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Robotics & Automation

A man is using a tablet to video a robotic arm working on an assembly line.

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

Cowen Research Themes 2021

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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