Right here we talk about the rising demand for manufacturing facility robots worldwide, the significance of cybersecurity on each an enterprise and private degree, and the way Dexcom continues to disrupt diabetes care.
Please take pleasure in these insights from our analysis crew.
ROBO: A Manufacturing unit Robotic Shopping for Frenzy
Robotics demand is booming, and the world’s main producers of manufacturing facility robots are struggling to maintain up. Getting into 2022, Fanuc – the Japan-based international chief – was sitting on a record-high order backlog of practically JPY 300 billion, greater than double the extent simply earlier than the beginning of the Covid-19 pandemic, and greater than a full-year price of gross sales. As we head into earnings season, we count on orders at ROBO members reminiscent of Fanuc, Yaskawa, ABB, and Teradyne to proceed to development up as a lot of highly effective drivers stay firmly in place. First, the e-commerce growth is driving an insatiable demand for logistics automation options, together with new areas of warehousing and distribution operations. Second, the speedy shift to electrical automobiles is pushing carmakers towards modular and versatile manufacturing programs which are extremely automation intensive. Third, labor shortages are more and more urgent, placing automation on the high of enterprise leaders’ minds.
Japanese firms, which account for 21% of the ROBO index by weight, manufacture round 45% of the world’s industrial robots, in line with a latest report from the Worldwide Federation of Robotics (IFR). And they’re supported by a number of important element suppliers, reminiscent of Harmonic Drive, Nabtesco, THK, and SMC. Whereas Japan can also be one of many high customers of robots, rating third on the IFR’s listing of most automated international locations, the nation exports practically three-quarters of its robotic manufacturing, primarily to China and the US. We imagine that Japanese firms are well-positioned to proceed to learn from the explosive development in China, which went from the world’s twenty-fifth most automated nation in 2015, to the ninth in 2020, with 2.5 robots for each 100 staff, simply barely under the US at 2.6 robots per 100 manufacturing staff.
THNQ: Cybersecurity within the Highlight
Headlines are flooded with discuss cybersecurity within the wake of world occasions. Because the world continues to digitize and cyber threats enhance, the significance of defending digital property by way of cybersecurity has turn into important. With the Ukraine–Russia battle now in focus, it’s vital to stay to the basics and see the place demand is required. This consists of defending nationwide safety property, reminiscent of vitality/infrastructure, hospitals, and navy whereas having the ability to proceed working as normal in areas like monetary providers. Any main disruption to entry or belief in these providers might majorly threaten our nationwide safety and livelihoods.
On the enterprise degree, firms and their staff depend on protected and functioning platforms to maintain our world transferring. On the particular person degree, we depend on our gadgets and web sites remaining uncompromised and accessible; THNQ index members Cloudflare and NortonLifeLock are serving to shield our entry to the web, robotically. In truth, Cloudflare, which ensures secure entry to web sites and purposes, has been deemed so important that they’ve been consulted to proceed working in Russia, to supply entry to impartial info sources for civilians.
Cybersecurity exists to seek out methods to eradicate the weakest hyperlinks throughout {hardware}, software program, and inside and exterior threats utilizing synthetic intelligence. THNQ index members Darktrace, Palo Alto Networks, Rapid7, and Varonis are the main firms leveraging AI to implement zero-trust approaches and supply well timed incidence prevention and response.
HTEC: Dexcom’s G7 Permitted for Launch in Europe
Earlier this month, Dexcom introduced that its long-awaited next-generation steady glucose monitoring machine (CGM), the G7, has obtained CE Mark approval to be used in Europe. CGM gadgets automate glucose checking for individuals with diabetes, changing the necessity to use needles a number of instances every day. A research of the G7 exhibits that it continues to supply best-in-class accuracy and is a big enchancment from its earlier technology, the G6. Along with higher accuracy, the machine is smaller—the dimensions of a nickel—and simpler to make use of.
We’re inspired by this information for 3 causes. First, these machine enhancements proceed for example Dexcom’s expertise management. Second, we imagine this smooth new design will allow Dexcom to penetrate additional into the a lot broader Sort 2 diabetes market. Lastly, it demonstrates that regulatory authorities are working by way of the approval of non-COVID applied sciences which will have been delayed because of the pandemic, and it additionally additional underscores the market demand for correct distant monitoring gadgets. Final week Dexcom introduced a four-for-one ahead inventory break up. We proceed to see this firm as being a robust match for the HTEC Index.
