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Automotive Industry's Growing Investment in Robotics

During TC Sessions: Mobility, discussions with executives from leading automotive firms revealed a strong and growing interest in robotics. The initial applications are readily apparent, as automakers have a long history of utilizing robotic systems in manufacturing processes – often leading the way in addressing concerns about job automation. Furthermore, the development of self-driving vehicles inherently relies on advanced robotic technologies.

Diverse Approaches to Robotics Investment

However, the scope of this investment extends far beyond these established applications. It became clear that automotive companies view robotics as a crucial element for future growth. Interestingly, Hyundai, Ford, and Toyota each demonstrate distinct strategies in their approach to this evolving field, indicating substantial opportunities for innovation.

Ford’s ambitions, including insights from Mario Santillo, have been previously documented. Their strategy centers heavily on research, aiming to secure a foundational position in both technological advancements and talent acquisition. While actively exploring potential acquisitions, such as the maker of the Digit robot, Agility Robotics, Santillo indicated that such moves remain under consideration, particularly as competitors pursue similar strategies.

Strategic Acquisitions and Commercialization

Hyundai’s acquisition of Boston Dynamics, following its period under Softbank’s ownership, represents a significant move in the robotics landscape. The company has already seen the commercial rollout of Spot and anticipates the release of Stretch. Ernestine Fu provided further details regarding the deal, which was finalized this week.

Addressing Societal Needs with Robotics

The Toyota Research Institute’s (TRI) interest in robotics is largely driven by Japan’s aging population. A primary focus is on eldercare, including home robotics research designed to overcome challenges with imaging reflective and transparent surfaces – traditionally difficult for robotic systems to process effectively.

As Max Bajracharya of TRI explained,

Software and Simulation Advancements

NVIDIA’s Isaac software, currently in open beta, offers a robust platform for robotic simulation. Built upon Omniverse, this software enables comprehensive testing of various camera and sensor capabilities, proving invaluable for early-stage robotics startups.

Updates on Existing Robotics Projects

Following up on recent funding news for a landscaping robotics company, iRobot provided an update on the status of their Terra mower, which experienced delays due to pandemic-related adjustments. The company confirmed that there is currently no definitive timeline for its release.

Expanding Capabilities in Service Robotics

Miso Robotics continues to expand beyond Flippy, the hamburger-flipping robot, with the development of an automated beverage dispenser. Created in collaboration with Lancer, this machine fully automates the beverage dispensing process, including capping the cups. While a release date remains unspecified, it exemplifies the expansion of these companies into specialized sectors.

Warehouse Automation and Competition

Several noteworthy developments occurred in warehouse automation. Berkshire Grey unveiled a new suite of fulfillment robots, aiming to empower retailers to compete with industry leader Amazon. Interestingly, Amazon also showcased new robotic systems this week, having deployed 350,000 mobile drive units since acquiring Kiva Systems – the foundation of Amazon Robotics. This has prompted discussion regarding whether Amazon’s early lead and substantial investment are being challenged by emerging warehouse robotics startups.

The company’s objective, like many in the robotics sector, is to assist retailers in effectively competing with Amazon.

Emerging Technologies and Research

While funding news was limited this week, anticipation is building for a surge in investment. A submersible drone, Mesobot, developed by the Woods Hole Oceanographic Institution, is designed to observe marine life in the mesopelagic zone without causing disturbance. Senior Scientist Dana Yoerger explained the drone’s capabilities: