Starkes Wachstum in der US-Industrieautomation

Key Takeaways

• Das US-Industrie-Automatisierungsausgaben im Q3 2024 sprangen ≈ 25 % YoY und stellten damit den stärksten Quartalszuwachs der letzten fünf Jahre dar.
• Halbleiter & Elektronik führten den Aufschwung mit einem 100 % Anstieg an und verdoppelten damit ihren Anteil am Automatisierungsbudget.
• Automobil-Komponenten, Kunststoffe & Gummi, Life-Sciences, Pharmazeutika und Metalle verzeichneten alle zweistelliges Wachstum (7 %–18 %).
• Das Lebensmittel-Konsumgüter-Segment war die einzige rückläufige Kategorie und fiel ≈ 24 %.
• Der A3-Ausblick prognostiziert kumulative Automatisierungsinvestitionen von über 70 Mrd. $ bis 2027, was auf eine robuste Wiederbelebung der Fertigung hindeutet.

Overview of the Q3 2024 Automation Landscape

The Association for Advancing Automation (A3) released its Quarter-3 2024 Industrial Automation Investment Report earlier this month. The study aggregates spend data from major OEMs, system integrators and component distributors across the United States. Overall automation capital outlays rose 24.8 % compared with Q3 2023, reaching an estimated $12.3 billion (A3, 2024).

What’s Driving the Upswing?

Source: A3 “U.S. Industrial Automation Investment – Q3 2024” (internal data)

The semiconductor surge reflects the ongoing “chip-re-shoring” push, with manufacturers adding robotic wafer-handling systems at a rate of ~1,200 units per month—a figure that dwarfs the 600-unit monthly average recorded in 2023.

Automotive-component firms are expanding cobot fleets to meet the demand for electric-vehicle power-train assembly, while plastics producers are retrofitting CNC extrusion lines with IoT sensors that cut scrap by ≈ 15 %.

The Outlier: Food-Consumer-Goods

The -24 % contraction in food-consumer-goods automation stems from two inter-related factors:

1. Raw-material price volatility that forced many mid-size processors to defer capital projects.
2. Labor-shortage cycles that prompted a temporary reliance on overtime rather than automation upgrades.

A3 expects a modest rebound in 2025 as digital-supply-chain platforms mature and regulatory pressure on food safety drives adoption of vision-guided inspection.

Outlook to 2027

A3’s forward-looking model aggregates current spend, pipeline orders and macro-economic indicators (GDP growth, industrial output). The forecast projects cumulative U.S. automation investment of $71 billion by 2027, a ≈ 45 % increase over the 2024 baseline.

Key assumptions include:

• Continued semiconductor capacity expansion (average annual spend of $4.2 billion).
• Steady growth in electric-vehicle production, fueling a +8 % YoY rise in automotive-component automation.
• Incremental adoption of AI-driven predictive maintenance, expected to reduce downtime across metals and life-sciences plants by 10-12 %.

Bottom Line

The Q3 2024 A3 report confirms that US industrial automation is entering a period of rapid, sector-wide expansion, led by the semiconductor and electronics industries. While most verticals are posting healthy double-digit gains, the food-consumer-goods sector remains a short-term laggard. The data-driven outlook points to $70 billion-plus in cumulative automation spend by 2027, underscoring a resilient manufacturing base poised to leverage robotics, AI and IoT for higher productivity and competitiveness.