Wednesday 5 June 2013

The next revolution

tin-man, robotic, revolution

Sometimes it is interesting to think about what will come next and what that will mean for us in the future. Since the last 20 to 30 years we have had an internet revolution. This revolution has created a broad range of companies that are not only providing software (Microsoft, Oracle, SAP, Linux) but also hardware (Intel, Qualcomm, HP, Lenovo, Ericsson) and then there are all the service companies (Google, Amazon, Yahoo) and all the support companies that are running along. Very impressive when one start to think about all of that and how quickly it has grown up and how much money these companies today generate.

Even the old classical companies have profited. Glass industry such as Corning with their Gorilla glass but also Schott with their Xensation. We have also the mining and steel industry getting their little piece of the cake with aluminium, copper etc. Very fascinating!

This will of course continue for much, much longer. Some companies will die and new will appear. I guess today that the new kill and let live business is within apps.

This internet revolution have made even more companies global. Each and every little company can reach each and every person (with an internet connection) directly and try to sell their products to them. For this reason the world should also realise that we need to completely look over patents and product rights and we need to find a new global solution for it. Today it is crazy how out dated it is for companies and how crazy beneficial it is for the music industry and that entire lobbying entity!

So on one hand the world goes global and on the other hand it goes local. People wants to buy fruit and vegetables that has been grown in the back yard. They want to eat the bread that was baked next door and they want to eat less meat but the meat they eat should come from a happy animal living under good conditions and that are slaughtered there on the location and not far away so that it must be transported in harsh conditions. We also prefer to buy things that says: Made in "insert own country". It is just a fact... we really like that! I have personally converted that to any country in Europe but I think that is more an exception than the general rule. So the question then becomes... how to combine the two... globalisation / high tech with the localisation / low tech?

I think the next revolution will the robotics revolution. Germany can not produce cotton but we buy it from India and then robotics will produce the for instance t-shirts where it says made in Germany and the cost for it will be cheaper in comparison to any t-shirt produced in China or Bangladesh. The robotics needs to be highly advanced so that they can converted to perform all kind of tasks and themselves realise mistakes and errors and how to perform corrections etc. etc.

If this is the future... which company will the profit and what will be the out come of this?

Service & maintenance jobs will be brought back to the individual "developed" countries.
The "developing" countries will lose manual labour jobs.
Transport distances will decrease.
Steel industry will benefit.
Machine building industry will benefit.

My thoughts are not completed here yet. And there is a lot of open space for especially the industries and even more specific names of companies that will benefit.

Companies I think will profit will be: ABB, Sony, SAP/Oracle, Qualcomm/Intel, ThyssenKrupp, ?

Which companies do you think will profit if a robotic revolution occurs?

No comments: