Mcilvaine Insights

No. 202   June 27, 2022

·        Millions of Cleanroom Market Forecasts, Projects, Market Shares and Acquisitions Continually Updated

·        Thousands of AWE Market Niches Will Shape a $300 billion IIoT Market

Millions of Cleanroom Market Forecasts, Projects, Market Shares and Acquisitions Continually Updated

Forecasts for coveralls, gloves, HEPA filters isolators and other cleanroom products are continually adjusted. Constant revision is needed due to

·        Rapidly changing world events

·        Technology improvements

·        Product Improvements

·        Industry trends

·        Regulations

·        Geographic shifts

The McIlvaine Company is able to generate millions of reliable forecasts because of its holistic approach. Cleanroom Projects has been identifying new rooms continually for more than 30 years. Pharmaceutical Prospects is published weekly and analyzes not only cleanroom related developments but process technology including filtration, centrifugation, monitoring, valves, pumps, and air pollution control.  All these products are inter-related. One of the new developments to avoid downtime for cleaning in blood fractionation is to purchase a duplicate centrifuge bowl. The cleanroom has to be expanded to allow this movement of heavy machinery each time cleaning is needed.

With this understanding of industries and technology McIlvaine is able to create forecasts with space by cleanroom class and number of employees in each industry and country. This is the foundation of the forecasts.

World Cleanroom Markets includes the background analysis and electronic forecasts for each product.

The following detail is provided

·        5 year history and 5 year forecast

·        Each of 80 countries and sub regions

·        Each of 10 industries

·        Each of 5 ISO classes

·        44,000 forecasts of cleanroom space in ft2

·        44,000 forecasts of # of employees

·        Forecasts in units for each product

·        Forecasts in $ for each product

Details

The 80 countries are aggregated by

·        Grouping the minor 120 counties into appropriate sub-sub regions..

·        Grouping minor and 72 listed countries into sub regions.

·        Further grouping into major regions of the world

·        Aggregation of regions into Asia, America, EMEA.

Forecasts are provided for the following industries.

The following products can be selected for unit and revenue forecasts.

Subscribers also receive bi monthly analysis of  acquisitions. These articles have value for years because they often show the revenues of the acquired company and reveal the strategy of the acquirer. They are important for market share analysis.

A number of acquisitions by CWS show the growing CWS share In the cleanroom garment  processing and cleaning market in Europe. Elis is making similar moves in South America. The acquisitions in the U.S. show the rise of a few large garment processors in the U.S.

The  acquisition of Aircare Automation by FAIX Capital is one of the  examples of participation by private equity firms.

A number of acquisitions by Asgard have resulted in a growing share of the room market in Europe and the U.S. G-Con is moving from just supplying pods to supply components such as walls.

The Complete May 2022 Cleanroom Acquisition Update

McIlvaine has been providing monthly updates and analyses on cleanrooms for 35 years. The data since 2003 is on line. Older data is useful for technical but also acquisition analysis. The following 11 year old analysis discusses the activities of Joe Govier and Connect 2 Cleanroom.

http://www.mcilvainecompany.com/Decision_Tree/subscriber/newsletters/cleanroom%20insights/feb2011insights.htm

This gives perspective to the recent sale of Connect 2 Cleanroom to Asgard as shown in the February Acquisition Updates.

Additional components of the report include

·        Monthly Market Updates with latest trends in semiconductors, pharmaceuticals and other purchasing industries

·        Networking directory with more than 1000 companies including people and contacts

Click here for more information on Cleanrooms World Market

Click here for details on Cleanroom Projects

Click here for details on Pharmaceutical Prospects

Bob McIlvaine can answer your questions at 847 226 2391 or rmcilvaine@mcilvainecompany.com

Thousands of AWE Market Niches Will Shape a $300 billion IIoT Market

The industrial process IIoT and Remote O&M world market will exceed $300 billion by 2026. It is comprised of thousands of air, water, and energy (AWE) market niches.

The growth rate from 2016 to 2026 will be closer to 6% than the 10% predicted by McIlvaine five years ago.

On the other hand the EBITA growth will be higher than revenue growth indicating the higher profitability of IIoT and Remote O&M products.

The scope of this forecast just includes processes. It does not include automation of administrative activities. Nor does it include discrete machine automation.

In fact, the other way to define the scope is the applicability to the operation of filters, scrubbers, centrifuges, combustors, heat exchangers, fans, compressors, pumps, valves, and reactors. These are the subjects which are also forecasted In the McIlvaine Air, Water, Energy report portfolio.

Forecasts are continually updated and include five product categories x 19 industries x 10 years x 80 countries and sub regions = 68,000 forecasts. Subscribers receive excel files which they can manipulate. There are sort capabilities by sub region and the four world segments (Americas, Asia, EMEA and Africa).

The seventeen industries analyzed are shown below.

The major categories of guide, control, and measure have been utilized and were selected because they best segment the different product groups.

•        Guide: includes process management, data analytics and subject matter expertise. McIlvaine has introduced a new category-sub subject matter ultra-experts (SMUE) these are experts who keep current through an industrial internet of wisdom

•        Control: includes SCADA, PLCs, wireless transmission, and cloud hardware (not software)

•        Measure: includes sensors, analyzers, and edge computing technology to measure parameters relative to liquids, gases, and free flowing solids. Since fans and pumps are used in the pertinent processes, the category also includes vibration measurement, corrosion and other measurements used in combustion, separation, transport, heat exchange, evaporation etc.

There are more than 20 hours of webinars with presentations on the use of IIoT and Remote O&M in each industry.

There is a 15-page monthly newsletter which is retained on the website and is searchable. You can view the June issue at http://www.mcilvainecompany.com/sample/IIoT_Newsletter/June_2022.htm

Those articles relative to acquisitions are listed in a retrievable acquisitions database.

The current issue covers the 80 acquisitions by Ametek and provides an analysis of Magnetrol.  This acquisition gives Ametek leadership in a number of market niches.  These are summarized in the June issue. There are links to previous issues analyzing Magnetrol marketing strategy including advertising expenditure in certain magazines with comparison to Ametek

The older acquisition articles are important. 

The newsletter covered the initial public offering for Environnment SA in 2007 and its acquisition by Carlyle in 2020. Typically financial information becomes scarce when a private equity firm makes an acquisition. So information from previous acquisition transactions becomes important.

ISEO, Becker/Amesa, Altech, PCME, and TDL have all been acquired in the 2007-2020 period.  The newsletter has close to 100 articles on these ENVEA subsidiaries at the time they were acquired. These shed light on acquisitions.

The various components of the IIoT & Remote O&M World Markets combine to provide the supplier with quantification of the market niches, competition, acquisitions, and technology. This comprises a continually updated internet of wisdom to help suppliers maximize profits in this dynamic market.

Details on ordering the report are found at http://home.mcilvainecompany.com/index.php/markets/air/n031-industrial-iot-and-remote-o-m

Bob McIlvaine can answer your questions at rmcilvaine@mcilvainecompany.com cell: 847 226 2391

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