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How
large is the current and
future mobile robotics
market, and what is the
best way to seize the
opportunity?
Quantitative research
studies provide only a
partial answer.
Predictors of market
growth come from many
sources, some
quantifiable, while
other are more
subjective, but real and
compelling nonetheless.
Just open your eyes and
look around.
By Dan Kara
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Dan Kara
Conference
Chair
President
Robotics
Trends |
Let me begin by stating
unequivocally that I am
no high tech Pollyanna.
In fact I am the
categorical opposite, a
clear eyed high tech
veteran, and as such I
reflexively cast a
cynical eye whenever I
read of pundits
proclaiming the “next,
next big thing”. I have
been in high tech far
too long to be fooled
again. Like some of you,
I was there to witness
the rise and fall of
Artificial Intelligence
(big AI) and was still
around when the
Internet-fueled “New
Economy” went supernova.
But these are stories
for another time.
Occasionally, though,
even a jaded grey beard
can be given pause by
the appearance of a new
technology market. A far
rarer event, however, is
to find a market change
so profound that it will
radically alter the way
we live our lives
day-to-day. The emerging
personal and service
robotics market, or
mobile robotics if you
prefer, is one such
market In this column, I
will define mobile
robotics and lay out
evidence why I believe
that the market for
intelligent, mobile
robots that entertain,
educate, assist and
protect us, is the real
deal, and why it
presents immense
opportunities for
individuals and
corporate entities
alike.
Intelligent,
Autonomous, Mobile
Robots What markets
are we speaking of
exactly? I have always
found that the best
place to begin anything
is at the beginning. For
starters, the robotics
market as a whole is
comprised of three
distinct, yet
substantial, subgroups.
These are Industrial
Robotics, Service
Robotics, and Personal
Robotics.
The older industrial
robotics segment, which
was developed over the
second half of the last
century, consists of
immobile, single task
robots that have little
interaction with humans
or the world around
them. They are termed
industrial robots
because they are
exclusively employed in
manufacturing and
factory floor
automation. You know the
type. They are the
robots, actually the
articulated robotic
arms, responsible for
spot welding our cars,
painting our
refrigerators and
checking for
irregularities in
assembled products.
Such industrial robots
differ radically from
the robots and robotic
technology that are the
focus of this column and
the Robotics Trends
portal – mobile,
interactive robotic
devices with a high
degree of intelligence
built into them, which
freely interact with
humans, other robots and
their surroundings. Such
robots and robotic
technology are termed
personal and service
robots, although they
are often combined into
a larger “mobile
robotics” category.
Personal Robotics
Robotics Trends
defines Personal Robots
as robots or robotic
technology purchased by
individual buyers
(consumers) which
educate, entertain or
assist in the home. The
personal robotics market
serves the consumer
market in many diverse
segments and is typified
by products such as home
automation/domestic
service robots (robotic
vacuum cleaners and home
security robots, for
example),
hobbyist/education
robots and entertainment
robots (Lego’s
Mindstorms and Sony’s
Aibo robot dog serve as
examples, respectively).
Intelligent mobile toys
such as Hasbro’s Fur
Real Friends, along with
those robots that assist
the disabled and elderly
in the home, also fall
into the personal
robotics category.
Service Robotics
Service robots, semi or
fully autonomous mobile
robots that assist
humans, service
equipment and perform
other autonomous
functions, have
applications in almost
every industry –
anywhere where work is
repetitive, requires
continuously high levels
of concentration, is
physically demanding or
takes place in dangerous
environments. Examples
of areas where service
robots are working, or
in development,
includes, but is not
limited to, industrial
cleaning, equipment
maintenance, and data
acquisition. The da
Vinci robotic surgery
system, is a service
robot, along with a
whole host of other
medical/healthcare
robots such as
rehabilitation robots,
and prosthetic and
orthotic devices. The
robotic rovers Spirit
and Opportunity
currently hurtling
towards Mars are
exploration and
discovery service
robots, as are the
Pyramid Rovers exploring
inside the pyramid of
Cheops. Inspection,
security, construction,
demolition, delivery,
the list goes on and on,
are all services now
provided by service
robots.
Robots
for defense and homeland
security are probably
the largest subclass of
service robots. Unmanned
Ground Vehicles (UGV),
Unmanned Underwater
Vehicles (UUV), and of
course Unmanned Arial
Vehicles (UAV), best
exemplified by the Air
Force’s Predator UAV,
are common military
service robotic types.
Often linked to military
robots are search and
rescue, fire fighting,
de-mining, surveillance
and other types of
public safety robots.
Some Quantitative
Evidence
The personal and service
robotics markets are
immature markets.
Nothing exemplifies this
immaturity better than
the lack of quantitative
market sizing data and
professional, critical
analysis. The
quantitative studies
that do exist, however,
indicate a market on the
verge of dramatic
growth. Recent research
by the Japan Robotics
Association (JPA),
United Nations
Economic Commission
(UNEC) and the
International Federation
of Robotics (IFR)
indicates that the
nascent personal and
service robotics market
will exhibit exceptional
near term growth and
will surpass the size of
the much older
industrial robotic
market at the end of
2005 (Figures 1-2). It
is also important to
note that the JRA, UNEC
and IFR studies do not
include military robots,
perhaps the largest
service robot market, in
their market sizing
analyses.
To derive data for the
personal and service
robotics market, one
often must extrapolate
from existing studies.
For example, for a
recent Japan Robotics
Association (JPA) study,
data for the service and
personal robotics market
can be derived by
combining the public
sector, medical, welfare
and home markets.
According to the JPA
(Figure 1), the service
and personal robotics
marketplaces together
will equal the size of
the industrial robotics
market (the combination
of manufacturing and
bio-industrial) by 2005,
and will be twice the
size of the industrial
robotics market by 2010,
and almost 4X its size
by 2025.
On a similar note, the
United Nations Economic
Commission (UNEC) and
International Federation
of Robotics (IFR)
estimate that the
personal and service
robotics market will
roughly double between
2002 and 2005, reaching
$5.2B in 2005 (Figure
2). The number of
personal and service
robots sold is expected
to increase ten fold
between 2002 and 2005
according to the UNEC
and IFR. Sales for
domestic robots (vacuum
cleaning, lawn mowing,
window cleaning and
other types) is expected
to reach over 800,000
units, while sales for
toy and entertainment
robots will exceed one
million units.
Startling
projections of drastic
market growth based on
scant research is
nothing new to nascent
technology markets. In
fact it is the rule
rather than the
exception. But some
assurance as to the
validity of estimates
can be had if the
various studies are in
basic agreement. For
example, the Japan
Robotics Association
expects the personal and
service robotics market
to grow from $600M in
2002 to $5.4B in 2005,
and expand even more
quickly after that.
These figures closely
approximate those of the
UNEC and IFR studies.
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Enabling Technology |
Many of
the technologies
required to build
functional personal and
service robots already
exist, and markets for
these products are
already in place. Some
of the most salient
enabling technologies
include advances in
microprocessor
technology, wireless
technology, image
processing, speech
recognition, motion
sensor technology, and
embedded systems
development tools. |
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Academia |
Hundreds
of universities
worldwide have research
programs in robotics and
many are awarding
degrees in robotics.
These “roboticists” are
increasingly being hired
by Global 2000
organizations to link
mobile robots (mobile
computers) into existing
IT systems. |
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Defense and Homeland
Security |
Homeland
security, cost savings,
and an emphasis on
causality reduction
during combat has pushed
robotic research onto
the fast track for
government spending. For
example, Congress passed
a law two years ago
making it an Army goal
that "by 2015, one-third
of the operational
ground combat vehicles
are unmanned." The US
Navy and Marines have
similar initiatives
underway. |
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Support by Leading
Electronics and
Automotive Vendors |
The
world’s largest consumer
electronics and
automotive companies
including Honda, Sony,
Fujitsu, Sanyo, Hitachi,
NEC, Mitsubishi, Epson
and others are
developing entertainment
and personal robotics
for the home market.
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Support by Major
Mil\Aero Vendors |
Military
and aerospace
heavyweights Boeing,
Raytheon, Bell
Helicopter, General
Dynamics, Harris
Corporation, Honeywell,
Lockheed Martin,
Northrop Grumman, TRW,
Curtis-Wright Flight
Systems, MITRE,
Rockwell, and Yamaha all
have targeted the
rapidly expanding
Unmanned Aerial Vehicle
(UAV) market. Boeing,
Lockheed Martin and
other large companies
are joined by over one
hundred dedicated
unmanned autonomous
vehicle (UAV) vendors to
serve both the
governmental and
commercial markets. |
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International,
National and Regional
Robotic User Groups and
Professional
Associations
|
Every
major industrial country
has national
organizations dedicated
to robotics.
International
organizations also
abound. There are
hundreds of independent
robotic user groups and
associations worldwide,
most of which reside in
the US. Every major US
city has a robotic club
or association. |
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Films |
From
“Metropolis” (1927) and
The Day the Earth Stood
Still” (1951) to Stephen
Spielberg’s “AI” (2001)
and 2003’s “Terminator
3: Rise of the
Machines”, the movie
going public has been
fascinated with
everything robotic. This
trend continues in 2004
with the July 4th
release of “I Robot”
starring Will Smith and
2005’s “Robots” from the
same team that brought
us “Ice Age”. |
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Television |
In the
US alone, there are
currently three
television programs
dedicated completely to
robots and robotics.
Moreover, science and
technology related cable
channels such as TechTV,
the Discovery Channel
and the National
Geographic Channel
constantly run programs
that focus on robots,
mechatronics and
robotics. |
|
Toys and
Entertainment |
While
most of the toy market
has suffered in the
recent economic
downturn, Hasbro, Sega,
Bandi, Tomy, Tiger
Electronics and other
toymakers have witnessed
strong growth in the
sales of robotic toys. |
|
Home Automation |
Honda,
Husqvarna, Toro and
others have released
robotic lawn mowers in
an effort to capture
part of the $22 billion
U.S. lawn and garden
market. On a similar
note, traditional vacuum
makers Electrolux,
Eureka, Panasonic and
been joined by newcomers
Dyson, Cye, iRobot and
others to target the
home housekeeping market
with robotic vacuum
cleaners. |
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Elder Assistance |
Many
companies that produce
medical/ rehabilitative
products are partnering
with robotics companies
to develop elder
assistance robots
designed to serve a
growing aging population
and the home retirement
segment. Similarly,
assisted walking and
wheelchair robots assist
the disabled and the
elderly in their
everyday lives. |
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Medical/Surgical |
Hundreds
of robotic surgical
systems are currently in
use throughout the US
with an equal number
employed worldwide.
These systems are joined
by an increasing number
of an autonomous
hospital delivery robots
for X-ray films, samples
and medicines. |
Qualitative Evidence
Overwhelming According to
what little quantitative market
sizing studies are available,
the personal and service
robotics markets are expected to
grow dramatically over the
course of the next few years.
But I am sure many of you,
especially those with a long
history in high tech, are
skeptical. In the high tech and
computer markets, statistics are
often abused and misused to
create the perception of a new
growth market (recall Disraeli’s
three types of lies: lies, damn
lies, and statistics). It is
wise to be skeptical, but wiser
still to realize that predictors
of market growth come from many
sources, some quantifiable,
while other are more subjective,
but real and compelling
nonetheless.
The quantitative studies cited
above are complemented by a
number of other trends (the
growing use of robots in the
military, for example) and
events (i.e. the mission to Mars
carrying the Spirit and
Opportunity robotic rovers)
acting across popular
entertainment, academia, user
groups and associations,
government and so on, whose only
area of commonality is a focus
on robotics. These trends
indicate a strong and growing
interest in the subject of
robots and robotics. Consider
the following:
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The list above could continue, but we all get
the picture. There is a great deal of impetus
behind the mobile robotics market at this time.
While robots have been part of our collective
conscious since the dawn of the last century,
useful robots, until this time, have been
limited to industrial robots. Clearly, something
has changed… and something is brewing.
Mobile Robotics Arrive For those of you not
particularly interested in the social
ramifications of the trends described above,
consider this… much of the technology used to
actuate the disparate robot types is the same.
Core robotics research and advances in robotic
technology can be applied across a variety of
robotic form factors and robotic functionality.
Moreover, these advances feed on and off of each
other. With each new round of innovation, a type
of technological cross pollination occurs that
improves existing robotic platforms and opens up
other avenues where intelligent mobile robots
can be employed, effectively creating new
markets. Basically, what’s good for a robotic
unmanned ground vehicle is also good for your
neighbor’s robotic lawn mower. Put another way,
“Can the toy market exploit years of
entertainment animatronics research?”
Absolutely.
It is true that some of the trends listed above
have little in common with each other in purely
technological terms. Motion pictures featuring
robots and the unmanned aerial vehicles that are
part of the military’s Future Combat System
(FCS) program provide one example. But it is
equally true that each of these trends engage
the public’s interest in mobile robotics at some
level. They also reinforce the notion that
robots are no longer limited to arc welding and
the hobbyist’s workbench. The public is
increasingly becoming aware that era mobile
robotics has “arrived”.
Opportunities Abound At this time, we have
multiple technological, cultural, political and
market forces collapsing into the quantum
singularity that is mobile robotics, a
phenomenon that will have a major impact on the
way we live our lives. For the more
entrepreneurial among us, and here I am speaking
of both forward thinking individuals and forward
looking corporations, the emergence of a market
for intelligent, mobile robots for use in our
homes, workplaces and public spaces, to say
nothing of in the air, under the seas or on the
battlefield, presents many opportunities.
Of course, the handmaiden of opportunity is
risk, and in uncertain economic times risk
mitigation shares an equal billing with
opportunity exploitation (actually, risk
reduction might be the headliner). The mot
successful entrepreneurs are those that can
strike a balance between risk and opportunity,
and the first step in reaching that balance is
to gauge the market opportunity correctly.
The pitfalls of prognostication in the high tech
arena are well known, and I have seen nothing to
convince me that the mobile robotics market will
be any different. From my experience, the best
approach for putting yourself or your company in
the optimal competitive position to take
advantage of emerging mobile robotics
technology, as well as your best defense of
misinterpreting current industry trends, is to
incorporate high quality quantitative research
data with a less empirical, but well reasoned,
qualitative analysis. I would also recommend
reading as much as you can about the market,
paying particular attention to the views of
industry watchers whose opinions you respect. As
with life in general, a strong dose of common
sense also goes a long way.
Dan Kara is President and Editorial Director of
Robotics Trends. He can be reached at
dk@roboticstrends.com |