Core Viewpoint - The industrial sector is transitioning from digitalization to intelligentization, with varying degrees of adoption among companies based on their digital maturity [2][6]. Group 1: Industrial Software Market Growth - The Chinese industrial software market has grown significantly, with total revenue increasing from 72.9 billion RMB in 2012 to 282.4 billion RMB in 2023, and the PLM segment expected to exceed 40 billion RMB by 2025 [3][4]. - The market is projected to reach 657.5 billion RMB by 2030, indicating a robust growth trajectory [4]. Group 2: AI Integration in Industrial Software - The emergence of AI models has revitalized the software industry, leading to increased efficiency and new applications in industrial software [5][6]. - AI's integration is enhancing the intelligence of industrial software products, with companies acquiring AI firms to bolster their capabilities [5][6]. Group 3: Application Scenarios of AI in Industry - AI applications in the industrial sector are categorized into four main areas: data governance, knowledge processing, process optimization, and decision support [9][10]. - Successful implementations include significant improvements in efficiency and product quality, with examples such as a 50% increase in CAE simulation efficiency and a 28.4% reduction in product development cycles in advanced smart factories [8][10]. Group 4: Challenges and Future Directions - Despite advancements, the true potential of intelligent agents in the industrial sector remains underutilized, primarily limited to knowledge-intensive areas [11]. - The industry is moving towards a more integrated approach, aiming to connect various applications and enhance data utilization for broader impact [11].

多数企业误将数字孪生视作"3D图形呈现"，而它其实是虚拟"数字生命体"。 在航空航天、汽车、消费电子等高复杂度制造行业，数字孪生正从技术概念演变为核心能力。它被视为应对产品复杂度提升、以更快速度推向市场、智能 化升级、全球供应链博弈与可持续发展压力的关键手段。 但理想与现实之间存在巨大落差。许多企业将数字孪生误解为3D建模或图形可视化，系统孤立、数据割裂，难以支撑从设计到制造、再到运维的闭环协 同。来自Digital Twin Consortium的调研数据显示，全球仅有约8%的企业实现了数字孪生在产品生命周期、生产流程与性能分析中的深度集成，92%的企 业仍停留在"局部可视化"阶段，难以释放系统性价值。 一个根本性问题随之浮现：为什么数字孪生拼不成一张图？ 8%的突破和92%的困局 在一家传统造船厂，复杂的工艺流程与环节之间的信息割裂，长期困扰着整个企业。比如，在设计阶段，设计师通过三维建模构建船舶方案，但交付给船 厂的却是二维图纸。图纸在开工前再次被转换为三维模型用于船体结构规划，到生产一线又被还原为平面图纸，供工人操作。新船交付时，客户收到的依 然是纸质说明书，哪怕这些资料多得足以装满一车。 为了彻底打 ...

Companies Celebrate Collaboration Driving Industrial AI for Global ManufacturersExpanded Partnership to Enable AI-Powered Factories of the Future, Connecting NVIDIA AI and Accelerated Computing With the Siemens Xcelerator Platform and ProductsNew Industrial AI Infrastructure on NVIDIA Accelerated Computing Transforms the Factory Floor PARIS, June 11, 2025 (GLOBE NEWSWIRE) -- NVIDIA GTC Paris at VivaTech—Siemens and NVIDIA announced today an expansion of their partnership to accelerate the next era of indust ...

西门子数字化工业软件总裁兼首席执行官Tony Hemmelgarn在现场 赫拉克利特曾说："人不能两次踏进同一条河流。"这句话在制造业中有着深刻的隐喻。在当今快速发展 的时代，制造业也面临着不断的变革。AI技术的出现，就如同一条奔腾不息的河流，正在重塑制造业 的数据管理、仿真与制造流程。 为了应对不断变化的市场需求，2025年年初，西门子以100亿美元高价完成了对仿真领域先进企业 Altair的收购，以补足西门子Xcelerator 的产品版图。 高计算（HPC）与云负载平衡技术是Altair收购带来的重要成果，有效解决了工程仿真中的痛点。在传 统的工程仿真中，计算资源的不足往往限制了仿真的精度和效率。 制造业全流程管理远比想象中复杂，而软件的不断进化则加剧了这种复杂性。 6月初，西门子数字化工业软件在底特律召开了一年一度的用户大会。西门子数字化工业软件总裁兼首 席执行官 Tony Hemmelgarn 用"复杂性即竞争优势"的核心观点来概括当前竞争激烈的市场环境。 Tony认为，当前制造业面临的复杂性存在于生产优化、数据完整性、低代码开发等多个方面。以汽车 行业的生产优化为例，汽车制造商每天需要处理大量订单 ...

Core Insights - Siemens is focusing on digital transformation in manufacturing, emphasizing the integration of AI and digital technologies to enhance operational efficiency and competitiveness [3][4][5] Group 1: Event Overview - The Realize Live Americas 2025 conference hosted over 2,500 Siemens customers, partners, and industry experts to discuss best practices and insights in industrial digitalization [3] - Tony Hemmelgarn, CEO of Siemens Digital Industries Software, highlighted the ongoing evolution of the Siemens Xcelerator platform, which aims to provide comprehensive digital transformation solutions [3][4] Group 2: Technological Advancements - The Xcelerator platform integrates software, hardware, and services to help businesses become truly digital enterprises, improving manufacturing agility and operational efficiency [3][4] - AI capabilities are being integrated into Siemens' Teamcenter software for automatic problem detection and into Simcenter products to reduce engineering computation time [3][4] Group 3: Strategic Acquisitions - Siemens strengthened its digital twin capabilities through the acquisition of Altair, enhancing its ability to model and simulate physical systems in a virtual environment [4][5] - The integration of Altair's technology allows Siemens to offer advanced high-performance computing solutions, balancing workloads between GPU and CPU [4] Group 4: Product Lifecycle Management - Siemens' Teamcenter, a core product lifecycle management (PLM) solution, has seen a performance improvement of 20 times over the past 18 to 24 months, incorporating AI for intelligent lifecycle management [5] - The introduction of independent release processes and enterprise-level change functions enables simultaneous management of multiple product changes with complete traceability [5] Group 5: Case Study - Workhorse, an electric vehicle manufacturer, successfully utilized Siemens Xcelerator for comprehensive digital transformation, developing high-quality electric trucks in a short timeframe [6][8] - The deployment of NX and Teamcenter X PLM software allowed Workhorse to complete the full development process of its next-generation electric vehicle in just 22 months [8]

DIGITAL INDUSTRIES SOFTWARE 在半导体元器件生命 周期管理中使用质量 管理方法 利用 PLM 平台上的原生 QMS 工具交付复杂的产品，同时简化价值链 siemens.com/software 半导体行业未来趋势 在半导体行业发展速度如此之快的情况下，调整和变革的必要性变得越来越明显。 可持续性 新兴技术 安全的数字化转型 全球化 以典范做法应对关键行业挑战 将质量相关信息左移，以避免在产品生命周 期后期出现成本高昂且耗时的质量相关问题。 周期性的芯片短缺和避免市场过度饱和的需 求促使制造商在发生中断时依赖更多合格的 零件和供应商。 支持从开发到生产的快速产品进步，以获得 创建新迭代的关键要点。 缩短上市时间 不稳定的芯片可用性 创新以保持竞争力 利用数字化解决方案连接孤岛 在不断变化的市场需求、急剧增加的竞争压力和资源限制的情况下，您需要持续改进核心流程。您需要在半导体生命周期管理中采用新 的策略来简化开发、提高生产力并保持质量。 适应复杂多变的市场绝非易事。依靠闭环质量策略来应对当今的半导体挑战非常有用。 在设计阶段管理质量 在设计过程的早期提高质量优先 级，以确保创新设计并满足 ...

| | | --- | 然而，半导体企业却发现自己如履薄冰；新冠疫情期间的芯片短缺暴露了全球供应链的脆 弱性，并且由于企业无法证明可追溯性以证明真实性，因此出现了安全顾虑。 2021 年的一项研究表明，超过 60% 的企业使用六个以上系统来管理其数据。依赖于大 量互不连通的系统，团队在孤岛中独立工作，无法有效地协作或共享信息，从而导致冗余、 兼容性问题和系统错误。 为了继续提供更高的系统集成能力，企业需要采用数字化解决方案来增强跨流程和系统 的控制和实时可见性，并在整个生命周期内实现端到端数字化，以提供完整的可追溯性并 响应安全问题。 产品生命周期管理系统为半导体企业提供了一个整体解决方案，以提供跨所有流程的数 据管理。此外，它还可以改进设计和生产领域，以解决产品复杂性问题，加强利益相关者 和生态系统的协作，提高质量，同时还提供完整的可追溯性以保护知识产权，并加快产品 接受度并缩短上市时间。 TEAMCENTER X 探索基于云的 半导体生命周期管理的 强大功能 siemens.com/teamcenterx 当今的半导体行业 半导体行业是最具创新性的行业之一，是采用 5G、人工智能和 AR/VR 等新技术的 ...