Answered raw tape
D 5 · C 5 · P 5 · Cm 5 5.00
Q are in the world right now? What is the, what does the supply chain look like in terms of constructing, building, R&D-ing new robots? Uh, who are the major players globally? Who are the up-and-comers? I, I, I don't even know if I could name a single robot maker, um, but I'm interested to hear kind of like what the landscape looks like, who the, who the major players are.
A Yeah. So the, the biggest robot companies in the world are all not American, right? So FANUC is Japanese. They're, they're one of the biggest ones. Uh, KUKA used to be a German company. It got acquired by a Chinese company, uh, ABB, um, uh, Yaskawa, uh, you know, Mitsubishi, you know, there's a bunch of these kind of very, very large industrial companies that make robot arms. Uh, the, the thing to note though, is that like buying a robot arms is effectively kind of useless on its own. Uh, you need a full robot work cell to make that work. So you need PLCs that often come from like Siemens or Rockwell. You need sensors that come from. What's a PLC? Uh, a programmable logic controller. So it's like the, it's the thing that controls all the peripherals and safety equipment. Um, yeah. And then, uh, you need like conveyors, you need safety scanners that are often made by like Keyence and Cognex and which other company you need grippers, which is the end of arm tool. Uh, so, uh, today, like the vast majority of people who deploy robots basically hire a consultant that goes and buys all the different components for them and then assembles it and then deploys it for them.
AI assessment note: “FANUC is Japanese. They're, they're one of the biggest ones. Uh, KUKA used to be a German company”
Answered raw tape
D 5 · C 5 · P 5 · Cm 4 4.85
Q robot. It's more just like a machine. Then there's, you know, two axis gantries. I'm seeing a lot of robotic arms, a lot of six axis stuff. Uh, and then you get into the humanoid world. Uh, where's the biggest opportunity in terms of, or where's, where's the most need to deploy and like what type of robot is the most important to just roll out in America right now?
A Um, yeah, I think like articulated six axis robot arms are still the vast majority of use cases, right? Um, I think If you look at what humans are doing in these factories, like they're typically using their arms, not other parts of their body. So I think it's just an indicator of like that, that's the most common task, whether you're talking about, uh, assembly, whether you're talking about, uh, quality control, you need kind of vision, obviously, uh, whether you're talking about, um, packaging, whether you're talking about even kind of primary food handling and sorting in the metal fabrication world, you, you need a lot of machine tending, which is, you know, picking up a blank part and putting it into a CNC machine. Uh, we have a bunch of robots that are doing that. All of those are just kind of articulated arms, uh, that can do it. So I think that, you know, there are use cases for the humanoid form factor to kind of do new, new types of tasks. Uh, we also have some gantry robots that we've deployed that do certain types of applications where it's like very high payload, um, uh, work, but, uh, you know, the, to be honest, like the form factor is kind of irrelevant because in all of these types of robots that you're talking about, you have a couple of motors and some motion control, right? Like it's actually, Uh, if you can abstract away the software enough, like all of thos…
AI assessment note: “articulated six axis robot arms are still the vast majority of use cases”
