The Challenge to PLM Vendors: Dassault Systemes, PTC, and UGS (TT)
Dassault Systemes, PTC, and UGS face direct and intensifying competition from mid-range CAx dominated by Autodesk, fed in part by upgrades off mid-range 2D. Annual growth averaged 41% over the latest nine quarters for Autodesk's Manufacturing Solutions group, and 31% for overall revenues including AEC, significantly outpacing competitors. Total revenues for PLM averaged 7.5% annually over the latest ten years. High-end CAx expanded a modest 1.2% annually, with most of the momentum attributable to mid-range platforms and PDM. As all three PLM leaders have moved with acquisitions to capitalize on the potential growth available from highly complementary efforts, the outlook for the three PLM leaders has improved moderately.
Keywords: CAx, PDM, PLM, Dassault Systemes, PTC, UGS, Autodesk, Abaqus, Tecnomatix, Arbortext, SolidWorks, Solid Edge, Pro/E, Autodesk Inventor, Manufacturing Solutions