Japan | robot market overview
Market Intelligence, Orange Labs Tokyo April 2016
1 Orange Labs Tokyo/Seoul France Telecom Group restricted overview | definition and purpose of robots The Ministry of Economy, Trade and Industry defines robots as an intelligent mechanical system that incorporates three technological elements: sensing, intelligence and control, and drive.
hazardous environment robot used for Fukushima nuclear unmanned autonomy plant cleaning system operations
manufacturing environment human manufacturing high speed high Robot filling pipes for substitution robots precision pharmaceutical experiments
everyday life support - Human and robot interactions
service robot • daily support cohabitation • chores help • rescue with human entertainment • home care robot support
robot as a new media communication media SONY’s pet robot Softbank’s humanoid robot “pepper” “Aibo”
2 Orange Labs Tokyo/Seoul Orange Group restricted overview | Japanese government strategy The Japanese government have issued its robot strategy , the “New Robot Strategy”, in Jan 2015 to help the development of the robot market in Japan by 2020.
3 main goals to achieve by 2020 4 key sectors
Manufacturing/service sectors day care/medical
• Creation of the service robots 100 • Eliminate staff injury risks when total Investment of €769 mil best practices moving patients • Improvement of robots Artificial • Implementation support to more than in government and private intelligence, sensors, control 100 medical robots projects. robot related projects to • Introduction of robots reinforce creativity, robot for set-up tasks and innovation and standardize back office operation technology with an eye on of service business global expansion.
Raise the robot market to infrastructure/ agriculture €18.4bil. (€6.6bil in 2012) disaster prevention
Set up a new robot field test
area in Fukushima. • intelligent construction (Computer aided construction): • Implement auto-driving tractors by reach penetration rate of 30% 2020 • Introduction of robots to check and • Introduction of more than 20 different renovate 20% of aging infrastructure. labor-saving robots
1€=130JPY 3 Orange Labs Tokyo/Seoul Orange Group restricted source: METI overview | social context With a rapidly aging society and a diminishing workforce, the Japanese society is increasingly focusing its interest on the service robot sector in which they see an opportunity to cop with these 2 issues. outline factors for emergence of robots
Population: 1. technological advancement: 126 million (2016) sensors, Artificial Intelligence, data processing
increasing 2. new needs arising from society interest for structural changes: robots in the medical, workforce decreasing etc service sector The Japanese population is aging with 31.9 mil of the population above 65 years old, accounting for 25.1% of the total population 3. the advancement of telecommunication (Oct 2015) technology Working population is also on the decline at 79 mil. Social security accounts for 30% against national income The robot industry is seen as a key growth sector for Japanese economy. 4 Orange Labs Tokyo/Seoul Orange Group restricted the market | the robot market in Japan Japan is globally leading in terms of operational industrial robots stock in the country and most of its robot market revenue are from industrial sector, however the service sector is expected to become the largest in 2025.
operational industrial robots per country* the robot market in Japan
estimation in units, as of end of 2014 (billion €) service sector 80 agriculture, forestry and fisheries 74.7 sector 70 robot technology products France, 32,233 , Other, Japan, industrial sector 2% 288,016 , 295,829 , 60 19% 20% 38.1 Taiwan , 50 43,484 , 40.4 3% USA, 40 219,434 , Italy, 15% 59,823 , Germany, 30 20.4 4% 175,768 , 21.9 12% China, Korea, 189,358 , 20 176,833 , 13% 12.3 7.9 12% 10 6.6 2.9 21.0 0.5 9.7 12.2 5.1 7.7 0 2012 2015 2020 2025 2035 Forecast The service robot market is expected to overtake the manufacturing sector by 2025. *based on stocks 5 Orange Labs Tokyo/Seoul Orange Group restricted 1€=130JPY source: NEDO, IFR the market | the service robot sector in Japan The service sector comprises robots and systems designed for service in offices, homes & public facilities. It is even forecast to overtake in market size the industrial robot sector by 2025.
service robot market breakdown (main categories) key services
2015 2020 (billion €) robot that can carry up to 1.4 1.2 1.3 80kgs, RTC 1.2 1.0 0.8 0.8 0.8 0.6 0.6 0.6 0.4 mobility robot 0.4 0.3 0.3 0.2 by Toshiba 0.2 0.1 0.0
the most important categories are expected to be health monitoring, mobility support and food industry related. Food handling robot, Fanuc cooking robot, Yaskawa 6 Orange Labs Tokyo/Seoul Orange Group restricted Electric 1€=130JPY source: NEDO user survey | market trends and consumers’ expectations Potential users are rather enthusiastic about the potential use of service robots in their daily life especially for disaster prevention, home care and medical sectors, however child education is not well received with people concerned about moral issues and safety. service sectors where robots are awaited the most home care robot absolutely n=2000 don't want, disaster want to 41.1 37.6 13.6 7.7 12% prevention don't want to use, use, 8% 15% home care 31.5 46.1 14.9 7.6
don't really want to use , would medical 33.9 42.5 15.3 8.4 17% consider using, 48%
security 29.9 42.7 19.3 8.2 education robot home chores 24.5 47.3 20.3 8 want to n=2000 help use, 4% moral issues 52% absolute ly don't would mobility 21.9 43.8 25.2 9.2 want, consider safety concerns 45% 25% using, 26% no study about effects on child 32% education 9.8 29.8 44.6 15.9 don't don't want to really expensive 32% use, want to 17% 0% 20% 40% 60% 80% 100% use , 28% other 3% high expectations expectations n=2000 not so expected not expected/interested at all
7 Orange Labs Tokyo/Seoul Orange Group restricted source: Ministry of Internal Affairs and Communications, 2015 robots | Telcos’ strategy The three key Japanese operators have been working on partner robots by partnering with players from the robot industry.
NTT Group KDDI Softbank
Jibo robot Sota, helping user to measure blood pressure NTT and robot developer Vstone KDDI has invested through its Softbank has established robot have teamed to launch a service corporate venture fund KDDI business subsidiary Softbank robot targeting the elderly. Open Innovation Fund, in the US Robotics in Jul 2014 in which Jibo, the start-up and developer Foxconn and Alibaba are The desktop robot Sota, can talk of the partner robot Jibo. investors (Jun 2015). and communicate with smart devices in the house, to provide Jibo’s functions: face recognition, The main robot they are featuring seniors with e-health services and email notifications, camera, cloud is the humanoid robot Pepper. to control appliances. apps, possibilities to connect accessories to allow motion etc, 8 Orange Labs Tokyo/Seoul Orange Group restricted robots | service sector Humanoid robots are starting to be seen in various environment in Japan such as department stores, mobile phone stores, banks or car retailers, etc.
Hitachi Toshiba Softbank Robotics
Emiew3 Android Chihira Aico @ Mitsukoshi Pepper @ 1 week trial Softbank shop department store operated by robots only Hitachi unveiled Emiew3, a Toshiba showcased its android robot Pepper is a personal humanoid robot for humanoid robot meant to be used Chihira Aico at Mitsukoshi department entertainment purpose that can for customer service, with plan to store (Ginza, Tokyo), in Apr 2015, recognize human emotions via voice be launch to the market in 2018. where it was guiding customers. tones and facial expressions, and it can increase its capabilities via the cloud. use cases: customer service in Unlike other humanoid robot, it airports, hospitals, train stations, cannot reply to questions (although Pepper is used by businesses for other. the function may be added), the focus greeting customers: Mizuho bank, was for the robot to act as human-like Toyota, Softbank shop. It was used to as possible. sell Softbank mobile products during a week as a trial at a shop operated by 9 Orange Labs Tokyo/Seoul Orange Group restricted robots only. robots | communication robots (service sector) Communication robots are increasingly being released and are mostly expected to be used for daily care, communication and education.
FUJISOFT SHARP/ ROBO GARAGE DOCOMO/TAKARA TOMY DOCOMO/others
PALRO is a connected Robohon is an hybrid oHanas is a DOCOMO, IWAYA, communication communication robot that communication robot co- VITEC, MOOREdoll have humanoid robot with an integrates a smartphone. developed by DOCOMO unveiled in Mar 2016 open architecture that (voice recognition their co-developed allows installation of any functions: voice call, e- technology) and TAKARA communication robot, communication mail, camera, touch TOMY (Oct 2015) targeting the elderly. application stored in a screen, project content, cloud server. (mar 2010) have a conversation, The robot access to the The robot can record move, and recognize cloud via pairing with a and send/receive voice people.(launch Jun 2016) smartphone. messages and have a conversation 10 Orange Labs Tokyo/Seoul Orange Group restricted robots | home care and medical sector Japanese makers’ interest has been increasingly spreading to the home care and medical sector seen as a new source of revenue.
YASKAWA Electric CYBERDYNE NSK
humanoid robot with two arms preparing robot suit “HAL” (Hybrid Assistive Limb) guide robot LIGHBOT medicines
YASKAWA, one of the biggest CYBERDYNE, a robot venture NSK is a mechanical parts maker: industrial robots maker in Japan, from the university of Tsukuba, rolling element bearings, linear has entered the medical robotic specializes in the development of motion and automotive parts for market with robots able to robotic equipment for the medical various applications including prepare medicines. sector. medical robotic
here, the robot developed in HAL is a robot suit that increases LIGHBOT is a guide robot helping collaboration with Kyushu the wearer strength. It is used for visually impaired people to avoid University, is used to prepare care giver to carry patients but obstacles via its navigation chemotherapy treatments. also for patients for rehabilitation. function. It is expected to be mostly used in hospitals, and 11 Orange Labs Tokyo/Seoul Orange Group restricted commercialized in 2016. robots | industrial sector Japan has leading manufacturer in the global industrial robot sector. Its main makers have increasingly been releasing collaborative type robots, that can work along with humans.
Fanuc Kawasaki Heavy Industries Yaskawa Electric
Fanuc’s collaborative robot “green Fanuc” duAro MOTOMAN-HC10
Fanuc is the world’s leading The dual-armed industrial Yaskwa Electric unveiled in Nov manufacturer of factory robot duAro needs 60cm2 and can 2015 its first collaborative robot automation with 2.4 million CNC fit easily in a work space occupied “MOTOMAN-HC10”, (computer numerical control) by human. systems and 250,000 robots use cases: assembling machine installed worldwide. parts, inserting documents into files, arranging food in lunch boxes. 12 Orange Labs Tokyo/Seoul Orange Group restricted annex | telecom operators in Japan Three key operators are competing in the mobile and broadband market, the incumbent operator NTT is leading in both with a 44% and 55% market share respectively.
key competitors market presence
NTT Group KDDI Group
Softbank Group
(66.7%) mobile Softbank, 25% mobile (33.3%) bundle (32.3%) WCP mobile X banned docomo, 44% (33.3%) 154 million (80.5%) 2 (Q4 2015)
/BB telecom CATV (50%) fixed X au/KDDI, 29%
BB
(DSL only) ISP Others, 12%
Power companies, NTT East, 30%
6% TV broadband Softbank, 6% 37 million (Q3 2015)1
KDDI, 21% NTT West, 24%
13 Orange Labs Tokyo/Seoul Orange Group restricted 1€=130JPY