The dawn of humanoid robots and innovation with AI! Which stocks are likely to benefit?

The development of artificial intelligence (AI)Bringing revolutionary changes to the humanoid robot industryIt is expected. End-to-end AI is completely different from conventional rule-based control, which means that the software system itself can execute tasks from initial commands and scenarios to final output under rules generated by AI rather than rules set in advance by software engineers. In February this year, $Microsoft(MSFT.US)$, open AI, $NVIDIA(NVDA.US)$has invested in FigureAI, an emerging robot company in Silicon Valley in the US, which aims to transform the global labor market. Figure AI is developing humanoid robots equipped with AI for work sites.

1) Tips: The chip is the brain of a humanoid robot, and includes a main chip, an MCU chip, and a communication chip. $NVIDIA(NVDA.US)$The Jetson series is designed for AI computing and machine learning, and is often used for humanoid robots requiring complex processing capabilities. $Texas Instruments(TXN.US)$There is a possibility that processors and microcontrollers will be used in control systems for humanoid robots. In communication chips, $Qualcomm(QCOM.US)$provides communication chips and modules for wireless connection.

2) Motor and battery:The total cost of a motorabout 10%It occupies. Japanese manufacturers are famous for their expertise in the field of robotics. At major manufacturers, $YASKAWA Electric(6506.JP)$with $Fanuc(6954.JP)$is a major supplier of servo motors and controllers.

3) Actuators:We provide a variety of automation products to major manufacturers of robot actuators $Mitsubishi Electric(6503.JP)$Has the Allen Bradley brand $Rockwell Automation(ROK.US)$There are ABB Robotics, etc., which is a famous robot company.

4) Sensors:To interact with the environment, robots use various sensors such as riders, cameras, haptic sensors, and gyroscopes. We provide camera modules for depth recognition and vision to major manufacturers $Sony Group(6758.JP)$Ya $Intel(INTC.US)$Provides multiple types of products such as RealSense, magnetic sensors, pressure sensors, and MEMS (Micro-Electro-Mechanical Systems) sensors $INFINEON TECHNOLOGIES AG(IFNNF.US)$included.

$Tesla(TSLA.US)$It is also one of the representative companies. On 2023/12/13, the company showed off the Tesla Optimus Bot Gen 2 in video format. Tesla announced the first generation product nine months ago in 2023/3, and three months later, an end-to-end AI learning function was demonstrated, showing that the pace of product improvement and research and development is much faster compared to other companies in the same industry.

Japanese robots are also running at the forefront. According to an Asian Industries analyst at Goldman Sachs, it is clear that Japanese robot OEMs are active in introducing various solutions for applications different from the past. For instance, $Kawasaki Heavy Industries(7012.JP)$A demonstration of the humanoid robot “Kaleido,” which is supposed to be used in disaster relief scenes, was shown.