Hello, everyone,
Today I received a question from my dear friend @BamBamInvest . The question was about which companies I’ve already looked into in the field of robotics, specifically humanoid robots.
Since the answer ended up being a bit longer, I’d like to share it with the community here once again.
My dear friends and my dear friend @BamBamInvest ,
On this topic, @EpsEra . I’ve also commented on those. And I actually see Japan as an innovative player in this area. Japan has an aging population, and humanoids, among other things, are expected to help solve this problem—for example, by assisting in nursing homes.
Unfortunately, one major player— $7012 (+0,13%) —Kawasaki—and I’m still trying to find a way to get involved.
I also see great potential in $6954 (+6,51%) .
FANUC CORP. is a Japanese company active in the field of electrical equipment. The group focuses in particular on automation as well as core technologies for servo systems and robots.
One supplier in the industrial robotics sector that I really like is $6481 (+9,7%) . I’ve also written a post about this.
Just as in the AI sector, SoftBank is, of course, also involved in humanoid robots,
and South Korea is another area to keep an eye on. Unfortunately, Hyundai-Kia has been delisted from the stock exchange; here, I see Boston Dynamics as a very strong player.
Nvidia $NVDA (+0,58%) is one of the key players in this field. AI and humanoid robots go hand in hand.
I could imagine that in this sector, we’ll $SIE (+1,1%) Siemens or Bosch.
But especially in Germany, there are quite a few startups in this field, some of which even originated at universities.
I wouldn’t want to underestimate them under any circumstances.
$GFT (+2,63%) has now also entered into a partnership with Neura Robotics and is supplying the AI software. In my opinion, Neura’s humanoids are already quite advanced.
For me, AI and humanoids are also interconnected. And so many AI players will also become key players here.
As already mentioned, cloud connectivity will play a role, making the major cloud providers interesting as well.
For me, Optimus would be the only reason to $TSLA (+3,65%) invest.
The Chinese company UBTECH Robotics, with its humanoid Walker S—which is already in use at Nio and BYD—is also worth mentioning.
Figure AI is partnering with BMW, for example. In addition, Figure AI is collaborating with OpenAI to develop generative AI for humanoid robots. Investors include NVIDIA, Microsoft, and Amazon.
Sanctuary AI, with its humanoid Phoenix, has a partnership with $MSFT (-2,14%) Microsoft.
$AMZN (-1,28%) Amazon has a partnership with Agility Robotics and uses Digit in its warehouses.
You should also have heard of AgiBot (a startup from Shanghai).
I think there will be several IPOs in the humanoid sector in the near future.
Teradyne is the TÜV for robots.
$TER (+8,25%) It’s a major 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 robot arms (Universal Robots) and autonomous transport robots (MiR).
$APH (+0,68%) Amphenol supplies the “nerve pathways” for the humanoid, in the form of cables and connectors. And, of course, the replacement parts as well.
$ROK (+2,97%) provides the muscles.
Rockwell Automation, Inc. is an American manufacturer of automation and information solutions for industrial production
$MELE (+2,76%) is a Belgian company with a market capitalization of 3 billion; it’s a major player in the sensors required for this technology. And it’s on my watch list.
$JBL (+4,34%) Jabil is a contract manufacturer for humanoids. It has even considered whether the humanoids could build themselves.
(But you should wait for pullbacks here).
Also on the watch list $HEXA B (+1,22%) Hexagon.
A Swedish company in the sensor sector. And it’s even launching a humanoid robot right now.
Medical and Industrial Robotics Sector
Accuray $ARAY (-10,28%) develops medical robotics solutions for radiation therapy for cancer patients. The robot-controlled radiosurgery system can track tumor movement in real time during therapy and correct it if necessary.
$CGNX (+2,51%) Cognex Corp.
The company manufactures image processing devices used in manufacturing and production for automated processes. These include surface inspection systems and modular image processing systems used in smart technologies.
Cognex Corp. is one of the top stocks in the Industry 4.0 investment trend.
Yaskawa Electric Corp.
$6506 (+8,49%) The Japanese machine manufacturer specializes in the production of industrial robots and “AC Driver” frequency converters for controlling the power supply to machines.
Manz AG (according to @Aktienfox insolvent)
$M5Z (+0%) Industry 4.0
Manz manufactures and develops machinery and equipment for production and is one of the world’s leading providers.
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 three business segments: Electronics, Solar, and Energy Storage. Dieter Manz, as Chairman of the Board and CEO, currently holds 37.3% of the voting rights.
Anyone investing in these sectors should be aware that there will be drawdowns.
This has always been the case with new technologies in the past.
However, patience will be rewarded in the long term.
And it’s important to prepare now so as not to miss the boat.
