At Dassault Systèmes' SolidWorks and 3DEXPERIENCE World 2025 in Houston, CEO Pascal Daloz outlined his 2025 market outlook, predicting strong growth in the US and Asia despite global economic uncertainty, while Europe may see a slowdown.
Steady growth in 2024, with APAC leading the charge
Dassault grew revenue by 5% in 2024, with Europe as its largest market, driven by aerospace and defense demand, which boosted regional revenue by nearly 6%.
APAC led growth with a 9% revenue increase, fueled by India, Japan, and Southeast Asia, offsetting China's geopolitical challenges. US revenue rose 4%.
2025 outlook: AI and renewed contracts to boost expansion
Dassault expects 6–8% revenue growth in 2025, fueled by new services. Daloz sees stronger US growth, driven by AI innovation and rising investments.
Asia's momentum will continue, as expiring five-year automaker contracts create renewed demand for Dassault's solutions.
However, Europe's growth is likely to stall, with automotive industry struggles offset by strong digital transformation demand.
AI and digital twins: Dassault's strategic focus
Dassault is expanding AI and digital twins, following its seventh-gen 3D UNIV+RSES roadmap. Its virtual assistant, Aura, launches in the third quarter of 2025, adding a new growth driver.
Daloz highlighted Dassault's unique AI strategy, which prioritizes cost efficiency and industrial-scale AI models. Instead of relying on a single large AI model, Dassault is developing multiple AI models, each dedicated to analyzing specific industry challenges.
AI partnerships: Mistral and potential collaborations in China
Dassault is currently partnering with French AI startup Mistral AI to develop industrial AI models while opening integration with various large language models (LLMs) to meet regional needs.
In China, Dassault is exploring AI partnerships, including Deepseek, targeting nuclear energy, automotive, high-tech, and shipbuilding sectors. Data security remains a priority.
Dassault and Nvidia: rivals or strategic partners?
Dassault recently announced its partnership with Nvidia's Omniverse platform, collaborating on generative AI and digital twin applications.
Daloz acknowledged Nvidia as a potential competitor but emphasized Dassault's unique integration of simulation, 3D modeling, and product lifecycle management (PLM).
He emphasized that Nvidia dominates AI infrastructure and visualization, but not all AI applications rely on visualization—simulation modeling, for example, requires different capabilities. Dassault's value lies not in raw computing power but in the precise integration of AI for scientific accuracy.
Although Dassault remains open to deeper collaboration with Nvidia, its core focus remains to deliver precise and reliable AI-generated outcomes.
Article edited by Jack Wu
