2024世界機器人報告 World Robotics 2024 -ifr

Welcometothepresentationof

WorldRobotics2024

#WorldRobotics

TheSpeakers

MarinaBill

IFRPresident

GlobalHeadMarketing&Sales,ABBRobotics

Dr.ChristopherMüller

DirectorStatisticalDpt.

InternationalFederationofRobotics

Dr.WernerKraus

ChairIFRServiceRobotGroup

HeadofResearch

DivisonAutomation&Robotics,FraunhoferIPA

Dr.SusanneBieller

GeneralSecretary

InternationalFederationofRobotics

2

InternationalFederationofRobotics

Whoweare

Professionalnon-profitorganization

Establishedin1987

Over3000organizationsrepresented

About90members

Nationalroboticsassociations,R&Dinstitutes,

robotsuppliers,integrators

Communicationandnetworkingplatform

WorldRobotics2024|September20243

INDUSTRIALROBOTMANUFACTURERS

EF口RT

FAUC

GUDEL

JAKA

YASKAAA

SERVICEROBOTMANUFACTURERS

Geek+

TARQAN

里vouieor

NATIONAL

ASSOCIATIONS

EVOLis

R&D

INSTITUTES

SUPSI

Ourmembers

COMPONENTSUPPLIERS&INTEGRATORS

oksystem

olbrobotics'

Whatisarobot–andwhatisnot?

“Robot”definedbyInternationalStandardsOrganizationISO

Norobots:

osoftware(“bots”,AI,RoboticProcessAutomation-RPA)remote-controlleddrones,UAV,UGV,UUV

voiceassistantsautonomouscars

Image:Daihen

ATMs,smartwashingmachines,etc.

WorldRobotics2024|September20245

Tworeports

Service,mobileandmedicalrobots

Source:Epson

Source:St?ubli

Industrialrobots

WorldRobotics2024|September20246

Presentationof

WorldRobotics2024

7

WorldRobotics2024|September2024

Industrialrobots-topfindings

2023:Secondhighestinstallationcountinhistory

Annualinstallationsexceeded500,000unitsforthethirdconsecutiveyear.

Newrobots

541,000units(-2%)

CAGR2018-2023:+5%

Robotstock

4.3millionunits(+10%)

CAGR2018-2023:+12%

WorldRobotics2024|September20248

Morethan4millionindustrialrobots

operatingaroundtheworld

1,632

1,472

1,332

2,441

Operationalstockofindustrialrobots-World

+10%

1,000units

4,282

3,904

3,479

3,027

2,737

2,125

1,838

+12%

20132014201520162017201820192020202120222023

Source:WorldRobotics2024

WorldRobotics2024|September20249

Annualinstallationsexceeded500,000unitsforthethirdconsecutiveyear

Annualinstallationsofindustrialrobots-World

178

221

254

304

400

1,000units

-2%

553

541

526

423

387390

+5%

2013

2014

2015

2016

2017

201820192020202120222023

Source:WorldRobotics2024

WorldRobotics2024|September202410

Automotivemaincustomerduetoweakdemandfromelectronics

Annualinstallationsofindustrialrobotsbycustomerindustry-World

1,000units

AutomotiveElectrical/electronics

Metalandmachinery

Plasticandchemicalproducts

Food

Allothers

Unspecified

135

136

117

126

143

77

66

68

22

24

25

15

15

15

75

61

55

91

94

102

157

-0%

-20%

+16%

-5%

-3%

202320222021Source:WorldRobotics2024

WorldRobotics2024|September202411

Generalindustriesaregrowingtheirmarket

share

Annualinstallationsofindustrialrobots:automotiveandelectronicsvs.generalindustry-2013-World

GeneralElectrical/

industry46,79231%

Automotive69,388

45%

Source:InternationalFederationofRobotics

electronics36,158

24%

Sharesofmajorsindustriesin2013

Sharesofmajorsindustriesin2023

Annualinstallationsofindustrialrobots:automotiveandelectronicsvs.generalindustry-2023-World

Electrical/

electronics

125,804

28%

Automotive

135,461

30%

Source:InternationalFederationofRobotics

General

industry

188,756

42%

WorldRobotics2024|September202412

Handlingbyfarthelargestapplication

Annualinstallationsofindustrialrobotsbyapplication-World

1,000units

Handling

Welding

Assembling

Cleanroom

Dispensing

Processing

All

others/unspecified

242

92

87

94

47

61

63

31

35

32

16

28

11

6

6

7

68

68

77

280

268+5%

+5%

-22%

-11%

-41%

+1%

202320222021Source:WorldRobotics2024

WorldRobotics2024|September202413

Collaborativerobotinstallationsdecliningforthefirsttime

-2%

WorldRobotics2024|September202414

Collaborativerobotsshareremainsat10%

Sharesofcollaborativevs.traditionalindustrialrobots

2023

Collaborative

robots

10%

Traditional

industrialrobots

90%

Source:InternationalFederationofRobotics

WorldRobotics2024|September202415

GrowthinEurope

Annualinstallationsperregion

Annualinstallationsofindustrialrobots

('000ofunits)

385

404

382

255

274

74

47

66

39

82

52

85

56

92

55

20192020202120222023

Asia/AustraliaTheAmericas

Europe

Source:InternationalFederationofRobotics

WorldRobotics2024|September2024

Sharesofregions

Annualinstallationsofindustrialrobots-2023

('000ofunits)

The

Americas

11%

Europe17%

Asia/Australia72%

Source:InternationalFederationofRobotics

16

Chinainstallseveryotherrobot

Annualinstallationsofindustrialrobots

15largestmarkets2023

ChinaJapan

UnitedStates

Rep.ofKoreaGermanyItaly

IndiaFranceMexicoSpain

Türkiye

ChineseTaipeiCanada

UnitedKingdomThailand

46.137.6

-9%-5%

31.4

-1%

28.4+7%

10.48.5

6.45.85.14.44.44.33.83.6

-9%+59%-13%

-3%+31%+15%-43%+37%+51% +9%

276.3-5%

'000ofunits

Source:WorldRobotics2024

51%inChina

79%inthe

top5markets

WorldRobotics2024|September202417

GrowthinChinacomparabletoglobalgrowth

ShareofChinesesuppliersat47%

276

106

89

176

155

145

53

+12%

42

146

113

99

131

45

35

27

20

16

Annualinstallationsofindustrialrobots-China

57

69

97

156

1,000units

-5%

290

275

186184

123

122

70

41

48

2014201520162017201820192020202120222023

ForeignsuppliersChinesesuppliersSource:WorldRobotics2023

ElectronicsmaincustomerindustryinChina

Annualinstallationsofindustrialrobotsbycustomerindustry-China

1,000units

Electrical/electronicsAutomotive

Metalandmachinery

Plasticandchemicalproducts

Food

Allothers

Unspecified

77

100

93

65

74

58

42

31

37

7

8

8

5

5

4

49

37

31

31

36

44

202320222021Source:WorldRobotics2024

WorldRobotics2024|September202418

Japanseekingnewimpetus

Installationsleveloutat46thousandunits

Annualinstallationsofindustrialrobots-Japan

1,000units

55

46

39

35

29

25

50

39

50

46

-9%

46

-4%

20132014201520162017201820192020202120222023

Source:WorldRobotics2024

WorldRobotics2024|September2024

Electronicsandautomotiveindustrydecline

Annualinstallationsofindustrialrobotsbycustomerindustry-Japan

Electrical/electronicsAutomotive

Metalandmachinery

Plasticandchemicalproducts

Food

Allothers

Unspecified

1,000units

8

8

7

1

1

2

1

1

1

3

4

4

6

5

4

202320222021

15

18

16

12

13

12

Source:WorldRobotics2024

19

USinstallationsremainhigh

UnitedStates:Thirdhighestleveleverrecorded

12

10

4

4

4

4

4

3

3

3

4

2

2

3

7

6

5

5

6

7

AnnualinstallationsofindustrialrobotsbycustomerindustyUnitedStates

1,000units

Automotive

Metalandmachinery

Electrical/electronics

Plasticandchemicalproducts

Food

Allothers

Unspecified

15

u2023u2022u2021Source:WorldRobotics2024

USAutomotiveIndustryinstallsfewerrobots

Annualinstallationsofindustrialrobots-UnitedStates

1,000units

26

24

31

28

40

33

40

36

33

31

-5%

38

-1%

20132014201520162017201820192020202120222023

Source:WorldRobotics2024

WorldRobotics2024|September202420

Korea:movingsideways

Koreanrobotdemandmovingsideways

Annualinstallationsofindustrialrobots-Rep.ofKorea

1,000units

41

38

40

38

-1%

33

31

313231

25

21

-4%

20132014201520162017201820192020202120222023

Source:WorldRobotics2024

WorldRobotics2024|September2024

Koreanelectronicsindustrydown9%

Annualinstallationsofindustrialrobotsbycustomerindustry-Rep.ofKorea

units

Other

Electrical/electronics

Automotive

Electronic

components/devices

Metalandmachinery

Food

Plasticandchemicalproducts

Allothers

Unspecified

669

2,012

1,718

1,005

748

597

629

519

604

279

852

830

1,117

6,893

8,570

13,438

6,673

5,447

5,683

5,610

5,994

8,137

8,009

8,563

202320222021Source:WorldRobotics2024

21

Germany:Automotivebackongrowthtrack

Germanygrowing

Annualinstallationsofindustrialrobots-Germany

units

+7%

26,723

25,915

28,355

26,605

21,267

20,05119,94520,074

18,297

22,31322,354

+1%

20132014201520162017201820192020202120222023

Source:WorldRobotics2024

Growthinautomotiveandinmetal/machinery

Annualinstallationsofindustrialrobotsbycustomerindustry-Germany

units

Automotive

Metalandmachinery

Plasticandchemical

products

Electrical/electronics

Food

Allothers

Unspecified

9,190

7,120

9,167

4,916

4,234

3,522

1,832

2,072

2,057

1,746

1,543

1,377

418

446

568

2,114

2,086

2,100

8,139

9,104

7,124

202320222021Source:WorldRobotics2024

WorldRobotics2024|September202422

TrendsandForecast

WorldRobotics2024|September202424

Sidewaysmovementfor2024expected

Annualinstallationsofindustrialrobots2018-2023and2024*-2027*

'000ofunits

553

526

423

387390

20182019202020212022

-2%

541

2023

-0%

541

2024*

+4%p.a.

602

2027*

555

2025*

575

2026*

*forecastSource:WorldRobotics2024

WorldRobotics2024|September2024

25

Forecast

Annualinstallationsofindustrialrobots2022-2023and2024*-2027*

'000ofunits

404

382

8592

5655

+4%

433

+2%389

412

397

+3%

-11%

+4%

+6%

59

82

858891

636567

2022*forecast

2023

2024*2025*2026*2027*

Asia/AustraliaEuropeTheAmericasSource:WorldRobotics2024

WorldRobotics2024|September2024

26

Short-termmarketdeterminants

Variousheadwindsretaininvestments

Expectedreboundofdemandfromtheelectronicsindustry

Globaleconomicgrowthexpectedtostabilize

Decreaseoforderintakeseemstohavebottomedout*

*IFRQuarterlySurvey:Growthrateoforderintakeincurrencyunitscomparedtosameperiodlastyear.

WorldRobotics2024|September202427

TOP5GlobalRoboticsTrendsin2024

AIAND

MACHINELEARNING

COBOTSIN

NEW

APPLICATIONS

MOBILE

MANIPULATORS

DIGITALTWINHUMANOIDS

WorldRobotics2024|September202428

Technologicaltrends

Mobilemanipulatorsoffernewusecases,whenevertransportationandhandlingtasksneedtobejointly

automatedend-to-endinonedevice

Research&developmentofhumanoidrobotswillyieldnewtechnologicalcapabilities

PALRobotics

Improvementsinmarketableartificialintelligencesolutionsatanincrediblepace

Image:

WorldRobotics2024|September202429

Markettrends

Laborscarcityinmanydevelopedeconomiesisdrivingthedemandforautomation

Reconsiderationofsupplychainsandclosenesstocustomers

Smallandmediumsizedenterprizes

(SMEs)needeasyaccesstoautomation

/

WorldRobotics2024|September202430

Servicerobots–topfindings

2023:Continuousgrowth*

Newprofessionalservicerobots(incl.AMRs)

205,000units(+30%)

Newmedicalrobots

6,200units(+36%)

Newconsumerservicerobots

4.1millionunits(+1%)

*Allnumbersbasedonasampleof298companies.Dataisnotprojectedtothewholeindustry.

Samplecompositionvarieseachyear.

WorldRobotics2024|September202431

Compilingorcomparingdatafromdifferentsurveywavesisstronglydiscouraged.

Top5applicationareasforprofessional

andmedicaluse

20.0krobots

+21%

12.0krobots

+4%

54.4krobots

+31%

Agriculture

Hospitality

ProfessionalCleaning

113krobots+35%

Transportation&Logistics

Medical&Healthcare

6.2krobots

+36%

Numberofmanufacturersbyapplication

Numberofservicerobotproducersbyapplicationgroupandregionoforigin

316

126

109

76

83

8271

27

Agriculture

Professionalcleaning

Inspection&maintenance

Construction&demolition

Search&rescue,security

Transportation&logistics

Medicalrobots

Hospitality

Europe

TheAmericas

Asia

Source:InternationalFederationofRobotics

WorldRobotics2024|September202433

Top10countriesforservicerobots

suppliers

Professional,consumeruseandmedicalrobotmanufacturersbycountryoforigin

199

107

83

67

5047

32

30

28

27

UnitedStatesChinaGermanyJapanFranceSouthKoreaCanadaSwitzerlandUnitedNetherlands

Kingdom

Source:InternationalFederationofRobotics

uTotalprofessionaluseuTotalconsumeruseuTotalmedicaluse

WorldRobotics2024|September202434

Focus:Truckloadingandunloadingin

transportation*

Driver:massiveshortageofstaff

Advantages:Reducemanuallaborandminimizeloading/unloadingtime

Technicalsolutions:autonomousroboticforkliftsormobilemanipulators,combinedsolutionswithconveyerbelts

PickleRobot

Majorchallenges:newapplication,varyingcomplexityoftasks

Image:

*indoorenvironmentswithoutpublictraffic

WorldRobotics2024|September202435

Focus:Transportationinoutdoor

environmentswithoutpublictraffic

Drivers:

shortageofworkers