Is the Robotics Industry Poised for a Surge in 2025? Here Are the Investment Opportunities

Moomoo News Global joined discussion · Jan 6 16:12

Scheduled to officially start on January 7, 2025, the Consumer Electronics Show (CES)—a premier tech event that showcases both current products and futuristic concepts from large and small tech firms—once again captured global attention.

At CES 2025, $NVIDIA (NVDA.US)$ is undoubtedly one of the brightest stars on stage. Jensen Huang will personally showcase the company's latest breakthroughs in AI, robotics, and accelerated computing.

Nvidia vice-president of robotics Deepu Talla said: “The ChatGPT moment for physical AI and robotics is around the corner.”

According to the Financial Times, Nvidia is eyeing robotics as a key growth area amid rising competition in its artificial intelligence (AI) chip business. This US company plans to launch its next generation of compact computer for humanoid robots, Jetson Thor, in early 2025.

In fact, stocks related to robotics experienced a strong rally in December last year. $Richtech Robotics (RR.US)$, a leader in the service robotics sector, soared nearly 265% in one month. $Palladyne AI (PDYN.US)$, a company focused on the autonomization of robotic systems, saw an increase of nearly 90%, and $Serve Robotics (SERV.US)$, a "last mile" robotics company previously backed by NVIDIA, saw its stock rise over 55%.

Is the Robotics Industry Poised for a Surge in 2025? Here Are the Investment Opportunities

Is the 'Age of Robots' approaching in 2025?

The global market for robotics reached USD 71,2 billion in 2023, as reported by Market Research Future, and it's on an impressive growth trajectory. With the market expected to surpass USD 200 billion by 2030, thanks to a forecasted 18.4% CAGR between 2023-2030, this expansion reflects a robust increase in robotics integration across various sectors.

In February 2024, Nvidia joined $Microsoft (MSFT.US)$ and OpenAI in investing in Figure AI, a humanoid robotics company valued at $2.6bn.

Additionally, according to the $Tesla (TSLA.US)$ 2024 shareholder meeting, Musk anticipates that Tesla's Optimus could be produced in small batches by 2025, with deployments potentially exceeding 1,000 units.

Tesla's rapid iteration of robot products is expected to bring a "catfish effect" to the global robotics market, invigorating players in the humanoid robot sector. The development of humanoid robots is likely to continue advancing, with 2025 potentially becoming the first year of mass production.

What investment opportunities are there in the robotics industry?

Logistics robots

The integration of robotics in warehouse operations marks a significant stride towards automating complex supply chain processes. As e-commerce scales up globally, the reliance on advanced warehouse robotics has surged, primarily to enhance speed, accuracy, and efficiency in handling the vast influx of goods.

Related stocks include $Amazon (AMZN.US)$, $Symbotic (SYM.US)$, the leader in warehouse robotics. $Serve Robotics (SERV.US)$, which provides "last mile" delivery for $Uber Technologies (UBER.US)$'s food delivery platform. Warehouse robots $ATS Corp (ATS.US)$, and $Guardforce AI (GFAI.US)$.

Robot software

Robot software includes $NVIDIA (NVDA.US)$, $PTC Inc (PTC.US)$, $Palladyne AI (PDYN.US)$, $Mobilicom (MOB.US)$, and $Qualcomm (QCOM.US)$.

Industrial Robots

The global industrial robotics market is experiencing robust growth, valued at $41.9 billion in 2023 and projected to reach $192 billion by 2033, with a CAGR of 15.2% according to Statzon. The growth is driven by increasing automation across industries and technological advancements.

Medical Robots

Apollo Research Reports valued the market size for medical robots at around USD 18.1 billion in 2022. The emerging trend is expected to continue with a CAGR of 16.6% until 2032. Innovations in the industry are expected to reduce the cost of the systems over the coming years. Thus, market penetration is expected to increase.

The leading companies in robotic surgery are $Medtronic (MDT.US)$, $Stryker Corp (SYK.US)$, $Accuray (ARAY.US)$, and $Intuitive Surgical (ISRG.US)$.

Defense robots

Military robots are revolutionizing defense through advanced AI, autonomous systems, and unmanned technologies.