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At the moment, there is very rapid development in mechanics, energy and digitization, especially with regard to the intelligent integration of IT systems and independent production processes. The Industry 4.0 concept stems from the German government’s strategy for the fourth industrial revolution, SEB writes. Several Swedish companies are very well placed in this development towards “Industry 4.0”.
“Amazing company”
“It may be a bit surprising that Essity and Husqvarna are among the companies that have applied for the most patents. Most anticipated is perhaps Ericsson’s place on the top list of the Patent and Registry Office. The company registered around 2,200 of the 2,600 patent applications from Swedish companies in Industry 4.0 during the period 2010-2016, ”writes Stefan Cederberg.
Here are the companies with many new patent applications that the stock strategist suggests for the future:
Five interesting companies
Essity: The company develops hygiene products with sensors and communication via the Internet for more efficient planning of needs. The company is investing in increasing digitization in various processes to increase profitability.
Husqvarna: Increases the “intelligence” of various products that can communicate over the Internet. In addition, investment in more “autonomous” technology, expanding the market for products. According to the company, business services could generate more than $ 700 billion by 2030.
Ericsson: The company expands its market with products and processes connected in base stations, software, security and cloud services. This also applies to sectors such as healthcare, energy and vehicles, as well as the corporate market.
Volvo: Build connected technology that provides much more efficient logistics. Recently, at the capital market session, Volvo stated that technological change in logistics is “the greatest opportunity of the century.” Truck traffic in Europe takes place with empty cars on the road to collect goods, but with real-time data, truck location and shipment planning, both delivery costs and emissions can be significantly reduced.
Boliden It is the fifth company that, through the use of connected technology, can use autonomous trucks and construction machinery in mines, sand roofs, ports and logistics centers. The company has already started testing various industrial applications at the Aitik mine.
“New business models bring winners”
New business models are created by using software in various processes, which translates into higher revenue and higher profitability, says Stefan Cederberg.
“Companies that actively change their operations with the help of technical transformation are likely to be among the future winners of the Stockholm Stock Exchange,” he writes.
