Hello my dears,

Today I received a question from the dear one @BamBamInvest . It was about which companies I have already looked at in the field of robotics and especially humanoid robots.

Because the answer has become a little longer. I would like to share it with the community here once again.

My dears and my dear @BamBamInvest ,

I have already @EpsEra already made some great posts on this topic. Which I also commented on. And I actually see Japan as an innovative player here. Japan is an ageing society in which, among other things, humanoids are supposed to solve the problem. Like in nursing homes, for example.

Unfortunately, one major player has completely run away from me $7012 (-3,46 %) Kawasaki , and I'm still trying to find a way in somehow.

I also see very strong $6954 (+3,59 %) .

FANUC CORP. is a Japanese company active in the field of electrical equipment. The group works in particular on automation and basic technologies for servos and robots.

One supplier in the field of industrial robots that I like is $6481 (+0 %) . I have also made a post about this .

https://getqu.in/fZudqX/

Just as in the AI sector, Softbank is of course also involved in humanoids,

You should also keep an eye on South Korea. Unfortunately Hyundai)Kia has been delisted from the stock exchange, here I see Boston Dynamik as very strong.

Nvidia $NVDA (-1,06 %) is one of the key players in this area. AI and humanoid robots are interlinked.

I could imagine that we will see something in this sector from $SIE (-0,24 %) Siemens or Bosch in this sector.

But there are a number of start-ups in Germany in particular, some of which were even founded at universities.

I wouldn't want to underestimate them under any circumstances.

$GFT (-0,23 %) has now also entered into a partnership with Neura Robotic and is supplying the AI software. In my opinion, Neura's humanoids are already very advanced.

For me, AI and humanoids are also connected. And so many AI players are also becoming players here.

As already mentioned, networking via the cloud will play a role, making the major cloud providers interesting.

Optimus would also be the only reason for me to invest in $TSLA (-3,88 %) to invest.

The Chinese company UBTECH Robotics, with its humanoid Walker S, which is already in use at Nio and BYD, should also be mentioned.

Figure AI cooperates with BMW, for example. Figure AI is also working with OpenAI to develop generative AI for humanoid robots, and its investors include NVIDIA, Microsoft and Amazon.

Sanctuary AI with the humanoid Phoenix has a partnership with $MSFT (+0,29 %) Microsoft.

$AMZN (-1,09 %) Amazon has a partnership with Agility Robotics. And uses Digit in the warehouses.

You should also have heard of AgiBot (a startup from Shanghai).

I think there will be a few IPOs in the humanoid sector in the near future.

Teradyne is the TÜV for robots.

$TER (+0,7 %) is a player in industrial robots. Teradyne currently takes a critical view of the industrial use of humanoid robots and is deliberately focusing on practical, ready-to-use automation solutions - in particular collaborative robotic arms (Universal Robots) and autonomous transport robots (MiR).

$APH (-0,89 %) amphenol supplies the nerve pathways for the humanoid, in the form of cables and connectors. And, of course, the spare parts.

$ROK (+0,15 %) supplies the muscles.

Rockwell Automation, Inc. is an American manufacturer of automation and information solutions for industrial production

$MELE (+0,04 %) is a Belgian company with a market capitalization of 3 billion, is very strong in the sensors that are needed. And is on my watch.

$JBL (-6,25 %) Jabil is a contract manufacturer for humanoids. Which has also already considered whether it could build its own humanoids.

(But you should wait for a reset here).

Also on the Watch $HEXA B (+1,41 %) Hexagon.

A Swedish company in the field of sensors. And is now bringing out a humanoid robot itself.

Medical and industrial robots

Accuray $ARAY (+1,79 %) develops medical robotic solutions for the radiotherapy of cancer patients. The robot-controlled radiosurgery system can track tumor movement during therapy in real time and correct it if necessary.

$CGNX (+1,66 %) Cognex Corp.

The company manufactures machine vision devices used in manufacturing and production for automated processes. These include surface inspection systems and modular image processing systems used in intelligent technologies.

Cognex Corp. is one of the prime stocks in the Industry 4.0 investment trend

Yaskawa Electric Corp.

$6506 (+10,56 %) The Japanese machine manufacturer has its expertise in the production of industrial robots and frequency converters "AC Drivers" for controlling the power supply to machines.

Manz AG (according to @Aktienfox insolvent)

$M5Z (+0 %) Industry 4.0

Manz manufactures and develops machines and systems for production and is one of the world's leading suppliers.

Manz AG is one of the prime stocks in the Industry 4.0 investment trend

Family-owned company

High-tech provider of production systems. The company is divided into 3 divisions: Electronics, Solar and Energy Storage. Dieter Manz, as Chairman and CEO, currently holds 37.3% of the voting rights.

$COH (+0,58 %)

Anyone investing in these areas should be aware of this. We will have drawdowns.

It has always been the same with new technologies in the past.

But patience will be rewarded in the long term.

And we should be prepared now so as not to miss the boat.

After my first post on humanoid robots received a lot of positive feedback, I went into more detail. I have subsequently added my favorites in each sector.

Extended analysis of the value chain including shovel manufacturers and potential hidden champions

New categorySecondary key sectors (sales, marketing, financing)

In additionTop 25 companies worldwide, as well as Top 10 Europe and Top 10 Asia

I have also added a video link for beginners. This will give you an idea of how far the development of humanoid robotics has already progressed.

https://www.stern.de/panorama/wissen/humanoider-roboter---wie-reagiert-er-auf-beleidigungen--35996156.html

Thank you for your attention and your support 🙏

🌐 1. value chain of humanoid robots (with hidden champions)

1. research & chip design

$ARM (-0,08 %) ARM (UK) - CPU-IP, energy-efficient processors

$SNPS (-0,4 %) Synopsys (US) - EDA software, chip design

$CDNS (+0,99 %) Cadence (US) - EDA & Simulation

$PTC (+0,68 %) PTC (US) - Engineering Software, CAD/PLM

$DSY (-1 %) Dassault Systèmes (FR) - 3D Design & Digital Twin

$SIE (-0,24 %) Siemens (DE) - Industrial Software & Lifecycle Mgmt

$ADBE (-1,23 %) Adobe (US) - Design, AR/UX

ANSYS (US) - multiphysical simulation - acquisition by Synopsis

Altair (US) - CAE, simulation, digital twin - acquisition by Siemens

$HXGBY (+0,96 %)
Hexagon (SE) - Metrology & Simulation

$AWE (+0,11 %) Alphawave IP Group (UK) - High-speed chip IP for AI/robotics

1.Synopsis, 2.Siemens and 3.Adobe are my top 3 in this sector

2. manufacturing technology & equipment

$ASML (-0,34 %) ASML (NL) - Lithography (EUV)

$AMAT (+1,25 %) Applied Materials (US) - Semiconductor equipment

$8035 (+2,98 %) Tokyo Electron (JP) - wafer fabrication

$KEYS (-0,62 %) Keysight Technologies (US) - Metrology

$6857 (+4,44 %) Advantest (JP) - Chip test systems

$TER (+0,7 %) Teradyne (US) - test systems + cobots

$6954 (+3,59 %) Fanuc (JP) - Industrial robots, CNC

$CAT (+1,61 %) Caterpillar (US) - autonomous machines

$KU2G KUKA (DE) - industrial robots

Comau (IT) - automation - not listed on the stock exchange

$ROK (+0,15 %) Rockwell Automation (US) - industrial automation

$JBL (-6,25 %) Jabil (US) - contract manufacturing (EMS/ODM)

$KIT (-1,07 %) Kitron (NO) - European EMS/ODM manufacturer

$AIXA (-0,84 %) Aixtron (DE) - deposition equipment for compound semiconductors

$LRCX (+1,43 %)
Lam Research (US) - Etch/deposition systems

$MKSI (+0,36 %)
MKS Instruments (US) - Plasma/vacuum technology

$ASM (-0,49 %)
ASM International (NL) - Deposition systems

1.ASML, 2.Keysight Technologies, 3.Fanuc are my top 3 in this sector

3. chip manufacturing (foundries)

$TSM (+1,12 %) TSMC (TW) - leading foundry

$005930 Samsung Electronics (KR) - foundry + memory

$GFS (+0,84 %) GlobalFoundries (US) - specialty chips

$INTC (-0,2 %)
Intel Foundry Services (US) - new western foundry player

$981
SMIC (CN) - largest Chinese foundry

$UMC
UMC (TW) - Power/RF/Embedded chips

1.TSMC, 2.Intel, 3.Samsung Electronics are my top 3 in this sector

4. computing & control unit ("brain")

$NVDA (-1,06 %) Nvidia (US) - GPUs, AI chips

$INTC (-0,2 %) Intel (US) - CPUs, FPGAs

$AMD (-3,54 %) AMD (US) - CPUs, GPUs

$MRVL (-0,47 %) Marvell (US) - network chips

$MU (+1,89 %) Micron (US) - Memory

$DELL (-4 %) Dell Technologies (US) - Edge & Infrastructure

Graphcore (UK) - AI chips (IPU) - not a listed company

Cerebras (US) - Wafer-scale engine - not a listed company

SiPearl (FR) - European HPC chip - not a listed company

1.Nvidia, 2.Marvell, 3.Micron are my top 3 in this sector

5. sensors ("senses")

$6758 (+2,04 %) Sony (JP) - image sensors

$6861 (+1,68 %) Keyence (JP) - Industrial sensors

$STM (-1,21 %) STMicroelectronics (FR/IT) - Sensors, MCUs

$TDY Teledyne (US) - optical/infrared sensors

$CGNX (+1,66 %) Cognex (US) - Machine Vision

$HON (-1,31 %) Honeywell (US) - sensor technology, security

ANYbotics (CH) - autonomous sensor fusion - not a listed company

$AMBA (-1,85 %) Ambarella (US) - video & computer vision SoCs for real-time image recognition

$OUST
Velodyne Lidar (US) - Lidar sensors - acquisition by Ouster

$AMS (+1,15 %)
-OSRAM (AT/DE) - optical sensors

1.Teledyne, 2.Keyence, 3.Ouster are my top 3 in this sector

6. actuators & power electronics ("muscles")

$IFX (-0,91 %) Infineon (DE) - Power Electronics

$ON (+1,11 %) onsemi (US) - Power & Sensors

$TXN (-0,71 %) Texas Instruments (US) - Mixed-Signal Chips

$ADI (+1,04 %) Analog Devices (US) - Signal Processing

$PH (+0,82 %) Parker-Hannifin (US) - Hydraulics/Pneumatics

$MP (-0,17 %) MP Materials (US) - Magnets

$APH (-0,89 %) Amphenol (US) - Connectors

$6481 (+0 %) THK (JP) - Linear guides & actuators

$6324 (+3,96 %)
Harmonic Drive (JP) - Precision gears & servo drives for robotics

$6594 (+0,4 %)
Nidec (JP) - Electric motors

$6506 (+10,56 %)
Yaskawa (JP) - Drives & Robotics

$SU (-0,27 %)
Schneider Electric (FR) - Energy & control solutions

$ZIL2 (+0,12 %)
ElringKlinger (DE) - Battery & fuel cell technology, lightweight construction

1.Parker-Hannifin, 2.MP Materials, 3.Infinion are my top 3 in this sector

7. communication & networking ("nerves")

$QCOM (+0,18 %) Qualcomm (US) - mobile communications, edge AI

$ANET (+0,71 %) Arista Networks (US) - Networks

$CSCO (-0,28 %) Cisco (US) - Networks, Security

$EQIX (+0,75 %) Equinix (US) - Data centers

NTT Docomo (JP) - 5G/6G carrier - not a listed company

$VZ Verizon (US) - Telecommunications

$SFTBY SoftBank (JP) - Carrier + Robotics

$ERIC B (-0,14 %)
Ericsson (SE) - 5G/IoT infrastructure

$NOKIA (+0,78 %)
Nokia (FI) - 5G/6G for industry

$HPE (-0,38 %)
Juniper Networks (US) - Network technology - acquisition by HP

1.Arista Networks, 2.SoftBank, 3.Cisco are my top 3 in this sector

8. energy supply

$3750 (-0,89 %) CATL (CN) - Batteries

$6752 (+6,4 %) Panasonic (JP) - Batteries

$373220 LG Energy (KR) - Batteries

$ALB (-0,73 %) Albemarle (US) - Lithium

$LYC (+6,7 %) Lynas (AU) - Rare earths

$UMICY (-0,54 %) Umicore (BE) - Recycling

WiTricity (US) - inductive charging - not a listed company

$ABBN (+0,37 %) Charging (CH) - charging infrastructure

$SLDP
Solid Power (US) - Solid-state batteries

Northvolt (SE) - European batteries - not a listed company

$PLUG (+27,33 %)
Plug Power (US) - fuel cells

$KULR (+12,78 %)
KULR Technology (US) - Thermal management & battery safety for mobile systems

1.Albemarle, 2.CATL, 3.Panasonic are my top 3 in this sector

9. cloud & infrastructure

$AMZN (-1,09 %) Amazon AWS (US) - Cloud, AI

$MSFT (+0,29 %) Microsoft Azure (US) - Cloud, AI

$GOOG (-0,5 %) Alphabet Google Cloud (US) - Cloud, ML

$VRT
Vertiv Holdings (US) - Data center infrastructure (UPS, cooling, edge)

$ORCL (-1,35 %)
Oracle Cloud (US) - ERP + Cloud

$IBM (+0,68 %)
IBM Cloud (US) - Hybrid cloud + AI

$OVH (+0,7 %)
OVHcloud (FR) - European cloud

1.Alphabet, 2.Microsoft, 3.Oracle are my top 3 in this sector

10. software & data platforms

$PLTR (-7,56 %) Palantir (US) - Data integration

$DDOG (+0,58 %) Datadog (US) - Monitoring

$SNOW (-2,22 %) Snowflake (US) - Data Cloud

$ORCL (-1,35 %) Oracle (US) - Databases, ERP

$SAP (-0,82 %) SAP (DE) - ERP systems

$SPGI S&P Global (US) - financial/market data

ROS2 Foundation - robotics middleware - not listed on the stock exchange

$NVDA (-1,06 %) NVIDIA Isaac (US) - robotics development - part of Nvidia

$INOD (-2,17 %) Innodata (US) - data annotation & AI training data

$PATH (-0,14 %)
UiPath (RO/US) - Robotic process automation

$AI (+0,69 %)
C3.ai (US) - AI platform

$ESTC (-1,3 %)
(NL/US) - Search & data analysis

1.S&P Global, 2.Palantir, 3.Datadog are my top 3 in this sector

11. end applications / robots

$ABBN (+0,37 %) ABB (CH/SE) - Industrial Robots

$6954 (+3,59 %) Fanuc (JP) - Industrial robots

$TSLA (-3,88 %) Tesla Optimus (US) - humanoid robot

$9618 (-1,78 %) JD.com (CN) - logistics robot

$AAPL (-0,1 %) Apple (US) - Platform & UX

$700 (+0,08 %) Tencent (CN) - Platform & AI

$9988 (-1,01 %) Alibaba (CN) - logistics & platform

PAL Robotics (ES) - humanoid robots - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

$TER (+0,7 %) Universal Robots (DK) - cobots - belongs to the Teradyne Corporation

Engineered Arts (UK) - humanoid robots - not a listed company

$ISRG (+2,49 %) Intuitive Surgical (US) - surgical robotics

$GMED (+3,33 %)
Globus Medical (US) - surgical robotics (ExcelsiusGPS platform)

$7012 (-3,46 %) Kawasaki Heavy Industries (JP) - industrial robots, automation

$CPNG (-1,23 %) Coupang (KR) - Logistics end user

$IRBT (+5,26 %)
iRobot (US) - consumer robotics (e.g. Roomba), non-humanoid, but navigation/sensor fusion

Boston Dynamics (US) - humanoid & mobile robots-no listed company

Hanson Robotics (HK) - humanoid robots (Sophia) - not a listed company

Agility Robotics (US) - humanoid robot "Digit" - not a listed company

1.Apple, 2.Tencent, 3.Alibaba are my top 3 in this sector

🛠 2. cross enablers (shovel manufacturers) - with hidden champions

Raw materials & battery materials

Albemarle - Lynas - Umicore

$SQM
SQM (CL) - Lithium

$ILU (+6,29 %)
Iluka Resources (AU) - Rare earths

$ARR (+0 %)
American Rare Earths (US/AU) - New supply chains

my number 1 in the sector is Albemarle

manufacturing technology

ASML - Applied Materials - Tokyo Electron

$LRCX (+1,43 %)
Lam Research (US) - Plasma/etching processes

$ASM (-0,49 %)
ASM International (NL) - ALD equipment

$MKSI (+0,36 %)
MKS Instruments (US) - Plasma/vacuum technology

my number 1 in the sector is ASML

Quality assurance

Keysight - Advantest - Teradyne

$EMR (+0,95 %)
National Instruments (US) - Measurement technology - from Emerson Electric adopted

$300567
ATE Test Systems (CN) - test systems

$FORM (+0,3 %)
FormFactor (US) - Wafer probing

my number 1 in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (DE) - Pneumatics, Soft Robotics - not a listed company

Bosch Rexroth (DE) - Drives, Controls - not a listed company

$6481 (+0 %)
THK (JP) - Linear guides

my number 1 in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (-4,28 %) Basler (DE) - Industrial cameras

FLIR (US) - Thermal imaging sensors - acquisition by Teledyne

ISRA Vision (DE) - Machine Vision - not a listed company

my number 1 in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (+6,03 %)
Hitachi Metals (JP) - Magnetic materials

VacuumSchmelze (DE) - Magnetic materials - not a listed company

$4063 (+3,23 %)
Shin-Etsu Chemical (JP) - Specialty materials

my number 1 in the sector is MP Materials

Chip Design & Simulation

Synopsys - Cadence - ARM

$SIE (-0,24 %)
Siemens EDA (DE/US)-Mentor Graphics-strategic business unit of Siemens AG

Imagination Tech (UK) - GPU-IP - not a listed company

$CEVA (-1,25 %)
CEVA (IL) - Signal Processor IP

my number 1 in the sector is Synopsys

Engineering & Lifecycle

PTC - Dassault - Siemens

Altair (US) - Simulation - no longer a listed company

$HXGBY (+0,96 %)
Hexagon (SE) - Metrology

$SNPS (-0,4 %)
ANSYS (US) - Simulation - takeover by Synopsys

my number 1 in the sector is Siemens

Networks & Data Centers

Arista - Cisco - Equinix

$HPE (-0,38 %)
Juniper (US) - Networks - Acquisition of HPE

$DTE (-0,27 %)
T-Systems (DE) - Industry cloud

$OVH (+0,7 %)
OVHcloud (FR) - European cloud

my number 1 in the sector is Arista

Cloud infrastructure

AWS - Azure - Google Cloud

$ORCL (-1,35 %)
Oracle Cloud (US) - ERP & databases

$IBM (+0,68 %)
IBM Cloud (US) - Hybrid Cloud

$9988 (-1,01 %)
Alibaba Cloud (CN) - Asian Cloud

$VRT
Vertiv Holdings (US) - Cloud/Infra

my number 1 in the sector is Alphabet (Google)

finance/information infra

S&P Global

$MCO (+0,84 %)
Moody's (US) - Ratings

$MSCI (-0,29 %)
MSCI (US) - Indices

$MORN
Morningstar (US) - Investment Research

my number 1 in the sector is S&P Global

Creative/Experience Infra

Adobe

$ADSK (-0,9 %)
Autodesk (US) - CAD & Design

$U
Unity (US) - 3D/AR simulation

Epic Games (US) - Unreal Engine - not a listed company

my number 1 in the sector is Adobe

Platform & Ecosystem

Apple - Tencent - Alibaba

$META (-1,85 %)
Meta (US) - AR/VR, Social Robotics

ByteDance (CN) - AI & platforms - not a listed company

$9888 (+1,48 %)
Baidu (CN) - AI & Cloud

my number 1 in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (-0,38 %)
HPE (US) - Edge Computing

$SMCI (-2,21 %)
Supermicro (US) - AI servers

$6702 (+4,99 %)
Fujitsu (JP) - Edge & HPC

my number 1 in the sector is Dell

storage solutions

Micron

$HY9H
SK Hynix (KR) - Memory

$285A (+12,2 %)
Kioxia (JP) - NAND

$WDC
Western Digital (US) - Storage solutions

my number 1 in the sector is Micron

🏛 3. secondary key sectors with hidden champions

Financing & Capital

$GS (+0,88 %) Goldman Sachs (US) - investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) - investment bank; tech banking, capital markets

$BLK (-0,42 %) BlackRock (US) - asset manager; capital allocation, ETFs/index funds

$9984 (+3,01 %) SoftBank Vision Fund (JP) - mega VC; growth equity in robotics/AI

Sequoia Capital (US) - venture capital; early/growth in AI/robotics - this is a classic venture capital fund

DARPA (US) - government R&D funding (robotics/defense) - independent research and development agency

EU Horizon (EU) - research funding/grants for DeepTech - Innovative Europe pillar

China State Funds (CN) - state industry/technology fund

Lux Capital (US) - VC for DeepTech - Uptake (US) - AI-based predictive maintenance

DCVC (US) - Robotics & AI focus - investing exclusively via VC fund investments

Speedinvest (AT) - EU VC for robotics - access to investment only via fund investments

my number 1 in the sector is Softbank

Maintenance & Service

$SIE (-0,24 %) Siemens (DE) - Industrial Service, Lifecycle & Retrofit

$ABBN (+0,37 %) ABB (CH/SE) - Robotics Service, Spare Parts, Field Support

$GEHC (+0,5 %) GE Healthcare (US) - Medtech service incl. robotic systems

Uptake (US) - AI-based predictive maintenance - not a listed company

Augury (US/IL) - condition monitoring, condition diagnostics - not a listed company

$KU2 KUKA Service (DE) - Robotics maintenance

$6954 (+3,59 %) Fanuc Service (JP) - global service network

Boston Dynamics AI Institute (US) - Robotics longevity - funded by Hyundai Motor Group

my number 1 in the sector is Siemens

Marketing & Advertising

$WPP (+1,68 %) WPP (UK) - global advertising group; branding/communications

$OMC Omnicom (US) - marketing/PR network

$PUB (+0,57 %) Publicis (FR) - communications/advertising group

$META (-1,85 %) Meta (US) - Digital Ads (Facebook/Instagram)

$GOOG (-0,5 %) Google Ads (US) - search & display advertising

TikTok / ByteDance (CN) - social ads & distribution - not a listed company

$AAPL (-0,1 %) Apple (US) - Branding/UX; Acceptance & Platform Marketing

$WPP (+1,68 %)
AKQA (UK/US) - Tech branding - Since 2012 majority owned by the WPP Groupbut continues to operate as an autonomous operating unit

R/GA (US) - Innovation marketing - not a listed company

Serviceplan (DE) - largest independent EU agency - not a listed company

my number 1 in the sector is Meta

Law, Regulation & Ethics

ISO (CH) - international standards, robotics standards

TÜV (DE) - certification & safety tests

UL (US) - safety/conformity testing

EU AI Act (EU) - legal framework for AI & robotics

UNESCO AI Ethics (UN) - global ethics guidelines

Fraunhofer IPA (DE) - Robotics safety standards

ANSI (US) - standards

IEC (CH) - Electrical engineering standards

Training & Talent

MIT (US) - Robotics/AI Research & Education

ETH Zurich (CH) - autonomous systems & robotics

Stanford (US) - AI/Robotics labs & spin-offs

Tsinghua University (CN) - Robotics/AI in Asia

CMU (US) - Robotics Institute

EPFL (CH) - Robotics research

TU Munich (DE) - humanoid robot "Roboy"

🌍 Top 25 companies for humanoid robotics

These companies are central to the development & production of humanoid robotsbecause without them, crucial parts of the chain would be missing:

Chips & computing power (brain of the robots)

$NVDA (-1,06 %) Nvidia (US) - AI GPUs & Isaac platform, foundation for robotic AI

$2330 TSMC (TW) - world's most important foundry, produces the AI chips

$ASML (-0,34 %) ASML (NL) - EUV lithography, indispensable for chip production

$005930 Samsung Electronics (KR) - memory, logic, foundry

$HY9H SK Hynix (KR) - DRAM & NAND memory for AI

$MU (+1,89 %) Micron (US) - Memory solutions for AI workloads

my number 1 in the sector is ASML

Sensors & perception (senses of robots)

$SONY Sony (JP) - image sensors, market leader

$6861 (+1,68 %) Keyence (JP) - Industrial sensors & vision systems

$CGNX (+1,66 %) Cognex (US) - Machine Vision, precise image processing

my number 1 in the sector is Keyence

Actuators & motion (muscles of robots)

$IFX (-0,91 %) Infineon (DE) - power electronics, motor control

$6594 (+0,4 %) Nidec (JP) - World market leader for electric motors

$PH (+0,82 %) Parker-Hannifin (US) - hydraulics/pneumatics, motion technology

$6481 (+0 %) THK (JP) - Linear guides & actuators

my number 1 in the sector is Parker-Hannifin

Communication, cloud & infrastructure (nerves & data flow)

$QCOM (+0,18 %) Qualcomm (US) - Mobile & Edge Chips

$AMZN (-1,09 %) Amazon AWS (US) - Cloud & AI infrastructure

$MSFT (+0,29 %) Microsoft Azure (US) - Cloud, AI services

$CSCO (-0,28 %) Cisco (US) - Networks & Security

$VRT Vertiv Holdings (US) - Data Center Infrastructure

my number 1 in the sector is Microsoft

End Applications & Platforms (robots themselves)

$TSLA (-3,88 %) Tesla (US) - humanoid robot Optimus

$ABBN (+0,37 %) ABB (CH/SE) - Robotics & Automation

$6954 (+3,59 %) Fanuc (JP) - industrial robots & CNC systems

$7012 (-3,46 %) Kawasaki Heavy Industries (JP) - industrial robots

PAL Robotics (ES) - humanoid robots (TALOS, ARI, TIAGo) - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

Universal Robots (DK) - cobots

my number 1 in the sector is Tesla

🇪🇺 Top 10 European key companies for humanoid robotics

$ASML (-0,34 %)
ASML (NL)

World market leader in EUV lithography - no modern chips for AI & robotics without ASML.

$IFX (-0,91 %) Infineon (DE)

Leading in power electronics & motor control - crucial for actuators of humanoid robots.

$STM (-1,21 %)
STMicroelectronics (FR/IT)

Sensors, microcontrollers & power chips - the basis for control & perception.

$SAP (-0,82 %)
SAP (DE)

ERP & data platforms, important for integrating humanoid robots into industrial processes.

$SIE (-0,24 %)
Siemens (DE)

Industrial software, automation, digital twin - key for engineering & lifecycle management.

$KU2 KUKA (EN)

Robotics pioneer, industrial robots & automation - know-how for humanoid motion mechanics.

PAL Robotics (ES) - not a listed company

Specialist for humanoid robots (TALOS, ARI, TIAGo), internationally used in research & service.

Neura Robotics (DE) - Not a listed company

Young high-tech company, develops cognitive humanoid robots with advanced AI (4NE-1).

Universal Robots (DK) - Not a listed company

Market leader for cobots - platform for safe human-robot collaboration.

Engineered Arts (UK) - not a listed company

Develops humanoid robots such as Amecaknown for realistic facial expressions & gestures - important for HRI (Human-Robot Interaction)

🌏 Top 10 Asian key companies for humanoid robotics

$2330
TSMC (Taiwan)

World's largest semiconductor foundry, produces high-end chips (e.g. Nvidia, AMD, Apple) - no AI hardware without TSMC.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors - extremely broadly positioned in robotics components.

$HY9H
SK Hynix (KR) - Memory

$SONY
Sony (Japan)

Market leader in CMOS image sensors, essential for robotic vision & perception.

$6861 (+1,68 %)
Keyence (Japan)

Sensor technology & machine vision for industrial automation, widely used in robotics.

$6954 (+3,59 %)
Fanuc (Japan)

Industrial robots & CNC systems, one of the most important manufacturers of robotics hardware worldwide.

$6506 (+10,56 %)
Yaskawa Electric (Japan)

Drives, motion control & robot arms - relevant for humanoid motion control.

$6594 (+0,4 %)
Nidec (Japan)

World market leader for electric motors (from mini motors to high-performance drives).

$7012 (-3,46 %)
Kawasaki Heavy Industries (JP) - Industrial robots

$9618 (-1,78 %)
JD.com (China)

Driver for robotics in e-commerce & logistics, invests in humanoid robotics applications

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$ANET (+0,71 %)

Hello dear community,

I am currently considering whether I should invest in the above-mentioned company.

$6861 (+1,68 %) =Keyence

What do you think of the company? Please give me your feedback, Flo 😊 .

----------------------------------------

Description of the company:

Keyence is a Japanese manufacturer of high-tech components for industrial automation. The company develops and distributes:

Sensors (e.g. photoelectric sensors, proximity switches)

Image processing systems (industrial cameras, machine vision)

Measuring and testing technology (3D laser scanners, micrometers, profile projectors)

Laser marking devices

Safety and control technology (safety light curtains, PLC)

Keyence sells its products directly to companies, without intermediaries, and is known for fast delivery, on-site technical advice and extreme product quality.

It supplies, for example, the automotive, semiconductor, electronics, pharmaceutical and food industries worldwide.

--------------------------

Pro:

- Turnover/net profit: Increasing

- Margin: High

- Debt: Low

- Researches and develops actively / continuously and stays on the ball

- Represented in over 100 countries

- Turnover in Japan is 36% (in own country)

Contra:

- Yen

- P/E ratio high due to high expectations

--------------------------

Competition (examples):

Cognex Corp = $CGNX (+1,66 %)

Rockwell Automation = $ROK (+0,15 %)

Omron Corp = $6645 (+2,98 %)

Fanus Corp. = $6954 (+3,59 %)

Applied Materials = $AMAT (+1,25 %)

As a listener at the Rockwell Automation ($ROK (+0,15 %) ) conference, I gained exciting insights into the company's strategy. CEO Blake Moret presented Rockwell as a pure player in industrial automation and digital transformation - with a clear focus on the US manufacturing industry. The company is broadly positioned: Software & Control, Intelligent Devices and Lifecycle Services form the foundation. Rockwell is particularly strong in process industries such as energy and chemicals, which account for 40% of sales.

Growth is stable, but not explosive. The market is growing by 3-5 % annually, plus an increase of 1-2 % through expansion and recurring revenues. Acquisitions are expected to contribute around 1 % in the long term. Rockwell is the market leader in the USA - but European competitors are putting the company under increasing pressure.

Improving margins was a hot topic. Rockwell is focusing on cost reductions: SG&A reductions, optimized material procurement and more efficient production are already showing initial success. Pricing is also becoming more aggressive - with targeted increases in high-margin areas.

Cyclical fluctuations remain a challenge. While some sectors such as food, beverages and life sciences are recovering, the oil and gas market remains stable but difficult to compare. Interesting: E-commerce and warehouse automation are strong growth drivers, which puts Rockwell in a good long-term position.

The transformation towards recurring revenues is in full swing. Rockwell is focusing on growth in the software segment in particular. The acquisition of Plex for maintenance management is paying off, and the company is driving innovation with cloud-based solutions such as FactoryTalk Design Studio and Fiix. The development towards virtual PLCs is exciting, but classic hardware will remain the standard for the foreseeable future.

In the service sector, Rockwell is targeting high-margin segments such as digital twins and cybersecurity. The company intends to focus less on standard services and instead create differentiated, highly profitable offerings.

Rockwell remains in a solid financial position. The future cash strategy is: fewer acquisitions, but more share buybacks - at least 300 million dollars are planned, with potential for more. At the same time, the debt burden will be reduced to ensure future flexibility.

The valuation? Rather neutral. Despite stable market share and growing recurring revenues, many investors see core growth as the biggest challenge. The company is solid, but not necessarily a no-brainer for explosive share price gains. Rockwell remains a stock for long-term investors who believe in digital transformation and automation.

I hope you enjoyed the summary.

• $ROK (+0,15 %)
  Revenue: USD 1.88 billion compared to analyst estimates of USD 1.89 billion (a year-on-year decline of 8.3% and a miss of 0.6%).

• Adjusted EPS (earnings per share): USD 1.83 compared to analyst estimates of USD 1.58 (a 16% outperformance).

• Adjusted EBITDA: $286 million compared to analyst estimates of $311.3 million (a margin of 15.2% and a miss of 8.1%).

• Management reaffirmed its guidance for the full year: Adjusted EPS of $9.20 (center).

• Operating margin: 17.1%, up from 13.7% in the same quarter last year.

• Free cash flow: $293 million, up from -$35.3 million in the same quarter last year.

• Organic sales: Decrease of 7.6% compared to the previous year (growth was 1% in the same quarter of the previous year)

Forecasts for the financial year 2025:

• The forecast sales growth range was reduced to (5.5)% to 0.5 which is based on a currency impact (FX) of around (1,5) % on turnover.

• The forecast range for organic sales growth was confirmed and stands at (4)% to 2.

• The forecast for diluted EPS (earnings per share) was confirmed and is in the range of 7.65 to 8.85 US dollars.

• The forecast for adjusted EPS was confirmed and is in the range of 8.60 to 9.80 US dollars.

A new acquisition in my portfolio

Rockwell Automat.

a fine company specializing in industrial automation and investing heavily in artificial intelligence.

I'm taking advantage of a downturn to get in.

Hello dear community,

In view of the fact that there are now a lot of newcomers on the platform, I've created a graphic, typical of social media, to give you an overview of stocks that not everyone may have on their radar. It goes without saying that you can't know your way around every sector. But we have come together here in the community for a solid exchange.

But since we're here on Getquin and not on Instagram, here's some input for the inquisitive.

What do the companies do anyway?

Service providers:

On the service provider side, there are some rather atypical companies for the sector.

Here I have Friedrich Vorwerk $VH2 (+2,55 %) Vinci $DG (+0,38 %) , Ferrovial $FER , Bilfinger $GBF (-1,46 %) and Jacobs Solutions $J (+0,76 %) are listed here.

Their main focus is the background work on the properties themselves. They support the companies in planning, realization, construction and maintenance. They work decentrally in regional working groups to cover the breadth of the industry. They offer almost every service for an industrial company.

The established elite

If you want to invest in the hydrogen sector, all roads lead to the giants Linde $LIN (-0,7 %) Air Products $APD (-1,39 %) and Air Liquide $AI (-3,4 %) . Their market power in the field of industrial gases and in today's market environment of commercial hydrogen production seems irrefutable. Their know-how in the gaseous material production segment has been tried and tested for decades and the processes are almost perfectly optimized. Each company also has its own engineering divisions, making them perfectly positioned for the future in electrolyzer development.

The established newcomers

With plenty of money in their pockets, the oil companies Shell $SHEL (+1,55 %) Total $TTE (+0,39 %) and BP $BP. (+0,47 %) are also entering the segment. Oil is finite, but the business should not be. These companies are also experienced in dealing with hydrogen. Hydrogen is an essential component in the refinery process. In order to become less dependent on the big 3, new market areas are also being explored here. Will they be able to prove themselves?

Speculative titles

Never anything but expenses. Years of hype and yet a harsh reality hit the small fish in the shark tank surrounding the segment. Nel $NEL (+0,88 %) Plug Power $PLUG (+27,33 %) and Ballard $BLDP (+19,57 %) are long-suffering. They have never been able to deliver even remotely profitable figures. On the contrary, things seem to be getting worse quarter after quarter. Only turnover is increasing. Can that ever be good?

Plant engineering and equipment

Of course, in a globalized world, you no longer take care of the entire value chain from A-Z. Every company specializes in its own segment. The long-term beneficiaries of the industry are therefore the equipment suppliers, because they have to develop the technical foundations for every innovation in order to survive in the vastness of globalization.

The plant manufacturers

They manufacture the physical parts for the process plants.

Examples of this are Voestalpine $VOE (+0,16 %) , Atlas Copco $ATCO B or Sulzer $SUNE .

The suppliers

The transportation of substances is also part of this. Material transport in industry, but also at home, for example in water pipes, is ensured by pumps (for liquids) or compressors (for gases). Established brands here are KSB $KSB (+1,36 %) , Xylem $XYL (+0,47 %) , Gorrman-Rupp $GRC (+1,24 %) but also as a complete supplier Chart Industries $GTLS (-0,63 %) or SKF $SKF B (+1,11 %) or for specialized tools Stanley B&D $SWK (+1,39 %) .

Process control is also indispensable. Brands such as Siemens $SIE (-0,24 %) ABB $ABBN (+0,37 %) or Rockwell $ROK (+0,15 %) and Parker $PH (+0,82 %) have established themselves here. They not only supply the electronic equipment for the process systems. They also offer their software services as safety services so that safety in process control can always be guaranteed.

I hope I have given you a little insight into the industry and would be delighted to receive constructive feedback.

#wasserstoff
#h2
#hydrogen

top up -> savings plan

As promised

Short info about $EMR (+0,95 %)

• active in industrial automation
• Competitor among others $ROK (+0,15 %)
  
• ETFs $RBOT (+0,29 %)

Comparison

EMR: ROK:

KGV: 18.46. 31.95

Payout ratio: 43.75%. 49.19%

Leverage ratio: 0.7 1.8

5yrs ROIC: 15.22% 14.93%.

5yrs ROE: 24.31%. 37.99%

Both listed on the stock exchange since 1984