Medical Electronics Mobile robots and autonomous vehicles:
Coronavirus pushes logistic automation up the agenda
I
n March, Amazon announced that it planned on hiring 100,000 extra workers to meet the rise in demand for online
shopping created by Coronavirus-caused shutdowns and social distancing. On 19 March 2020, unions said workers were demanding that Amazon takes their lives seriously. The night before, a facility in Queens, NY, had been closed for deep cleaning after an employee tested positive for the virus. There are reports that some Amazon warehouse workers in Italy and Spain have tested positive. In France, several hundred Amazon workers protested to demand better measures to protect their safety. In Italy, there have been calls for a strike. This and similar developments once again bring into focus the motivation, and at times the imperative, to increase automation in the logistics and delivery chain. IDTechEx have been examining the
technological and commercial trends in this field for several years. Their report “Mobile Robots, Autonomous Vehicles, and Drones in Logistics, Warehousing, and Delivery 2020-2040” focuses on automation of movement in every step of the logistics and delivery chain ranging from a warehouse or a factory to the delivery of goods to the final customer destination. The emerging technology research firm
finds that this market – in total – will reach $81 and $290 billion in 2030 and 2040, respectively. This is a colossal transfer of value from wage expenses to a combination of capital investments and service subscription to autonomous robots of various types. This staggering headline is, of course, very large, and hides the key individual trends characterizing each technology and use case. In the remainder of this article, IDTechEx analysts seek to highlight the key trends.
Goods-to-person automated carts/robots Large fleets of robots are already deployed to help automate the goods-to-person step in many fulfilment centres. These robots move racks within robot-only zones, bringing them to manned picking stations. This is a fast-growing market space. The
landscape was set on fire when Amazon acquired Kiva Systems for $775M in 2012, thereby leaving a gap on the market. Today, significant well-funded alternatives such as GeekPlus (389$M), GreyOrange (170$M), and HIK Vision ($6Bn revenue) have emerged, achieving promising and growing deployment figures. The number of start-ups has also increased, especially within the 2015-2017 period.
18 April 2020 IDTechEx forecasts the annual unit sales
to double within six years. Despite the large deployments already, they assess the real global inflection point to arrive around 2024 beyond at which point the pace of deployment will dramatically accelerate. Indeed, the research firm forecasts that between 2020 and 2030, more than 1 million such robots will be sold accumulatively. It is, therefore, an exciting time.
Collaborative autonomous mobile robots Another major trend is the use of autonomous mobile robots and vehicles. Autonomous mobile robots are emerging, which offer infrastructure-independent navigation in defined indoor environments. These robots boost productivity and enable many hybrid human-robot interaction modes. They can also bring automation to warehouses which were not specifically designed and built to support robotic goods-to-person. The technology is enabled by better
SLAM algorithms. The algorithms – based on different sensors, including stereo camera and 2D lidars – are evolved enough to handle safe autonomous navigation within many structured indoor environments with a high degree of control and predictability. The technology options however are still
many, and choices have long-lasting strategic consequences. The business models are also various and evolving. Some are offering their technology as RaaS (robot as a service). There have also been some notable
recent acquisitions. Amazon acquired a company focused on camera-based navigation, which would enable object detection and classification, and thus more intelligent navigation. Shopify acquired a firm with a full solution, including the entire software stack.
Mobile picking robots Picking or grasping technology is an essential component of warehouse automation. Today, many firms and research groups are deploying deep learning to enable robots to pick novel and irregularly shaped items rapidly and with high success rates. A limited number of firms have
integrated picking arms on mobile platforms. Today, these mainly pick box- shaped items in known environments. However, progress will bring these technologies to more varied items. It will also allow better integration of the robotic arm with the mobile platform.
Components in Electronics In the short term, more learning is
required. However, recent advances on the algorithm side suggest that progress will be rapid. In the very long term though, IDTechEx forecast that 36 per cent of AMRs in warehouses sold in 2040 will be able to pick regular – as well as irregular- shaped items, respectively. This points towards a major long-term technology transformation, requiring automation beyond just autonomy of movement.
Autonomous forklifts and other industrial vehicles Autonomous forklifts and tugs are emerging onto the market. The navigation technology has progressed significantly. Naturally, the cost of autonomous forklifts is higher, but the claimed ROI by many suppliers is within 12-18 months. The cost includes the installation and maintenance as well as the cost of the autonomous sensor suite, traction control and drivers, and the software, which can be amortized over a growing deployed fleet. Overall, price parity on an annual operational cost basis is nearly at hand in some high wage territories. IDTechEx generally develops 20- year forecasts for autonomous mobility as the technology will inevitably take time to be rolled out.
Long-haul truck delivery Long-haul trucks are a prime target for autonomous mobility. This is because autonomous mobility can address many industry pain-points and because there is a clear commercial case, unlike passenger vehicles. The first pain point is that there is a shortage of drivers, which could increase
to 160k per 2028 in the USA. The second pain point is the operating cost, this is because wages are high, and likely to go up given that demand outstrips supply. Safety requirements limit the number of uninterrupted hours a driver can spend on the road, limiting the productivity of the asset. Finally, the long stretches of highway lend themselves well to autonomous mobility, unlike the chaotic conditions in dense urban driving.
Last-mile delivery vans and side-walk robots This is an interesting technological frontier. The cost of last-mile delivery is often 50 per cent of the total cost. As such, there is a strong commercial incentive to automate this step to boost productivity. There are two approaches: on-road last-mile delivery vans or pods and side-walk robotic. The on-road vans and pods share many
technological challenges with other on- road autonomous vehicles. The difference however, is that they can operate in limited well-mapped and known- environments and that they can potentially travel at low-speeds. They also will not have passengers on-board, simplifying some of the safety challenges. The side-walk robots have their own
unique design and technology challenges. The economics underpinning their business cases are also different. The key for them is extending the autonomy level of the side- walk robots to a point where very large fleets with a very small number of remote human teleoperators can be deployed.
IDTechEx.com
www.cieonline.co.uk
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