The Japanese robots are coming, Europe - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
FT商学院

The Japanese robots are coming, Europe

EU’s tight labour market combined with tech advances mean demand for robot workers is increasing
00:00
{"text":[[{"start":11.14,"text":"Japanese robots are going to become a more common sight in Europe. "},{"start":14.882000000000001,"text":"Rising wages are boosting demand for factory robots that can process everything from handling food to welding cars. "},{"start":20.899,"text":"For their manufacturers, which are starting an aggressive push, there is room for growth. "}],[{"start":26.509999999999998,"text":"Fanuc, one of Japan’s largest robotics companies, has quadrupled the size of its Spanish sales hub near Barcelona, adding to its expansion in Europe where it already has 10 facilities, including in Germany, Italy and Turkey. "}],[{"start":40.25,"text":"Until now, demand for robot workers has been largely concentrated in Asia with about three-quarters of newly deployed robots installed in the region. "},{"start":48.254,"text":"Asia’s urgent need for automation has been growing over the past decade as low birth rates and a labour shortage from an ageing population increasingly cause problems for companies. "}],[{"start":57.97,"text":"China has long been the largest market for Japan’s robot companies. "},{"start":62.062,"text":"The number of robots used in manufacturing in China reached a ratio of 322 units per 10,000 employees in 2021, exceeding robot density in the US. "},{"start":71.892,"text":"For Fanuc, the country accounted for almost 30 per cent of its sales in fiscal 2022. "}],[{"start":78.23,"text":"But Chinese orders during the quarter to December quarter fell more than a third, the biggest drop among the markets it operates in. "},{"start":85.084,"text":"That is partly down to the local economic slowdown but also the results of price competition from local rivals that are entering the market. "}],[{"start":92.28,"text":"The cost of a standard robot arm is about $330,000. "},{"start":96.622,"text":"As labour costs rise around the world, the required investment to improve productivity is starting to look more attractive than ever before. "},{"start":103.714,"text":"Growth in negotiated wages in the eurozone rose 4.7 per cent in the third quarter last year, the highest on record, before slowing slightly to 4.5 per cent in the fourth quarter. "}],[{"start":114.32,"text":"Companies were already struggling to find workers in the EU’s tight labour market. "},{"start":118.824,"text":"Volkswagen has been using Fanuc’s robots for about a decade. "},{"start":122.354,"text":"The machines themselves are also becoming more sophisticated, able to handle an increasing number of tasks, such as painting, welding, quality inspection and handling dangerous chemicals. "},{"start":132.384,"text":"Generative artificial intelligence functions will help increase the scope of robot activities as object detection and real-time decision-making enhance efficiency and productivity. "}],[{"start":142.16,"text":"Shares in Fanuc, which boasts gross margins of almost 40 per cent, are down a fifth from their June peak reflecting concerns about a slowdown and mounting competition in China. "},{"start":151.727,"text":"But Europe, whose revenue contribution to group sales is only 17 per cent, provides ample room for growth. "},{"start":157.982,"text":"The robots are coming. "}],[{"start":null,"text":"

Lex is the FT’s concise daily investment column. Expert writers in four global financial centres provide informed, timely opinions on capital trends and big businesses. Click to explore

"}],[{"start":159.5,"text":""}]],"url":"https://creatives.ftacademy.cn/album/143928-1709000042.mp3"}
版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

气候如何推动新的地缘战略?

环境变化正在重塑贸易、商业、物流和地缘政治。

“全民分担”的金融危机仍是危机

私募信贷与保险业的联姻热潮可能暗藏代价。

一周展望:美国通胀对债市的扰动有多大?

由于对美国40万亿美元的国家债务以及大量AI债券发行感到担忧,美国30年期借款利率已升至2007年以来的最高水平。

特朗普冷落韩国引发亚太地区诸多疑问

缩减军事演习削弱了人们对美国可靠性的信心。

穆罕默德与赫蒂彻:一段美满婚姻

一桩持续25年的阿拉伯商业联姻。

中国企业加大AI投资,阿里巴巴拟配股筹资102亿美元

在最新通义千问3.8-Max模型广受好评后,该公司发行新股融资。
设置字号×
最小
较小
默认
较大
最大
分享×