PTC, Siemens PLM Software and Dassault Systèmes: PAC’s analysis of the three major PLM software providers
PAC recently updated its SITSI® company profiles portraying the three leading PLM software providers, PTC, Siemens PLM Software, and Dassault Systèmes; here is a short summary of some of the major topics covered in these profiles:
- PTC has invested extensively over the past few years in order to position itself beyond its historic roots in parametric, integrated 3-D CAD/CAM/CAE solutions. Today, thanks to the acquisition of ThingWorx, Axeda, ColdLight and Kepware, PTC has achieved particularly strong awareness in the Internet of Things (IoT) and has built an interesting IoT solution portfolio that supports manufacturing companies aiming at digitally transforming their business. However, PTC will now have to show that, on the one hand, it can actually gain leverage from these acquisitions and combine them with its core CAD/PLM solution portfolio in a way that adds genuine value for its customers. And, on the other hand, despite having achieved high awareness in IoT, PTC needs to make sure it doesn’t neglect its traditional CAD/PLM business.
- Siemens PLM Software made two major acquisitions in 2016, CD-adapco and Mentor Graphics. These acquisitions will strengthen Siemens PLM Software’s portfolio in the area of simulation and computer-aided engineering (CAE). In addition to these investments, Siemens also took a bold step towards supporting its customers’ digital transformation strategies: At the end of 2016, Siemens announced that its IoT platform MindSphere would be an important pillar of Siemens' journey to a digitized world. It will be interesting to see in the months to come if and how Siemens actually combines MindSphere with its CAx/PLM offerings in order to offer its customers integrated PLM/IoT solutions.
- Dassault Systèmes continues to enhance its 3DEXPERIENCE platform, for example by extending its solution portfolio to production-level users in order to support the needs of manufacturers at the shop-floor level (e.g. through the acquisition of Ortems in 2016), or by continuously increasing the number of industry-specific solutions that are based on its existing brands (e.g. CATIA, DELMIA, ENOVIA, etc.). Its 3DEXPERIENCE platform strategy also puts Dassault Systèmes into a good position to transform its platform into a marketplace. This holds considerable potential for additional business, e.g. through offering additional services such as 3-D printing or rendering. In the area of IoT, however, Dassault Systèmes currently has only limited market awareness and will have to face the challenge of filling this gap accordingly.
The approaches of these three leading PLM software providers are different
PTC, Siemens PLM Software and Dassault Systèmes are the three leading PLM software providers, but they differ in focus when it comes to positioning and offerings: Whereas Siemens PLM Software has a very strong focus on core PLM topics and offers very targeted solutions for various manufacturing sub-verticals, PTC strongly pushes its service lifecycle management offering as well as solutions for the development of smart, connected products. Dassault Systèmes is expanding its activities to new types of users and new industries, leveraging its claim of being a 3DEXPERIENCE company, which is about making its solution portfolio attractive for customers beyond its traditional target group of development engineers.
Despite these different approaches, there is a common trend that affects all three of them, related to the IoT: In PAC’s view, the more mature IoT technologies become and the more use cases and business cases evolve (e.g. data-driven, ‘smart’ services), the more IoT strategies and concepts will be at the center of concrete IT investment plans of manufacturing companies. Being able to offer manufacturing companies integrated PLM/IoT solutions that support the entire product lifecycle from engineering through production to service and support will therefore become a major success factor for PLM software providers.
For a detailed analysis of PTC, Dassault Systèmes and Siemens PLM Software, please refer to the corresponding SITSI® company profiles from PAC: