Rockwell Automation announced it has signed an agreement to acquire Italy-based ASEM, S.p.A., a leading provider of digital automation technologies. ASEM provides a complete range of Industrial PCs (IPCs), Human-Machine Interface (HMI) hardware and software, remote access capabilities, and secure Industrial IoT gateway solutions.
Here is the justification from Rockwell’s Communication people: “ASEM’s high-performance automation solutions enable The Connected Enterprise with smarter technology, enhanced productivity, and a more secure environment by integrating smart devices, the control platform, and design and operational software all on a single network.”
My friends in Italy (you can find my column in Italian in Automazione Oggi—Automation Today) tell me that ASEM is indeed a major Italian supplier. It is an interesting pick up. Rockwell acquired an Industrial PC company years ago and proceeded to gut it. I have a feeling that the new regime under Blake Moret has better strategies in mind.
The keyword I pick out centers on IIoT gateway solutions along with the “integrating smart devices…”
I’ve been closely watching the IT companies develop their compute platforms into gateways to serve as the data/information highway from the plant to the enterprise. I know that Rockwell is a target account for their sales groups. In fact, rival ABB has partnered with HPE.
Combine this technology with the close partnership with PTC/ThingWorx and there are many interesting possibilities. How Rockwell handles this acquisition will be indicative of whether Moret has shed the past and is forging a new future—or whether it was just an opportunistic buy to try to gain a European foothold with something to sell.
The transaction includes the purchase of a minority interest in ASEM held by KEB Group, Germany. Post-close, Rockwell Automation will maintain ASEM’s strategic supplier and technology partner relationship with KEB.
The transaction is expected to close in the spring of 2020, subject to customary approvals and conditions, and will be reported in the Architecture & Software business segment.