Connect with us

Hi, what are you looking for?

Tesla robotic EV charging cable
Tesla robotic charging cable

Autonomous Vehicles

Robotics & Automation Suppliers Seeing Surge From EV Transition

Originally posted on EVANNEX.
By Charles Morris

A gold rush attracts prospectors from near and far, and the invariable result is that some get rich quick, and some go home penniless. There’s one group that always does well, however: merchants who sell picks and shovels to the miners.

Electric vehicles are today’s motherlode, and both legacy automakers and ambitious startups are investing massive sums in hopes of hitting pay dirt. Some of these will thrive (a certain California carmaker already has), and others will perish. At the moment, all are struggling with a shortage of semiconductors and other components, on top of a persistent pandemic. However, there’s one industry segment that’s doing very well indeed: factory equipment manufacturers that supply robots and other equipment for today’s highly automated production processes. (EV journalists and suppliers of aftermarket accessories are also getting by, thank you.)

As Reuters reports, US manufacturing in general is enjoying a broad recovery from the corona crash—new orders rose from $362 million in April 2020 to almost $506 million in June 2021. The makers of robots and other factory automation technology have seen an even bigger surge, and demand is expected to keep climbing as a wave of new EVs goes into production over the next couple of years. Automakers have ordered manufacturing equipment for 37 EV models in North America alone, industry consultant Laurie Harbour told Reuters.

“I’m not sure it’s reached its climax yet. There’s still more to go,” said Andrew Lloyd, Electromobility Segment Leader at Comau, a Stellantis-owned supplier of industrial robots. “Over the next 18 to 24 months, there’s going to be significant demand coming our way.”

Automakers both old and new are putting money into EV factories. Automakers will invest over $37 billion in North American plants from 2019 to 2025, according to LMC Automotive, and a substantial amount of that is for EV-related projects.

“This industry is the Wild, Wild West right now,” John Kacsur, VP of Rockwell Automation’s automotive and tire segment, told Reuters. “There is a mad race to get these new EV variants to market.”

“There’s still a pipeline with projects from new EV manufacturers,” said Mathias Christen, a spokesman for paint shop equipment specialist Durr, which says its EV business grew by 65% last year. “This is why we don’t see the peak yet.”

Manufacturing automation company Kuka (which supplies robots for Tesla, among others) says its order book swelled by 52% in the first half of 2021. “We ran out of capacity for any additional work about a year and a half ago,” Mike LaRose, CEO of Kuka’s auto group in the Americas, told Reuters. “Everyone’s so busy, there’s no floor space.”

Automakers and battery builders need to order robots 18 months in advance, said Neil Dueweke, VP of Automotive at Fanuc America (also a Tesla supplier), which set a new sales record last year. “We built a facility and have like 5,000 robots on shelves stacked 200 feet high, almost as far as the eye can see.”

Appreciate CleanTechnica’s originality? Consider becoming a CleanTechnica Member, Supporter, Technician, or Ambassador — or a patron on Patreon.

Have a tip for CleanTechnica, want to advertise, or want to suggest a guest for our CleanTech Talk podcast? Contact us here.

Written By

We publish a number of guest posts from experts in a large variety of fields. This is our contributor account for those special people, organizations, agencies, and companies.


You May Also Like


Is Germany okay? We are really concerned. The German Federal Ministry of Education and Research shared that there is a new type of Tesla...


A few members of the Tesla community are going on their own Inspiration adventure to raise funds for St. Jude Children’s Research Hospital. Inspired...

Clean Transport

Elon Musk could be a huge ally to the Biden administration. After all, they have the same overall goals — or at least I...


The Fremont Police Department has added another Tesla to its fleet, this one is a Model Y. In the department’s latest post, it noted...

Copyright © 2021 CleanTechnica. The content produced by this site is for entertainment purposes only. Opinions and comments published on this site may not be sanctioned by and do not necessarily represent the views of CleanTechnica, its owners, sponsors, affiliates, or subsidiaries.