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The Rise of Industrial Machines

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Elizabeth M
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Interesting
Elizabeth M   4/15/2014 11:50:56 AM
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This is quite interesting, coming on the heels of Ann's report that industrial robotic demand worldwide is falling. What's the difference here? I'm a bit confused.

Rob Spiegel
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Re: Interesting
Rob Spiegel   4/15/2014 12:38:35 PM
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I know, elizabeth Interesting variance. Not sure what the difference is. Could be that the robot numbers are a brief dip in an otherwise growing market. With the huge emphasis on automation (given increases in labor costs across Asia) I would think all products related to automation would be on the rise.

Ann R. Thryft
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Re: Interesting
Ann R. Thryft   4/15/2014 1:06:02 PM
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As we discuss in my blog on the robot report, and the blog's comments, the demand for industrial robots is cyclic because of their use in specific vertical markets, mostly automotive and electronics, due to cycles in the products they assemble. But that demand also fell overall by only 4%.

Elizabeth M
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Re: Interesting
Elizabeth M   4/15/2014 1:17:40 PM
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OK, got it, so there is a distinct difference between machines for automation and robotics, of course, and the two aren't directly related in terms of demand. Makes sense. And Ann also made the point about the cyclic nature of industrial robotic demand. Still interesting to note!

Rob Spiegel
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Re: Interesting
Rob Spiegel   4/15/2014 1:58:08 PM
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Ann, so this is a statistical blip rather than a trend?

Ann R. Thryft
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Re: Interesting
Ann R. Thryft   4/15/2014 2:26:03 PM
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That's right Liz--it's cyclic, meaning the dips and highs recur at fairly regular intervals. Clearly a different demand and purchase pattern from the industrial machines Rob reports on here.

Rob Spiegel
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Re: Interesting
Rob Spiegel   4/15/2014 6:47:11 PM
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Thanks Ann. I would think the multi-year trajectory on robotics has to be upward given the increasing reliance on automation. But certainly economic conditions can delay capital expenditures no matter how well argued the ROI.

a.saji
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Re: Interesting
a.saji   4/16/2014 4:52:05 AM
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@Rob: Yes in practical terms yes it will delay but I feel that delaying technical developments due to any instance is not advisable at all. Developments are always revenue generators. Maybe in the longer run but still an asset 

a.saji
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Re: Interesting
a.saji   4/16/2014 4:52:47 AM
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@Rob: I feel it's the trend that keep things roiling. Not sure about the numbering game though 

Elizabeth M
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Re: Interesting
Elizabeth M   4/16/2014 5:29:53 AM
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OK, I think I understand now! Thanks for the clarification, Ann.

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