Collaborative Robotics (CoBot): Trends & Opportunities

Industry Analysis (Market Research) of Collaborative Robotics (CoBot): Trends & Opportunities
Given at the Enterprise Innovation workshop organized by mediaX at Stanford University and hosted by Playground.Global

Transcript

1. industryanalyzer industryanalyzer 1 Collaborative Robotics (CoBot) Opportunities for Corporations Keio University Neil Rubens PhD neil@industryanalyzer.com mediaX VS 2009 Professor Director, Active Intelligence Lab Graduate School of Computer Science / Management Transport and Telecommunication Institute CO-FOUNDER Innovation Ecosystems Network at mediaX FOUNDER industryanalyzer SLIDES http://industryanalyzer.com/cobot Enterprise Innovation Workshop
2. industryanalyzer industryanalyzer CoBot downplayed as a down-scaled version. by major robotics companies: market share: Yaskawa: 10% Fanuc: 6% Universal Robots (startup) 60% [source: BIS Research] 2 attribute CoBot Industrial Robot $ $5,000+ $50,000+ functionality multi-functional specialized customization many accessories limited programming simple complex human in the loop yes limited CoBot’s Advantages
3. industryanalyzer industryanalyzer Limited Applicability? 3 source: Grundlagen, Herausforderungen, Ausblick, “Sicherheit in der Mensch-Roboter-Kollaboration” Limited Economic Usefulness of CoBot/HRC narrow applicability range between: • slightly higher volumes than manual labor • slightly lower volumes than robotics
4. industryanalyzer industryanalyzer Similar Arguments 4
5. industryanalyzer industryanalyzer Avoiding Past Mistakes User-centered Design: focus on the future users identify them, characterize them and ask them what they want. 5 Jim Tucker 2nd generation small strawberry farmer CoBot: purchased at a local fair reason: tinkering Charles Abbot CTO Tier 1 Automotive Supplier CoBot: System Integration Pilot reason: cost reduction
6. industryanalyzer industryanalyzer Jim’s Strawberry 4.0 night harvesting of strawberries is optimal: sweetness, juiciness, preservability Jim tweaked CoBot to harvest strawberries at night added generic camera w/ night view $70 Jim now makes/teaches CoBots instead of being replaced by them 100+ orders [all through referrals] optimizations: length of stem, etc. next: pest removal (making his farm organic) 6
7. industryanalyzer industryanalyzer 7 complex / multi-tasking diagnosis, personalization enhanced mobility staying active repetitive tasks reduction small volume production dangerous / strenuous
8. industryanalyzer industryanalyzer startups: great at identifying future users and uses ML: quantitative view of potential future industry trajectories Quantifying Future: Industries 8 cobot: path for expanding into wide range of newly robotized industries, new user types SME’s CoBot startups 60+ industries: work in progress: stats are upcoming Advanced Materials, Aerospace, Agriculture, Architecture, Automotive, Autonomous Vehicles, Biopharma, Biotechnology, Chemical, CleanTech, Construction, Data Center Automation, Drones, E-Commerce, Education, Energy, Environmental Engineering, Fashion, Food and Beverage, Food Processing, Furniture, Green Building, GreenTech, Health Care, Hospital, Hospitality, Housekeeping Service, Human Resources, Hydroponics, Internet of Things, Life Science, Logistics, Machinery Manufacturing, Medical, Mining, Nanotechnology, Organic, Organic Food, Personal Health, Pharmaceutical, Plastics and Rubber Manufacturing, Property Development, Property Management, Recycling, Renewable Energy, Restaurants, Retail, Risk Management, Security, Smart Building, Smart Home, Solar, Supply Chain Management, Sustainability, Telecommunications, Textiles, Transportation, Warehousing, Waste Management, Water Transportation, Wellness Industrial Robots concentrated in 3 industries: Pharma (21%), Automotive (20%), Electronics (20%) source: McKinsey Industrial Robotics Insights, 2019
9. industryanalyzer industryanalyzer startups: great at identifying future values ML: quantitative view of value shifts Quantifying Future: Values 9 values: corporations cost quality productivity source: McKinsey, 2019 values: SME / startups work in progress: starts are preliminary value shifts: major disruption source – detect it early
10. industryanalyzer industryanalyzer Technology 10
11. industryanalyzer industryanalyzer Industrial Robots 11 CoBots attribute Industrial Robot CoBot settings fixed varied task single multiple Operational Context
12. industryanalyzer industryanalyzer Varying Contexts 12 Shapes Materials Interference Collaboration Obstacles
13. industryanalyzer industryanalyzer 13 source: GrabIt Grip
14. industryanalyzer industryanalyzer Computer Vision 14 Optical Properties of Materials • reflective metallic • light absorbing • partly translucent materials Industrial Robots CoBots source: zivid
15. industryanalyzer industryanalyzer 15 source: Mouser Electronics Multi Enlargement Form
16. industryanalyzer industryanalyzer 16 Bionics source: Festo Form
17. industryanalyzer industryanalyzer Liquid Robots source: Tangible Media, MIT 17 industryanalyzer Form
18. industryanalyzer industryanalyzer 18 Teaching
19. industryanalyzer industryanalyzer 19 Methods Variety of Method Areas Where to get Competency? PERCEPTION INTERACTION CONTROL source: Accenture, 2018
20. industryanalyzer industryanalyzer Cross-Industry Innovation Diffusion Someone else has already solved your problem, learn where to look [Altshuller] Future is already here is just not evenly distributed [Gibson] 20 Cross-Industry Innovation Diffusion
21. industryanalyzer industryanalyzer 21 Easy Robot Programming
22. industryanalyzer industryanalyzer
23. industryanalyzer industryanalyzer 23
24. industryanalyzer industryanalyzer Multi-Functional Components
25. industryanalyzer industryanalyzer Platforms 25 adopted from: HBR 2014, Porter, How Smart, Connected Products Are Transforming Competition Platform
26. industryanalyzer industryanalyzer 26
27. industryanalyzer industryanalyzer 27 100’s of companies built on top of the platform
28. industryanalyzer industryanalyzer 28 Platform for Learning with Low-Cost Robots Open Standards Cheap and Generic Hardware Excellent Learning Capabilities Simulation Software platform strategy: pursue only certain aspects
29. industryanalyzer industryanalyzer 29 Platform Ecosystem adopted from HBR
30. industryanalyzer industryanalyzer ➠ vertical ecosystems Adapted from: BCG, Ecosystems Management, 2019 Shift in Value Production 30
31. industryanalyzer industryanalyzer 31 Strategy Shift vertical strategy can’t win by occupying more positions ecosystems strategy win by occupying the right positions
32. industryanalyzer industryanalyzer neuroscience fashion supply chain management elderly care 32 automotive payments 32
33. industryanalyzer industryanalyzer ecosystem mapping industryanalyzer ecosystem search 10x faster deal sourcing industryanalyzer https://youtu.be/h7OCXMEhdKw
34. industryanalyzer industryanalyzer CoBot 34
35. industryanalyzer industryanalyzer 35 Quant Strategies for Coping with Industry Transformation AI/ML Analysis 1M+ startups (patents, publications) multi-dimensional value props, tech, biz models, users, contexts, etc. identification of innovation opportunities based on corporate and ecosystem level analysis 100’s of industries
36. industryanalyzer industryanalyzer Need Startup Analysis Tools specifically for CVC / External R&D Attributes VC Corporate CVC / External R&D objective disruption optimization defense / growth integration portfolio (loose) operations (tight) strategic (medium) risk tolerance high low medium industry breadth High Low medium startup Identification filtering limited search opportunity evaluation intuition bottom-up impact systematic / synergy top - down 36 CVC ≠ Corporate + VC CVC requirement are different; can’t use the methods from VC or Corps gambler ops calculated risk