全球工业机器人行业市场前景及投资研究报告-培训课件外文版2024.6库卡美的

DIGITAL

&

TRENDSIndustrialrobotsworldwideCHAPTER

01OverviewRevenueofroboticsmarketworldwidefrom2016to2028,bycategory(inbillionU.S.dollars)Globalroboticsrevenue2016-2028,bycategoryIndustrialroboticsServicerobotics5045403530252034.6933.2631.8730.4528.9328.4922.925.7317.3919.5815.113.8312.591510510.1320169.869.5610.49.649.9210.17202710.4120289.028.889.318.118.33020172018201920202021202220232024202520263Description:In2023,theroboticsmarketgeneratedover37billionU.S.dollarsinrevenueworldwide,withserviceroboticsaccountingforthemajorityofrevenuethatyear,withover28billionU.S.dollarsinrevenue.Althoughtheglobalroboticsmarketispredictedtograduallyincreaseoverthenextfewyears,theserviceroboticsrevenueisespeciallyforecasttoincreaseatahigherratethanindustrialroboticsrevenue.

ReadmoreNote(s):Worldwide;August2023Source(s):Volumeofroboticsmarketworldwidefrom2016to2028,bycategory(inmillions)Globalroboticsvolume2016-2028,bycategoryIndustrialroboticsServicerobotics4.095.04.54.03.53.04.394.274.164.083.993.853.483.252.92.612.382.262.52.01.51.00.50.00.780.590.50.430.420.430.440.440.440.440.440.390.3820162017201820192020202120222023202420252026202720284Description:In2023,therewerearound4.09millionunitsofserviceroboticsworldwide,increasingbyover200thousandunitscomparedtothepreviousyear.Inthesameyear,therewerealsoaround450thousandindustrialrobotsglobally.Althoughthevolumeofroboticsispredictedtograduallyincreasegloballyoverthenextfewyears,thevolumeofserviceroboticsisprojectedtoincreaseatahigherratethanthatofindustrialrobotics.

ReadmoreNote(s):Worldwide;August2023Source(s):Numberofindustrialrobotsinstalledintheworldfrom2017to2022,bytype(inthousandunits)Worldwideinstallationofindustrialrobots2017-2022,bytypeNumberofinstallations(inthousandunits)Collaborative250Traditional3000501001502003504003894505005501120172018201920202021202219405213703682639478554985Description:Traditionalindustrialrobotsareusuallyheavypiecesofequipmentorrigidpiecesofautomatedgrippertechnologyinstalledinfactoriesandworkenvironments.Duetotheirrigidnature,theyrequireasafetyareaaroundthemtoensurethathumansdonotgetinjuredwhennearby.Collaborativerobots,however,arespecificallydesignedtooperatealongsidehumanswithouttheneedforenclosedsafetyzones.Themarketforthislattergrouphasbeengrowingsteadilywithtraditional[...]

ReadmoreNote(s):Worldwide;2017to2022Source(s):IFR;StanfordUniversityTotalnumberofindustrialrobotsinstalledgloballyfrom2019to2022,byapplication(inthousands)Globalnumberofindustrialrobotinstallations2019-2022,byapplicationNumberofindustrialrobotsinstalledinthousands20222021202015020190501002002503006162AssemblingCleanroomDispensingHandling504035323226281112826623016917767ProcessingUnspecifiedWelding5770708060558796746Description:Industrialrobotinstallationsgrewconsiderablyfrom2019to2022exceptintheroleofprocessing.In2020somesectors,suchasweldingandprocessing,sawaslumpthatwasrecoveredin2021.ThisslumpmostlikelyowestotheCovid-19pandemicanditsnegativeeffectondemandwithintheindustrialsector.Thelargestgrowthcomparativewasinthehandlingapplication,mostlikelyowingtoalackofstaffinmanysectors,particularlyinthewarehouseindustry.ReadmoreNote(s):Worldwide;2023Source(s):IFR;StanfordUniversityNumberofindustrialrobotsinstalledworldwidefrom2019to2022,bysector(inthousands)Globalnumberofindustrialrobotinstallations2019-2022,bysectorNumberofindustrialrobotsinstalled(inthousands)2022202120208020190204060100120140160180136119AutomotiveElectrical/electronicsFood8410215713711089151512116664MetalandmachineryPlasticandchemicalproductsUnspecified4452522424191894107878761Allothers37307Description:Industrialrobotinstallationsgrewinnearlyallsectorsaroundtheglobefrom2019to2022.Intheautomotiveandmetalandelectronicsindustriestherewasaslumpin2020,likelyowingtosignificantdropindemandduetotheCovid-19pandemic.Thelargestgrowthofinstallationsin2022wasintheelectronicsandelectricalsector,whichgrewnearly15percentininstallationnumbers.ReadmoreNote(s):Worldwide;2023Source(s):IFR;StanfordUniversityPriceofroboticsperunitworldwidefrom2016to2028,bycategory(inthousandU.S.dollars)Globalroboticspriceperunit2016-2028bycategoryIndustrialroboticsServicerobotics2.163.02.42.52.01.51.00.50.02.342.352.362.322.282.232.182.152.011.781.510.790.770.780.750.720.70.660.670.60.60.580.580.5620162017201820192020202120222023202420252026202720288Description:In2023,thepriceofindustrialroboticsgloballywasaround2.16thousandU.S.dollarsperunit,increasingfromabouttwothousandperroboticsunitduringthepreviousyear.Nonetheless,thepriceofindustrialroboticsunitgloballyiosprojectedtomaintainasteadyincreaseoverthecomingyears.Thepriceperunitofindustrialroboticshasgenerallybeenmuchhigherthanthepriceperunitofservicerobotics.ReadmoreNote(s):Worldwide;August2023Source(s):Largestroboticscompaniesgloballyin2023,bymarketcapitalization(inbillionU.S.dollars)Leadingroboticscompaniesworldwidein2023,bymarketcapMarketcapitalizationinbillionU.S.dollars10

1505202530FanucSymbotic27.3523.3KIONGroup5.55ATSAutomationEstunAutomationPROCEPTBioRoboticsMaytronics4.482.761.721.151.070.340.14iRobotBerkshireGreyStereotaxis9Description:TheJapaneseFanucandSymboticfromtheUnitedStatesarebyfarthelargestroboticscompaniesbasedontheirmarketcapitalization,beingat27and23billionU.S.dollarsrespectively.Therestofthelistdropsconsiderablyinmarketcapitalizations,withthefollowingcompaniesneverbeingevaluatedbeyondsixbillionU.S.dollars.ReadmoreNote(s):Worldwide;2023Source(s):CompaniesMarketCManufacturingindustry-relatedrobotdensityinselectedregionsworldwidein2022(inunitsper10,000employees)Manufacturingindustry-relatedrobotdensityinkeyregions2022Unitspertenthousandemployees02004006008001,0001,0121,200SouthKoreaSingaporeGermanyJapan730415397392ChinaSweden343333HongKongSwitzerlandTaiwan296292UnitedStates28510Description:In2022,SouthKoreahadthelargestindustrialrobotdensityinthemanufacturingindustrywith1,012installationsper10,000employees.Singapore,Germany,ꢀJapan,andChinaroundedoffthetopfive.ReadmoreNote(s):Worldwide;2023Source(s):IFRCHAPTER

02RegionaloverviewRevenueofroboticsmarketworldwidefrom2016to2028,byregion(inbillionU.S.dollars)Globalroboticsrevenue2016-2028,byregionAsiaNorthAmericaAustraliaandOceaniaCentralAmericaCentralandWesternEuropeSouthAmericaCaribbeanSouthernEuropeEasternEuropeNorthernEuropeAfrica181614121086420201620172018201920202021202220232024202520262027202812Description:In2023,theroboticsmarketinAsiageneratedover13.5billionU.S.dollarsinrevenue,andisexpectedtogeneratedmorethan16billionU.S.dollarsby2028.NorthAmericageneratedoneofthehighestroboticsmarketrevenuebyregionworldwide,withover9billionU.S.dollarsinrevenuegeneratedin2023.Overall,globalrevenuesfromtheroboticsmarketsareexpectedtoincreaseoverthenextfewyearsacrossallregions.

ReadmoreNote(s):Worldwide;August2023Source(s):Volumeofroboticsmarketworldwidefrom2016to2028,byregion(inthousands)Globalroboticsvolume2016-2028,byregionAfricaAsiaAustraliaandOceaniaEuropeNorthAmericaSouthAmericaandtheCaribbean2,7483,5003,0002,5002,0001,5001,0005002,9472,8472,6852,6902,6272,5362,3462,0701,8891,791500.91,719489.91,727742.8724727.7711.6716.7720.4691.3183642607.5543.1502.1187.25183.84184.95171187.05180.7189.54185.8190.46186.6190.57187.4190.8883132.03120.5125.98114412.

.577156.2475150.5157160.7137.961.1261.96376.25974397.

09575412.

0258531.294120194387.55421.6945407.2874595.

049158.2259.5960.28020162017201820202021202220232024202520262027202813Description:In2023,therewerearound2.7millionunitsofroboticsinAsia,makingittheregionwiththehighestvolumeofroboticsglobally.Europehadthesecondhighestvolumeofroboticswithnearly743thousandunits,followedbyNorthAmericawitharound55thousandunits.Overall,thevolumeofroboticsworldwidewasprojectedtokeepincreasinggraduallyacrossallregionsgloballyoverthecomingyears.

ReadmoreNote(s):Worldwide;August2023Source(s):Volumeofindustrialroboticsmarketworldwidefrom2016to2028,byregion(inthousands)Globalindustrialroboticsvolume2016-2028,byregionAfricaAsiaAustraliaandOceaniaEuropeNorthAmericaSouthAmericaandtheCaribbean6005004003002001000491.2369.8308.9269.479.75262259.281.95263.484.86258.5254.4250.7247.1236.275.9235.872.18138.2128.1107.490.558.3123.7292.3859.0723.8894.2759.822486.6987.7857.683.9783.6653.2966.2722.456.7922.8150.152.9622.8155.1121.556.0522.2423.3716.6315.3117.2418.6842.

506314.

5.

9461.

42616.9532271.

73864.810.946.940.967.938.719.159.529.890.7111.051.091.13201620172018201920202021202220232024202520262027202814Description:In2023,therewerearound269thousandunitsofindustrialroboticsinAsia,representingtheregionwiththehighestvolumeofroboticsglobally.Europehadthesecondhighestvolumeofindustrialroboticswithnearly80thousandunits,followedbyNorthAmericawitharound56.1thousandunits.Incontrast,Africahadthelowestvolumeofindustrialroboticsglobally,withonlyaround6.9thousandindustrialroboticsunitsreportedintheregion.ReadmoreNote(s):Worldwide;August2023Source(s):Numberofprofessionalservicerobotmanufacturersinleadingcountriesin2023,bycompanytypeProfessionalservicerobotmanufacturersinleadcountries2023,bycompanytypeNumberofprofessionalservicemanufacturersUnknown

Incumbents

Startups1000501502002501UnitedStatesChina20413997GermanyJapan74116755France48SouthKoreaCanada502362SwitzerlandRussia323328262UnitedKingdom115Description:TheUnitedstateshas,byfar,thelargestnumberofprofessionalservicerobotmanufactuerers,dwarfingthecombinednumberofChinaandGermany,thetwonextcompetitors.Alloftheleadingcountrieshaveahealthamountofstartupsfocusingonroboticscomparedtoincumbentandexistingcompanies.ReadmoreNote(s):Worldwide;2023;*StartupsaddedtoUnknownwheresourcedoesnotprovideclearnumber,thoughstartupsalwaysconstitutealargerpartthantheUnknowncompanies.

ReadmoreSource(s):IFR;StanfordUniversityPriceofroboticsperunitworldwidefrom2016to2028,byregion(inthousandU.S.dollars)Globalroboticspriceperunit2016-2028,byregionAfricaAsiaAustraliaandOceaniaEuropeNorthAmericaCaribbeanSouthAmerica2.52.01.51.00.50.02.12.051.91.71.861.861.861.821.581.811.671.771.761.741.731.571.71.51.681.411.141.681.681.651.61.481.461.231.451.411.371.331.181.341.311.181.311.2320.670.360.660.490.320.660.510.660.510.350.650.490.650.520.650.520.650.650.630.410.640.480.590.590.460.560.570.480.380.220.360.360.370.220.330.20.340.30.30.30.290.280.240.240.250.220.210.210.230.230.230.18201620172018201920202021202220232024202520262027202816Description:In2023,thepriceofroboticsinEuropewasaround1.76thousandU.S.dollarsperunit,makingittheregionwiththehighestaveragepriceperroboticsunitglobally.Inthesameyear,thepriceofroboticsperunitinNorthAmericastoodataround1.37thousandU.S.dollars,demonstratingasteadyincreaseinpriceperroboticsunit.RegionssuchastheCaribbean,Asia,SouthAmerica,andAfricasawrelativelymodestchanges,withAfricaconsistentlyshowingthelowestunitpricesper[...]

ReadmoreNote(s):Worldwide;August2023Source(s):RevenueofroboticsmarketintheUnitedStatesfrom2016to2028,bycategory(inbillionU.S.dollars)RoboticsrevenueintheU.S.2016-2028,bycategoryIndustrialroboticsServicerobotics1098765432108.628.327.987.617.27.096.45.554.874.373.853.483.110.820.750.780.720.690.620.620.620.630.650.670.680.7201620172018201920202021202220232024202520262027202817Description:In2023,theroboticsmarketintheUnitedStatesgeneratedover7.7billionU.S.dollarsinrevenue,withserviceroboticsaccountingforthemajorityofrevenuegeneratedwithoversevenbillionU.S.dollarsinrevenue.By2028,revenuefromserviceroboticswasprojectedtogenerateoverninebillionU.S.dollars.ReadmoreNote(s):UnitedStates;August2023Source(s):RevenuechangeofroboticsmarketintheUnitedStatesfrom2017to2028,bycategoryRoboticsrevenuechangeintheU.S.2017-2028,bycategoryIndustrialrobotics25.8%Servicerobotics30%20%15.3%14%13.5%11.9%-8.5%11.4%0%10.6%-8%10.8%1.6%10%0%5.7%3.1%4.9%1.5%4.3%2.9%3.6%2.9%3.2%1.6%-10.1%-10%-20%-30%-20.5%20222017201820192020202120232024202520262027202818Description:In2023,theserviceroboticsrevenueintheUnitedStatesdecreasedbyover5percentagepointscomparedto2022,whiletheindustrialroboticsrevenuesawasignificantincreaseofmorethen22percentagepoints.Despiteexperiencingsignificantfluctuationsinthepast,theindustrialroboticsisprojectedtostabilizeandproduceasteadypositivegrowthrateinthecomingyears.ReadmoreNote(s):UnitedStates;August2023Source(s):NumberofindustrialrobotsinstalledintheUnitedStatesfrom2019to2022,bysector(inthousands)U.S.numberofindustrialrobotinstallations2019-2022,bysectorNumberofindustrialrobotsinstalledinthousands202220212020201980246101214165.83.53.5AllothersAutomotive2.614.59.810.5133.733.53.73.5Electrical/electronicsFood2.442.22.72.23.93.8MetalandmachineryPlasticandchemicalproductsUnspecified2.33.83.12.52.62.56.176.35519Description:IndustrialrobotinstallationsgrewinnearlyallsectorsintheUnitedStatesfrom2019to2022.Intheautomotiveandmetalandelectronicsindustriestherewasaslumpin2021,likelyowingtosignificantdropindemandduetotheCovid-19pandemic.Thelargestgrowthofinstallationsin2022wasintheautomotivesector,whichgrewnearly47percentininstallationnumbers.ReadmoreNote(s):UnitedStates;2023Source(s):IFR;StanfordUniversityRevenueofroboticsmarketinEuropefrom2016to2027,bycategory(inbillionU.S.dollars)RoboticsrevenueinEurope2016-2027,bycategoryIndustrialroboticsServicerobotics1614121010.4610.079.619.0888.376.687.4467.765.3764205.054.754.334.514.093.924.133.743.563.893.542.983.142.620162017201820192020202120222023202420252026202720Description:In2022,theroboticsmarketinEuropegeneratednearly11billionU.S.dollarsinrevenue.Serviceroboticsaccountedforthemajorityofrevenuethatyearwitharound7.8billionU.S.dollarsinrevenue.By2027,revenuefromserviceroboticsisprojectedtogeneratearound10.5billionU.S.dollars.ReadmoreNote(s):Europe;August2022Source(s):RevenuechangeofroboticsmarketintheEuropefrom2017to2028,bycategoryRoboticsrevenuechangeintheEurope2017-2028,bycategoryIndustrialrobotics19.1%Servicerobotics30%20%16.9%11.7%-5.5%11.3%11.2%10.1%8.2%7.3%4.2%10%0%6.3%6.3%5.4%5.6%3.3%4.7%2.6%3.8%2.4%1.3%-1.8%-2.7%-10%-20%-30%-15%2020-21.1%2022201720182019202120232024202520262027202821Description:In2023,Europe'sserviceroboticsrevenueincreasedbyover29percentagepointscomparedto2022,whiletheindustrialroboticsrevenueexperiencedasignificantincreasebyover4percentagepoints.BothsectorsoftheroboticsmarketinEuropewereexpectedtoyieldpositivegrowthrates,withindustrialroboticsprojectedtoexhibitastrongrebound.ReadmoreNote(s):Europe;August2023Source(s):CHAPTER

03CompaniesFANUC'snetsalesfrom2013to2023(inmillionJapaneseyen)FANUC-netsales2013-2023900800851.96729.76726.59733.017006005004003002001000635.56623.41551.29536.94508.25498.39450.972013201420152016201720182019202020212022202323Description:Inthefiscalyearof2023,theJapaneserobotmakerreportednetsalesofmorethan852billionJapaneseyen.Thisrepresentsanincreaseofabout16percentcomparedwiththepreviousyear,whenFANUCreportednetsalesofjustover733billionJapaneseyet.ReadmoreNote(s):Worldwide;FY2013toFY2023Source(s):FanucRevenueoftheABBGroupfromFY2009toFY2023(inmillionU.S.dollars)ABBGroup'srevenueFY2009-202345,00041,84839,83039,33640,00035,00030,00025,00020,00015,00010,0005,000037,99035,48132,23531,79531,58929,44628,94528,59028,58826,13425,03423,65820092010201120122013201420152016201720182019202020212022202324Description:Inthefinancialyearof2023,theZurich-basedelectronicscompanygeneratedrevenueofapproximately32.2billionUSdollars.Themajorityofthetotalrevenuewasgeneratedbytheelectrificationsegmentofthecompany.

ReadmoreNote(s):Worldwide;2009to2023Source(s):ABBGroupABBGroup'srevenueinFY2023,bysegment(inmillionU.S.dollars)ABBGroup'srevenuebysegmentFY2023RevenueinmillionU.S.dollars02,0004,0006,0008,00010,00012,00014,00016,000ElectrificationproductsMotion14,6007,800ProcessautomationRobots&DiscreteAutomation6,3003,60025Description:TheABBGroupgeneratedaround32billionU.S.dollarsinrevenuein2023,aslightdecreasecomparedwiththepreviousyear.Theelectrificationsegmentwasresponsibleforabout40percentofthetotalrevenuein2023.

ReadmoreNote(s):Worldwide;2023Source(s):ABBGroupKUKAGroup'srevenuefromFY1999toFY2022(inmillioneuros)KUKAGrouprevenue1999-20224,5004,0003,5003,0002,5002,0001,5001,00050001999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202226Description:Inthefiscalyearof2022,theGermany-basedproducerofindustrialrobotsgeneratedaroundthreepointninebillioneurosinrevenue.Thisrepresentsanincreaseofsome20percentcomparedwiththe2021fiscalyear.

ReadmoreNote(s):Worldwide;FY1999toFY2022Source(s):KUKAKUKAGroup'srevenuefromFY2004toFY2022,bydivision(inmillioneuros)KUKAGroup-revenuebydivision2004-2022RoboticsSystems3,0002,5002,0001,5001,00050002004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202227Description:Inthefiscalyearof2022,theGermany-basedproducerofindustrialrobotsgeneratedroughly3.6billioneurosinrevenue.Thecompany’smostimportantdivisionsintermsofrevenue-RoboticsandSystems-generatedaroundone-point-onebillioneurosandonebillioneurosinthe2022fiscalyear,respectively.ReadmoreNote(s):Worldwide;FY2004toFY2022Source(s):KUKARevenueofYaskawaElectricCorporationfromfiscalyear2013to2022(inbillionJapaneseyen)Yaskawa'srevenueFY2013-2022600555.96479.08500474.64411.26410.96400.15394.88389.714003002001000363.57339.8520132014201520162017*2018201920202021202228Description:Inthefiscalyear2022,Yaskawaearnedrevenueofapproximately556billionJapaneseyen.Foundedin1915andheadquarteredinKitakyushu,YaskawaElectricCorporationisoneofJapan'sleadingelectricengineeringcorporations,engagingprimarilyinmotioncontrol,robotics,andsystemengineering.ReadmoreNote(s):Japan;fiscalyears2013to2022;thecompany'sfiscalyears*startonMarch1ofthestatedyearandendonthelastdayofFebruaryofthefollowingyear;consolidatedfigures;*Infiscal2017,thecompanytransitionedtothenewfiscalyear[...]

ReadmoreSource(s):YaskawaRevenueofYaskawaElectricCorporationinfiscalyear2022,bysegment(inbillionJapaneseyen)Yaskawa'srevenuebysegment2022RevenueinbillionJapaneseyen100

150050200250300MotioncontrolRobotics252.13223.83Systemengineering51.1129Description:Inthefiscalyear2022,Yaskawa'smotioncontrolsegmentgeneratedrevenueofapproximately252.13billionJapaneseyen,representingthecompany'shighestrevenue-earningsegment.1915-foundedandKitakyushu-headquarteredYaskawaElectricCorporationisoneofJapan'sleadingelectricengineeringcorporations,engagingprimarilyinmotioncontrol,robotics,andsystemengineering.ReadmoreNote(s):Japan;fiscalyear2022;thecompany'sfiscal