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Mcilvaine Insights |
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No. 73 August 29,
2018 |
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Mcilvaine Insights |
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No. 73 August 29,
2018 |
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WELCOME
The Changing Market for Gas
Turbine Combust, Flow and Treat
Products and Services Sales of combust, flow and
treat products and services for
gas turbine power plants will
exceed $80 billion this year.
This is the latest forecast in
59EI Gas Turbine and
Reciprocating Engine Supplier
Program
This forecast does not include
the gas turbines, steam turbines
or HRSGS but does include all
the valves, pumps, piping,
filters, emission control and
other products.
It includes the
instrumentation and the process
management software.
It includes the repair
and replacement of all these
components as well. It includes
consumables such as inlet air
filters and water treatment
chemicals, GTCC plant owners
will spend $ 1.4 billion this
year just for corrosion and
scale inhibitors.
The details on this market are
covered in a McIlvaine
YouTube analysis
https://youtu.be/OBeeTfWgb9A
Third party operation is
expanding and will accelerate
the adoption of IIoT and Remote
O&M.
Large plant suppliers
such as MHPS and Doosan are
moving into remote monitoring
and operational support.
ITOCHU/NAES is now operating
hundreds of plants.
CFT suppliers should be out in
front leading the march into the
post digital age and selling a
wisdom based program to their
customers. In the McIlvaine
59EI
Gas Turbine and Reciprocating
Engine Supplier Program
there is a recommended
approach to identifying each
prospect. For each product the
supplier can prepare a lowest
total cost ownership validation
(LTCOV). This is accomplished
with collaboration and a
combination of Wisdom tools
which not only present the LTCO
but validate it (LTCOV) by
connecting with the individual
purchasers.
This is the route to
higher sales.
In the post digital age with
experts analyzing an avalanche
of data it will be possible to
determine the total cost of
ownership for each product. The
supplier can determine where he
can validate the lowest total
cost of ownership on a Tier 1
basis. Tier 1 is a general
validation for most
applications.
In making a presentation
to a specific customer the
supplier should offer a Tier 2
LTCOV which takes into account
variables such as local
regulations and electricity cost
differences between plants.
The LTCOV to be credible has to
be backed up with papers and
analyses most of which are
already available but need to be
made accessible.
The LTCOV needs to be the
product of decision systems with
subject matter ultra-expert
input.
The Validation is a
continuing process based on
changing competitor offerings
and industry developments which
can be determined
and analyzed through wise
crowd decisions.
59EI Gas Turbine and
Reciprocating Engine Supplier
Program
provides details on
20,000 GT plants and a program
to determine the total available
market and the basis for
determining the Serviceable
Obtainable Market and the Wisdom
based Obtainable Market which
includes the knowledge support
and remote monitoring.
There is sufficient detail on
each plant to determine the Tier
2 LTOCV factors. McIlvaine can
provide assistance to
continually update the right to
win analysis.
Bob McIlvaine is available to
conduct a GoToMeeting on the
report and program. Arrangements
can be made by contacting him at
rmcilvaine@mcilvainecompany.com
847 784 0012 ext. 122,
mobile 847 226 2391
The cleanroom industry is on an
expansion track.
Sales of hardware will
exceed $5.5 billion. Purchases
of cleanroom consumables will
top $8.5 billion. This is the
latest forecast in the
continually updated
N6F World Cleanroom Markets.
The semiconductor segment
remains the largest purchaser.
Semiconductor equipment sales
are anticipated to rise 11
percent this year whereas
shipments will increase over 20
percent.
The growth of the cleanroom
industry in Asia will exceed
other areas. China alone will
spend more on electronics
cleanrooms than Europe and Japan
combined. This is in part due to
the fab lite strategy of
semiconductor suppliers in those
areas.
Japanese semiconductor
companies are content to rely on
foundries being built in China
and elsewhere.
Cleanroom expenditures for
manufacture of components used
in cleanrooms are also
expanding.
Examples would be new
cleanrooms for a manufacturer of
high purity hose and tubing and
one for a supplier of cleanroom
lifting machinery.
The applications for cleanrooms
are also expanding .
This includes
custom
preparation of tailored
chemotherapy infusions and cell
therapy treatments in hospitals
and metal powders for 3D
printing.
Both the semiconductor and
pharmaceutical industry are
characterized by consolidation.
The top three
pharmaceutical manufacturers
will purchase more than 10
percent of the cleanroom
consumables purchased by the
industry.
For more information on the
report click on
N6F World Cleanroom Markets
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