Robotics & Automation
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
- Industrial & retail robotics
- Startup activity
- Increased deployment of automation and robotics in new end-markets
- Micro-fulfillment Centers
- Last-Mile Delivery
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