Robotics & Automation
![A man is using a tablet to video a robotic arm working on an assembly line.](https://s33007.pcdn.co/wp-content/uploads/2020/11/Robotics-Automation_Cowen-Research-Themes-2021-scaled.jpg)
Robotics & automation stands to benefit from unprecedented demand as a result of the COVID-19 crisis, digital transformation acceleration, and the importance of flexibility, scalability, and resiliency. We see a highly fragmented, largely private, North American-centric robotics landscape that is ripe for consolidation across verticals as diverse as grocery/consumables, health care and medical devices, and warehouse/logistics.
What we’re watching
Related Themes
COVID-19 continues to prove the case for further robotic deployment and automation in many end-markets.
Joseph Giordano, CFA, Using Machines To Talk Machines – Virtual Robot Conference