“The flanking element is there, but it starts in homes, retrofits and small commercial buildings. It's not in the core of an automated factory,” AvidThink principal analyst Roy Chua told FNTV. “Schneider gains a lower-cost digital edge that can meter and control many more loads and then feeds that data into broader energy-management workflows.”
“The acquisition could put pressure on Siemens and other incumbents over time, Chua said. “But in the near term the more direct competitive overlap is with Legrand, ABB, and other connected-building providers,” he said. “
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