Robotics And Automation Providers See Huge Surge Thanks To EVs – InsideEVs

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Posted onEVANNEX on September 02, 2021byCharles Morris

A gold rush attracts prospectors from near and far, and the invariable result is that some get rich quick, and some go home penniless. Theres one group that always does well, however: merchants who sell picks and shovels to the miners.

Above:FANUC Robot Assembly Demo for Elon Musk at Tesla(Flickr:Steve Jurvetson)

Electric vehicles are todays motherlode, and both legacy automakers and ambitious startups are investing massive sums in hopes of hitting pay dirt. Some of these will thrive (a certain California carmaker already has), and others will perish. At the moment, all are struggling with a shortage of semiconductors and other components, on top of a persistent pandemic. However, theres one industry segment thats doing very well indeed: factory equipment manufacturers that supply robots and other equipment for todays highly automated production processes. (EV journalists and suppliers of aftermarket accessories are also getting by, thank you.)

As Reuters reports, US manufacturing, in general, is enjoying a broad recovery from the corona crashnew orders rose from $362 million in April 2020 to almost $506 million in June 2021. The makers of robots and other factory automation technology have seen an even bigger surge, and demand is expected to keep climbing as a wave of new EVs goes into production over the next couple of years. Automakers have ordered manufacturing equipment for 37 EV models in North America alone, industry consultant Laurie Harbour told Reuters.

Im not sure its reached its climax yet. Theres still more to go, said Andrew Lloyd, Electromobility Segment Leader at Comau, a Stellantis-owned supplier of industrial robots. Over the next 18 to 24 months, theres going to be significant demand coming our way.

Automakers both old and new are putting money into EV factories. Automakers will invest over $37 billion in North American plants from 2019 to 2025, according to LMC Automotive, and a substantial amount of that is for EV-related projects.

This industry is the Wild, Wild West right now, John Kacsur, VP of Rockwell Automations automotive and tire segment, told Reuters. There is a mad race to get these new EV variants to market.

Theres still a pipeline with projects from new EV manufacturers, said Mathias Christen, a spokesman for paint shop equipment specialist Durr, which says its EV business grew by 65% last year. This is why we dont see the peak yet.

Manufacturing automation company Kuka (which suppliesrobots for Tesla, among others) says its order book swelled by 52% in the first half of 2021. We ran out of capacity for any additional work about a year and a half ago, Mike LaRose, CEO of Kukas auto group in the Americas, told Reuters. Everyones so busy, theres no floor space.

Automakers and battery builders need to order robots 18 months in advance, said Neil Dueweke, VP of Automotive at Fanuc America (also a Tesla supplier), which set a new sales record last year. We built a facility and have like 5,000 robots on shelves stacked 200 feet high, almost as far as the eye can see.

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Written by:Charles Morris;Source:ReutersviaCarBuzz

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Robotics And Automation Providers See Huge Surge Thanks To EVs - InsideEVs