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 (+0%) Kawasaki , and I'm still trying to find a way in somehow.
I also see very strong $6954 (-0,72%) .
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 (+0,86%) . I have also made a post about this .
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 (-3,33%) 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 (-1,85%) 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 (-1,11%) 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 (+2,79%) 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 (-3,17%) Microsoft.
$AMZN (-1,95%) 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 (-0,57%) 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 (-2,64%) amphenol supplies the nerve pathways for the humanoid, in the form of cables and connectors. And, of course, the spare parts.
$ROK (-1,18%) supplies the muscles.
Rockwell Automation, Inc. is an American manufacturer of automation and information solutions for industrial production
$MELE (+0,97%) 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 (+0,5%) 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 (+4,04%) Hexagon.
A Swedish company in the field of sensors. And is now bringing out a humanoid robot itself.
Medical and industrial robots
Accuray $ARAY (+1,56%) 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 (+0,92%) 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 (+1,14%) 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 (-0,52%) 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.
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.
