trends in marine supplies industries industry dimension industry ... · 5.systems/equipment –...
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© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Trends in Marine Supplies Industries
Industry DimensionIndustry StructureDemand PatternsJoachim Brodda,BALance Technology Consulting
© BALance 2019
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Customers:Shipping Companies, Offshore-Operators,
Navies, Private Customers, Energy Firms, Authorities
Global Maritime Technoloy Market Dimension
© BALance Analytics 2017
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
World Shipbuilding Model by Value (Shipyards + Suppliers)Va
lue
Chai
n Co
mpa
rison
(201
0 –
2014
)
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Global Trade Balance marine supplies (2010 – 2014)
Note: trade balance of 1st and 2nd tier suppliers without intra EU import/export
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Swap of manufacturing from Europe to Asia is obvious
Source: BALance Analytics, MarED 11/2019
EU Marine Equipment Directive
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Swap of manufacturing from Europe to Asia is obvious – Driving Countries
Source: BALance Analytics, MarED 11/2019
EU Marine Equipment Directive
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Globally >11.500 marine supplies companies exist based on analysis of certificates
Source: BALance Analytics, MarED 2014
0
200
400
600
800
1.000
1.200
1.400
1.600
N° of Companies in top 20 Countries
Source: BALance TC calculations
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Industry Structure
© Fotos Raytheon, BALance
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
1.External services and subcontracts - engineering, design and consulting services2.Materials – Steel (half raw materials, subassemblies)3.Materials – Pipes and Ducts (half raw materials, subassemblies)4.Materials – Paint, Coating (paints, painting services)5.Systems/Equipment – Ship Operation (steering gear, anchor, deck machinery, life
saving equipment, MARPOL equipment, general outfitting components)6.Systems/Equipment - Cargo Handling Equipment and Special Cargo Plants7.Systems/Equipment – Accommodation (cabins, public rooms, functional rooms)8.Systems/Equipment – Propulsion Plants and Chains, Power Generation9.Systems/Equipment - Auxiliary Systems10.Systems/Equipment - Electrical Plants and Electronic Systems, Navigation,
Entertainment
Basic Marine Supplies Structure
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
vertical, pyramidal co-operation
Horizontal co-operation
Shipyard AShipyard B,
module factory
„1st tier supplier“
Supplier Subcontractor
Material Component Systems
Manu -
facturing
Assembly
Engineering
Design
Supplier Subcontractor
Material Component Systems
Manu -
facturing
Assembly
Engineering
Design
Supplier Subcontractor
Material Component Systems
Manu -
facturing
Assembly
Engineering
Design
Supplier Subcontractor
Material Component Systems
Manu -
facturing
Assembly
Engineering
Design
Supplier Subcontractor
Material Component Systems
Manu -
facturing
Assembly
Engineering
Design
„2nd tier supplier“
„market level“
Horizontal and vertical co-operation of shipyards and suppliers
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Pattern of Supply Chains changing
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Increasing Globalisation of Supply Chains
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Increasing Globalisation of Supply Chains
Can have a bigmeaning for the Value of nationalmaritime industries!
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Supplies have different impact on supply chains and products
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Meaning of supplies varies, Shiptype values show significant differences
25.000
20.000
15.000
10.000
5.000
0
(USD/GT)0 0,5 1,0 1,5 2,0 2,5 3,0 3,5DWT/GT
Merchant Shipbuilding forecast 2016-2025, BALance Analytics 2017
LNG=
Liqu
id N
atur
al G
as, L
PG=L
iqui
d Pe
trol
Gas
, PX=
Pass
enge
r, M
/H=M
ultih
ull,
NCC
V=N
on C
argo
Car
ryin
gVe
ssel
s, O
F=O
ffsho
re, A
HT/S
=Anc
hor H
andl
ing
Tug
and
Supp
ly V
esse
l,O
SV=O
ffhor
eSu
pply
Ves
sel,
Expl
& C
ons=
Expl
orat
ion
and
Cons
utru
ctio
nVe
ssel
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Meaning of supplies varies, Shiptype values show significant differences
25.000
20.000
15.000
10.000
5.000
0
(USD/GT)0 0,5 1,0 1,5 2,0 2,5 3,0 3,5DWT/GT
Merchant Shipbuilding forecast 2016-2025, BALance Analytics 2017
LNG=
Liqu
id N
atur
al G
as, L
PG=L
iqui
d Pe
trol
Gas
, PX=
Pass
enge
r, M
/H=M
ultih
ull,
NCC
V=N
on C
argo
Car
ryin
gVe
ssel
s, O
F=O
ffsho
re, A
HT/S
=Anc
hor H
andl
ing
Tug
and
Supp
ly V
esse
l,O
SV=O
ffhor
eSu
pply
Ves
sel,
Expl
& C
ons=
Expl
orat
ion
and
Cons
utru
ctio
nVe
ssel
More sophisticatedMore systemsMore tradesMore qualityMore playersMore dataMore Integration
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Demand Patterns
© BALance 2019
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
World market for marine supplies – merchant shipbuilding only
Merchant Shipbuilding forecast 2016-2025, BALance Analytics 2015
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
World Market Marine Supplies (Forecast 2016-2025)
[mil USD]
Mer
chan
t Shi
pbui
ldin
g fo
reca
st 2
016-
2025
, BAL
ance
Ana
lytic
s 201
5
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
World Market Marine Supplies (Forecast 2016-2025)
[mil USD]
Mer
chan
t Shi
pbui
ldin
g fo
reca
st 2
016-
2025
, BAL
ance
Ana
lytic
s 201
5
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Marine supplies are differently critical – depending on shiptypes
Merchant Shipbuilding forecast 2016-2025, BALance Analytics 2015
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Europe and Japan are strong in critical and strategic supplies, but have to follow markets
EuropeJapan
EuropeJapan
EuropeJapan
EuropeJapan
Note: dark blue = strong position of suppliers in these supplies classes
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Korea is good at critical supplies but has shortcomings in some strategic supplies
Korea Korea
KoreaKorea
Note: dark red = strong position of suppliers in these supplies classes
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
China has shortcomings in strategic and critical suppliesand has to create attractive market conditions
China China
ChinaChina
Note: dark red = strong position of suppliers in these supplies classes
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
China has shortcomings in strategic and critical suppliesand has to create attractive market conditions
Note: dark red = strong position of suppliers in these supplies classes
MIIT - Action Plan 2016-2020 – “Boosting Capabilities of Marine Equipment Industry” (status 10/2016)QuotesTargets for the next decade
By 2020 a world class level of marine component industry shall be achieved in respect of power system, deck machinery, navigation/communication system, IT technology for marine application. The ratioof localisation of marine components shallbe more than 80% for conventional vesselssuch as tanker, bulker and container vessel.
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Technological challenges will bring new kids on the block
Markets for SuppliesShipbuildingBoatbuildingRepair + RetrofittingOffshore Wind/EnergyOffshore Oil & GasOffshore MineralsShippingHarboursNaviesFishingMaricultureMarine SciencesSovereign Tasks…
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Future Trends influencing supplies and supply chains
• Consolidation of suppliers – from components to systems and multi systems suppliers
• Digitalisation – all ship systems have an IT dimensions – sensors and networks – new regulatory regime required including certification and classification
• Sustainability – zero emission vessels - new ships with new technologies
• Autonomous sustainable ships as ultimate (long term?) challenge
• Digitalisation – ships to become integral parts of logistical supply chain
• World fleet decarbonisation - increasing demand of retrofitting
• Faster retrofitting cycles in order to cope with regulatory updating – advanced life cycle management with suppliers and new services involved
• 3D-Printing – Central design and marketing - local manufacturing and certification
© BALance 2019WP6 WORKSHOP ON SHIPBUILDING AND THE MARINE EQUIPMENT INDUSTRY 11/2019
Die maritime Branche wächst zusammenAdvanced Marine Supplies
are a vital elementfor innovative global
shipbuilding
© Foto Siem Offshore
ContactJoachim BroddaBALance Technology Consulting [email protected]