The Japanese robots are coming, Europe - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
FT商学院

The Japanese robots are coming, Europe

EU’s tight labour market combined with tech advances mean demand for robot workers is increasing
00:00
{"text":[[{"start":11.14,"text":"Japanese robots are going to become a more common sight in Europe. "},{"start":14.882000000000001,"text":"Rising wages are boosting demand for factory robots that can process everything from handling food to welding cars. "},{"start":20.899,"text":"For their manufacturers, which are starting an aggressive push, there is room for growth. "}],[{"start":26.509999999999998,"text":"Fanuc, one of Japan’s largest robotics companies, has quadrupled the size of its Spanish sales hub near Barcelona, adding to its expansion in Europe where it already has 10 facilities, including in Germany, Italy and Turkey. "}],[{"start":40.25,"text":"Until now, demand for robot workers has been largely concentrated in Asia with about three-quarters of newly deployed robots installed in the region. "},{"start":48.254,"text":"Asia’s urgent need for automation has been growing over the past decade as low birth rates and a labour shortage from an ageing population increasingly cause problems for companies. "}],[{"start":57.97,"text":"China has long been the largest market for Japan’s robot companies. "},{"start":62.062,"text":"The number of robots used in manufacturing in China reached a ratio of 322 units per 10,000 employees in 2021, exceeding robot density in the US. "},{"start":71.892,"text":"For Fanuc, the country accounted for almost 30 per cent of its sales in fiscal 2022. "}],[{"start":78.23,"text":"But Chinese orders during the quarter to December quarter fell more than a third, the biggest drop among the markets it operates in. "},{"start":85.084,"text":"That is partly down to the local economic slowdown but also the results of price competition from local rivals that are entering the market. "}],[{"start":92.28,"text":"The cost of a standard robot arm is about $330,000. "},{"start":96.622,"text":"As labour costs rise around the world, the required investment to improve productivity is starting to look more attractive than ever before. "},{"start":103.714,"text":"Growth in negotiated wages in the eurozone rose 4.7 per cent in the third quarter last year, the highest on record, before slowing slightly to 4.5 per cent in the fourth quarter. "}],[{"start":114.32,"text":"Companies were already struggling to find workers in the EU’s tight labour market. "},{"start":118.824,"text":"Volkswagen has been using Fanuc’s robots for about a decade. "},{"start":122.354,"text":"The machines themselves are also becoming more sophisticated, able to handle an increasing number of tasks, such as painting, welding, quality inspection and handling dangerous chemicals. "},{"start":132.384,"text":"Generative artificial intelligence functions will help increase the scope of robot activities as object detection and real-time decision-making enhance efficiency and productivity. "}],[{"start":142.16,"text":"Shares in Fanuc, which boasts gross margins of almost 40 per cent, are down a fifth from their June peak reflecting concerns about a slowdown and mounting competition in China. "},{"start":151.727,"text":"But Europe, whose revenue contribution to group sales is only 17 per cent, provides ample room for growth. "},{"start":157.982,"text":"The robots are coming. "}],[{"start":null,"text":"

Lex is the FT’s concise daily investment column. Expert writers in four global financial centres provide informed, timely opinions on capital trends and big businesses. Click to explore

"}],[{"start":159.5,"text":""}]],"url":"https://creatives.ftacademy.cn/album/143928-1709000042.mp3"}
版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

Lex专栏:铸犁为剑——给欧洲工业吹响的战斗号角

在重整军备的推动下,汽车制造商迎来了革新其生产线的又一次机遇。

为何仍应看多黄金?

库珀:尽管这种贵金属在中东战争期间遭到抛售,但其前景仍更为乐观。

试图摆脱对微软依赖的德国联邦州

在各国领导人日益主张欧洲减少对美国科技巨头的依赖之际,追求“数字主权”的努力使得石勒苏益格-荷尔斯泰因州成为欧洲的一块“试验田”。

FT社评:价格管制重返主流令人不安

价格管制虽然能带来短期纾困,但也会衍生新的问题。与其关注价格管制,各国政府不如把重点放在提高生产率上。

元首关系紧张,美英安全合作出现裂痕

英美围绕伊朗战争出现分歧,正在冲击两国外交人员、官员以及军方人员之间的工作关系。

FT社评:全球贸易保卫战中的“中间力量缺位”

有关取代美国、寻找多边体系之锚的讨论没有得出什么实际成果。
设置字号×
最小
较小
默认
较大
最大
分享×