Welcome to the IFR Press Conference 18 October 2018 Tokyo · Agenda Welcome Presentation of the speakers World Robotics 2018 Industrial Robots •Review 2017 and forecast 2018-2021

Welcome to the IFR Press Conference 18 October 2018Tokyo

Agenda

WelcomePresentation of the speakersWorld Robotics 2018 Industrial Robots

• Review 2017 and forecast 2018-2021• Main markets – customers - trends• Robot density

World Robotics 2018 Service Robots• Professional Service Robots• Personal/Domestic Service Robots• Companies

Questions

18 Oct. 2018Gudrun Litzenberger Page 2 |

Junji TsudaIFR President

Representative Director Chairman of the BoardYaskawaJapan

Steven WyattIFR Vice President

Group Vice President,and Head of Marketing & Sales Robotics, ABB Switzerland

Speakers on the panel

Gudrun LitzenbergerGeneral Secretary

International Federation of RoboticsGermany


International Federation of Robotics –Representing the global robotics industry

Gudrun Litzenberger Page 4 | 18 Oct. 2018

• Robotics turnover 2017: $48 billion

• More than 50 members:

• National robot associations

• R&D institutes

• Robot suppliers

• Integrators

• Sponsor of the annual International Symposium on Robotics (ISR)

• Co-sponsor of the IERA Award

• Primary resource for world-wide data on use of robotics – IFR Statistical Department

Records, records

2017: 381,300 units, +30%

2018: 421,000 units, +10%

2021: 630,000 units, +14% on average per year

Page 5 | 18 Oct. 2018Junji Tsuda

Continued record sales since 2013

Junji Tsuda Page 6 | 18 Oct. 2018

60121

166 159 178221

254294

381421

484553

630

0

100

200

300

400

500

600

700

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018* 2019* 2020* 2021*

'000

of u

nits

Estimated annual worldwide supply of industrial robots2009-2017 and 2018*-2021*

*forecast Source: IFR World Robotics 2018

+30%

+14% on average per year

+10%

Emerging region Asia


191

262298

351

405

463

56 66 71 75 83 94

41 46 44 49 56 64

0

50

100

150

200

250

300

350

400

450

500

2016 2017 2018* 2019* 2020* 2021*

'000

of u

nits

Estimated worldwide annual supply ofindustrial robots 2016-2017 and forecast for 2018*-2021*

Asia/Australia Europe America Source: IFR World Robotics 2018*forecast

China has significantly expanded its leading position


137.945.6

39.733.2

21.410.9

8.37.7

6.34.94.54.24.03.43.4

0 20 40 60 80 100 120 140 160

ChinaJapan

Rep. of KoreaUnited States

GermanyTaiwan

VietnamItaly

MexicoFrance

SingaporeSpain

CanadaIndia

Thailand

'000 of units

Estimated worldwide annual supply of industrial robots15 largest markets 2017

Source: IFR World Robotics 2018

China: Strong increase of robots sales of foreign companies


6.6 7.9 5.5 15.022.6 23.0 27.6

41.148.2

60.0

103.2

9.016.0

20.4

27.0

34.7

0

20

40

60

80

100

120

140

160

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

'000

of u

nits

Annual shipments of industrial robotsin China 2007 - 2017


+27%

+59%

Top 5 countries represent 73% of total sales in 2017


20

28

38

35

69

20

31

41

39

87

21

33

40

46

138

0 20 40 60 80 100 120 140 160

Germany

United States

Rep. of Korea

Japan

China

'000 of units

Estimated worldwide annual supply of industrial robots at year-end main markets 2015 - 2017

2017 2016 2015Source: IFR World Robotics 2018

+59%

‐4%

+6%

+7%

+18%

Main drivers of the growth 2017: automotive, electronics, metal


20

15

7

20

29

65

98

25

19

8

20

29

91

103

35

23

10

21

45

121

126

0 20 40 60 80 100 120 140

Unspecified

Others

Food and beverages

Plastic and chemical products

Metal

Electrical/electronics

Automotive

'000 of units

Estimated annual supply of industrial robots at year-endby industries worldwide 2015-2017

2017 2016 2015


+22%

+33%

+55%

+9%

+19%

Key Drivers for Automation more relevant than ever

Shift to high mix/low volume productionGlobal competitivenessDigitalization of manufacturing – Industry 4.0Growing consumer marketsEnergy efficiency-driven technology shiftsRegionalized production

Page 12 | 18 Oct. 2018Steven Wyatt

Imag

e: K

UKA

Main customer: automotive industry

Transition from Internal Combustion Engines (ICE) to electric vehicles/hybrids Increased complexityCustomization – increasing mix requires more flexible productionAutomation of final assemblyAutomotive parts suppliers – more SME’s will use robots


Imag

e: F

ANU

C

Main customer: electrical/electronics industry

Continuously increasing demand for batteries, chips and displaysShort life cycles of electronic productsHigh turnover of people with associated labor shortages Increasing degree of robot adoption Higher quality demands on manufacturing process


Imag

e: A

BB

Robot sales will in increase in all other industries

Metal industries – more flexibility and cost efficiencyRubber and plastics industry – more integrated manufacturing concepts Food and beverage industry – shift to even shorter production runsPharmaceutical industry - improving productivity without sacrificing quality


Imag

e: Y

aska

wa

Highest robot density in Korea - lowest average in Asia

Steven Wyatt Page 16 | 18 Oct. 2018

710658

322 308240 230 200 197 192 190 172 167 161 157 151 144 139 137 129 119 97

Average world: 85

0100200300400500600700800

Rep

. of K

orea

Sing

apor

e

Ger

man

y

Japa

n

Swed

en

Den

mar

k

Uni

ted

Stat

es

Taiw

an, P

rov.

…

Belg

ium

Italy

Net

herla

nds

Aust

ria

Can

ada

Spai

n

Slov

akia

Slov

enia

Finl

and

Fran

ce

Switz

erla

nd

Cze

ch R

ep.

Chi

na

units

per

10,

000

empl

oyee

s

Number of installed industrial robots per 10,000 employees in the manufacturing industry 2017

Average Europe: 106Average America: 91Average Asia: 75


Technological Developments expanding Robot Adoption


Today- More intelligent components, e.g. Smart Grippers- Greater connectivity, e.g. “Plug & Play” interfaces and Cloud Computing- Easier to Use, e.g. “Programming by Demonstration”

Tomorrow“Machine learning” enables robots ….

- to learn by trial-and-error or by video demonstration.- to self-optimize.- to communicate with other machines to improve entire processes.

New business models, e.g. Robotics as a Service (RaaS)

2021 : 3.8 Million Industrial Robots in the World‘s Factories


1,021 1,059 1,153 1,235 1,332 1,4721,632

1,8282,098

2,408

2,778

3,218

3,788

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018* 2019* 2020* 2021*

'000

of u

nits

Estimated worldwide operational stock ofindustrial robots 2016-2017 and forecast for 2018*-2021*


+15%+15%

+16% on average per year

*forecast

Professional Service Robots have entered our daily lives

Value of sales2017: US$ 6.6 bn, +39%2018: US$ 8.7 bn, +33%2019-2021: US$ 37 bn, +19% (CAGR)Unit sales:2017: 109,500 units, +85%2018: 165,300 units, +32%2019-2021: 736,600 units, +21% (CAGR)

Page 19 | 18 Oct. 2018Gudrun Litzenberger

Professional Service robots: Main drivers of the value growth are logistic systems


17,528

9,560

4,3653,3923,865

2,302 1,068 9532,383 1,911 966 9021,001 1,615 984 7930

2,0004,0006,0008,000

10,00012,00014,00016,00018,00020,000

Logistic Medical Field Defense

US$

mill

ion

Service robots for professional use. Main ApplicationsEstimated values 2016 and 2017, forecast 2018* and 2019*-2021*

2019*- 2021* 2018* 2017 2016Source: World Robotics 2018*forecast

AGVs in factories, warehouses,logistic centers, hospitals…

69,000 units installed in 2017, 162% more than in 2016

• 6,700 units in manufacturing • 62,200 units in warehouses, logistic centers,

hospitals …

2018:115,000 units, 66% higher than in 20172019-2021:485,000 units, +18% on average per year

Imag

e: O

mro

n

Medical robots – most valuable service robots: US$ 1.9 billion in 2017

• 2017: 2,900 units, +75%• 2018: 4,400 units, +49%• 2019-2021: 22,100 units, +27% (CAGR)

Field robots – mostly milking robots• 5,400 milking robots in 2017, slight increase• Still low number but high increase: agricultural

robots – 520 units in 2017 up from 190 units• 2018: 7,200 field robots, +17%• 2019-2021: 32,700, +22% (CAGR)

Imag

e: A

OT

Car

loIm

age:

Nai

o

Logistic systems are also the drivers of the growth in units


485.3

43.793.4114.8

12.5 15.969.0 12.0 10.426.3 11.1 6.70

100

200

300

400

500

600

Logistic Defense Public relation

'000

of u

nits

Service robots for professional use. Main applicationsUnits sales 2016 and 2017, forecast 2018*, 2019*-2021*

2019*- 2021* 2018* 2017 2016 Source: World Robotics 2018*forecast

High potential for exoskeletons


32.7

40.5

22.1

4.27.2 7.0

4.41.16.4 6.1 2.9 0.95.9 5.6 1.7 0.7

0

5

10

15

20

25

30

35

40

45

Field Exoskeletons Medical Construction

'000

of u

nits

Service robots for professional use. Other applications Unit sales 2016 and 2017, forecast 2018* and 2019*-2021*

2019*- 2021* 2018* 2017 2016*forecast Source: World Robotics 2018

Vacuuming and floor cleaning robots are most established personal/domestic service robots / revised graph 5 Dec. 2018

Gudrun Litzenberger Page 25 | 5 Dec. 2018

11.1

2.02.0 0.51.6 0.41.2 0.40

2

4

6

8

10

12

Household robots Entertainment and leisure robots

billi

on U

S$

Service robots for personal/domestic use.Estimated value 2016 and 2017, forecast 2018* and 2019*-2021*

2019*- 2021* 2018* 2017 2016Source: World Robotics 2018*forecast

2017: 8.5 million units, +25% - considerable increase expected


39.5

10.77.5

2.86.1

2.44.7 2.10

5

10

15

20

25

30

35

40

45

Household robots Entertainment and leisure robots

mill

ion

units

Service robots for personal/domestic use.Unit sales 2016 and 2017, forecast 2018* and 2019*-2021*

2019*- 2021* 2018* 2017 2016*forecast Source: World Robotics 2018

More than 700 service robot companies identified


Europe, 307

North America, 250

Asia, 133

Others, 29

Number of service robot manufacturers of all types(professional and personal/domestic use) by region of origin

Thank you!

Contact:Gudrun LitzenbergerInternational Federation of Robotics IFRc/o VDMA Robotics+Automation60528 Frankfurt Main, GermanyEmail: [email protected]: +49 69 6603 1502Internet: https://ifr.org/


Documents

Welcome to the IFR Press Conference 18 October 2018 Tokyo · Agenda Welcome Presentation of the speakers World Robotics 2018 Industrial Robots •Review 2017 and forecast 2018-2021