From Dassault Systemes' Investor Day presentations, we learn of its plans to get 2x bigger as the "total addressable market" gets 2x bigger over the next decade. Page 9 of its "DS Vision, Market & Strategy" [pdf] presentation seems to show two sets of data. The first set appears to be the development of CAD, as seen by Dassault:
2. Digital Mockup
3. PLM (Page 12 shows PLM 2.0 extending until past 2011)
4. Collaborate Business Process
5. Realistic Simulation
6. Lifelike Experience
And then there are the $$$ numbers for "total addressable market," of which Dassault has a share:
- Early-mid 80s -- $4 billion
- Mid-late 90s -- $8 billion
- 2008 -- $16 billion
- 2016 - $32 billion
For now, Dassault hopes to grow 12% between now and 2010, when it plans to have $2.5 billion in revenues.
Dassault's slides have got the be the most anti-Apple-style I've ever seen (see sample below);
Reading these documents leaves one with the impression that numerous other CAD companies are stuck in stage 2 (Digital Mockup), while Dassault is in stage 6 (Lifelike Experience).