Our goal with this multi-part Robotics series is to illuminate landscape of the robotics and manufacturing industry, and convey the magnitude of the labor transformation it is poised to unleash. In Part One, we examine the current state of the market and take a deep dive into the hardware architecture of commercially available industrial robots. Our analysis demonstrates that China is rapidly taking over the market, leaving competing nations behind and preparing to capture a revolutionary technology. We also explore the broader repercussions for the Western trailing-edge semiconductor ecosystem.
China’s ascendancy positions it perfectly to lead next-generation robotics—a field we anticipate will generate significantly higher macroeconomic benefits. In Parts Two and Three of our series, we will delve into the intricate hardware and software architectures of next-generation systems and address the remaining challenges on the path to achieving “Robotics AGI” across form factors. We will also pinpoint the likely frontrunners in this emerging market.
