S&P Global report indicates AI may expand industrial robotics market while limiting manufacturer profits
AI to boost industrial robotics growth, but manufacturers may benefit less than customers: S&P Global
S&P Global states AI could boost industrial robot installations to record levels but might reduce equipment demand as efficiency gains offset new purchases. Manufacturers may see lower revenue benefits compared to customers who capture the economic value from improved automation profitability.
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strial robots. "However, robot manufacturers may see less benefit than their customers; greater equipment flexibility and utilization could partly offset demand for additional robots, while software providers may capture a share of the resulting economic value," it said. Citing data from the International Federation of Robotics (IFR), the report highlighted that global industrial robot installations increased 11 per
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cent to a record 603,000 units in 2025, while the number of robots in operation rose 9 per cent to approximately 5.1 million units. Demand for industrial robots continues to be supported by labour shortages, the need for higher productivity and investments in manufacturing, although growth varies across regions and industries. The report further noted that AI-driven improvements in robot programming, simulation and a
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Source：Industrial robotics — News discovery · msn.com