Robotics Vol III - Global Thematic Research
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.
Reasons to buy
- This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
- About our Thematic Research Ecosystem
- GlobalData 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, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData 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 GlobalData’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 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.
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- Value chain
- Industrial Cloud infrastructure
- Artificial intelligence APIs
- Manufacture and assembly
- Factory of the future
- Medical robot makers
- Consumer robots
- Specialist chips
- Specialist components
- Specialist software
- Industry analysis
- The Cloud is redefining the robotics industry
- Poor productivity is driving growth
- The Factory of the Futuremay include Internet companies
- and co-bots
- Consumer robotsto take off first in East Asia
- China is critical to the robot industry
- and so is Japan
- Robots by the numbers
- Roboticssector scorecard
- Who's who in the scorecard
- Table Who does what in the robotics space?
- Thematic screen
- Table Thematic screen ranks companies on the basis of overall technology leadership in the ten technology cycles that matter most to their industry, generating a leading indicator of future earnings growth.
- Valuation screen
- Table Valuation Screen ranks companies within a sector based on selected consensus valuation metrics.
- Risk Screen
- Table Risk screen ranks companies within a particular industry on the basis of overall risk.
- Companies section
- Appendix: Our "Thematic" research methodology
- Table Five-step approach for generating a sector scorecard