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21 sats \ 1 reply \ @optimism 2h \ parent \ on: You are not smart enough to make it. Neither am I. - David Shapiro AI
it would give China a huge advantage given their massive lead in robotics.
So ABB and Fanuc are officially disrupted? No more Kuka in automotive?
Idk mate... maybe @BlokchainB has more insights into this as our resident industry + AI stacker. I don't track industrial robotics myself, but why would the incumbent robotics providers still show growth if China has a massive lead? All I hear is that the current generation of Chinese robotics are extremely cheap, but I've heard at least some guys that ought to know (for example because they do process design for a living) say very recently that the reliability is still an issue versus Japanese robotics 1
But in technology development, planning design and manufacturing and productivity related to manufacturing AI combined with robotics does look to be a significant factor
Everyone is doing this, and have been for years. I think the interesting newer AI applications are on control plane and safety. See for example this nice product video from RA about their use of AI in continuous monitoring solutions, that can run off existing data as primitive as current drawing from engines.

Footnotes

  1. In manufacturing, every second of downtime is lost money, even if your equipment is relatively cheap, as mfg contracts have actual hard timelines and you pack that to the max. ↩
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0 sats \ 0 replies \ @Solomonsatoshi 38m
Since 2021 China has had more robotics installed than all other nations combined. As you note China produces them at a much lower cost than any other nation. Similar to how China produces refined rare earths, EVs and EV batteries at a much lower more competitive price than any other nation. Sure there is still competition from other countries but China leads the world in total production and adoption.
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