DOCSLIB.ORG

Alphacentric Robotics & Automation Fund Presentation 2Q2021

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Alphacentric Robotics & Automation Fund Presentation 2Q2021 AlphaCentric Robotics & Automation Fund , GNXIX . Focuses on companies that design and build Robotics & Automation systems and components worldwide GNXAX . Seeks meaningful positions in smaller, innovative, high-growth companies GNXCX . Actively manages valuations, risk, and asset class volatility ©2021 AlphaCentric Advisors | ACPB GNX 06302021 | 7050-NLD-07232021 Robotics Market Forecast The Global Robotics Market is projected to grow at a compound annual growth rate of approximately 26% $285.68B to top $250 billion USD by 2026 2026 $233.05B 2025 $188.58B 2024 $140.37B 2023 $101.61B $71.65B 2022 $59.56B $57.12B 2021 2019 2020 Total Projected Industrial & Non-Industrial Robotics Revenue, World Markets: 2019 to 2026 Source: Omdia 2 | ALPHACENTRIC ROBOTICS & AUTOMATION FUND | GNXIX . GNXAX . GNXCX Robotics Growth Drivers "Improving automation processes is the most-cited business goal for companies for the next two years." - 2020 Honeywell Intelligrated Automation Investment Study Robot Prices vs Labor Costs Index of average robot prices and labor compensation in Honeywell Industry Survey, September 2020 manufacturing in United States (1990 = 100%) Top Three Business Goals, Next 1-2 Years 220 Improve Automation Process 37% 200 Attract New Customers 32% LABOR COSTS 180 Improve Financial Performance 29% 160 Scale or Grow Operations 29% Improve Customer Experience 25% 140 Increase Reliability of Operations or Services 24% 120 Improve Data and Information Security 23% 100 Increase Market Share 23% Reduce Business Expenses 22% Note: 434 US-based 80 professionals polled who Improve Employee Skills or Training 20% work full-time in senior roles, 60 ROBOT PRICES working for companies that Attract and Retain Talent 16% directly manage warehouses, 40 Improve Employee Experience 15% DCs or fulfillment centers. 1990 1995 2000 2005 2010 2015 0% 5% 10% 15% 20% 25% 30% 35% 40% Source:McKinsey Source: Honeywell 3 | ALPHACENTRIC ROBOTICS & AUTOMATION FUND | GNXAX . GNXCX . GNXIX Robotics Applications in Many Sectors Healthcare Autonomous Industrial UAV Military Enterprise Consumer Robots Vehicles Robots Robots Robots Robots Robots $300B Robotics Revenue Forecast by Robot Type, World Markets: 2019 to 2026 $250B $200B $150B $100B $50B $0B 2019 2020 2021 2022 2023 2024 2025 2026 Source: Omdia 4 | ALPHACENTRIC ROBOTICS & AUTOMATION FUND | GNXIX . GNXAX . GNXCX Robotics Applications in Many Sectors Healthcare Autonomous Industrial UAV Military Enterprise Consumer Robots Vehicles Robots Robots Robots Robots Robots . Surgical Robots . Driver-assisted . Construction . Single rotor helicopters . UAVs . Agriculture . Household . Sanitation Robots . Partial Automation . Food & Beverage . Multi-rotor drones . AGV/UVG . Consumer Services . Toys . Lab/pharmaceutical . Conditional Automation . Manufacturing . Fixed wing drones . Autonomous ships, . Smart Warehousing & . Educational (STEM) Automation submarines and UMSs Logistics . High Automation . Automation Systems . Fixed wing hybrid VTOL . Healthcare Automation . Full Automation . Retail COMPANIES MAKING COMPANIES MAKING COMPANIES MAKING COMPANIES MAKING COMPANIES MAKING COMPANIES MAKING COMPANIES MAKING HEALTHCARE ROBOTS: AUTONOMOUS VEHICLES: CONSUMER ROBOTS: AUTONOMOUS VEHICLES: AUTONOMOUS VEHICLES: ENTERPRISE ROBOTS: CONSUMER ROBOTS: Stereotaxis Cruise FANUC Robotics Cruise Kratos Defense Kardex iRobot Accuray Waymo Comau Waymo AeroVironment Balyo WowWee Intuitive Surgical Swift Navigation Yaskawa Electric Swift Navigation Kraken Robotics ABB MiP Asensus Surgical Zoox Omron Adept Technologies Zoox General Dynamics GEA Group Miposaur Titan Medical Kraken Robotics Stäubli Kraken Robotics Boston Dynamics Kuka Robosapien 5 | ALPHACENTRIC ROBOTICS & AUTOMATION FUND | GNXAX . GNXCX . GNXIX Key Differentiators ACTIVE MANAGEMENT PIONEER PURE-PLAY NIMBLE LEADER With a minimum market The only actively First actively managed Fund invests in Fund generates alpha cap of only $50MM, Fund managed mutual fund 40-act fund dedicated to companies that from holdings not held make can invest in meaningful dedicated to Robotics & Robotics & Automation. robotics (e.g. Allied by other Robotics & positions in smaller, Automation. Portfolio manager, Brian Motion). Other robotics Automation funds and innovative companies like Holdings must be ≥50% Gahsman, created the funds invest in companies ETFs, companies that are Accuray and Sterotaxis, engaged in robotics first model for robotics that robotics (e.g. contributing significantly use long before large development/creation. investing. McDonalds). in the field of robotics. institutions find them. AlphaCentric Robotics & Automation Fund 6 | ALPHACENTRIC ROBOTICS & AUTOMATION FUND | GNXIX . GNXAX . GNXCX Investment Process 1 CONSIDERATION FOR INCLUSION IN UNIVERSE (261 Companies) Robotics companies that manufacture Robots/Robotics components, Robotics software, AI (Artificial Intelligence) Automation companies that develop automated processes or generate revenues from a form of internal automation INITIAL SCREEN 2 Minimum market cap $50M Revenues over 50% derived from robotics and/or automation Increasing R&D spending - expenditures are growing RISK ASSESSMENT 3 Market technicals and fundamental data Significant changes in either volume or momentum Cash burn rate (the rate at which a company uses up its cash reserves or cash balance) SUSTAINABILITY ASSESSMENT 4 Trading volume Significant advancements Standout company news that makes the holding more attractive 5 HOLDING BUCKET (20-25 Companies) Stocks watched closely for inclusion in porfolio (consider: who else is buying it? short interest at play? how much float?) Replacements for any current holding - if a name slips in performance, one of these stocks can be put in place PORTFOLIO (35-45 Companies) 6 Holding portfolio weight is based on trading volume: the thinner the trading volume, the smaller the holding Holdings exit portfolio when significant change to balance sheet occurs: potential risk of short attack (exit & watch how it plays out), class action lawsuit, cash burn increase, product pipeline problems, momentum slips, performance dries up, significant amount of analyst downgrades 7 | ALPHACENTRIC ROBOTICS & AUTOMATION FUND | GNXAX . GNXCX . GNXIX Smaller Market Cap + Active Management = Better Opportunities Companies that use Robotics are Fund M&A Activity/Participation not Robotics companies. Year Original Company Acquired By Kuka Midea Group 2017 Mazor Robotics Medtronic 2018 Genewiz Group Brooks Automation Other "Robotics" funds hold companies like: Auris Health Intuitive Surgical Alibaba Google Broncus Medical Intuitive Surgical Amazon Microsoft 2019 Corindus Vascular Robotics Siemens Healthineers Baidu Mitsubishi Medidata Dassault Systems Facebook Salesforce Scholly Fiberoptic (robotic endoscope business) Intuitive Surgical Boston Scientific Soft Bank\Hyundai Motors 2020 ISRA Vision Atlas Copco GNXIX invests in companies that Orpheus Medical Intuitive Surgical FLIR Teledyne make robotics. 2021 NUAN Microsoft Bold/Italics = Companies held by Fund at the time of the M&A activity. 8 | ALPHACENTRIC ROBOTICS & AUTOMATION FUND | GNXIX . GNXAX . GNXCX A Look Inside the Portfolio Disruptive Surgical Global Leader in Cutting-Edge “Smart Robotic Innovator Industrial Robotics Warehouse” Automation Top Ten Holdings as of 6/30/21 Holding % of Portfolio Accuray, Inc. FANUC Kardex Group . Leading factory automation Stereotaxis Inc 6.96% . Innovative cancer treatment that solutions provider, located in . Leading supplier of automated Intuitive Surgical Inc 4.09% specializes in treating brain, Japan. Used by Tesla. storage solutions and material prostate and other tumors with handling systems, located in . Introduces next step in complete Infineon Technologies AG 3.56% precision radiation. Switzerland. robotics and CNCs integration for ® Synopsys Inc 3.37% . The CyberKnife S7™ delivers more efficient operations. A global industry partner for radiosurgery and radiation therapy intra-logistic process solutions . CNCs can control connected Omnicell Inc 3.37% treatments anywhere in the body, and smart, automated storage FANUC robots providing assistance utilizing Artificial Intelligence (AI). solutions. AeroVironment Inc 3.34% through FANUC's Quick and Simple Keyence Corp 3.26% Startup of Robotization (QSSR). Nidec Corp 3.22% FANUC Corp 3.22% ATS Automation Tooling Systems 3.19% Past performance does not guarantee future results and there is no assurance that the Fund will achieve its investment objective. Holdings are subject to change and should not be considered investment advice. 9 | ALPHACENTRIC ROBOTICS & AUTOMATION FUND | GNXAX . GNXCX . GNXIX A Global Growth Fund Country Allocation as of 6/30/21 3.12% 5.33% 0.36% 4.29% 22.37% 1.51% 12.41% 46.61% 2.47% 1.22% 0.08% Investors may consider using this Fund as a satellite investment/ 0.21% sector play or as part of a global allocation. 10 | ALPHACENTRIC ROBOTICS & AUTOMATION FUND | GNXIX . GNXAX . GNXCX Fund Performance Fund Objective The Fund’s objective is long-term growth of capital. Portfolio Manager Brian Gahsman Fund Performance as of 6/30/21 (Annualized if greater than 1 year) Portfolio Manager of the Fund since inception Inception Date: 5/31/17 QTD 6 MOS YTD 1 YR 3 YR Inception . Managed this strategy since 2013 in the following formats: GNXIX 4.64 6.06 6.06 40.75 15.68 16.98 11/1/13 - 1/12/16, as a sub-strategy within the Leuthold Strategies LLC Fund (launched and co- GNXAX 4.63 5.94 5.94 40.47 15.41 16.68 managed fund) GNXCX 4.41 5.55 5.55 39.40 14.53
Load more

Recommended publications
  • PUTTING ROBOTS to WORK Global Growth Opportunity: Investing in the Second Machine Age
    AlphaCentric Global Innovations Fund (GNXAX, GNXCX, GNXIX) PUTTING ROBOTS TO WORK Global Growth Opportunity: Investing in the Second Machine Age KEY TAKEAWAYS At AlphaCentric Funds, we believe growth in robotics for workplace automation has reached a tipping point towards • Global spending on robotics is expected to wide-scale adoption. In fact, the proliferation of robotics reach $103.1 billion in 2018, an increase of from its roots in the automotive industry has grown 21% over 2017. exponentially both here in the United States and around the globe due to growth in other industrial and service industry • In 2019, worldwide robotics spending is applications. Currently there are 250,000 robots in use in the forecast to be $103.4 billion. By 2022, IDC U.S., the third highest in the world behind Japan and China, expects this spending will reach $210.3 according to the Robotic Industries Association. billion with a compound annual growth rate (CAGR) of 20.2%.1 Wider adaption of robotic applications outside of the • Robotics solutions are used in five main automotive industry has translated into increased sales and sectors, with 22 application communities and brighter growth prospects for global robotic manufacturers growing. and automation companies. Accordingly, we believe the increased utilization of robotics and automation • Robotics and automation companies are set technologies presents a thematic investment opportunity to benefit from newly enacted tariffs. and the chance to participate in growth dynamics related to the adoption of robotics in industrial and service automation • Robotics and automation companies offer a in “The Second Machine Age.” thematic investment opportunity and the potential for long-term outperformance.
    [Show full text]
  • Asia Pacific Logistics Robots Market 2020-2026 by Offering, Product
    +44 20 8123 2220 [email protected] Asia Pacific Logistics Robots Market 2020-2026 by Offering, Product Type, Operation Environment, Application, End-user, and Country: Trend Forecast and Growth Opportunity https://marketpublishers.com/r/A4C7887BA64AEN.html Date: October 2020 Pages: 142 Price: US$ 2,480.00 (Single User License) ID: A4C7887BA64AEN Abstracts Asia Pacific logistics robots market will grow at a 2020-2026 CAGR of 29.61% (upgraded from a pre-COVID-19 prediction of 26.4%) with an addressable cumulative market value of $38.15 billion over 2020-2026 owing to the rising adoption of robotic solutions in logistics industry amide the COVID-19 pandemic. Highlighted with 32 tables and 70 figures, this 142-page report “Asia Pacific Logistics Robots Market 2020-2026 by Offering, Product Type, Operation Environment, Application, End-user, and Country: Trend Forecast and Growth Opportunity” is based on a comprehensive research of the entire Asia Pacific logistics robots market and all its sub-segments through extensively detailed classifications. Profound analysis and assessment are generated from premium primary and secondary information sources with inputs derived from industry professionals across the value chain. This report covers historical data for 2016-2019 with 2019 as the base year, estimates for 2020, and forecast from 2021 till 2026. (Please Note: The report will be updated before delivery to make sure that the latest historical year is the base year and the forecast covers at least 5 years over the base year.) In-depth qualitative analyses include identification and investigation of the following aspects: Market Structure Asia Pacific Logistics Robots Market 2020-2026 by Offering, Product Type, Operation Environment, Application,..
    [Show full text]
  • Industrial Automation Providers: a Look at the Top 10 WHITEPAPER
    WHITEPAPER Industrial Automation Providers: A Look at the Top 10 TABLE OF CONTENTS BULLISH ON FACTORY AUTOMATION GLOBAL SUPPLY AND DEMAND TOP 10 INDUSTRIAL AUTOMATION PROVIDERS COBOTS JOIN THE COMPETITION THE BEST OF THE REST roboticsbusinessreview.com 2 INDUSTRIAL AUTOMATION PROVIDERS: A LOOK AT THE TOP 10 Robots in manufacturing might seem like old news, but the industry is growing quickly, and many companies are vying to be the top suppliers. By Eugene Demaitre, Senior Editor, Robotics Business Review From the first numerically controlled machines in the late 1930s, through UNIMATE at a General Motors plant in 1961, to the robot arms with built-in motors and more programmable controls of the 1980s, robots have long had a place in factories. In the past several years, technological improvements and innovative use cases have boosted interest in robotics, even among small and midsize enterprises. Today’s industrial robots are more accurate, diverse, and versatile than ever. Articulated, cartesian, and parallel robots serve different needs, and software support is becoming just as important as distinctions in hardware. Machine learning also promises to help robotics in manufacturing. Automotive and aerospace manufacturers are still the biggest consumers of robotics. They have been joined by electronics, machining, pharmaceuticals and cosmetics makers, and food processors. In this RBR Insider report, we look at 10 top providers of robots to manufacturers. As with any list, it’s somewhat subjective, since there are so many competitors to choose from. However, Robotics Business Review’s research and selections for the 2018 RBR50 list, our many conversations with developers and end users at events such as RoboBusiness, site visits, and reader feedback have led us to this year’s roundup.
    [Show full text]
  • D8.2 Stakeholder Analysis and Mapping
    REMODEL - Robotic tEchnologies for the Manipulation of cOmplex DeformablE Linear objects Deliverable 8.2 – STAKEHOLDER ANALYSIS AND MAPPING ___________________________________________________________________ Version 2020-10-31 Project acronym: REMODEL Project title: Robotic tEchnologies for the Manipulation of cOmplex DeformablE Linear Grant Agreement No.: 870133 ObjectsTopic: DT-FOF-12-2019 Call Identifier: H2020-NMBP-TR-IND-2018-2020 Type of Action: RIA Project duration: 48 months Project start date: 01/11/2019 Work Package: WP8 – Communication/Dissemination, Exploitation and Knowledge Management Lead Beneficiary: TECNALIA Authors: All partners Dissemination level: Public Delivery date: 31/10/2020 Project website address: https://REMODEL-project.eu Table of Contents 1 Executive Summary ....................................................................................................... 3 2 Introduction ..................................................................................................................... 4 3 Market analysis............................................................................................................... 5 1 Market sectors ............................................................................................................ 5 3.1 Sectorial applications ................................................................................................ 8 3.1.1 Automotive .................................................................................................................. 9 3.1.2
    [Show full text]
  • Calculation and Optimization of Industrial Robots Motion
    ______________________________________________________PROCEEDING OF THE 26TH CONFERENCE OF FRUCT ASSOCIATION Calculation and Optimization of Industrial Robots Motion Sergei Ivanov, Lubov Ivanova Zoia Meleshkova ITMO National Research University (ITMO University) ITMO National Research University (ITMO University) Saint Petersburg, Russian Federation Saint Petersburg, Russian Federation [email protected], [email protected] [email protected] Abstract—This paper considers a problem of improving ULC Robotics, Universal Robotics, Inc., Vecna Technologies, automated industrial manufacturing systems with a help of low- Verb Surgical, VEX Robotics, Yamaha Robotics, Yaskawa, costs robotics manipulators with a programmed control. For Arkodim, Bit Robotics, Exoathlete, Ronavi Robotics, Eidos widespread use at various industrial enterprises of robots- Robotics. The international company KUKA produces dozens manipulators with programmed control without expensive of industrial robotic manipulators used in various industries sensors and elements of artificial intelligence, we use methods of with a wide range of carrying power parameters and handling determining the spatial and kinematic characteristics of the radius. For example, for the KR QUANTEC multipurpose working body of the manipulator. The method of determining the industrial robotic arm, the payload is: 120 - 300 kg, and the kinematic characteristics is based on the matrix method in the maximum handling radius is 270 - 310 cm. kinematics of robots and the second-order Lagrange matrix equations
    [Show full text]
  • Event-Driven Industrial Robot Control Architecture for the Adept V+ Platform
    Event-driven industrial robot control architecture for the Adept V+ platform Oleksandr Semeniuta1 and Petter Falkman2 1 Department of Manufacturing and Civil Engineering, NTNU Norwegian University of Science and Technology, Gjøvik, Norway 2 Department of Electrical Engineering, Chalmers University of Technology, Gothenburg, Sweden ABSTRACT Modern industrial robotic systems are highly interconnected. They operate in a distributed environment and communicate with sensors, computer vision systems, mechatronic devices, and computational components. On the fundamental level, communication and coordination between all parties in such distributed system are characterized by discrete event behavior. The latter is largely attributed to the specifics of communication over the network, which, in terms, facilitates asynchronous programming and explicit event handling. In addition, on the conceptual level, events are an important building block for realizing reactivity and coordination. Event- driven architecture has manifested its effectiveness for building loosely-coupled systems based on publish-subscribe middleware, either general-purpose or robotic-oriented. Despite all the advances in middleware, industrial robots remain difficult to program in context of distributed systems, to a large extent due to the limitation of the native robot platforms. This paper proposes an architecture for flexible event-based control of industrial robots based on the Adept V+ platform. The architecture is based on the robot controller providing a TCP/IP server and a collection of robot skills, and a high-level control module deployed to a dedicated computing device. The control module possesses bidirectional communication with the robot controller and publish/subscribe messaging with external systems. It is programmed in asynchronous style using pyadept, a Python library based on Python coroutines, AsyncIO event loop and ZeroMQ middleware.
    [Show full text]
  • Copyrighted Material
    1 1 Fundamentals 1.1 Introduction Robotics, the fascinating world of creating devices that mimic living creatures and are capable of perform- ing tasks and behaving as if they are almost alive and able to understand the world around them, has been on humans’ minds since the time we could build things. You may have seen machines made by artisans, which try to mimic humans’ motions and behavior. Examples include the statues in Venice’sSanMarcos clock tower that hit the clock on the hour, figurines that tell a story in the fifteenth century astronomical clock on the side of the Old Town Hall tower in Prague, and the systems that Leonardo da Vinci sketched in his notebooks. Toys, from very simple types to very sophisticated machines with repeating movements, are other examples. In Hollywood, movies have even portrayed robots and humanoids as superior to humans. Although humanoids, autonomous cars, and mobile robots are fundamentally robots and are designed and governed by the same basics, in this book we primarily study industrial manipulator-type robots. This book covers some basic introductory material that familiarizes you with the subject; presents an analysis of the mechanics of robots including kinematics, dynamics, and trajectory planning; and discusses the ele- ments that are used in robots and in robotics, such as actuators, sensors, vision systems, and so on. Robot rovers are no different, although they usually have fewer degrees of freedom (DOF) and generally move in a plane. Exoskeletal and humanoid robots, walking machines, and robots that mimic animals and insects have many DOF and may possess unique capabilities.
    [Show full text]
  • Technology Handbook ROBOTICS a Look Into the Products, Technologies and Solutions Shaping the Market Technology Handbook | ROBOTICS Cobot Line Up
    Digital supplement to Technology Handbook ROBOTICS A look into the products, technologies and solutions shaping the market Technology Handbook | ROBOTICS Cobot Line Up Automate almost anything YOUR CHOICE TO ounded in 1986, Advanced Motion & Controls Ltd. is thousands of UR robots worldwide operate with no safety a North American Market leader in the field of Indus- guarding (after risk assessment), right beside human operators. trial and Factory Automation. Fastest payback in the robot industry: Universal Robots AUTOMATE F Our unique organization has grown from a single- gives you all the advantages of advanced robotic automation, person 1000 sq. ft. Industrial unit (selling industrial supplies with none of the traditional added costs associated with robot ALMOST ANYTHING door-to-door) to over 34,000 sq. ft., two-thirds of which is our programming, set-up, and dedicated, shielded work cells. Fi- modern Headquarters location in Simcoe County on Highway nally, robotic automation is affordable for small and medium Now in our 30th year of automa�on 400 in Barrie, Ontario, Canada. The Barrie operation serves sized enterprises. experience, Advanced Mo�on & as our Sales, Manufacturing and Distribution Center and sup- ports our regional offices in Mississauga, Cambridge, Ontario, Automate virtually anything with a collaborative robot arm Controls Ltd is your #1 choice for Montreal Quebec and our new location in Halifax Nova Scotia. from Universal Robots. From gluing and mounting to pick cobo�c and robo�c automa�on. Our organization’s customer-base is engaged in a diverse and place, and packaging, a robotic arm can streamline and range of industries including; automotive, telecommunications, optimise processes across your production operation.
    [Show full text]
  • Total Flexibility Intelligent Bulk Parts Feeding for All Robots and Applications
    Total flexibility Intelligent bulk parts feeding for all robots and applications Robot feeder systems and all-in-one solutions The full range anyfeed™ – flexible feeders for parts of any shape and size Switzerland-based flexfactory ag is a leading developer, anyfeed™ parts supply systems manufacturer and supplier of flexible, programmable anyfeed™ is a range of programmable bulk parts feeders feeding systems for bulk material. The highly skilled and and vision-based solutions for parts of all shapes and sizes committed team at flexfactory aims to revolutionize from 1 to 120 mm and is suitable for all robots and applica- feeding technology and supply cost-effective solutions. tions. All the models share the same functional principle, The unique technology offered by flexfactory brings a integrated controls with standardized communication, whole new dimension to automatic production systems. quick-change feed plates, an integrated bulk storage bin Parts are supplied with precision, throughput is high and and a quick-empty mechanism for rapid product change- product changeovers can be completed in the shortest overs. You can find a detailed description of the functional of times. The end result is an unparalleled combination principle behind anyfeed™ and the feedware™ CX vision of maximum flexibility and outstanding availability and solution specially developed by flexfactory on pages 4/5. performance – all of which give flexfactory customers a decisive competitive edge. 2 The full range anyfeed™ – flexible feeders for parts of any shape
    [Show full text]
  • Flexibowl® Solution: a Turnkey System
    EN PRODUCTIVITY OVER Atlantide ADV Atlantide Grafica: A Single Feeding System for many different parts FlexiBowl® Solution: A turnkey system The FlexiBowl Solution is the result of our long-standing experience on flexible systems for precision assembly and parts handling, gained in a wide range of industries. A constant cooperation with clients and commitment to R&D, make ARS the ideal partner to meet every production requirement. We are committed to achieve the highest quality and results. COMPATIBLE WITH A WIDE CHOICE OF ROBOTS > ABB > Denso > Epson > Fanuc > Kuka > Mecademic > Mitsubishi > Omron-Adept > Shibaura > Stäubli > TM > UR > Yaskawa OUR SERVICES Preliminary Technical Support Layout and Cycle Equipment Analysis and Feasibility Test Time Optimization Design Real-time On-site Support for Remote Assistance and Training System Ramp-up Support Diagnose Via Piero Gobetti, 19 | 52100 Arezzo (IT) Italy Tel. +39 0575 398611 | Fax +39 0575 398620 | [email protected] www. arsautomation.com | www.flexibowl.com ARS Automation FlexiBowl® is a registered trademark of ARS srl con Unico Socio. Other trademarks or product names mentioned on this document are property of respective companies. FlexiBowl® A flexible part FlexiBowl® Five Sizes to meet all your feeding system production requirements FlexiBowl® is a flexible parts feeder that is compatible with every robot and vision system. Entire families of A VERSATILE SOLUTION SURFACE OPTIONS WHY FLEXIBOWL® parts within 1-250 mm and 1-250 g can be handled by a single FlexiBowl® replacing a whole set of vibrating FlexiBowl® solution is highly The Rotary Disc is available > High Performance bowl feeders. Its lack of dedicated tooling and its easy-to-use and intuitive programming allows quick and versatile and is able to feed parts in various colours, textures, > 7 Kg Max Payload multiple product changeovers inside the same work shift.
    [Show full text]
  • Modular Robot Celltm
    MODULAR ROBOT TM CELL The new versatile, cost-effective, and ergonomic standard for all your manufacturing production needs THE NEW REALITIES OF PRODUCTION Now Before • Shorter production contract periods (marketing-driven) • Need for flexible, multi-purpose equipment • Longer production contract periods • Reduction in production space • Equipment designed for single product manufacturing • Easy maintenance required • Large/stationary equipment • Short-term return on investment on purchased equipment • Hard to maintain equipment • High labour costs • Expensive technology • Increased competition from emerging countries • Large inventories • Reduced inventories (just-in-time production) • Lack of workplace safety • Focus on operational safety 02 03 Versatile MODULAR • A single modular robot cell can manufacture many products ROBOT • A single modular robot cell can be easily reconfigured and TM reprogrammed for multiple applications and industry sectors CELL • Connections (electric, pneumatic) between modules are rapidly done (quick-connect) Advantages Cost-effective • Equipment may be used for longer periods of time and its • Mobile equipment whose modules and components – including costs are spread across several product lines robots – are movable and configurable • Reduced engineering, installation and maintenance costs • Range of options/functions for different applications • Increased productivity • Short-to-medium term return on investment • Simplified commissioning of equipment allows for faster • Rapid maintenance and reconfiguration
    [Show full text]
  • Robotics, Automation, and AI: [email protected]
    Equity Research Global Industrial Infrastructure | Multi-industry March 6, 2020 Industry Report Nicholas Heymann +1 212 237 2740 [email protected] Ross Sparenblek, CFA +1 212 237 2752 Robotics, Automation, and AI: [email protected] Explosion of New Markets Across Tanner James +1 212 237 2748 Broad Segments of the Economy [email protected] Please refer to important disclosures on pages 81 and 82. Analyst certification is on page 81. William Blair or an affiliate does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. This report is not intended to provide personal investment advice. The opinions and recommendations here- in do not take into account individual client circumstances, objectives, or needs and are not intended as recommen- dations of particular securities, financial instruments, or strategies to particular clients. The recipient of this report must make its own independent decisions regarding any securities or financial instruments mentioned herein. William Blair Contents Investment Overview .........................................................................................................3 Risks ................................................................................................................................10 Defining RAAI Applications and Their Commercialization ............................................12 Rise of RAAI Applications
    [Show full text]