ABB, a key provider of commercial robots, extends its providing portfolio to incorporate AMRs and AGVs. Different industrial automation suppliers – and never restricted solely to robotics suppliers – are positive to comply with go well with.
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The latest announcement by international industrial automation participant ABB that it was buying Spanish cell robotic firm ASTI reinforces one thing all of us knew – AMRs (autonomous cell robots) have a giant future within the industrial sector. Whereas we can’t say what ABB paid, we do know that ASTI is aiming for 2021 revenues of roughly $50m. We additionally know that, having loved development of over 25% lately, and likewise itself having acquired Germany-based InSystems Automation in 2019, ASTI is now the 4th largest vendor of cell robots in Europe by income.
ASTI has been round for 35 years and employs over 300 folks. As such, it’s a well-established participant in a market that’s higher recognized for latest start-ups. One other factor that units ASTI other than many rivals is the vary of industries it serves.
Whereas many AMR corporations have a dominant give attention to ecommerce and warehousing, ASTI is nicely established in a variety of commercial and manufacturing markets. And this might be an essential a part of the explanation they’ve attracted the eye of ABB. So, what can we study from the ABB-ASTI deal?
The ASTI acquisition is prone to be customer-driven, and it appears virtually sure that a few of ABB’s main industrial clients are already shifting quick to implement cell robots as a part of versatile manufacturing set-ups on their manufacturing strains.
Coming to a Manufacturing Line Close to You
It’s hardly a shock that AMRs are going to turn into broadly used on this planet’s factories. However this transfer from ABB does point out that the shift towards utilizing cell robots on the manufacturing ground goes to be deep and profound.
ABB is among the world’s greatest automation teams, and its buyer base could be very largely industrial. It is usually arguably a conservative firm – and it might not be shopping for ASTI until it noticed severe short-term potential for the deployment of AMRs in factories on a a lot wider scale than is presently the case.
At Work together Evaluation, our analysis exhibits that the marketplace for cell robots in manufacturing environments will generate greater than US $13 billion in cumulative income over the following 4 years. This compares to a market of US $19 Billion for cell robots in logistics throughout the identical interval.
The ASTI acquisition is prone to be customer-driven, and it appears virtually sure that a few of ABB’s main industrial clients are already shifting quick to implement cell robots as a part of versatile manufacturing set-ups on their manufacturing strains. By shopping for ASTI, ABB has ensured that it has a prepared providing for such clients.
It’s subsequently completely believable for industrial automation corporations which aren’t nicely established in industrial robotics particularly, resembling Rockwell Automation or Schneider Electrical, to look to develop an AMR competency.
Sending a Sturdy Sign
The economic robotic market is dominated by a comparatively small variety of suppliers, and ABB itself is the third largest vendor of fastened industrial robots on this planet. The corporate is sort of alone amongst its friends in having acquired a cell robotic functionality. The opposite important instance being Omron which bought cell robotic vendor Adept in 2015, and used the know-how to create a profitable built-in providing for distributors of each cell and stuck robots.
Additional mergers and acquisitions within the cell robots house are, after all, assured, and it appears a good wager that the tempo will improve. Main ABB industrial robotic rivals resembling Fanuc or Yaskawa are prone to now see a particular must develop AMR know-how (and it’s seemingly they already had plans afoot to take action even previous to this deal).
Additionally, this development is unlikely to be restricted to industrial robotic producers alone. AMRs are fairly totally different technologically to fastened industrial robots, and the know-how sits nicely alongside wider industrial automation portfolios. It’s subsequently completely believable for industrial automation corporations which aren’t nicely established in industrial robotics particularly, resembling Rockwell Automation or Schneider Electrical, to look to develop an AMR competency. For that reason, many such corporations may make strikes to accumulate AMR know-how within the coming years.
Many AMR corporations are below ten years previous, and plenty of are at a tough stage – a stage the place they need to determine whether or not to money in now, or to place within the vital funding that the following stage of development will demand. In a crowded market, solely a small quantity can efficiently proceed to that subsequent stage. What the ABB acquisition exhibits is that consumers of AMRs can pop up in surprising corners.
Editors Notice: Robotics Enterprise Evaluation want to thank Work together Evaluation for permission to publish this piece (with edits). The unique might be discovered HERE. All views, ideas, and opinions expressed therein belong solely to the writer. To contact Work together Evaluation click on HERE.
In regards to the Creator
Ash Sharma has spent near 20 years in know-how analysis and is now Analysis Director for robotics & warehouse automation at Work together Evaluation. On this function, he leads our industry-leading market intelligence on using robots and different know-how that allow clever automation, offering professional perception based mostly on our sturdy analysis strategies. Sharma can also be Managing Director at Work together Evaluation, main its EMEA operations.
In his earlier function, Sharma served as VP & Senior Director at IHS Markit the place he led its Energy & Industrial Expertise analysis practices. On this function, he led a crew of greater than 80 analysts offering market-leading analysis on a number of sectors, together with industrial automation and good manufacturing, good residence, solar energy and vitality storage, drones and robotics, medical know-how and constructing automation. His in-depth expertise in these sectors and broad expertise in market analysis and evaluation helped set up Work together Evaluation as a brand new chief in Clever Automation analysis.