Until Cloud computing technology was developed, robots were stand-alone, fixed-function pieces of electro-mechanical equipment with capabilities that were limited to the hardware and software on board. But by becoming networked devices constantly connected to the Cloud, robots can now leverage the experience of every other robot of their kind, learning at an accelerating rate. A range of artificial intelligence (AI) technologies is set to make them increasingly sentient, versatile, mobile and autonomous.
The next five years could be the most significant in robot history now that robots are fast evolving parts of the IT industry and the Internet of Things. Consequently, robots may be widely deployed to help meet the mounting structural challenges of the developed world - sagging productivity, ageing populations, swelling healthcare budgets, and even epidemics of depression and neuro-degenerative conditions.
In this report we look into the key players, trends, industry analysis and value chain of robotics.
- This report is part of the ecosystem of thematic investment research reports, supported by the “thematic engine”.
- About the Thematic Research Ecosystem
- The author has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, the author’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the author tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in the author’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. The 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. The thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.
- The thematic investment research product, supported by the thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
- Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
- Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
- The unique differentiator, compared to all rival thematic research houses, is that the thematic engine has a proven track record of predicting winners and losers.
Industrial Cloud infrastructure
Artificial intelligence APIs
Manufacture and assembly
Factory of the future
Medical robot makers
The Cloud is redefining the robotics industry
Poor productivity is driving growth
The Factory of the Future may include Internet companies
Consumer robots to take off first in East Asia
China is critical to the robot industry
and so is Japan
ROBOTS BY THE NUMBERS
ROBOTICS SECTOR SCORECARD
Who’s who in the scorecard
APPENDIX: “THEMATIC” RESEARCH METHODOLOGY
- Estun Automation
- Harmonic Drive
- HollySys Automation
- Intuitive Surgical
- Kawasaki Heavy
- Nachi Fujikoshi
- Nippon Ceramic
- Rockwell Automation
- Roper Technologies
- Seiko Epson
- Siasun Robot
- Tesla Motors