Robotics – Global Thematic Research
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For nearly five decades, the robot industry has been a small industry pretending to be big. In 2015, the global robot industry generated revenues of $42 billion, according to the International Federation of Robotics. Over 83% of these revenues were from sales of ‘industrial robots’ to manufacturing companies.
While traditional industrial robot revenues are growing at single digit rates, the ‘professional service robot’ market – which includes military drones and medical surgery robots – is on a much faster trajectory of 35% CAGR.
In this report, we look at robotics as an investment theme and identifies some of the companies which will be heavily impacted by this theme.
Scope
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.
Reasons to Buy
Our thematic investment research product, supported by our 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.
Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.
Alibaba
Alphabet
Amazon
Apple
Baidu
Cognex
Cyberdyne
Denso
Estun Automation
Fanuc
Foxconn
Fujitsu
GE
Harmonic Drive
HollySys Automation
Intuitive Surgical
iRobot
Kawasaki Heavy
Keyence
KUKA
Nabtesco
Nachi Fujikoshi
NEC
Omron
Parrot
Rockwell Automation
Seiko Epson
Siasun Robot
Softbank
Stryker
Tesla Motors
Yaskawa
Table of Contents
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