Industrial & Warehouse Automation

Robots, controls and software operating factories, warehouses and field equipment

Heat (est.) Spend (est.)

A large installed market that AI improves gradually; factory capex cycles, not AI, set the pace.

Industrial automation applies sensing, control and increasingly learned policies to production, logistics, surgery and heavy equipment. Established fleets generate service revenue and operational data, while AI broadens the range of parts and environments that machines can handle.

Why now

In 2026, robot makers are combining learned vision with proven motion systems. Warehouse fleets expand, surgical platforms gain indications, and acquisitions and software spin-offs change which listed companies own the underlying products.

Industrial Arms & Cobots

Industrial arms and collaborative robots automate welding, assembly, handling and machine tending. Installed support networks, application tooling and integration determine adoption; learned vision increasingly reduces programming effort.

Heat (est.)
  1. CRX cobots and industrial arms automate handling, welding and tending across a large installed base

    leader
    6954.T · TSE · JPExposure
  2. GoFa and IRB arms use OmniCore control; Robotics sale to SoftBank remains pending as of September 18

    leader
    ABBN.SW · SIX · CHExposure
  3. MOTOMAN NEXT adds autonomous handling; acquired Tokyo Robotics develops dual-arm and actuator technology

    major
    6506.T · TSE · JPExposure
  4. KUKA KR QUANTEC and LBR iiwa automate industrial handling and assembly; KUKA remains consolidated

    major
    0300.HK · HKEX · CNExposure
  5. Universal Robots UR15, UR8 Long and UR30 cobots support flexible handling, welding and assembly

    leader
    TER · USExposure~34% of global cobots, undated UR estimate (est.)
  6. BX industrial arms and dual-arm duAro SCARA robots automate welding, handling and assembly

    major
    7012.T · TSE · JPExposure
  7. H, M and P-series cobots combine with acquired ONExia turnkey integration at Doosan Robotics Americas

    challenger
    454910.KS · KRX · KRExposure
  8. ER and UNO industrial arms plus CLOOS robotic welding provide integrated factory automation

    challenger
    2715.HK · HKEX · CNExposure
  9. SR industrial arms, DUCO cobots and integrated welding and assembly lines serve manufacturing plants

    challenger
    300024.SZ · SZSE · CNExposure
  10. CRA and CR30H cobots provide 3-30 kg handling; Nova targets compact commercial automation

    challenger
    2432.HK · HKEX · CNExposure
  11. TX2 six-axis arms and SCARA robots support high-speed, cleanroom and precision manufacturing tasks

    major
    Private · CHExposure
  12. MyCo cobots and industrial robot cells serve automotive and general manufacturing under private ownership

    major
    Private · ITExposure
  13. COBOTTA PRO collaborative arms and compact industrial robots from Denso Wave serve precision assembly

    major
    6902.T · TSE · JPExposure
  14. GX-C SCARA robots and six-axis systems automate high-speed small-parts assembly and handling

    major
    6724.T · TSE · JPExposure
  15. TM S-series cobots integrate AI vision; TM30S handles 30 kg with built-in force/torque sensing

    challenger
    4585.TW · TWSE · TWExposure
  16. HH-series handling and welding arms serve industrial plants through HD Hyundai Robotics; subsidiary IPO plans are on hold

    major
    267250.KS · KRX · KRExposure
  17. MZ compact six-axis robots and larger handling arms automate machine loading and precision assembly

    major
    6474.T · TSE · JPExposure
  18. YK-XG SCARA and Cartesian robots perform high-speed small-part assembly and inspection handling

    major
    7272.T · TSE · JPExposure
  19. ER industrial arms and ER_Factory simulation support welding, machine tending and integrated production cells

    challenger
    688165.SS · SSE · CNExposure
  20. xMate force-controlled cobots and XB industrial arms cover precision assembly and heavy handling

    challenger
    3752.HK · HKEX · CNExposure
  21. Elfin-Pro integrates vision and force control; Elfin-Ex and S-series serve specialist and heavier cobot tasks

    challenger
    1021.HK · HKEX · CNExposure
  22. RB-series cobots provide force-controlled machine tending and assembly alongside the separate RB-Y1 research platform

    challenger
    277810.KQ · KOSDAQ · KRExposure
  23. Hanwha Robotics HCR-14 and HCR-32 cobots automate handling and assembly under the newly listed holding company

    challenger
    0220W0.KS · KRX · KRExposure
  24. Zu-series six-axis cobots support welding, machine tending and human-guided assembly programming

    challenger
    Private · CNExposure

Sources: crx.fanucamerica.com, group.softbank, universal-robots.com, yaskawa-global.com, onexia.com, hanwha.com

Warehouse Storage & Systems

Fixed storage, shuttles, sortation and fulfillment software connect warehouse flows. Integrators combine equipment into reliable operating systems; throughput, installed references and service capacity decide large multi-year contracts.

Heat (est.)
  1. Shuttle Rack M and automated storage systems buffer, sequence and deliver goods across distribution centers

    leader
    6383.T · TSE · JPExposure
  2. Dematic shuttles and warehouse software integrate storage and picking with Linde and STILL material handling

    leader
    KGX.DE · XETRA · DEExposure
  3. AI-directed storage and mixed-SKU pallet building deploy across Walmart regional distribution centers

    major
    SYM · USExposure
  4. Grid robots retrieve storage bins; CarouselAI adds automated piece picking to cube-storage installations

    major
    AUTO.OL · Oslo · NOExposure
  5. Toyota Automated Logistics combines Bastian, viastore and Vanderlande warehousing after the June delisting

    major
    Private · JPExposure
  6. Swisslog CarryPick mobile racks and Vectura storage systems integrate with SynQ warehouse software

    major
    0300.HK · HKEX · CNExposure
  7. 600 Series grid bots and robotic picking run Ocado Smart Platform grocery fulfillment centers

    major
    OCDO.L · LSE · GBExposure
  8. OSR Shuttle Evo, Open Shuttles and Pick-it-Easy Robot link automated storage with piece picking

    major
    Private · ATExposure
  9. SSI Cuby shuttles, LOGIMAT lifts and WAMAS software automate storage, transport and order fulfillment

    major
    Private · DEExposure
  10. FlashPick fulfillment and RovoFlex robotic stations combine shuttle storage with AI-assisted piece picking

    major
    Private · ATExposure
  11. Shuttle storage modules and AutoStore integration add robotic picking and warehouse control software

    major
    KARN.SW · SIX · CHExposure
  12. IntelliSort conveyors and Momentum warehouse software operate under AIP after the July 2026 Honeywell sale

    major
    Private · USExposure
  13. Automated storage, shuttle, sorting and transport systems integrate Korean and overseas logistics sites

    challenger
    319400.KQ · KOSDAQ · KRExposure
  14. MCP conveyors, RollerDrive and sortation modules supply warehouse integrators and robot transfer interfaces

    major
    INRN.SW · SIX · CHExposure
  15. PowerCube storage shuttles and AutoVNA narrow-aisle systems automate container and pallet retrieval

    major
    JUN3.DE · XETRA · DEExposure
  16. Muratec crane, shuttle and gantry AS/RS integrate storage, sequencing and goods-to-person picking

    major
    Private · JPExposure
  17. BG cross-belt sorters and robotpac palletizing integrate parcel and distribution-center material flow

    major
    Private · DEExposure
  18. AutoStore integration and eOperator robotic picking automate pharmacy fulfillment at Apotea

    major
    Private · NOExposure
  19. AS/RS, conveyors, sorting systems and AGVs combine in integrated intralogistics installations

    challenger
    603611.SS · SSE · CNExposure
  20. Guozi AMRs and automated forklifts integrate storage and internal transport for industrial warehouses

    challenger
    603298.SS · SSE · CNExposure
  21. Automated forklift and WMS integration connects unmanned storage with factory transport

    challenger
    600761.SS · SSE · CNExposure

Sources: symbotic.com, daifuku.com, toyota-industries.com, honeywell.com, hcforklift.com, elementlogic.net

Mobile Robots & Robotic Picking

Mobile fleets, climbing robots and learned manipulation move inventory and unload trucks with less fixed infrastructure. Fleet reliability, successful picks and deployed workflows matter more than announced procurement targets.

Heat (est.)
  1. Proteus, Hercules and Vulcan operate in fulfillment; fleet exceeded one million robots in June 2025

    leader
    AMZN · USExposure
  2. RoboShuttle Hyper and shelf-to-person AMRs automate tote, pallet and inventory movement

    leader
    2590.HK · HKEX · CNExposure
  3. LocusONE coordinates Origin warehouse AMRs; company reports seven billion assisted picks by March 2026

    major
    Private · USExposure
  4. Skypod climbing robots support the disclosed seven-site Decathlon Skyfleet program across Europe

    major
    Private · FRExposure
  5. HaiPick Climb uses climbing case-handling robots and rack storage for dense goods-to-person fulfillment

    challenger
    Private · CNExposure
  6. QuickBin C56 picking and M5 transport robots combine high-rack retrieval with bin delivery

    challenger
    Private · CNExposure
  7. MiR1200 Pallet Jack autonomously detects and transports 1,200 kg pallets using AI perception

    major
    TER · USExposure
  8. OTTO 600 and 1200 AMRs move factory materials; new Milwaukee production supports fleet expansion

    major
    ROK · USExposure
  9. TruckBot container unloading and pallet handling use MujinController autonomous motion planning

    challenger
    Private · JPExposure
  10. Berkshire Grey robotic pick-and-sort systems automate e-commerce fulfillment after its completed take-private

    major
    9984.T · TSE · JPExposure
  11. Boston Dynamics Stretch unloads mixed boxes from trailers using real-time vision and manipulation

    major
    005380.KS · KRX · KRExposure
  12. Mech dual-arm trailer loaders and Foresight planning operate at FedEx's Hagerstown hub following customer-confirmed deployment

    challenger
    Private · USExposure
  13. AI picking and packing robots support autonomous fulfillment centers and a disclosed FedEx alliance

    challenger
    Private · USExposure
  14. JD Logistics Wolf robots automate warehouse movement and sorting; large procurement targets are future plans

    major
    JD · CNExposure
  15. Cainiao develops warehouse robots and AI scheduling for its expanding overseas robot-warehouse network

    major
    BABA · CNExposure
  16. Sorting robots and driverless forklifts automate fulfillment; Contoro unloading remains a potential pilot

    major
    CPNG · KRExposure
  17. Proxie Gen 2 moves carts and offers bimanual picking, placement and restocking for logistics and healthcare

    challenger
    Private · USExposure
  18. Palion Lift and Tow Tractor coordinate autonomous pallet and cart movement using 3D vision navigation

    major
    Private · USExposure
  19. InductOne cells combine PickOne parcel vision with Yonder remote exception handling for sortation

    challenger
    Private · USExposure
  20. RightPick 4 automates piece picking across varied SKUs and integrates with Element Logic's eOperator

    challenger
    Private · USExposure
  21. FlexSwift and FlexPorter AMRs use FlexGalaxy.AI to coordinate warehouse picking and transport

    challenger
    Private · CNExposure
  22. GoCart 1000 AMRs and autonomous-navigation software move goods through factory and hospital corridors

    challenger
    056080.KQ · KOSDAQ · KRExposure
  23. CHAMELEON navigation and CROMS coordinate mixed robot fleets for logistics, factories and hospitals

    niche
    466100.KQ · KOSDAQ · KRExposure
  24. AirRob tote-picking and sorting robots automate Skechers' Taicang distribution center

    challenger
    Private · CNExposure

Sources: aboutamazon.com, locusrobotics.com, exotec.com, dexterity.ai, libiaorobot.com, group.softbank

Machine Vision & Industrial Sensing

Industrial cameras, 3D sensing and inspection software locate parts, guide robots and detect assembly defects. This category covers factory and logistics vision, excluding wafer inspection and semiconductor process metrology.

Heat (est.)
  1. In-Sight D900 edge/deep-learning cameras and barcode readers automate assembly inspection and logistics identification

    leader
    CGNX · USExposure~14.4% of industrial machine vision, 2025 (est.)
  2. VS AI vision cameras and industrial sensors inspect parts and guide automated production

    leader
    6861.T · TSE · JPExposure
  3. DALSA and FLIR IIS cameras, e2v sensors and 3D vision supply machine builders and robot integrators

    major
    TDY · USExposure
  4. Photoneo 3D scanners and Matrox vision software guide industrial picking; Fetch-derived AMRs have been exited

    major
    ZBRA · USExposure
  5. FHV7-AI cameras and FH vision controllers add learned defect detection and robot guidance

    major
    6645.T · TSE · JPExposure
  6. ace 2 industrial cameras, blaze 3D sensing and pylon software support embedded and factory vision

    major
    BSL.DE · XETRA · DEExposure
  7. Hikrobot industrial cameras, 3D vision and readers serve factory inspection and robot positioning

    major
    002415.SZ · SZSE · CNExposure
  8. Smart3 software, EVC2 controllers and optics provide configurable industrial inspection and robot vision

    challenger
    688686.SS · SSE · CNExposure
  9. Mech-Eye 3D cameras and Mech-Vision/Mech-Viz software enable robot picking and handling

    challenger
    9615.HK · HKEX · CNExposure
  10. Ranger3 cameras, Visionary 3D sensing and safety lidar support inspection, navigation and robot cells

    major
    Private · DEExposure
  11. Allied Vision consolidates the 2D camera brands in 2026; LMI Gocator supplies industrial 3D sensing

    major
    TWEKA.AS · Euronext Amsterdam · NLExposure
  12. AccuPick 3D robot guidance and SolVision inspection use disclosed NVIDIA Jetson and Metropolis integration

    challenger
    2359.TW · TWSE · TWExposure
  13. Matrix 320 fixed readers and industrial vision systems identify products through factory and logistics flows

    major
    Private · ITExposure
  14. Phantom high-speed cameras capture fast manufacturing events for machine-vision inspection and process analysis

    niche
    AME · USExposure
  15. Zenith Alpha AI-assisted 3D AOI measures solder joints and component placement in electronics assembly

    major
    098460.KQ · KOSDAQ · KRExposure
  16. VZ compact area-scan cameras support robotics, factory automation and industrial vision integration

    niche
    100120.KQ · KOSDAQ · KRExposure
  17. 3D optical and DIP-coating AOI systems inspect assemblies; River Intelligence is a company-disclosed customer

    niche
    LHSW · CNExposure
  18. APDIS laser-radar cells measure automotive bodies in-line for production quality feedback

    major
    7731.T · TSE · JPExposure
  19. CMOS and InGaAs image sensors supply industrial cameras for visible and short-wave infrared inspection

    major
    6965.T · TSE · JPExposure
  20. HALCON 26.05 and MERLIC provide deep-learning inspection, anomaly detection and robot-guidance software

    major
    Private · DEExposure
  21. MiSTAR 555 CMM and MCOSMOS close the measurement loop in Acutec's FANUC-tended aerospace machining cells

    major
    Private · JPExposure
  22. VeriSens XF900/XC900 vision sensors guide Universal Robots cobots; industrial cameras support inspection

    major
    Private · CHExposure
  23. F.Brain deep learning and GMQM quality data detect small surface defects in battery, glass and electronics production

    challenger
    688400.SS · SSE · CNExposure

Sources: cognex.com, keyence.com, zebra.com, gminsights.com, en.lusterinc.com, cnsoftwell.com

Controls, Software & Digital Twins

Controls run deterministic plant operations; simulation and digital twins test changes before commissioning and improve operations afterward. Product ownership matters because recent sales and spin-offs have moved several established software portfolios.

Heat (est.)
  1. SIMATIC PLCs, TIA Portal and Xcelerator connect controls and digital twins; Altair is now consolidated

    leader
    SIE.DE · XETRA · DEExposure
  2. Allen-Bradley controls, FactoryTalk and Emulate3D support plant operation and virtual commissioning

    leader
    ROK · USExposure
  3. EcoStruxure Automation Expert and AVEVA connect control logic, plant data and digital-twin engineering

    major
    SU.PA · Euronext Paris · FRExposure
  4. DeltaV control and simulation plus Aspen HYSYS optimize industrial plants; AspenTech is wholly owned

    major
    EMR · USExposure
  5. B&R Automation Studio, ACOPOS motion and machine controls remain with ABB despite the pending robot sale

    major
    ABBN.SW · SIX · CHExposure
  6. MELSEC PLCs and iQ automation synchronize production, servo motion and industrial robot operations

    major
    6503.T · TSE · JPExposure
  7. TwinCAT runs machine control and machine-learning inference on industrial PCs over EtherCAT

    major
    Private · DEExposure
  8. XGT PLCs, XG5000 programming and servo controls automate production and material-handling equipment

    major
    010120.KS · KRX · KRExposure
  9. AMAX EtherCAT control platforms combine real-time machine motion, I/O and vision-integrated production

    major
    2395.TW · TWSE · TWExposure
  10. UCS software-defined control and TPT time-series models support closed-loop industrial optimization

    challenger
    688777.SS · SSE · CNExposure
  11. OpreX controls and Data Model Broker connect plant models, simulation and operational optimization

    major
    6841.T · TSE · JPExposure
  12. DELMIA virtual twins simulate factory layouts, robot processes and manufacturing execution

    major
    DSY.PA · Euronext Paris · FRExposure
  13. Creo and Windchill support product twins and Omniverse integration; Kepware and ThingWorx were divested

    major
    PTC · USExposure
  14. Acquired Ansys TwinAI combines physics simulation with operational data for industrial digital twins

    major
    SNPS · USExposure
  15. InConcert, formerly HxGN SDx2, connects industrial asset data; Forte 3D models plant engineering

    major
    OCTV · USExposure
  16. FlexSim discrete-event simulation models production and logistics to test layouts and capacity changes

    major
    ADSK · USExposure
  17. iTwin APIs join engineering, reality-capture and operational data for industrial-facility digital twins

    major
    BSY · USExposure
  18. Experion controls and Process Digital Twin simulate plant operations after the aerospace and warehouse separations

    major
    HON · USExposure
  19. SuperTrak intelligent transport and SYMPHONI assembly integrate precision automated production systems

    major
    ATS · CAExposure
  20. Omniverse libraries connect industrial digital twins and physical-AI simulation, including the Kion collaboration

    major
    NVDA · USExposure
  21. Retained Nexus and Simufact simulate manufacturing processes; Octave's former asset-lifecycle software is separate

    major
    HEXA-B.ST · Nasdaq Stockholm · SEExposure
  22. Lumada factory data and digital twins support manufacturing; HMAX/NVIDIA orchestration remains under validation

    major
    6501.T · TSE · JPExposure
  23. AC700 PLCs and iFA/InoCube platforms join line control with virtual commissioning and factory data

    major
    300124.SZ · SZSE · CNExposure
  24. DIATwin and RTM simulate assembly machines and dispensing paths before physical commissioning

    major
    2308.TW · TWSE · TWExposure

Sources: news.siemens.com, rockwellautomation.com, emerson.com, ptc.com, octave.com, nexus.hexagon.com

Surgical & Medical Robots

Surgical robots translate clinician motion or plans into precise instrument movement. Installed systems, indications, instruments and training drive adoption; regulatory submissions are distinguished from authorized commercial use.

Heat (est.)
  1. da Vinci 5 and SP support soft-tissue surgery; Ion provides robotic bronchoscopy for lung biopsy

    leader
    ISRG · USExposure~80% of soft-tissue robot installed base, 2026 (est.)
  2. Mako 4 robotic arms and July-launched Mako RPS handheld systems support orthopedic procedures

    leader
    SYK · USExposure
  3. Hugo is FDA-cleared for urology; September 16 clearance adds LigaSure RAS Maryland instruments

    major
    MDT · IEExposure
  4. OTTAVA received FDA De Novo authorization July 22; selective US launch joins MONARCH and VELYS

    challenger
    JNJ · USExposure
  5. ROSA robotics add Monogram semi-autonomous technology after the October 2025 acquisition closed

    major
    ZBH · USExposure
  6. CORI XT handheld platform entered clinical use in 2026; knee and shoulder capabilities support orthopedics

    major
    SNN · GBExposure
  7. ExcelsiusGPS combines a robotic arm and navigation for spine and cranial trajectories

    major
    GMED · USExposure
  8. HYDROS combines FirstAssist AI planning, ultrasound guidance and robotic Aquablation for BPH

    major
    PRCT · USExposure
  9. Toumai laparoscopic and SkyWalker joint-replacement robots serve Chinese and international hospitals

    challenger
    2252.HK · HKEX · CNExposure
  10. MP1000 multi-port and SP1000 single-port systems provide endoscopic surgical robotics after the January IPO

    challenger
    2675.HK · HKEX · CNExposure
  11. Versius Plus is FDA-cleared for cholecystectomy; gynecologic expansion remains under regulatory review

    challenger
    Private · GBExposure
  12. DEXTER outpatient surgical robot added FDA-cleared gynecologic and ventral-hernia indications in 2026

    challenger
    Private · CHExposure
  13. Maestro laparoscopic-assistance platform adds ScoPilot scope control and KARL STORZ visualization collaboration

    challenger
    Private · FRExposure
  14. Galaxy robotic bronchoscopy uses image-guided lung navigation; Galaxy II software launched August 11

    challenger
    Private · USExposure
  15. SSi Mantra surgical robot is deployed internationally; September update expects US review completion in Q1 2027

    challenger
    SSII · USExposure
  16. LIBERTY single-use endovascular robot has US clearance for remotely operated peripheral procedures

    emerging
    MBOT · USExposure
  17. Genesis magnetic robot navigation pairs with MAGiC cardiac ablation catheters approved in the US in January

    niche
    STXS · USExposure
  18. Revo-i multi-port surgical robot supports commercial laparoscopic procedures in Korea and export markets

    challenger
    049950.KQ · KOSDAQ · KRExposure
  19. CUVIS-joint automates planned bone cutting; company announced US FDA clearance on March 26

    challenger
    060280.KQ · KOSDAQ · KRExposure
  20. Co-owned Medicaroid hinotori surgical robot combines Kawasaki arms and Sysmex healthcare expertise

    niche
    7012.T · TSE · JPExposure
  21. TiRobot guides orthopedic spine, trauma and joint procedures across a commercial Chinese hospital installed base

    challenger
    688277.SS · SSE · CNExposure
  22. Symani scales surgeon hand motion through wristed microsurgical instruments for fine suturing and lymphatic repair

    niche
    Private · USExposure
  23. Valence robotic navigation received FDA clearance in February 2026 and is entering spine-surgery use

    emerging
    ATEC · USExposure
  24. TULSA-PRO uses MRI guidance and robotically driven ultrasound for clinician-planned prostate-tissue ablation

    niche
    PROF · CAExposure

Sources: intuitive.com, jnj.com, news.medtronic.com, moneyweek.com, mmimicro.com, accessdata.fda.gov

Agriculture, Mining & Construction

Field automation combines positioning, perception and machine control on farms, mines and construction sites. Commercial autonomy is strongest in bounded tasks; assisted controls, prototypes and fully driverless operations are kept distinct.

Heat (est.)
  1. MineStar Command runs autonomous haul trucks; Luck Stone deployment extends the system into quarry operations

    leader
    CAT · USExposure
  2. Autonomous Perception System upgrades 8R/9R-family tractors; See & Spray applies machine vision to crop treatment

    leader
    DE · USExposure
  3. FrontRunner commissioned its 1,000th autonomous ultra-class truck in April; next platform links Applied Intuition

    major
    6301.T · TSE · JPExposure
  4. AutoMine Aura adds 3D perception and autonomous navigation to underground loaders

    major
    SAND.ST · Nasdaq Stockholm · SEExposure
  5. Raven Cart Automation synchronizes combine and grain-cart movement as driver assistance for harvesting

    major
    CNH · GBExposure
  6. PTx Trimble OutRun retrofit kits enable driverless tillage and grain-cart operations on existing tractors

    major
    AGCO · USExposure
  7. Agri Robo automates field work; new remote-monitored MR tractors are announced for April 2027 launch

    major
    6326.T · TSE · JPExposure
  8. Earthworks automates grade control on mixed equipment fleets; Hyundai 3D upgrade collaboration is disclosed

    major
    TRMB · USExposure
  9. MC-Max and 3D-MC provide positioning, automatic blade and bucket control after the completed take-private

    major
    Private · JPExposure
  10. HYUNDAI and DEVELON smart excavators add grade control and safety sensing under the merged January 2026 entity

    major
    267270.KS · KRX · KRExposure
  11. Reported Jobsite Companion operator-AI prototype and RogueX3 autonomous loader remain development programs

    emerging
    241560.KS · KRX · KRExposurereported
  12. HX1400-AI vision tractor automates field mapping and farm tasks; commercial Korean launch occurred in April

    challenger
    000490.KS · KRX · KRExposure
  13. T130 tractors use RTK guidance, automated turning and implement control; full driverless operation is not assumed

    challenger
    002900.KS · KRX · KRExposure
  14. Electric autonomous mining trucks include 100 units delivered to Huaneng Yimin; dispatch links vehicles into fleets

    major
    000425.SZ · SZSE · CNExposure
  15. Autonomous mining-truck systems delivered 630 units/sets in 2025; HKEX listing completed in December

    challenger
    3881.HK · HKEX · CNExposure
  16. ORCASTRA retrofit haulage autonomy supports multiple OEMs; company disclosed over 2,500 automated trucks at IPO

    major
    7687.HK · HKEX · CNExposure
  17. Vehicle OS, autonomy and simulation co-develop Komatsu mining-equipment intelligence under a disclosed agreement

    challenger
    Private · USExposure
  18. Retrofit excavator autonomy operates at disclosed Sundt, Champion Site Prep and Zachry commercial sites

    emerging
    Private · USExposure
  19. LaserWeeder G2 uses camera recognition and high-power lasers for targeted weed removal

    challenger
    Private · USExposure
  20. ARA sprayers use Plant-by-Plant AI to identify plants and apply treatment within 6 x 6 cm target areas

    challenger
    Private · CHExposure
  21. 6th Sense and LinkOA automate mine equipment; Roy Hill operates a converted autonomous haul-truck fleet

    major
    EPI-A.ST · Nasdaq Stockholm · SEExposure
  22. Autona/earth Volvo FH trucks haul limestone without onboard drivers at Bronnoy Kalk's Norwegian quarry

    major
    VOLV-B.ST · Nasdaq Stockholm · SEExposure
  23. T 264 autonomous haul trucks and fleet controls undergo joint validation with Fortescue before wider deployment

    challenger
    Private · CHExposure
  24. Autonomous haul trucks integrate Wenco fleet management with mixed manned and unmanned mine operations

    major
    6305.T · TSE · JPExposure

Sources: caterpillar.com, komatsu.com, volvoautonomoussolutions.com, epiroc.com, xcmgglobal.com, cidi.ai

Production Cells & Machine Tools

Task-specific robot cells automate welding, machining, dispensing and food packing. Vision-guided process control and integrated machine tending earn a place here; general MRO distribution and semiconductor process tools remain outside this segment.

Heat (est.)
  1. Obsidian welding cells and Rove mobile welding have an August HII performance-based production agreement

    challenger
    Private · USExposure
  2. Scan&Sand AI surface-finishing robots have an August HII performance-based production agreement

    challenger
    Private · USExposure
  3. Aristo 500ix cobot welding packages integrate with Universal Robots and other collaborative arms

    niche
    ESAB · USExposure
  4. Cooper welding cobots pair ABB GoFa arms with Power Wave welders in turnkey fabrication cells

    major
    LECO · USExposure
  5. Miller Auto-Continuum power sources and weld monitoring integrate fixed and robotic welding cells

    major
    ITW · USExposure
  6. Welding LaserCell and LightWELD cobot systems combine fiber lasers with automated part welding and cleaning

    major
    IPGP · USExposure
  7. WinMax-integrated ProCobots automate loading and unloading of CNC machines for high-mix job shops

    niche
    HURC · USExposure
  8. RoboBatcher Flex uses vision, weighing and robotic arms to portion and pack food into fixed-weight trays

    major
    JBTM · USExposure
  9. EFD PROX/PROPlus vision-guided dispensing robots and OptiSure inspection control adhesive placement in assembly

    major
    NDSN · USExposure

Sources: millerwelds.com, ipgphotonics.com, hurco.com, jbtmarel.com, nordson.com, hii.com

Glossary

Cobot
A robot arm designed for collaborative applications, subject to a task-specific safety assessment.
AMR
An autonomous mobile robot that navigates warehouse or factory floors.
PLC
A programmable logic controller that runs deterministic industrial control tasks.
Digital twin
A software representation of equipment or operations used for simulation and monitoring.

Heat, spend, exposure and shares are editorial estimates. How to read the map ↗