伯恩斯坦谈北美机器人市场：从形态之争走向解决方案

Core Insights - The North American robotics market has transitioned from a period of perceived failure to a thriving industry, with significant growth in order volumes, particularly in non-automotive sectors [1][3][5] - The rise of humanoid robots is a hot topic, but the market currently has limited examples, and the focus should remain on providing effective solutions rather than the specific type of robot [5][9] - Emerging opportunities in the North American robotics market are identified in warehousing logistics and the construction industry, driven by labor shortages and the need for automation [7][9] Market Overview - In 2022, North American robot orders increased by approximately 30% due to pandemic-driven demand, followed by a decline in 2023, with modest growth expected in 2024 and beyond [3] - The dependency on the automotive industry is decreasing, with non-automotive orders now matching or exceeding automotive orders in certain years, indicating a more diverse market [3] Emerging Technologies - Humanoid robots are currently a focal point, with over 50 companies showcasing their developments, yet the actual number in use remains minimal [5] - Companies like Agility Robotics and Figure are highlighted as examples, but there are concerns about the speed and cost-effectiveness of developing humanoid robots [5][9] New Opportunities - The warehousing logistics sector is experiencing significant growth due to e-commerce and labor shortages, with only about 5% of warehouses in the U.S. currently utilizing robotic automation, indicating substantial market potential [7] - The construction industry faces a labor shortage, with a need for approximately 439,000 new workers, and robotic solutions are being developed to enhance efficiency in tasks like scaffolding and bricklaying [7] Impact of Artificial Intelligence - Artificial intelligence is emerging as a significant influence on robotics, with potential applications that could greatly benefit society, such as accelerating medical research [9] - There is skepticism regarding the rapid development of humanoid robots and autonomous vehicles, with a consensus that the focus should remain on delivering practical solutions to customer needs [9]