RobecoSAM notes rise of robots

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RobecoSAM, which invests in new materials solutions, has noted a recent report from the Boston Consulting Group, which notes that adoption of advanced robots could boost productivity by up to 30% by 2025, and lower labour costs by some 20%.

Pieter Busscher, manager of the RobecoSAM Smart Materials fund, said that although the next generation of robots would disrupt existing manufacturing processes and business models, they would increase worker productivity in the same way that personal computers did in offices.

“China is the largest buyer of robotics as the Chinese government has recognised the benefits of increased automation such as improved safety, quality, resource efficiency, and has set ambitious targets for automation. The BCG report also highlights South Korea, Taiwan and Thailand as key adopters for coming years.”

“Robot penetration varies by end markets. The automotive industry was one of the early adopters, and currently accounts for approximately 40% of global robot shipments, growing 22% every year since 2010. Robot penetration in non-automotive industries is growing as costs fall and the dexterity of robots improves, making them more widely applicable.”

 

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