Investment Institute
Technology

The robot revolution has arrived. Here’s what investors need to know

  • 20 November 2023 (5 min read)

The field of robotics isn’t new, but the rapid advancement of our  technological capabilities, paired with an economic landscape ripe for automation, is encouraging unprecedented growth. Today’s robots are poised to transform countless potential industries, meaning investors may have a promising and unique opportunity.

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Industries Forever Changed

Robotics and automation will likely change how people work, allowing for more flexible, resilient, and sustainable processes. Robots will take on the repetitive and physically taxing jobs, mitigating labor shortages, increasing precision, creating a safer working environment, and allowing workers to focus on more essential tasks.

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Game-Changing Technologies

Artificial intelligence and other technologies are transforming what we thought robots were capable of. Take semiconductors, for example. These microchips aren’t just vital for cars, phones, and computers. They’re also key players in today’s advanced robotics, allowing for improved capabilities, smarter navigation decisions, 3D vision, and autonomous grasping and positioning of non-uniform objects — and the semiconductor market projects to grow from here.

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Sector Impacts

Manufacturing 

Robots have been prevalent in automotive manufacturing for some time, but they’re only beginning to enter sectors like food processing and electronics manufacturing. Not only can robots complete high-volume, repetitive tasks like assembly and painting faster than humans, but they can perform operations repeatedly without a drop in quality or accuracy.

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Transportation 

Autonomous vehicles are hitting the roads, freeing up time spent driving and reducing car accidents. Some companies, such as Uber and Lyft, are already testing self-driving rideshare services. Since these vehicles require advanced semiconductors and have long production cycles, investors have strong visibility into component suppliers’ 
revenue growth. Vehicle safety will continue to be a significant focus, prompted by consumer demand and increasing regulations.

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Risk warning:

Investment involves risk including the loss of capital

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Evolving Economy

Automation

Investing in automation and robotics - How are companies capitalising on robotics – and what does this mean for investors?

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    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision

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