Investment Themes

Robotics, a Pillar of the Next Economic Revolution

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Investment Themes

Robotics, along with Artificial Intelligence and Automation, is part of what specialists have identified as the ingredients of the next great economic revolution. By 2022, nearly 4 million industrial robots will be in service worldwide.

Three times more than in 2013. For its hardware part, the market represents approximately $50 billion in annual revenues, including dedicated software and necessary peripherals. In 2018, 422,000 industrial robots were installed worldwide. Geographically, the Chinese ogre hosts more than a third of the industrial robots installed each year. Data from the International Federation of Robotics (IFR) shows that the global average robotization rate in 2018 was 99 per 10,000 employees in the industry. With huge disparities: the density reaches for example 831 for 10,000 employees in Singapore, 774 in South Korea and 338 in Germany, but "only" 140 in China and 154 in France. At the sectoral level, the automotive sector remains the champion of robotization, ahead of electronics, metallurgy, chemistry and agri-food. The biggest growth driver today is electronics, as the automotive industry has been robotizing from 2010 to 2014. But that's not all, far from it. Thanks to innovation, robotics has already gone far beyond the boundaries of industry: it has entered our homes (automatic vacuum cleaners, help with domestic tasks, entertainment...), our companies and our services (handling heavy loads, surgery, agricultural optimization, surveillance...). The global ecosystem (professional and domestic), including all associated services, will be worth $210 billion in 2022, according to the IDC firm. The revolution has only just begun.

Our selection

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2.92B -4.26%
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