SPE volumes is driven most from transfer from existing fieldbus technologies in process industries to SPE (APL), as the lever to materialize the benefits is highest. We expect initially a small cannibalization of installed nodes to move from existing Industrial Ethernet 10/100 eco systems into SPE. Also IO-Link is still in the ramp-up stage and investments into IO-Link devices and installations need to amortize first, before a larger installed base is taken over by SPE. Hence, Hilscher´s estimate for annual installed SPE nodes as shown in the table on the right.
The first movers will be process automation applications and devices that transfer current fieldbuses to APL. Hence in 2022 we estimate to see first installed nodes in the field. Hilscher expects thereafter a rather fast transition to SPE from legacy fieldbus technologies to SPE and a moderate enhancement of the existing Ethernet Infrastructure in factory automation. Due to the increased digitization of process automation, we expect an increased convergence of the equipment and protocols in use in the industries. Furthermore, we expect an overall growth of networked equipment in the field that also contributes to a significant growth rate.