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Right here we talk about the rising demand for manufacturing unit robots worldwide, the significance of cybersecurity on each an enterprise and private stage, and the way Dexcom continues to disrupt diabetes care.
Please take pleasure in these insights from our analysis group.
ROBO: A Manufacturing facility Robotic Shopping for Frenzy
Robotics demand is booming, and the world’s main producers of manufacturing unit robots are struggling to maintain up. Getting into 2022, Fanuc – the Japan-based world chief – was sitting on a record-high order backlog of almost 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 anticipate orders at ROBO members corresponding to Fanuc, Yaskawa, ABB, and Teradyne to proceed to development up as various highly effective drivers stay firmly in place. First, the e-commerce increase is driving an insatiable demand for logistics automation options, together with new areas of warehousing and distribution operations. Second, the fast shift to electrical autos 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 prime of enterprise leaders’ minds.
Japanese corporations, which account for 21% of the ROBO index by weight, manufacture round 45% of the world’s industrial robots, in line with a current report from the Worldwide Federation of Robotics (IFR). And they’re supported by a bunch of crucial element suppliers, corresponding to Harmonic Drive, Nabtesco, THK, and SMC. Whereas Japan can be one of many prime customers of robots, rating third on the IFR’s record of most automated nations, the nation exports almost three-quarters of its robotic manufacturing, primarily to China and the US. We imagine that Japanese corporations 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 employees, 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 improve, the significance of defending digital belongings via cybersecurity has grow to be crucial. With the Ukraine–Russia battle now in focus, it’s necessary to stay to the basics and see the place demand is required. This consists of defending nationwide safety belongings, corresponding to power/infrastructure, hospitals, and army whereas with the ability to proceed working as standard in areas like monetary providers. Any main disruption to entry or belief in these providers may majorly threaten our nationwide safety and livelihoods.
On the enterprise stage, corporations and their staff depend on protected and functioning platforms to maintain our world transferring. On the particular person stage, 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, routinely. Actually, 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 search out methods to get rid of the weakest hyperlinks throughout {hardware}, software program, and inner and exterior threats utilizing synthetic intelligence. THNQ index members Darktrace, Palo Alto Networks, Rapid7, and Varonis are the main corporations 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 folks with diabetes, changing the necessity to use needles a number of occasions every day. A research of the G7 exhibits that it continues to supply best-in-class accuracy and is a major enchancment from its earlier era, the G6. Along with higher accuracy, the machine is smaller—the scale of a nickel—and simpler to make use of.
We’re inspired by this information for 3 causes. First, these machine enhancements proceed as an example Dexcom’s know-how management. Second, we imagine this glossy new design will allow Dexcom to penetrate additional into the a lot broader Kind 2 diabetes market. Lastly, it demonstrates that regulatory authorities are working via the approval of non-COVID applied sciences that 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.
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