Opportunity knocks for robotics in world of COVID-19
FYI, this story is more than a year old
While many markets are experience difficulty in the face of the COVID-19 pandemic, mobile-robotics tech is finding new use-cases to successfully disinfect, monitor, surveil, and handle and deliver materials.
These proven use cases will propel the overall mobile robotics market to US$23 billion by 2021, according to global tech market advisory firm ABI Research.
“Crises shift perceptions on what is possible regarding investment and transformative action on the part of both private and government actors. By the time the COVID-19 pandemic has passed, robots will be mainstreamed across a range of applications and markets,” says ABI senior research analyst Rian Whitton.
The virus has been a good opportunity for companies to display robots for public applications.
One of the more popular has been deploying mobile unmanned platforms with Ultraviolet (UV) light to disinfect facilities.
Danish company UVD Robots is reaping the benefits of this opportunity and is scaling up deployments of robots to disinfect hospitals.
U.S.-based Germ Falcon is offering a similar UV disinfection solution for aircraft, while Chinese TMiRob is deploying disinfection robots in Wuhan.
“Automating disinfection is a key part of maintaining health and safety and could be one of the major bright spots in the response to COVID-19,” Whitton adds.
Somewhat dystopian-ly, drones have also been deployed to enforce curfews and surveil areas for security purposes.
Aerospace and drone companies can capitalise on this to increase sales to government agencies.
ABI Research expects the small drone delivery market to reach US$414 million by 2021 and US$10.4 billion by 2030.
Furthermore, the shutting down of households and even ships represents a chance for robot delivery companies (for both land and air) to display their worth.
The drone delivery market could take its experience with transporting supplies in the developing world and scale up their operations in the most affected countries.
Long-term, COVID-19 is leading to a significant reassessment of the global manufacturing supply chain.
America’s dependence on Chinese imports for basic equipment and medicines is becoming a contentious issue, and government representatives are already interpreting the crisis as a chance to revitalise the campaign to reshore more manufacturing capacity to the domestic market.
If this translates into more significant measures by governments to diversify or reshore the manufacturing of key goods, this could bode very well for the robotics industry, as such changes would require big increases in CAPEX and productivity improvements within developed countries.
COVID-19 represents a disaster for robotics vendors building solutions for developed markets in manufacturing, industry, and the supply chain. But for vendors targeting markets closer to government, such as health, security, and defence, it represents a big opportunity.
Whitton recommends that “industrial players develop customised solutions for non-manufacturing use cases or look to build comprehensive solutions for enabling a scale-up in medical supply manufacturing. For mobile robotics vendors and software companies targeting more nascent markets, this represents a big chance to highlight the importance of robotics for dealing with national emergencies, as well as mitigating the economic shock.”