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Humanoid is an investment theme that focuses on the practical use of humanoid robots.
However, it is important for investment to commercialize components, controls,電池, batteries, mass production and maintenance.
Why?
Humanoids are compatible with labor shortages, alternatives to dangerous work, labor savings in factories and warehouses.
If it is a human type, it is possible to use the facility and tools made for humans as it is. Therefore, there is a expectation that you can introduce the dedicated equipment without changing largely.
However, practical use requires high safety and cost reduction.
Company Profile
In humanoid related, the field of view becomes narrow if only the finished product manufacturer.
| 領域 | 注目点 |
|---|---|
| Motor / Reducer | Joint precision control |
| Sensor | Image, Mechanism, Distance Reco、tion |
| Semiconductor | Edge processing, control chip |
| Battery | Uptime and Safety |
| SI・Maintenance | Installation and operation |
The demand for peri al materials and control technology may move forward before the finished product is popular.
Investment Notes
Humanoid is a theme that is easy to expect.
Even if the news of humanoid robots comes out, it is not possible to lead to corporate profit immediately. Prototype machines, demonstration experiments, mass production, and actual operation are very difficult.
In particular, in small stock, short-term funds may be flown by the theme name, and the material may be largely lowered after a trip.
ation Point
There are four points to see:
- Components and technologies used during mass production
- Is there too high dependence on specific customers?
- Is there a financial strength that can absorb research and development costs?
- Is there any profit in existing businesses other than robots?
Humanoid is a dream theme, but in investment, it is necessary to disassemble and see which company will benefit in the process.