UIPath公司市场前景及投资研究报告-培训课件外文版2024.5saasrpa工具

DIGITAL

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TRENDSUiPathCHAPTER

01OverviewSpendingondigitaltransformationtechnologiesandservicesworldwidefrom2017to2026(intrillionU.S.dollars)Digitaltransformationspendingworldwide2017-20264.03.53.02.53.42.922.512.162.01.851.591.51.00.50.01.311.1810.96201720182019202020212022*2023*2024*2025*2026*3Description:In2022,spendingondigitaltransformation(DX)isprojectedtoreach1.6trillionU.S.dollars.By2026,globaldigitaltransformationspendingisforecasttoreach3.4trillionU.S.dollars.ReadmoreNote(s):Worldwide;2017to2022;*Forecast.TheSource(s):IDC;estimateisbasedonvaluesin2026andthecompoundannualgrowthratefrom2021to2026of16.4%,whichwereprovidedbythesource.Anexponentialdevelopmentofthemarketwas[...]

ReadmoreRoboticProcessAutomation(RPA)marketsizeworldwidefrom2021to2030(inmillionU.S.dollars)Globalroboticprocessautomation(RPA)marketsize2021-203020,00018,00016,00014,00012,00010,0008,0006,0004,0002,000020212022202320242025202620272028202920304Description:Roboticprocessautomation(RPA)isusedbyhumansinsoftwaretoautomatedigitaltasks.Itisalsoreferredtoassoftwarerobotics.ThebenefitsofRPAcanbeconsiderablewithreducedcost,increasedspeed,accuracyandconsistencybeingbutafewofthebenefitspossible.ThesimplicityandlowcostofRPAalsomakesitanappealingsolutionforthosebusinessesoperatingunwieldylegacysystems.AccordingtoNextMoveStrategyConsultingthemarketsizeofRPAisconsiderable,[...]

ReadmoreNote(s):Worldwide;2021Source(s):NextMoveStrategyConsultingSpendingonroboticprocessautomation(RPA)softwareworldwidefrom2020to2030(inbillionU.S.dollars)Roboticprocessautomationmarketsizeworldwide2020-20303025201523.918.614.511.3108.86.95.44.3503.42.652.09202020212022*2023*2024*2025*2026*2027*2028*2029*2030*5/statistics/1309384/worldwide-rpa-software-market-sizeTheroboticprocessautomation(RPA)marketwasestimatedtobeworth2.65billionU.S.dollarsin2021.ThismarketisforecasttogrowwithaCAGRof27.7%from2021to2030.Themarketsizeisexpectedtobevaluedat23.9billionU.S.dollarsby2030.ReadmoreNote(s):Worldwide;2021;*ForecastReadmoreSource(s):GlobeNewswire;PrecedenceResearchInformationtechnology(IT)spendingonenterprisesoftwareworldwide,from2009to2023(inbillionU.S.dollars)Enterprisesoftwaretotalworldwideexpenditure2009-2023900800700600500400856.03783.466155294774193693263103102972852693002001000244.642010225.5120092011201220132014201520162017201820192020202120222023*6Description:In2022,ITspendingonenterprisesoftwareamounttoaround783billionU.S.dollarsworldwide,agrowthof7.1percentfromthepreviousyear.Likenearlyallsub-segmentsoftheITservicesindustry,theenterprisesoftwaremarkethasexperiencedhighlevelsofgrowthinrecentyears,withmarketrevenuesmorethandoublinginthedecadebetween2010and2020.TheCOVID-19globalpandemicalsodidnotslowdowngrowthinthesoftwaresectorasinitiallyfeared.Forfurtherinformation[...]

ReadmoreNote(s):Worldwide;2009to2022;*ForecastReadmoreSource(s):GartnerMarketgrowthforecastforpubliccloudservicesworldwidefrom2011to2023**PublicITcloudservicesglobalmarketgrowth2011-202335%30%29.3%26.2%25.5%25%23.4%23.4%21.7%20.8%18.8%20%15%10%5%18.6%18.5%17.8%13.7%12.4%20170%20112012201320142015201620182019202020212022*2023*7Description:In2023,theglobalpubliccloudservicesmarketisexpectedtogrowbyapproximately21.7percent,whichamountstoabout597billionU.S.dollars.Whilethegrowthofcloudservicesisrelativelyrapid,itstillrepresentsasmallpercentageoftheglobalITservicesmarket,whichreachedapeakofmorethanonetrillionU.S.dollarsin2021.ReadmoreNote(s):Worldwide;2011to2023;*Forecast.**ThecloudadvertisingsegmentwasremovedfromGartner'spubliccloudservicesforecastsegmentsstartingfrom2017.The2017growthrateistheresultofcomparing2017publiccloudrevenueto[...]

ReadmoreSource(s):GartnerArtificialintelligence(AI)marketrevenuesworldwidein2020andforecastsfrom2021to2023(inbillionU.S.dollars)ArtificialIntelligencemarketsizeworldwide2020-2023600500500432.8400341.8296.730020010002020*20212022**2023**8Description:In2022,revenuesfromtheglobalartificialintelligencemarketwereexpectedtoreach433billionU.S.dollars.TheglobalAImarketisforecasttoseerapidgrowthinthecomingyears,reachingmorethanhalfatrillionU.S.dollarsby2023.

ReadmoreNote(s):Worldwide;2020to2022;*The2020and2022figureswerecalculatedbySource(s):IDCbasedon2021figureandannualgrowthratesprovidedbythesource.**Forecast

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02CompanyfinancialsUiPathtotalrevenueworldwidefromfiscalyear2019to2023(inmillionU.S.dollars)UiPathrevenueworldwide2019-20231,2001,0008001,058.58892.25607.64600400336.1620202000148.47201920212022202310Description:UiPathisanupandcomingstartupthatspecializesinintelligentprocessautomation(IPA)androboticprocessautomation(RPA)withthepurposeofacceleratinghumanachievementbyunburdeninghumansfromtherepetitiveandmundanetasksthatarobotcando.Inthe2022fiscalyear,UiPathgeneratedoveronebillionU.S.dollarsinrevenue.ReadmoreNote(s):Worldwide;2019to2023Source(s):UiPathUiPathtotalrevenueworldwidefromfiscalyear2019to2023,bysegment(inmillionU.S.dollars)UiPathrevenueworldwide2019-2023,bysegmentLicensesMaintenanceandsupportServicesandother1,2001,00080051.9240.96508.82369.8760029.07232.5440014.9119.61497.842023481.432022200346.0420216.2747.2994.91201.6520200201911Description:UiPathisanupandcomingU.S.startupthatspecializesinintelligentprocessautomation(IPA)androboticprocessautomation(RPA)withthepurposeofacceleratinghumanachievementwithincompaniesbyunburdeninghumansfromtherepetitiveandmundanetasksthatarobotcando.Inthe2023fiscalyear,thesegmentfromUiPathwhichbroughtinthemostrevenuewasthatoflicenseswith498millionU.S.dollars.Inthatsameyear,UiPathgeneratedoveronebillionU.S.[...]

ReadmoreNote(s):Worldwide;2019to2023Source(s):UiPathUiPathoperatinglossworldwidefromfiscalyear2019to2023(inmillionU.S.dollars)UiPathoperatinglossworldwide2019-20230-100-110.32-200-257.19-300-400-500-600-348.28-500.952022-517.28202020192021202312Description:UiPathisanupandcomingU.S.startupthatspecializesinintelligentprocessautomation(IPA)androboticprocessautomation(RPA)withthesolepurposeofacceleratinghumanachievementwithincompaniesbyunburdeninghumansfromtherepetitiveandmundanetasksthatarobotcando.Inthe2023fiscalyear,UiPathhadanoperatinglossof348millionU.S.dollars,significantlylowerthanthepreviousyear.ReadmoreNote(s):Worldwide;2019to2023Source(s):UiPathUiPathresearchanddevelopmentexpensesfromfiscalyear2020to2023(inmillionU.S.dollars)UiPathresearchanddevelopmentexpenses2020-2023350300250200285.75276.6615010050131.07109.922021020202022202313Description:UiPathisanupandcomingstartupthatspecializesinintelligentprocessautomation(IPA)androboticprocessautomation(RPA)withthepurposeofacceleratinghumanachievementbyunburdeninghumansfromtherepetitiveandmundanetasksthatarobotcando.Inthe2023fiscalyear,UiPathspent286millionU.S.dollarsonresearchanddevelopment,whichisalmostoverdoubletheamountspentintheyear2021.

ReadmoreNote(s):Worldwide;2020to2023Source(s):UiPathUiPathrevenueworldwidefromfiscalyear2020to2023,byregion(inmillionU.S.dollars)UiPathrevenueworldwide2020-2023,byregionAmericasEurope,MiddleEast,andAfricaAsia-Pacific1,2001,000800228.49301.04200.07261.86600160.56400187.0796.91529.062023430.332022200113.89125.362020260.022021014Description:Inthe2023fiscalyear,theAmericaswastheregionwhichbroughtinthemostrevenueforUiPath,generating529millionU.S.dollars.Inthatsameyear,UiPathtotaledonebillionU.S.dollarsinrevenueworldwide.ReadmoreNote(s):Worldwide;2020to2023Source(s):UiPathCHAPTER

03SegmentsInformationtechnology(IT)spendingforecastworldwidefrom2012to2024,bysegment(inbillionU.S.dollars)GlobalITspendingforecast2012-2024,bysegmentDataCenterSystemsEnterprisesoftwareDevicesITServicesCommunicationServices6,0005,0004,0003,0002,0001,00001,497.351,547.351,449.291,423.131,459.481,207.971,3961,3731,3801,6419061,6249221,3921,5411,3928661,3748941,401.04916.241,305.71,0407121,0716979937129318971,042.39722.47811.31766.28807.58732.03665369677300649310646310630326676285689.29237.7419210201847721520195291792020227.022022260.222024*140140166171170181189.5120212012201320142015201620172023*16Description:Theglobalinformationtechnology(IT)spendingondevices,includingPCs,tablets,mobilephones,printers,aswellasdatacentersystems,enterprisesoftware,andcommunicationsservicescameto4.7trillionU.S.dollarsin2023.By2024,ITspendingisexpectedtoincreasetoastaggering5.1trilliondollarsworldwide.ReadmoreNote(s):Worldwide;2012to2023;*ForecastReadmoreSource(s):GartnerMarketingautomationsoftwaremarketrevenueworldwidefrom2022to2031(inbillionU.S.dollars)Marketingautomationsoftwaremarketsizeworldwide2022-20311210811.2510.269.378.557.87.116.495.9264205.44.932022*2023**2024**2025**2026**2027**2028**2029**2030**2031*17Description:Thesourceforecastthat,in2023,theglobalmarketingautomationsoftwareindustry'srevenuewillamountto5.4billionU.S.dollars.Thatannualvaluewasprojectedtomorethandoubleby2031,surpassing11.2billiondollars.Accordingtoanothersource,theoverallglobalmarketingautomationindustryrevenuewillreachnearly5.9billiondollarsin2023.ReadmoreNote(s):Worldwide;2021;*Forecast.**Theestimateisbasedonvaluesin2027andthecompoundannualgrowthratefrom2023to2031of9.6%,whichwereprovidedbythesource.Anexponentialdevelopmentofthemarketwas[...]

ReadmoreSource(s):StraitsResearchMostimportanttechareasforinvestmentbycompaniesworldwidein2022,byrankingscore*Companies'maintechbudgetincreasesworldwide2022,byrankingscoreRankingpointsQ4'21

Q3'21Q2'21301245675.9CybersecurityCloudMigration5.85.84.64.64.64.24.2Collaboration/ProductivityAnalytics/DataWarehousingNetworking44.14.34.23.73.53.53MachineLearning/ArtificialintelligenceRoboticProcessAutomation3.23.22.52.62.518Description:Accordingtotherankingpointsvaryingfromonetosix,cybersecuritywasthemostimportanttechareaforcompaniestoinvestin2022,receivingthehighestrankingscores.Itwasfollowedbycloudmigrationwithaoverallrankingof4.6fromthesecondquarterof2021tothefourthquarterof2021.ReadmoreNote(s):Worldwide;2021;*Rankingpointsfrom1to6ReadmoreSource(s):WikibonGlobalretailautomationmarketsizein2021,withaforecastfrom2022to2030(inbillionU.S.dollars)Retailautomation:globalforecastmarketsize20303530253329.32623.220.72018.516.614.91510513.512.20202120222023202420252026202720282029203019Description:Automationisoneofthecornerstonesofretailtechnologiesthataimtostreamlineprocessesinretailstores,warehouses,ordistributioncenters.In2021,theglobalretailautomationmarketwasestimatedtobeworth12.2billionU.S.dollars.AccordingtoestimatesprovidedbyNextMoveStrategyConsulting,themarketisforecasttogrowto33billionU.S.dollarsby2030.ReadmoreNote(s):Worldwide;2021Source(s):NextMoveStrategyConsultingLeadingtasksexecutedwithartificialintelligence(AI)accordingtomarketersworldwideasofMay2023LeadingtasksexecutedwithAIaccordingtomarketersworldwide2023Shareofrespondents20%0%10%30%40%50%60%CreatefirstdraftsContentoptimization54%43%42%SpellingandgrammarParaphrasingandsummarizationContentreuse38%30%CreatetoneofvoicedocumentsContentgovernance27%25%25%Translationtasks20Description:DuringaglobalsurveyconductedamongcustomersofadigitalassetmanagementcompanyinMay2023,around54percentofrespondentssaidtheyutilizedaritficialintelligence(AI)tocreatefirstdrafts.Thiswasfollowedby43percentofrespondentsstatingtheyusedAIforcontentoptimization,while42percentutilizeditforspellingandgrammarhelp.ReadmoreNote(s):Worldwide;May3,2023;104respondents;amongByndercustomersSource(s):BynderArtificialintelligence(AI)privateinvestmentworldwidein2022,byindustryGlobalprivateinvestmentinAI2022,byindustryInvestmentinU.S.dollarbillions01234567MedicalandhealthcareDatamanagement,processing,cloudFintech6.055.865.525.38Cybersecurity,dataprotectionRetail4.2Industrialautomation,networkSalesenablementMarketing,digitaladsAR/VR3.923.183.052.39Drones1.88InsurtechMusic,videocontentSemiconductor1.741.721.6521Description:Thelargestprivateinvestmentinartificialintelligence(AI)companieswasinthemedicalandhealthcarefield.TheinvestmenttherewasoversixbillionU.S.dollars.Othersubstantialinvestmentswerefoundindatamanagement,fintech,andcybersecurity,witharoundoroverfivepointfivebillionU.S.dollarsininvestmentwithineachofthosefields.ThelowestamountofinvestmentwasinAIcompaniesintheventurecapital(VC)field,withbarely20millionU.S.dollarsinvested.The[...]ReadmoreNote(s):Worldwide;2022Source(s):StanfordUniversityCHAPTER

04RegionalfocusRevenueoftheenterpriseresourceplanningsoftwaremarketinNorthAmericafrom2019to2028(inbillionU.S.dollars)RevenueoftheERPsoftwareindustryinNorthAmerica2019-20283532.3931.5830.7329.613025201510528.4127.1725.0222.7220.9821.080201920202021202220232024202520262027202823Description:TherevenueintheenterpriseresourceplanningsoftwaresegmentofthesoftwaremarketinNorthAmericawasforecasttocontinuouslyincreasebetween2023and2028byintotal5.2billionU.S.dollars(+19.14percent).Accordingtothisforecastin2028,therevenuewillhaveincreasedforthefifthconsecutiveyearto32.39billionU.S.dollars.Notably,therevenueoftheenterpriseresourceplanningsoftwaresegmentofthesoftwaremarketwascontinuouslyincreasingoverthepast[...]

ReadmoreNote(s):2019to2028Source(s):RevenueofthecustomerrelationshipmanagementsoftwaremarketinNorthAmericafrom2019to2028(inbillionU.S.dollars)RevenueoftheCRMsoftwareindustryinNorthAmerica2019-202880706050403069.1363.27202757.7452.82202548.05202443.7520232010038.68202233.98202130.93202029.3520192026202824Description:TherevenueinthecustomerrelationshipmanagementsoftwaresegmentofthesoftwaremarketinNorthAmericawasforecasttocontinuouslyincreasebetween2023and2028byintotal25.4billionU.S.dollars(+58.06percent).Afterthefifthconsecutiveincreasingyear,therevenueisestimatedtoreach69.13billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthecustomerrelationshipmanagementsoftwaresegmentofthesoftwaremarketwascontinuously[...]

ReadmoreNote(s):2019to2028Source(s):RevenueoftheofficesoftwaremarketinNorthAmericafrom2019to2028(inbillionU.S.dollars)RevenueoftheofficesoftwareindustryinNorthAmerica2019-2028201816141210817.3717.0616.73202616.32202515.915.47202314.55202213.64202113.19202012.832019642020242027202825Description:TherevenueintheofficesoftwaresegmentofthesoftwaremarketinNorthAmericawasforecasttocontinuouslyincreasebetween2023and2028byintotal1.9billionU.S.dollars(+12.28percent).Accordingtothisforecastin2028,therevenuewillhaveincreasedforthefifthconsecutiveyearto17.37billionU.S.dollars.Notably,therevenueoftheofficesoftwaresegmentofthesoftwaremarketwascontinuouslyincreasingoverthepastyears.Findfurtherinformationconcerningtherevenue[...]

ReadmoreNote(s):2019to2028Source(s):RevenueoftheenterpriseresourceplanningsoftwaremarketinEuropefrom2019to2028(inbillionU.S.dollars)RevenueoftheERPsoftwareindustryinEurope2019-202816141214.4213.8413.1812.4911.7911.0110.4210.289.499.541086420201920202021202220232024202520262027202826Description:TherevenueintheenterpriseresourceplanningsoftwaresegmentofthesoftwaremarketinEuropewasforecasttocontinuouslyincreasebetween2023and2028byintotal3.4billionU.S.dollars(+30.88percent).Therevenueisestimatedtoamountto14.42billionU.S.dollarsin2028.Findfurtherinformat