Robotics in Defense and Homeland Security - Thematic Research

Robotics in Defense and Homeland Security - Thematic Research

Summary

Increasingly, robots are seen as a solution to many of the structural problems facing the developed world - sagging productivity, aging populations, swelling healthcare budgets, and even epidemics of depression. Of course, not all share this view, and many are worried about the impact of robotics on employment and social structures. Whatever you think of robotics, a revolution is occurring around them. Software and processing technology, sensors, commercial drones, autonomous vehicles, and developments around collaborative robots (co-bots) are all driving robotics capabilities to new heights and driving uptake of millions of consumer, entertainment, and service and industrial robots.

Robotics systems are continuously being integrated into the force structures of militaries around the world. Although their market is now growing quickly, at times exponentially, their introduction has not been an easy process. Unmanned Aerial Vehicles (UAVs) were the spearhead that opened the way for the technology to be tested, combat-proven and ultimately adopted by many countries worldwide. They offered the necessary learning curve for engineers to develop the range of systems and technologies included in them, and for users to test and implement new concepts of operations.

With such a strong installed knowledge base, research organizations and institutions, both government and private, moved on to develop similar systems for the maritime and land environments. The success of military robotic (unmanned) systems has transformed the battlefield. UXS (Unmanned X Systems, where the ‘X’ can refer to any type of unmanned system, including ground, maritime, and air) are now an essential part of the military arsenal of many countries. They are widely used for reconnaissance and to strike targets in high-risk areas. Developments in robotics are likely to continue to transform military equipment and strategy, and robotic systems for soldiers are gradually becoming a reality.

It is worth noting that this market “Robotics in Defence” is separate from other robotics markets and has its own value chain. However, this may change in the long term, as military technology often trickles down to civilian applications eventually.

Inside the report "Robotics in Defense and Homeland Security - Thematic Research", we look at the top themes, its predictions and identify which companies are best placed to succeed in a future filled with multiple disruptive threats.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”. About our 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. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

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