Dan Kara. ABI research presentation at innorobo, Paris 2016
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This document discusses trends in the robotics industry, including growing investment, key sectors like industrial, service, and consumer robotics. It covers the types of industrial robots used in manufacturing and warehouses for applications like materials handling, assembly, quality control. Collaborative robots that can work safely alongside humans are seen as complementing traditional industrial robots by supporting small-medium manufacturers and flexible production. The growth of robotics is driven by technology advances as well as business and social factors like aging populations.
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Dan Kara. ABI research presentation at innorobo, Paris 2016
- 1. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 1 Robotics and Intelligent Systems: Macro Trends, Business Engines, Opportunities Dan Kara Research Director, Robotics E: kara@abiresearch.com T: @ABI_DanKara
- 2. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 2 Today’s Topics Subtitle Business and Technology Drivers Robotics Sectors Robotics Investments Industrial Systems Service Systems Consumer Systems Other Comments
- 3. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 3 Business and Technology Drivers Dan Kara Research Director, Robotics E: kara@abiresearch.com T: @ABI_DanKara
- 4. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 4 The Assumed Model “New” for lack of a better word New Technologies New Methodologies New Products New Applications New Markets Industry Pull Supplier Push Increase Productivity Improve Quality Drive Revenue Reduce Costs Develop Competitive Advantage Increase Marketshare Drive Revenue Drive Growth
- 5. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 5 A More Accurate Model Factors work in concert and the effect is multiplied Governments / Business Development Groups Traditional Robotics Suppliers New Robotics Suppliers Tech Suppliers Systems Integrators Research/Academia Investment Community Business Opportunities Social Imperatives Political Will Research Breakthroughs Technological Innovations
- 6. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 6 Innovation Centers / Clusters Universities, research centers, investors and economic development groups Boston San Jose/San Francisco Tokyo Osaka City Seoul Munich Also Paris, Pittsburgh, Odense (Denmark), Sweden (Robotdalen), Nagoya (Japan), San Diego, Detroit,
- 7. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 7 Investments and Acquisitions Universities, research centers, investors and economic development groups North American Robotics Trends Anki’s Anki DriveRobo-Stox ETF Medrobotics’ Flex System Ehang’s Ghost Hardware and robotics “hot”. Business media coverage skyrocketing. VCs, institutional investors, and more.
- 8. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 8 Investments/Partnerships
- 9. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 9 Social Drivers - Aging Populations Particularly North America, Western Europe, Japan
- 10. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 10 Business Drivers Aligning of the Stars Seegrid GP8 Universal Robots (Teredyne) UL5 w/ Controller Source: International Labor Organization U.S. Retail E-commerce Sales as a Percent of Total Quarterly Retail Sales Source: Source: U.S. Census Bureau, US Department of Commerce
- 11. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 11 Robotics Sectors
- 12. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 12 Robotics Market Taxonomy Technology, Products & Services Automation and Robotics Service Market Domestic Home Care/Lawn Care Toy and Hobby Home Healthcare/QoL Social/Entertainment Other Personal Robots Professional Security/Defense Utilities Healthcare/QoL Logistics Oil and Gas Transportation Other Research/Education K-12 College/University Vocational Training Research Industrial Market Manufacturing Logistics Other Other Agriculture Other
- 13. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 13 Robotics Market Taxonomy ConsumerCommercial ServicesIndustrialPublic Services Robotics and Intelligent Systems IndividualPublic Private K-12 Education College/University Vocational Training Research Exploration Other Defense SecuritySurveillance Public Safety Emergency Response Resource Management Other Manufacturing Construction / Demolition Oil and Gas Mining and Quarrying Agriculture Other Healthcare and QoL Utilities Transportation Warehouse/Distribution Wholesale and Retail Other Home and Lawn Toy and Hobby Home Healthcare/QoL Social / Entertainment Personal Transport Other Government Business Consumers Research & Education NGOs Markets Products, Applications, Services Capabilities Technologies Research/Emerging
- 14. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 14 Robotics Investments
- 15. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 15 2015 VC and Private Sector Robotics Investment Worldwide Investment($Millions) Year $194M $220M $251M $341M $1,482M $0 $200 $400 $600 $800 $1,000 $1,200 $1,400 $1,600 2011 2012 2013 2014 2015
- 16. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 16 USA, 57% Japan, 16% China, 12% Canada, 7% France, 4% Other, 4% Other 4% Industrial 30% Commercial 49% Consumer 17% $1,483B Sector 2015 VC and Private Sector Robotics Investment By country & sector...
- 17. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 17 2015 VC and Private Sector Robotics Investment By Industry & Technology Software 13% Small UAVs (Drones) 12% Sensors / Sensing Systems 11% Indoor Mobile Platforms 7% Operator Services – UAVs (Drones) 6%Other 47% Data Acquisition / Processing / Mgt. Services (5%) Manufacturing 13% Warehouse/Distribution 10% Agriculture 10% Toy & Hobby 9% Healthcare & QoL 9% Utilities 9% Other 40% Industries Technology/Products/Services
- 18. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 18 Industrial Systems
- 19. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 19 Industrial Systems All Types, All Sizes, All Capabilities Kongsberg REMUS 6000 Palletizing Systems Kuka KR 1000 TITAN Materials Handling Systems Motoman MA 1900 Arc Welding Systems Denso VS Series Assembly Robots FANUC LR M-430iA/2F Food Handling Systems Seegrid GP8 Warehouse Automation Systems
- 20. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 20 An Automation Continuum Ranging From Inflexible “Hard” Automation to Highly Flexible Manual Labor Fixed Automation Industrial Robots Mobile Robots Co-Workers Exoskeletons Manual Labor Advantage / Value Speed Flexibility Low High Process Complexity The transition from mass production and lean manufacturing to agile methods is a global manufacturing trend. Craft Mass Lean Agile
- 21. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 21 Yearly Installations of Industrial Robots Up Solid growth IFR = 200K units by 2018. 0 50 100 150 200 250 300 Year 29% 265* 229 Units (x1000) 2015 Sales = @$12B, With Sales, Installation etc. = $32B Source: Source: International Federation of Robotics
- 22. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 22 Asia Driving Growth Yearly Installations of Industrial Robots* Source: Source: International Federation of Robotics’ World Robotics 2015, ABI Research * Excluding Africa and ROW 45.6 43.3 41.2 43.8 30.7 20.5 34.7 32.6 30.3 28.1 26.2 17.1 9 17.2 139.3 98.8 84.6 88.7 69.8 30.1 60.3 0 50 100 150 200 250 2014 2013 2012 2011 2010 2009 2008 Units (x1000) Year Asia / Australia Europe Americas 112,635 59,788 117,947 159,074 154,393 173,141 217,500
- 23. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 23 Manufacturing and Warehousing Automation Robotic automation for all processes ... All major manufacturing and warehouse/distribution center processes have been automated with robotic technology to some degree. Materials Processing/Production Distribution Suppliers Customers Unload, Unpack, Depalletize Palletize, Pack, Load Warehousing Order Picking Transportation Warehousing Transportation Tracking/Quality Control Machine Tending Pick and Place Part Transfer Assembly “Tagged” products and materials monitored as they move through manufacturing environments and warehouses and distribution centers. Links to IT back ends and WMS common.
- 24. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 24 Manufacturing and Warehousing Automation Transportation and order picking ... Amazon Robotics’ Kiva Warehouse Automation System Adept Technology’s Lynx and Intelligrated “Mobilized” RTS GoKart Fetch Robotics' Fetch and Freight
- 25. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 25 Manufacturing and Warehousing Automation Loading and unloading.... Egemin ETL Jervis Smart Loader STORACT LOG ATL System
- 26. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 26 Co-Worker / Collaborative Robots Intelligent Systems Working in Close Approximation With Humans Complement to Traditional Systems Human-Robot Cooperation Adaptive, Flexible Automation Complex Manipulation Programming Ease Safe Operation Low Cost Kawada Industries Nextage Rethink Robotics’ Baxter and Sawyer ABB YuMiUniversal Robots UL5 Double
- 27. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 27 Three Key Market Opportunities Collaborative robotics have “evolved” over time Supporting Small-to-Medium Manufacturers Material Handling Machine TendingSupporting Flexible / “Agile” Manufacturing Supporting the Electronics Manufacturing Services Market Key Markets / Capabilities Key Tasks Light Assembly Time
- 28. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 28 Collaborative Robots – Total Units/Total Revenue By Year World Market, Forecast: 2015 to 2020 3,030 40,036 $95 $1,001 $0 $200 $400 $600 $800 $1,000 $1,200 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 2015 2016 2017 2018 2019 2020 Units per Year Revenue Year Units Revenue Revenue growth is largely a function of unit sales. ASP remains flat (CAGR 2015-2020 = -4.4%).
- 29. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 29 Collaborative Robots - Unit Sales Market Share By Region From 2015 to 2020 European and APAC market share by region undergoes an inversion Europe, 58% North America, 22.8% APAC, 19% ROW, 0.2% Europe, 26% North America, 16.0% APAC, 57% ROW, 1.0% 2015 2020
- 30. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 30 Service Systems
- 31. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 31 Service Robotics More than stars in the sky iRobot RP-VITA Mobile Telepresence Hocoma Lokomat Rehabilitation Rio Tinto ATH Mining Kongsberg REMUS 6000 Exploration / Monitoring Yamaha's RMAX Spraying Vision Robotics “Snippy” Farming
- 32. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 32 Mobile Service Robots All Types, All Sizes, All Capabilities Aethon’s TUG Healthcare Logistics Knightscope’s K5 Security Partnering Robotics’ Diya One Environmental Monitoring Swisslog’s (Kuka) RoboCourier Healthcare Logistics Savioke’s Relay Hospitality Services
- 33. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 33 Wearable Exoskeleton – Purchaser Profiles By User Type, Buyer Type and Capabilities ... Professional Use Personal Use Assist Increase Endurance Amplify Augment Capabilities Rehabilitate Restore Abilities Enable Enable Daily Living Control Guide Actuation Business-2- Business Business-2-Consumer Larger Smaller Relative Addressable Market Size - Users Consumers Business NGOs Government Value =
- 34. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 34 Exoskeletons - Total Revenue Market exceeds $1.9B by 2025 $68M $354M $1.9B 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Enable/Rehabilitate Assist/Amplify Revenue(US$000s) Year Market exceeds $1.9B by 2025.
- 35. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 35 sUAS Markets By Purchaser sUAS markets can be classified by purchaser, as well as funding sources, sales cycles and platform ASP Consumers Business NGOs Government ** NOGs = Non-governmental organizations Prosumer / Hobbyist Professional Use Business-2- Business Personal Use Business-2-Consumer Military / Security Civil Commercial Consumer / Toy • Military, civil or other governmental entities • Also non-profits, research institutions and other NGOs** • Grants, awards and other “soft money” sources • Relatively long sales cycles • For-profit businesses • For commercial use • Medium sales cycles • Individuals/businesses • Personal/commercial use • Short sales cycles • Individuals • For personal use • Immediate sales cycles
- 36. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 36 sUAS Markets By Applications Prosumer/Hobbyist sUAS also purchased by individuals and small businesses for commercial purposes . * Intelligence, Surveillance and Reconnaissance • Search & Rescue • Border Security • Environment & Wildlife Management • First Responder & Emergency Response • Education / Research • Law Enforcement & Public Safety • Other Prosumer / Hobbyist Professional Use Business-2- Business Business-2-Consumer Personal Use Military / Defense Civil Commercial Consumer / Toy • ISR* • Perimeter & Convoy Security • Tactical Awareness • Targeting • Search & Rescue • Communications Relay • Other • Agriculture • Oil & Gas • Geology /Mining • Forestry • Insurance • Infrastructure /Industrial Inspection • Other • Professional photography and videography • Film and media • Real estate • Professional entertainment • Private Security • Marketing / sales • Other • Recreational photography and videography • Personal entertainment / first person flying • Action sports • Other
- 37. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 37 Total sUAS Ecosystem Revenue - World Market, Forecast: 2014 to 2019 sUAS market exceeds $8B by 2019 • Revenue includes: - Platforms - Systems/Platforms Support and Services - Application Services - Enabling Technologies Revenue($M) $2.8B $3.8B $8.5B 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 2014 2015 2016 2017 2018 2019 Prosumer/Hobby sUAS Commercial sUAS Military/Civil sUAS Year
- 38. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 38 Total Commercial sUAS Ecosystem Revenue - World Market Commercial sUAS market exceeds $5B by 2019 0 1,000 2,000 3,000 4,000 5,000 6,000 2014 2015 2016 2017 2018 2019 Enabling Technologies Application Services System/Platform Services Platforms Revenue($M) Year $5.1B $651M
- 39. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 39 Targeting Commercial sUAS Markets Military/Civil suppliers move “downstream”, Prosumer/Hobbyist suppliers “upstream” • Acquisitions • Internal Development • Partnerships • Investment New Technologies New Products New Applications New Markets Prosumer/Hobbyist Suppliers Others Military/Civil Suppliers Toy Makers
- 40. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 40 Consumer Systems
- 41. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 41 Classes of Consumer Robotics Products Domestic service robots that are purchased by individuals that educate, entertain or assist in the home . Hobby Drones Lego Mindstorms’ EV3 Parrot’s AR.Drone Smart Toys Educational Robotics Hobby Robots / Kits Robonova by HiTecWonder Workshop’s Dash & Dot Home Care / Lawn Care Personal / Social Robots Mobile Telepresence Jibo’s Jibo R. Bot’s Synergy Swan Home Healthcare / QoL* Saebo’s ReJoyce Home security, home automation, pet care and durable juvenile products are also becoming “robotized”, adding the ability to sense, think and act (impact or move through) in the physical world. * QoL = Quality of LIfe iRobot’s Roomba
- 42. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 42 Classes of Robotic Home Care / Lawn Care Products Purchased by individuals to assist in the home . * QoL = Quality of LIfe Gutter Cleaning John Deere’s Tango E5 iRobot ‘s Looj 330 Vacuuming / Sweeping Lawn Mowing Window Cleaning Ecovacs WinbotNeato Robotics ‘ XV-15 Ecovacs’ Atmbot Air Purifying Pool Cleaning Floor Washing Smartpool’s 7i iRobot ‘s Scooba Lawn Watering Droplet Robotics’ Droplet These are autonomous or semi-autonomous robotics technologies that maintain the home environment Robotic devices perform a given task more regularly than if undertaken by hand (say, vacuum the floor or mow the lawn every day). Repetition, and not performance vs manual methods, is their key advantage.
- 43. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 43 Classes of Robotic Home Care / Lawn Care Products Four classes of home care robots based on their general function Home Care Robots Floor Care Lawn Care Mowers Pool Care Miscellaneous Pool Cleaners Hybrids Combos Vacuums Sweepers Washers Dusters Window Washers Air Purifiers Gutter Cleaners Lawn Watering Lawn Watering Current market size ($) is roughly proportional to the relative addressable market. For example, the addressable market for floor care products is much larger then for other types of robotic home care/lawn care systems, as is the current market size for them at this time. Relative Addressable Market $$$ $$ $$$$$
- 44. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 44 • Dust & allergen filtration/HEPA filters • Odor neutralization • Remote control • UV sterilization • Increased bin capacity • Programmable scheduling • Pet/workshop optimized versions • Noise reduction • Upgradable software Incremental Features Robotic Floor Cleaner Trends Hands off, autonomous, deep cleaning w/complete coverage can attract premium pricing & high margins Price/Margin Incremental FeaturesBaseline Functionality Equal / Better Than to Human Capabilities $$$$ $ • Bump sensors • Intelligent cleaning routes • Virtual walls • Step/drop avoidance sensors • Multi-mode cleaning (different sized areas) • Multiple floor types (carpet, parquet, laminate, tiles etc.) Original Features • Automatic height adjustment • Disentanglement capability • Anti-collision sensors • Position sensors • Longer battery life, quicker recharge • Automatic power saving • Dirt detection feature • Intelligent navigation/ mapping • Edge cleaning/wall following • Auto docking and recharging Autonomy • Powerful Suction • Complete Coverage Deep Cleaning
- 45. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 45 Home Care / Lawn Care Robots - Revenue By Segment Robotic Vacuums/Floor Cleaners/Hybrids revenues dominate the sector. * QoL = Quality of LIfe $1.1B $2.9B 0 500 1,000 1,500 2,000 2,500 3,000 3,500 2014 2015 2016 2017 2018 2019 Robotic Vacuums / Floor Cleaners / Hybrids Robotic Lawn Mowers Robotic Pool Cleaners Other Home Care / Lawn Care Robots Year $Millions Total revenue for consumer Home Care/Lawn Care robots will nearly triple between 2014 and 2019. CAGR 2014-2019 = 19.6%
- 46. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 46 Home Care / Lawn Care Robotics Products Europe dominates * QoL = Quality of LIfe Europe, 43.0% North America, 31.9% APAC, 24.1% ROW, 1.0% Europe, 40.3% North America, 32.1% APAC, 26.7% ROW, 0.9% Europe, 70.8% North America, 24.4% APAC, 3.9% ROW, 0.9% Europe, 51.7% North America, 36.8% APAC, 6.4% ROW, 5.1% Robotic Pool CleanersRobotic Lawn MowersRobotic Vacuums / Floor Cleaners
- 47. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 47 Other Comments
- 48. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 48 Connected Devices - World Market, Forecast: 2015 to 2020 Internet connected, IP addressable “things” * QoL = Quality of LIfe * Includes wireless, fixed and satellite connectivity. 12,278 17,190 9,200 28,300 0 10,000 20,000 30,000 40,000 50,000 2015 2020 Internet of Things Internet of Digital Year Devices* x106 21,478 45,490 62% 43% 57% 112% 38%
- 49. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 49 “Robotic” Edge Devices “Dynamic Actuation” = “Robotic” * QoL = Quality of LIfe Static Actuation S Sensing P Processing A Actuation C Communication S C Wired/Wireless LAN Edge Devices PS C CPC PC Monitoring Applications Data Analytics Hubs/Gateways Wired/Wireless WAN Cloud Based Processing “Thin” Devices “Intelligent” Devices APS C Dynamic Actuation Movement Mobility Manipulation Autonomy Intelligence “Robotic” Devices “Actuated” Devices
- 50. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 50 Robots as Hubs and Edge Devices Robotic technology functioning as sensors and hubs * QoL = Quality of LIfe Wired/Wireless LAN Edge Devices Hubs/Gateways Wired/Wireless WAN Cloud Based Processing Monitoring Applications Data Analytics CPC PC Monitoring Applications Data Analytics “Robotic” Devices PC S C PS C “Thin” Devices “Intelligent” Devices APS C “Actuated” Devices “Robotic” Devices
- 51. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 51 Future Roadmap Subtitle KUKA Systems Designs a New Factory Producing Jeep Wrangler (and Other) Bodies Emphasis On: – Constant flow of communication – High production volumes Features: – 246 Interconnected robots – Supporting 1,444 data nodes – Connected to edge 60,000 edge devices Centralized Data Management One Jeep Auto Body Every 77 seconds – Operational 20 hours per day Over 1 million Jeep Wranglers have been produced so far.
- 52. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 52 Increasing Intelligence A multi-tiered data sharing and execution architecture... * QoL = Quality of LIfe
- 53. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 53 Robotics, Automation and Intelligent Systems The Larger Picture (Much Larger) * QoL = Quality of LIfe Communicate Collaborate Mobile CommunicationRobotics Sense Think Act Intelligent Systems Sense Think Communicate Collaborate Act Autonomy Mobility Automation Sense Act Smart Devices Sense Think Communicate Collaborate Act
- 54. © 2016 ABI Research • www.abiresearch.com The material contained herein is for the individual use of the purchasing Licensee and may not be distributed to any other person or entity by such Licensee including, without limitation, to persons within the same corporate or other entity as such Licensee, without the express written permission of Licensor. 54 Dan Kara Research Director, Robotics E: kara@abiresearch.com T: @ABI_DanKara Robotics and Intelligent Systems: Macro Trends, Business Engines, Opportunities