Themes 2022

Robotics & Automation

Ever the accelerant, COVID-19 has fueled a surge in activity around robotics and automation technologies as businesses seek to address labor shortages, an aging U.S. workforce, continued growth in eCommerce logistical demand, and policy pushes toward defense technology modernization – all against a pandemic backdrop that has favored social distancing, including in the workplace.

What we’re watching

Themes 2022 Handboook

Browse Cowen’s Themes 2022 Handbook.

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~$10 billion

private capital investment in robotics in 2021

15x

increase in U.S. Army spending on robotics R&D over the last five years

80%

of respondents in Cowen’s proprietary 2021 Global Robotics Manufacturers Survey say they are experiencing COVID-related accelerations in their businesses