Industrial Robotics

Industrial Robotics
  • Pininvest Analysis

Robotics are closely related with automation processes and, in combination with software applications, some companies dominate niche markets, for instance in healthcare, in consumer markets or in logistics

The present theme is focused on general industrial robotics and should be evaluated in combination with 'Industrial Processes'

The general industrial robotics manufacturing is concentrated on 4 non-US companies, two of which are Japanese (Fanuc and Yashkawa), one is Chinese-owned German Kuka and one is Swiss-Swedish ABB

To facilitate comparison, industrial conglomerates with leading expertise in robotics and automation are included in the selection

 

As of 2019 (latest data from the International Federation of Robotics), 2.7 million robots were in operation worldwide and 373 000 units were installed during the year

The key industries are Automotive (34% of total stock),  Electronics (25%) and Metal industry (10%)

 

In a broad sense, robotics are integral part of distinct segments : industrial automation, service robotics, automated guided vehicles, collaborative robots (interacting with human workload) and household robots

According to MarketsandMarkets, the top robotics market is projected to grow from USD 76.6 billion in 2020 to USD 176.8 billion by 2025, at an estimated CAGR of 18.2%

Niche themes such as 'Medical Robotics',  'Logistics & Robots' or 'ADAS - automated driving' are reviewed as part of this series

Read our notes

Industrial Robotics • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
ABB Ltd ABB NYSE Industrial Goods Robotics & Industrial Processes USD 33.74 71 B 54.3% Neutral 23%   8% -10%
Duerr AG DUERF OTC Industrial Goods Robotics & Industrial Processes USD 43.80 - 70.5% Strong Up 28%   3% 0%
Fanuc FANUY OTC Industrial Goods Robotics & Industrial Processes USD 24.45 - 34.5% Neutral 26%   9% -19%
Kawasaki Heavy Industries (ADR) KWHIY OTC Conglomerates Industrial Conglomerates USD 8.52 - 33.1% Weak Down 48%   16% -20%
Kuka AG KUKAF OTC Industrial Goods Robotics & Industrial Processes USD 60.90 - -28.4% Neutral 72%   19% -50%
Mitsubishi Electric (ADR) MIELY OTC Conglomerates Industrial Conglomerates USD 30.59 - 16.9% Neutral 23%   9% -11%
Rockwell Automation ROK NYSE Industrial Goods Robotics & Industrial Processes USD 280.32 33 B 34.6% Weak Up 25%   7% -12%
Siemens SIEGY OTC Conglomerates Industrial Conglomerates USD 79.41 - 53.3% Neutral 28%   10% -10%
Sumitomo Corporation SSUMY OTC Conglomerates Industrial Conglomerates USD 13.24 - 11.9% Neutral 25%   9% -18%
Yaskawa Electric YASKY OTC Industrial Goods Robotics & Industrial Processes USD 93.91 - 34.9% Neutral 30%   11% -26%