# Robotics Supercycle Industrial and collaborative robots, their components, factory automation and humanoid robots. Theme: Robotics (Technology). Page: https://thematiq.io/themes/robotics/robotics-supercycle/ ## Key facts - **The market: 542,000.0 units** Industrial robot installations (units, not dollars) (International Federation of Robotics (IFR), 2024) - **Growth: +6.0%** Expected growth in industrial robot installations to 575,000 units (a year) (International Federation of Robotics (IFR), 2025) - **The build: 12** parts in the Robotics Supercycle bill of materials, each traced to the companies that supply it (ThematIQ research) - **The companies: 32** companies worth $376 billion, earning on average 76% of their revenue here (Annual reports and exchange data, 2026-10-28) ## What it holds Listed companies that earn their revenue supplying these parts of the Robotics Supercycle bill of materials, each read from its own reports. | Part | Covers | |---|---| | Servo Motors & Drives | servo motors, motor drives | | Precision Reducers (Industrial) | precision reducers | | Machine Vision & Sensors | machine vision, robotic sensors | | Controllers, PLCs & Factory Auto | plc controllers, factory automation systems | | Connectors, Power & Materials | industrial connectors, motion power components | | Cobots, Safety & End-Effectors | industrial robots, collaborative robots, end effectors, machine safety | | Linear & Rotary Actuators | linear actuators, rotary actuators | | Humanoid Reducers & Joints | humanoid joint modules | | Edge AI & Embodied Compute | edge AI processors, robot software | | Batteries & Mobile Power | robot batteries | | Dexterous Manip. & Perception | dexterous hands, tactile sensing | | Humanoid OEM & Integration | humanoid robots | ## Largest companies | Company | Listing | Market value | |---|---|---| | Novanta | NOVT.XNAS | $6 billion | | Rockwell Automation | ROK.XNYS | $49 billion | | Symbotic | SYM.XNAS | $24 billion | | HMS Networks AB | HMS.ST | $2 billion | | China Leadshine Technology | 002979.SHE | $3 billion | | 2432.Hk | 2432.HK | $1 billion | | 2715.Hk | 2715.HK | $2 billion | | SIASUN Robot Automation | 300024.SHE | $3 billion | | Shenzhen Inovance Tech | 300124.SHE | $23 billion | | Doosan Robotics | 454910.KO | $3 billion | | Thk Co.,Ltd. | 6481.T | $4 billion | | YASKAWA Electric | 6506.T | $7 billion | | Omron | 6645.T | $7 billion | | Yokogawa Electric | 6841.T | $8 billion | | Keyence | 6861.T | $122 billion | By listing country: Japan 32%, China 21%, United States 21%, Hong Kong 11%, South Korea 5%, Sweden 4%, Taiwan 4%, United Kingdom 2%. ## The market - Global market value of industrial robot installations: $16bn (not stated on the page (possibly 2024)), International Federation of Robotics (IFR), via Business Wire - Industrial robot installations (units, not dollars): 542,000.0 units (2024), International Federation of Robotics (IFR) - Expected growth in industrial robot installations to 575,000 units (a year): +6.0% (2025), International Federation of Robotics (IFR) - Industrial control and factory automation: $166bn (2024), PS Market Research - Industrial control and factory automation (growth, a year): +9.5% (2024-2032), PS Market Research - Factory automation, including control systems, software, CNC and industrial robotics: $275bn (2025), MarketsandMarkets - Factory automation, narrower definition: $36bn (2024), Grand View Research - Factory automation, narrower definition (growth, a year): +11% (2025-2030), Grand View Research - Industrial and factory automation, narrower definition: $148bn (2025), Market Data Forecast - Servo motors and drives: $13bn (2024), IMARC - Servo motors and drives: $20bn (2024), Global Market Insights - RV precision reducers: $2.5bn (2025), Dataintelo - Harmonic and RV reducers combined: 2,045.0 USD million (2024), Valuates/QYResearch - Machine vision: $11bn (2024), Expert Market Research - Machine vision: $13bn (2024), MarkNtel - Programmable logic controllers: $12bn (2025), Global Market Insights - Industrial connectors, narrower definition: $8.7bn (2024), Global Market Insights - Industrial connectors, likely all connector types: $94bn (2024), Zion Market Research - Collaborative robots: $1.9bn (2024), Global Market Insights - Collaborative robots (growth, a year): +32% (2025-2034), Global Market Insights - Collaborative robots, possibly including accessories and software: $3.7bn (2024), IMARC - Humanoid robots: $1.4bn (2024), BCC Research - Humanoid robots (growth, a year): +43% (2025-2030), BCC Research - Humanoid robots: $6.5bn (2030), ABI Research - Humanoid robots (growth, a year): +138% (2024-2030), ABI Research - Total addressable market for robots, not a sales forecast for a given year: $38bn (2035), Goldman Sachs Research Estimates differ widely because vendors define scope differently: factory automation ranges from USD 36B to 275B, and connectors from USD 2.3B to 93.7B, while forecast growth rates for humanoids and cobots also vary sharply. The IFR figures are the only trade-body data, and the IFR reports units as well as a dollar value. ### What is Robotics Supercycle? Industrial and collaborative robots, their components, factory automation and humanoid robots. ### What does Robotics Supercycle hold? Listed companies that earn their revenue from the parts it takes to build Robotics Supercycle: Servo Motors & Drives, Precision Reducers (Industrial), Machine Vision & Sensors, Controllers, PLCs & Factory Auto, Connectors, Power & Materials, Cobots, Safety & End-Effectors. 32 companies as of 2026-10-28. ### What is not in Robotics Supercycle? Integrated servo joint modules for industrial arms: Servo Motors & Drives, not Precision Reducers (Industrial) or Linear & Rotary Actuators; humanoid joint modules stay in Humanoid Reducers & Joints Standalone harmonic, strain-wave and cycloidal reducers: Precision Reducers (Industrial), not Humanoid Reducers & Joints; Humanoid Reducers & Joints holds only integrated joint modules Packaged rotary and linear Linear & Rotary Actuators: Linear & Rotary Actuators, not Servo Motors & Drives; motors and drives sold alone stay in Servo Motors & Drives ## What it is not - Integrated servo joint modules for industrial arms: Servo Motors & Drives, not Precision Reducers (Industrial) or Linear & Rotary Actuators; humanoid joint modules stay in Humanoid Reducers & Joints - Standalone harmonic, strain-wave and cycloidal reducers: Precision Reducers (Industrial), not Humanoid Reducers & Joints; Humanoid Reducers & Joints holds only integrated joint modules - Packaged rotary and linear Linear & Rotary Actuators: Linear & Rotary Actuators, not Servo Motors & Drives; motors and drives sold alone stay in Servo Motors & Drives - Robot arm with its bundled controller and teach pendant: Cobots, Safety & End-Effectors, not Controllers, PLCs & Factory Auto; standalone PLCs and motion controllers stay in Controllers, PLCs & Factory Auto - Compute and software bundled into a finished humanoid: Humanoid OEM & Integration, not Edge AI & Embodied Compute; chips and software licensed separately: Edge AI & Embodied Compute - Humanoid OEM & Integration weights only the OEM's own assembly, integration and margin: Humanoid OEM & Integration, not component buckets; purchased components go to their component buckets - Cameras, 3D depth sensors, lidar and general robot perception hardware: Machine Vision & Sensors, not Dexterous Manip. & Perception; only tactile and hand sensing: Dexterous Manip. & Perception - Ball screws, roller screws and linear guides: Linear & Rotary Actuators, not Humanoid Reducers & Joints or Precision Reducers (Industrial) - Force-torque and joint encoders and torque sensors: Machine Vision & Sensors, not Dexterous Manip. & Perception or Humanoid Reducers & Joints; fingertip tactile skins: Dexterous Manip. & Perception - Industrial grippers and tool changers: Cobots, Safety & End-Effectors, not Dexterous Manip. & Perception; multi-finger humanoid hands: Dexterous Manip. & Perception - Batteries, BMS and chargers for mobile robots: Batteries & Mobile Power, not Connectors, Power & Materials; Connectors, Power & Materials covers motion power components for fixed industrial robots - Servo and motor drives, including from PLC vendors: Servo Motors & Drives, not Controllers, PLCs & Factory Auto - Light curtains, safety scanners and safety PLCs: Cobots, Safety & End-Effectors, not Machine Vision & Sensors or Controllers, PLCs & Factory Auto - Robot operating software, AI models and simulation: Edge AI & Embodied Compute, not Controllers, PLCs & Factory Auto; PLC programming and factory control software: Controllers, PLCs & Factory Auto - Cost convention: installation and integration labour follows the product it installs, and standalone system integrator services go to Controllers, PLCs & Factory Auto as factory automation systems - Magnets, cabling and specialty materials sold separately: Connectors, Power & Materials, not Servo Motors & Drives; magnets inside a finished motor stay in Servo Motors & Drives Data as of 2026-10-28. Source: ThematIQ (industry research, company filings, exchange data), ETFIQ (fund counts), and the publishers linked above. Not investment advice.