To The Moon

CES2025 has just ended. Many netizens who participated in the on-site summit said that the atmosphere was enthusiastic and many companies brought very good AI electronic products. They did not feel the economic recession at all.

Hope so, right?

2024 is the year of accelerated development of robots. In 2025, the robotics industry will enter a new stage of development and is expected to usher in the first year of commercial mass production.

At present, international robotics giants are gradually mass-producing and competing with each other. With the continuous investment of technology giants such as $Tesla Motors(TSLA)$, Open AI in the humanoid robot industry and the update and iteration of AI big models, the mass production and large-scale application of humanoid robots have ushered in the dawn, and commercialization can be expected.

Against the background of the intensification of the aging trend of society and the increase in labor costs, the cost-effectiveness of robots will gradually become prominent, and the market demand for robots will increase day by day. From the B-end to the C-end, the future is bright.

In this article, we have sorted out some high-quality companies that benefit from the future large-scale application of the Robots industry and have competitive advantages.

The Age of Robots is Here:

1. Humanoids

• $Tesla Motors(TSLA)$'s robotics business is primarily focused on its Optimus humanoid robot. This robot is designed to perform a variety of repetitive, dangerous, or tedious tasks, such as moving and assembling parts in factory production, thereby improving production efficiency and safety.

• $XPeng Inc.(XPEV)$ is also actively exploring the application of robotics technology in vehicle manufacturing and after-sales service. For example, using robots for the inspection and repair of vehicle parts.

• $Xiaomi Corp.(XIACF)$ 's robotics business is involved in the consumer-grade robot field. It has developed robots for home cleaning, such as the Xiaomi Mi Robot Vacuum, which can automatically clean floors and carpets, providing convenience for consumers.

• $Hyundai Motor Co., Ltd.(HYMTF)$ is engaged in the research and development of humanoid robots. These robots are expected to be used in areas such as manufacturing, logistics, and service industries, to assist humans in completing tasks and improve work efficiency.

2. Logistics

• $Serve Robotics Inc.(SERV)$ specializes in developing delivery robots. These robots are designed to autonomously deliver packages, food, and other items in urban environments, reducing the need for human couriers and increasing delivery efficiency.

• $Amazon.com(AMZN)$ has been actively investing in robotics for its logistics operations. It uses robots in its warehouses to automate the process of picking, packing, and sorting goods, which significantly speeds up the order fulfillment process and reduces labor costs.

• $Symbotic Inc.(SYM)$ provides advanced robotic solutions for warehouse automation. Its robots can efficiently handle the storage and retrieval of goods in high-density storage systems, optimizing warehouse space utilization and improving inventory management.

• $AutoWeb Inc.(AUTO)$ is a leader in robotic storage and retrieval systems. Its robots work in a grid-like structure to quickly and accurately pick items from storage bins, making it an ideal solution for e-commerce and other industries with high-volume order processing requirements.

3. Robotics Software

• $NVIDIA(NVDA)$ offers powerful robotics software platforms such as Isaac Sim and Isaac ROS. These platforms provide developers with tools for simulating, designing, and deploying robotic applications, enabling the creation of intelligent robots with advanced perception, decision-making, and control capabilities.

• $PTC Inc(PTC)$ 's Vuforia software is widely used in robotics for augmented reality (AR) and virtual reality (VR) applications. It allows technicians to visualize and interact with robots in a virtual environment, facilitating robot programming, maintenance, and training.

4. Sensors

• $Ouster Inc.(OUST)$ specializes in manufacturing high-performance LiDAR sensors for robotics applications. These sensors provide robots with accurate distance and depth measurements, enabling them to navigate and perceive their surroundings more effectively, which is crucial for tasks such as autonomous driving and obstacle avoidance.

5. Healthcare Robotics

• $Intuitive Surgical(ISRG)$ is renowned for its da Vinci Surgical System, a robotic-assisted surgical platform. Surgeons can operate the robotic arms with high precision through a console, performing minimally invasive surgeries with reduced incisions, less blood loss, and faster recovery times for patients.

• $Stryker(SYK)$ has developed the Mako Surgical System, which is used for robotic-assisted orthopedic surgeries such as hip and knee replacements. The system provides surgeons with pre-operative planning tools and real-time feedback during surgery, ensuring more accurate implant placement and better surgical outcomes.

• $Medtronic PLC(MDT)$ 's Mazor X Stealth Edition is a spinal surgery guidance system that incorporates robotic technology. It assists surgeons in planning and executing spinal surgeries with greater accuracy, reducing the risk of complications and improving patient safety.

• $Accuray(ARAY)$ 's CyberKnife System is a robotic radiosurgery platform used for treating tumors and other medical conditions. The robotic arm can precisely deliver radiation beams to the target area from multiple angles, minimizing damage to surrounding healthy tissues.

6. Industrial Robotics

• $Honeywell(HON)$ offers a range of industrial robots for manufacturing and material handling applications. These robots are designed to perform tasks such as welding, painting, and material transfer with high speed and accuracy, improving production efficiency and product quality.

• $Teradyne(TER)$ 's Universal Robots are collaborative robots (cobots) that can work alongside human workers in industrial settings. They are easy to program and can be used for tasks such as assembly, inspection, and packaging, enhancing the flexibility and productivity of manufacturing processes.

• $Lincoln(LECO)$ Electric has developed robotic welding systems that automate the welding process in various industries. These robots can consistently produce high-quality welds, reducing the need for manual welding and improving overall manufacturing efficiency.

7. Robotics Automation

• $Rockwell Automation(ROK)$ provides integrated automation solutions that include robotic control systems. Its software and hardware products enable seamless integration of robots into manufacturing production lines, allowing for efficient automation of complex processes and real-time monitoring and control of robotic operations.

• $ABB Ltd.(ABBNY)$ is a global leader in industrial automation and robotics. It offers a wide range of robotic products and software solutions for various industries, including automotive, electronics, and food and beverage. ABB's robots are known for their precision, reliability, and flexibility, and its software platforms provide advanced programming and simulation tools for robotic applications.

• $Zebra(ZBRA)$ focuses on providing barcode scanning and tracking solutions for robotics applications in logistics and warehousing. Its scanners can accurately read barcodes on packages and goods, enabling robots to identify and sort items more efficiently, improving inventory management and order fulfillment accuracy.

• $Cognex(CGNX)$ specializes in machine vision systems that are widely used in robotics for tasks such as object recognition, inspection, and guidance. Its vision sensors and software can help robots perceive and interpret their environment, ensuring accurate and reliable operation in various industrial applications.

• $UiPath(PATH)$ offers robotic process automation (RPA) software that can be used in conjunction with physical robots to automate business processes. For example, it can integrate with warehouse robots to automate the process of data entry, order processing, and inventory management, improving overall operational efficiency.

• $Pegasystems(PEGA)$ s' software solutions can be applied in robotics automation to manage and optimize business workflows. It can help companies design and implement automated processes that involve both software robots and physical robots, ensuring seamless collaboration and efficient execution of tasks.

8. Defense Robotics

• $Lockheed Martin(LMT)$ is a major player in defense robotics, with a wide range of products including unmanned aerial vehicles, underwater vehicles, and ground combat robots. Its robots are used for various military missions such as intelligence gathering, mine countermeasures, and autonomous logistics support, enhancing the operational capabilities of military forces.

• $Northrop Grumman(NOC)$ offers a variety of defense robotics solutions, including autonomous aerial refueling systems, unmanned underwater vehicles, and ground-based robotic systems for military operations. Its robots are equipped with advanced sensors and communication systems, enabling them to perform complex tasks and provide critical support to military personnel.

• $Boeing(BA)$ 's defense robotics business includes the development of unmanned aerial vehicles and autonomous systems for military applications. Its robots are designed to work in conjunction with manned aircraft and ground forces, providing capabilities such as surveillance, strike, and logistics support, and improving the overall effectiveness of military operations.

• $General Dynamics Corp(GD)$ is involved in the production of ground combat vehicles and robotic systems for defense. Its robots can be used for tasks such as reconnaissance, explosive ordnance disposal, and cargo transportation in military environments, enhancing the safety and efficiency of military operations.

• $AeroVironment(AVAV)$ is known for its small unmanned aerial vehicles (UAVs) and ground robots used in military and defense applications. Its robots can perform tasks such as surveillance, reconnaissance, and target acquisition, providing military personnel with valuable intelligence and support in various combat scenarios.

• $Kratos Defense & Security Solutions(KTOS)$ develops advanced unmanned aerial systems and ground combat vehicles for defense purposes. Its robots are designed to be highly maneuverable and capable of operating in challenging environments, offering capabilities such as electronic warfare, strike missions, and force protection.

9. Consumer & B2B Robotics

• $iRobot(IRBT)$ is a leading consumer robotics company, best known for its Roomba robotic vacuum cleaners. These robots can autonomously clean floors and carpets in homes, providing convenience and time-saving benefits to consumers. In addition, iRobot also offers other consumer robots such as the Braava jet mopping robot and the Terra lawn-mowing robot.

• $Xiaomi Corp.(XIACF)$ has expanded its product line to include consumer robots. For example, it has launched robotic vacuum cleaners that offer advanced features such as smart mapping, obstacle avoidance, and voice control, making home cleaning more efficient and user-friendly. Xiaomi's robots are designed to integrate seamlessly with its ecosystem of smart home devices, providing a more connected and automated home experience.

• $Richtech Robotics(RR)$ focuses on developing B2B robotics solutions for various industries. Its robots can be customized to meet specific business needs, such as material handling in manufacturing plants, warehouse automation, and inspection tasks in industrial facilities. RichTech's robots are designed to be reliable, efficient, and easy to integrate into existing business processes.

10.Specialized Robotics

• $Oceaneering(OII)$ is a global leader in specialized robotics, offering innovative solutions across various industries. Their subsea robotics division provides remotely operated vehicles (ROVs) for drilling support, subsea hardware installation, construction, pipeline inspection, surveying, and maintenance. Oceaneering Mobile Robotics (OMR) offers autonomous mobile robots (AMRs) for optimizing material handling and logistics. The Aerospace and Defense Technologies division provides robotic and automated solutions for mission-critical tasks, including the Terabot® family of robotic arms and the Freedom™ AUV for the U.S. Navy.

• $Faro(FARO)$ is a global leader in 3D measurement and imaging solutions, serving various industries. Their Factory Robo-Imager combines the FARO Factory Array Imager with a collaborative robot for adaptable, safe, and automated inspection solutions. FARO also launched Trek, an automated 3D laser scanning integration with Boston Dynamics' Spot mobile robot, enhancing 3D mapping and inspection in industrial and construction settings.

Save and forward this article if you think this article is useful to you.

Boost purchasing power and trading ideas with CashBoost!

Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.

Other helpful links:

• 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

• How to open a CBA.

• How to link your CDP account.

• Other FAQs on CBA.

• Cash Boost Account Website.