2% 2018: 7%

20 NA Machine Vision Market $2,000,000 $1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 SYSTEMS ASMV Smart Cameras * 2018* $450,000 $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 2017: 12.2% 2018: 4.5%

21 Market Sentiment Markets 3rd Quarter 2017 (Jul 1 Sep 30) UP DOWN FLAT MACHINE VISION COMPONENTS Cameras 6% 39% 56% Lighting 50% 20% 30% Optics 70% 22% 8% Imaging Boards 50% 15% 35% Software 80% 6% 14% Total Machine Vision Components 31% 29% 40% MACHINE VISION SYSTEMS ASMV Systems 50% 9% 41% Smart Cameras 40% 9% 51% Total Machine Vision Systems 48% 9% 43% OTHER MV (includes Integrator, Distributor and Sales not Identifiable by Market) Total Other Machine Vision Sales 28% 11% 61% TOTAL MACHINE VISION FINANCIAL TRANSACTIONS (Total Components + Total MV Systems + Other MV) 46% 11% 43%

22 Source: WSTS Semiconductor Billings

23 New Markets Outside of Machine Vision

24 Embedded Vision Intelligent & Embedded Automation

25 MCMA Statistics TOTAL MOTION CONTROL / MOTOR ORDERS $2,549.4 $2,419.6 $2,626.4 $2,498.8 $2,863.4 $3,228.2 $3, * 2018*

26 MCMA Statistics 2017 PROJECTED GROWTH OTHER ANCILLARY MOTION CONTROLLERS SENSORS & FEEDBACK ACTUATORS & MECHANICAL AC DRIVES MOTORS SUPPORT SERVICES AC MOTORS ELECTRONIC DRIVES -3% 5% 4% 10% 17% 15% 27% 31% 40% -10% 0% 10% 20% 30% 40% 50%

27 Motion Control & GDP 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% 5.6% 4.6% 3.6% 2.6% 1.6% 0.6% -0.4% -1.4% -2.4% Total MCMA Orders US GDP (Billions)

28 Motion Control & U.S. PMI 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% Total MCMA Orders US MFG PMI (AVG)

29 Motion Control & Robot Orders 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% 100.0% 80.0% 60.0% 40.0% 20.0% 0.0% -20.0% -40.0% Total MCMA Orders Robot Orders (Revenue, NA)

30 NAM Q4 Outlook

31 Source: NAM Economic Outlook Q Optimism

32 Source: NAM Economic Outlook Q Top Challenges

33 How Are You Addressing Shortage? Source: NAM Economic Outlook Q4 2017

34 Progress

Economic Growth in the Trump Economy

Economic Growth in the Trump Economy Presented to State Data Center Conference William F. Fox, Director November 18, 2016 GDP Grows, Though Slowly 10.0 8.0 Percentage Change, Previous Qtr, SAAR 6.0 4.0