Heex Technologies Webinar 4 : Differences between Europe, Asia, and America in the AMR market
Hello everyone and welcome to our webinar today. Uh we are live together with Emil and Adrian and um we wanted to make a very very short introduction since uh due to connectivity issues that we had during our rehearsal we wanted to make sure that you have a seamless experience about the interview. So, we pre-recorded the bigger portion of the interview that I'm going to launch now and then we will be be available at the end for um Q&A from the audience. I'm going to start now on the platform the Q&A. Feel free to write down the question that you have during the interview and we will be to cover that at the end. Uh so, see you in a little bit. I'm launching the
recording now. Welcome everyone to our fourth webinar session. Uh I'm very pleased to welcome today Emil Jensen and Adrian from X Technologies. We're going to cover some topic about uh the AMR market uh specificities in different regions, things that are going well, things that are maybe more challenges and uh that should be a very interactive and nice conversation before we dive into some more insightful topics. I'd like to you know contributors um speakers to introduce themselves. Emil welcome. Yeah. Hi. Wonderful to be
on your webinar and thanks for the invitation. My name is Emil Jensen. I work in mobile robotics for a number of years recently with Intel in in the realms department. Uh before that with a Chinese startup called Geek Plus and and before that it was a Danish startup called mobile industrial robots. Uh I also run a website called the mobile robot directory uh where you can go and find uh hundreds of different uh mobile robots.
Okay. Well, welcome and thanks again for joining us today. Adrian. Hi everyone. Uh my name is Adrian. Uh I've been a senior account executive here at Heeks for about a year. Um I'm kind of fresh new into the world of robotics and it's been great actually just uncovering so many different use cases especially right now for AMRs. It's a booming market and I have to say Neil thank you very much for that for the mobile director because it's been a great resource for me to learn more about robots and and the the market itself. So
very excited about today's uh webinar. Great. Thank you Adren. Uh so now let's get to to our topic of today and maybe before starting um I guess a lot of people would be interesting to know Emil what initially sparked uh your interest in the autonomous robotic space. Yeah actually I was coming from uh selling environmental protection equipment air filtration for industry.
We had a lot of customers in power automotive and we saw that there was a big shift towards uh robotic welding in particular. So that's how I got into robots. It was I was I was cleaning up after the robots when they were doing the welding and I was looking into that and it had a shift like from 5% to 40% to 60% of all new welding installations in China went robotic in a number like a handful of years. I was like, "Wow, there's something going on here." And then around that time, I got in contact with this Danish company called Mobile Industrial Robots, and they had a robot that could drive intelligently around stuff. So, I I'd seen ATVs before, and and I'd experienced them back in I think the first time was Lego in 96. 96 I was in the Lego factory.
Everything was fully automated. the there was not a single human involved in the making of the things only in the programming of the robots and and that's when I came across ATVs the first time was amazing and then this Danish company came say we have something called an AMR which is like an AGV uh but it can drive around things right so so when I was at Lego the first thing they told us is when the AGVs are coming the humans need to get out of the way the AGV will stop but you're going to stop the production right and then the AMRS came around and they're like well we can just drive around things and and you don't have to worry about us. We are collaborative and and that's how I got into it. I thought it was wow this is new this is exciting this is a handful of years ago so so it's it's less new today but that's my introduction to how I got into mobile robots yeah very interesting and and from what we can hear you have an experience because we're going to talk about specificities by region you know working in Europe you are calling from China if you had to describe the this AMR market in one word per region what would this be and and Yeah. So, so maybe let me just highlight my my experience so you know where I'm coming from. I I was a VP of of Mir in China. So, running the China arm of of
the business here and then later I was doing a general manager for what we call international business with Geek Plus and that was mostly Europe and US. So, I've been all over the world. I've done projects all over the world. And I I like the question by the way, Pier. It's a great question. What is the one word
to describe each region? So, so and let's start with China. It's going to be one and a half word is going to be full automation. Okay. So, so the projects here, the way I see it is that the Chinese are really going for no humans, lights out manufacturing, 100% automation kind of projects. In in US, I would say the the one word is productivity. So, so it's
it's really about what are the productivity gains that that you're getting and and how fast is a system and so on. Um, and the one word for Europe would probably be safety. I think Europe is is leading on safety but also in general more focused on safety than than certainly than than Asia. Okay. Thank you. Yeah, that makes sense. Um Adria I
mean X Technologies has been successful in working with different AMR provider and end users in all of this market as well. What would be your answer to that question? Um well honestly Emil it's it's interesting but for me it's like um just the volume that we're seeing from Asia like the number of actors that we're seeing is really really quite astounding and how I we're going to see this in in the a couple slides we're going to present just how they are on the verge of exploding and having even more of a you know market penetration. Um I think that'd be yeah growth basically that I'm seeing from Asia and then for America it seems more like diversity. I feel like there's a little bit less regulation.
We're seeing a lot more actors in, you know, delivery AMRs. There's like a lot more trial and error, uh, whether it's in the Bay Area, whether it's in agricultural farming, uh, where they're not afraid to just try out new things. And then, yeah, to Emil's point, I think it'd be more regulation, safety, uh, that we're seeing with, uh, with Europe and the European Union that's trying to regulate some of these things before uh, they flood the market. But, you know, we're seeing this market trend, so everything everyone is going to have to to change rapidly here. Okay. Thanks. Um, back to you Emil. Now that you have been like all over the world, do you have a defining moment in your work that reflects either the complexity or the opportunity of scaling in one specific region defining moment? There's there's been a few defining moments, but I I have a I have a story about scale that that was was just blowing blowing my mind. So it
was it starts back in 2019. At the time we were selling MIA robots in China. Um and there was uh one of the solar panel companies that that purchased not a MI robot but another brand of robots. They purchased 400 of them for for automating the solar panel manufacturing. It's like
wow this is a huge order. We've never seen projects in the size of 400. Okay. So we start looking into this and their competitor wants to do the same thing. So so solar panel manufacturing is uh 90% done in China. If you look at the whole world, it's a very Chinese market and it's aggressively growing. It's on the line with battery manufacturing of just a lot of capital going in and building lots of new factories and and they had decided they want to automate the the material handling or the material flows. So, so all of the
players all at once just started adopting mobile robot technology. I I remember telling uh my my headquarter in Denmark that we we got to invest in this. This is going to be 3,000 robot market and and back then we were talking about, you know, 10 robots was a decent project and 50 robot was a a good project for for the time, right? So, so suddenly you have customers talking about adopting thousands of robots and that was really exciting. Uh, it turns out I was wrong. Okay. So, so, so later when I when I went to the Chinese Geek Plus, we we actually did a lot of these projects and and it turned out it's 10,000 or 5,000 robots a year and and tens of thousands of robots deployed at solar panels in China today. And that
happened since 2019. Just amazing effects. Well, that's that's a very good sideway to, you know, what we wanted also to to to dive a little bit further into today, which is the market evolution, right? You you touched to that point, but maybe on a on a broader scale and over the last 10 years, which region um has surprised you the most in terms of robotics adoption, innovation, and and why? I think there there's different characteristics of of all the regions. Um I think uh you know Europe and US have been leading in some of the the technology innovation especially around autonomy and how do we use intelligence in in the robots and and how do we make them more collaborative and safe and so on. Um and then China, Asia, but but really China has been u leading in scale, just massive massive scale. And and there is there's big technology differences. So one of the things that
that surprised me the most is that how different the markets are, right? So so um you have in Europe a number of of robotic players that are really Europeentric. you have in US a bunch of players that are US- ccentric and recently some of them started setting up Europe offices. So let's say you know the ones that have most of their business in US and then they only now go into Europe and in in Europe it's been the same. They have really most of the business in Europe. Um so so so I think
that that's really interesting. And then the the part that that China is is just technology-wise completely different from from Europe and US. They're using really different uh technology. I It says I lost my connection. Can you guys hear me? Yeah, now we all good. Okay.
So, I'm just checking. So, so China is is adopting a different type of robots and and using really different concepts than than Europe and US which is is fascinating and surprising to me. Thank you. Um Adria, I know you consolidated a
few you know data points for us to you know have some visual on that market. Um would you mind taking us through it? Yeah, absolutely. Can everyone see the screen? Okay. Yeah. Awesome. Um yeah, so I just like came up with these numbers here thanks to investments research actually just to see you know where the AMR market is right now. So autonomous mobile robots I know for now it is very much like a small part of just robots in general. I think we we just lost uh I
think yeah I'll continue for now reconnect. Um, basically, yeah, but the biggest thing we're seeing is that the market is just just uh starting and we're about to have it explode in the next 10 years. What I found was the most interesting part though was that today even though we're seeing a lot of, you know, acceleration happening in Asia specifically, there's a pretty even split at least in terms of the market share between Europe, North America, and Asia Pacific. Um that is probably going to change very quickly in the in the next coming years especially because as Emil was just saying China has a very domestic market and more and more of the domestic actors are the ones selling those those robots. So this is probably going to change very very rapidly and we're going to see more 40 45 even 50% coming of the growth coming from from Asia. Uh but and what's been really the biggest factors in accelerating all this has been the increase of e-commerce and AMRs and warehouses after COVID shortage of supply of uh employees has really accelerated that of course the ability to have AI machine learning back to Neil's point where we're shifting transitioning from AGVs which are you know robots just following a path or on a certain track and can't really comprehend if there's something new that happens versus now with the advent of AI where they can adapt to on the floor and depending on what's happening. And the
last part is of course everyone is looking to leverage cobots for more productivity. Let's just check in here with Emil C before we delve into the different regions. Yeah, I think you can continue to maybe give us some insight on the on the regional market trends. Absolutely.
Absolutely. So the biggest market trends you know we're seeing from the three different actors that we um leverage here. So USA, Europe and Asia. Um first off America is a huge producer of AMR specifically for warehousing and automation. Um that's going to be the the biggest we're seeing here for pickers uh forklifts um fully automated um yeah warehouse station where they're they're having all the goods again for e-commerce is driving a lot of that growth. Uh but there's a lot of strong tech advancements there with AI and machine learning. Again, probably the
most innovation we're seeing there in in the in North America from agricultural to delivery to medicinal u purposes to manufacturing, food automation. There's really a ton a ton of different startups that are popping up in uh in America. There's a lot of investment basically today in automation.
Now for Europe again, we're still seeing that they have a strong market share as of the the last couple years. Um still basically like transitioning skills adoption and still having some funding happening from VCs, but maybe not to the point that we have from the North America. Hey Neil, glad to have you back. We're just going over the different uh regions here and the market trends that we're seeing. So last but
not least, Asia, which is as Neil was just talking about the fastest growing region overall, at least in terms of sheer volume. Um, and they are probably going to drown the market very very soon. Um, there's a high demand coming from e-commerce, automative, beverage sectors, things like that, just like in in North America. And we're seeing
emerging economies like India, China, Japan driving a ton of that growth and a bit of South Korea as well. So that's Yeah, thank you Adrian. Uh, Emil, can you hear us? Okay. Yeah, I'm good. Uh,
sorry, this was a firewall issue. No worries. No worries. Um, Ali was able to, you know, shell a little bit more data regarding, uh, you know, regional market trends as well. And I'm glad that you just came back because we wanted also to get your insight about any signals that you are seeing today that might indicate a market leadership shift among the three regions over the next next five years. Do you think that there is a region that is underestimated today and you know is going to make a breakout? How do you see the things evolving for the next five years? Oh man, that that's tough because the the whole world is is very difficult to predict at the moment. Um my my my first
prediction would be that all regions are going to continue to do well. Okay. So so you have sort of a balance between the the the regions in terms of size. Asia maybe has been a little bit smaller than Europe and US historically but is is catching on. uh you know Asia is probably the biggest by volume but but then by revenue it's it's it's not as big because they use cheaper robots. Um I don't think that's going to
change dramatically. I think all regions are going to grow and and continue to to to to you know have sort of a equilibrium between them. Um I think we're going to see our integration across the regions right. So, so even though we okay we are facing tariffs and and and trade barriers at the moment, people are trying to disconnect, but I still think that more robots are going to go into the US from from Europe and and certainly from China as well and and there's the other way more American robots are going to come into to to Europe. Um, what I'm seeing is it's really hard for foreign companies to succeed in in China at the moment. the rest of Asia is is more more available to to to more players.
Um and and then you have a really strong trend of Chinese robotic companies going international. Um so I think the what you're going to see is just more and more integration, more and more global players and companies really trying to to to sell all over the world. Okay. Yeah, that's that sounds right. So you
you don't see the geop geopolitical tensions or or trade regulation as as a as a blocker right to the to the roy diplom. It might even be actually a catalyzer in some region. Uh so so so you know I'm definitely not the expert and and I wish I knew what would happen but but you know part of uh part of the rationale so let's say that that US kicked off the latest round of of tariffs right and and part of the rationale behind it uh was bring back manufacturing right so so so okay uh we want to have the manufacturing come back to to United States that's that's actually a a reasonable goal um how are you going to do that I you're not going to do it by bringing the jobs back. I'm I'm sorry to say it sounds
nice politically to say we're going to bring jobs in manufacturing, but the reality is those jobs that that are happening in in iPhone factories in in South China is not what America you're not going to hire those people in US to do that. So, so the way to bring back manufacturing is to robotize it and and automate it, right? So I think in that way it's actually a a strong support for for okay if we if we're serious about bringing manufacturing back to the US we need to get even more serious about automation. Yeah. Um and the way I see it US cannot
make all the robots themselves at the moment. They they have a few companies but but uh you know they they need robots from all over the world to actually do that automation. And I think it's going to be the same in Europe. uh
Europe will follow a little bit slower. But the same thing is that hey we can automate our way into having manufacturing here. We don't need to manufacture in in low labor cost countries anymore. We can actually manufacture at home if we if we use robots. So so overall I'm very bullish on on the future of automation and manufacturing in the the western countries uh using automation.
Yeah. Uh you're right and and that uh resonates quite well with uh our former webinar where we hosted someone from a venture capital that heavily invest in robotics and and saw the same let's say trend as well from a from a VT perspective. Um now that we have a good picture about you know regional market trends and so on I I'd like to maybe um raise some of the few technical and operational scaling challenges. Um maybe Adria you can give us a quick snapshot about what we have seen so far and then we're going to dive on some of this topic after. Uh yeah absolutely. Um well
just in terms of like technical operational challenges and scaling uh what we've seen is that each region does have its own specificities here and we've listed here some of the topics that we'll be discussing with Emil. Uh just between yeah things like open source and proprietary what are you going to be leveraging uh within companies. I know for instance it's a big factor of just leveraging some open- source libraries like such as Ross for instance to accelerate especially more for budding companies uh versus maybe more traditional actors that have been in building ro uh industrial robots for years and are now doing their own AMRs. So they have all that technology in there already. But I think one of the most interesting aspects and we've even seen it today uh during during this webinar is things like internet connectivity. Um, you know, we're seeing a lot of actors, and this is going to depend maybe more on each AMR and what kind of AMR we're talking about, because if we're talking about a a quadriped that is being used for military purposes, uh, that is surveying a military site, you maybe don't want to have that robot have having internet access. But then if we're talking about
more of a food delivery system, they're going to need to have constant internet connectivity, especially if they're in a civilian setting where, you know, you just need to have that data just for security purposes to be sure that you have control over these robots that they're not going crazy like maybe some autonomous cars that we've seen in the past that can cause some accidents. So that for sure is like each country um maybe has a bit more well freedom and I think maybe in China it might be easier but I'd love to have your insights here Emil about that and then in terms of like inter Oh sorry go for it. No please continue. Oh, and then just in terms of like interoperability uh standards, I'm I'm actually very curious, you know, uh we're seeing more and more ISO certifications come up for robots to be able to go into production and is that I mean, at least for the European actors that we're seeing to have those robots um be go live. I'm
kind of curious, you know, is there as much regulation in other markets? I'm seeing this at least in the US and uh at least in Germany and France with a lot of actors that we're talking with today. So curious about your thoughts there. I think the last part there is just for us talking about AI and autonomy but we'll maybe save that for last. Yeah. Know thanks Adrian and maybe yes Emil would be good to hear you you know regarding the first point on open source libraries you know a lot of these uh AML manufacturers that are relying on the ROS framework for example that has benefits but also limitation. So what is the trade-off you know between open-source proprietary technologies especially when you want to scale globally? Yeah. Uh good question actually. I I
think there is the there's two parts to it. There's the commercial strategic uh thinking about it and and then there are some practical things. So so let's start with the commercial right. If if
you're building an AMR today uh you should ask yourself what unique features am I going to bring to the market? and where do I use offthe-shelf components the whether open source or proprietary I don't need to reinvent slam I don't need to reinvent uh navigation a lot of these things are working really really well already and unless you have uh some new AI powered way of doing it better you might want to use uh off-the-shelf available components software components and then focus your your your resources and your development effort on your idea and and how you're going to make something new and better, right? So, so that's the starting point is to say don't make something that already exists. focus your resources on on things that you're going to do differently and better and then use available technologies for the thing the problems that have already been solved and then the question is okay do I use open source or a commercial available slam or commercial available navigation product right so so uh here it's where it gets practical I think uh not open source is not all everything open source is equal so so there there are things like licenses that you have to learn which licenses are businessfriendly and and which are not. Um so so so some of them are you know easy to use in in a commercial product. Some of them will require you to make your own code open source as well which can be quite a tough thing for a business to accept. So so licensing is is a key thing to study when when you're going the open source route. Um, and then also, you know, uh,
there's so many open-source projects. Some of them are really strong. Ross is is a really good project project in general with lots of lots of quality and and support behind it. uh but you you're going to have to figure out a way to to figure to say okay uh if I'm using open source uh how good is the quality of of the code and and can I trust it to remain good and and be updated and so on. Um whereas if you're going for a commercial proprietary solution it comes with a a contract it comes with support and and so on. So I I think really the the question is um you know what what is the quality of of the individual project and the licensing and so on and um how much uh how much effort are you willing to put in because ultimately if if you want to conserve your own resources uh then the proprietary solution is probably going to get you there with the least amount of effort.
Yeah. No, that makes sense. that's not for for developing something yourself then then open source can be excellent and I feel like we're leveraging a lot of open source at least in the western world where you know people are are definitely um you know wanting to bank on these technologies and wanting to collaborate we see a lot of robotics engineers whether in their faculties you know collaborating there I'm curious in China from a business perspective are clients asking more for proprietary systems to to keep it safe or are they actually more embracing the open source nature so that they can leverage it and make it their own or do they see it as a risk? Yeah, I would say that something like 80 maybe 90% of of the GitHub projects come out of academia and are still at the quality of technology testing and and experimentation and and not a lot of it is ready for production uh ready for deployment in a commercial product. Uh so so so even though there's so much going on uh it doesn't mean that that you can just take all the latest stuff there's a lot of really interesting things happening all the time with AI and and so on but very little of that is is suitable to directly deploy into a commercial production level. Yeah that makes sense. uh and and actually in
order to facilitate that and to help those robotics uh companies to leverage the best of both world um X technologies recently joined uh the opensource robotics alliance right Adrian that's right uh the SR we just joined and actually will be participating at different uh Rosscon events because yeah that's where you really see a lot of people just sharing um and I encourage everyone please uh go on on their own discourse for instance they're always like discussing different topics um especially for you know kind of to your point of meal like how do you accelerate your development very very quickly which libraries do you want to operate depending on the AMR you want to build or like which tools like gazebo or whatever tools you want to get data basically very quickly so yes very very happy that we joined OS and happy to be part of the conversation yeah that's good very good news um Emil we we see also internet connectivity being like a a big challenge or the lack of internet connectivity should we say um how does that uh play a role in in designing decisions uh for AML project across uh all these different regions? Yeah, it's challenging even for me today. So, so I think one of the the first things you have to to think about is are you deploying everything on prem or are you relying on on cloud infrastructure and cloud services, right? So, so if you go back just a couple of years, maybe at most a handful of years, the default answer was onrem. Customers were scared about clouds, you know, there is this cyber security element, but there was also just a feeling that hey, if the internet connection goes down, my production stops. I I can't have that. Um, whereas today it's it's it's more nuanced. I I
think people are really seeing that clouds features can add a lot of value, can speed up deployments, can make things a lot easier and customers have also started using a lot of other cloud services not just for their robots but they're using cloud for for a lot of their other software now. So they feel more comfortable with it. Um still I I think you know you will find customers that are saying no cloud or uh our own private cloud something like that. So as
as a vendor you have to be ready to support uh customer demands for for having everything within their own network. Um, but I think there's also lots of opportunity to to deliver value added services through the cloud where you could say that maybe the real-time stuff is running on prem and we have that data analytics layer that is powered by the cloud things like no very interesting and I guess this is also one of the one of the approach of X uh to provide the different kind of integration and data infrastructure to this customer both to support this internet connectivity challenges, data collection, cloud uh data infrastructure and as well this massive amount of data that is being generated from robots right from the sensor, the camera, the light and so on. Maybe you could give us a little bit more insight about the the X approach and how you guys overcome those data management challenges. Yeah, absolutely. Especially because um to the point that we were making before, you know, it kind of depends on on each um AMR what we're talking about. Do they need to have internet connectivity all the time? Do they do they even have like a a 5G or 4G chip um on them or do they have like send at the base? And yes, this is where typically we do adapt to each um to each customer to each one of their needs. Um
and and our approach really to HEAKs is basically trying to help robotics engineers cut through the noise of log data and just get pertinent information so that they can either if they're working more in R&D phase, if we're talking more about a startup that is developing a robot um before it goes into production and they just want to know why it's malfunctioning and iterate on the code base fast, being able to send firmware updates over the air very quickly. um basically just getting the pertinent data, reviewing it in a contextualized way and then you know working through their uh pipeline basically to update it. And then we're also seeing a second use case more maybe meant for customer success managers or fleet management operators that are more looking to see once their robots are in production how all that is operating because you know there's a very high cost of investment for a lot of these companies that are going from automating their warehouses or different work that they're doing and they want to know that this high investment in robots is getting the results that they want. So they want to be able to know at any time how much uh how well it's operating and if there's any kind of error that is not in the uh in the manual getting as much contextualized information so that they can iterate on it very very quickly. And this is basically what we strive to do to generate what we call smart data for robotics. So again just contextualized
information from logs. So today we're talking about AMRs but this can apply for a number of of robots um in in in the world. So it could be just AMRs as we're talking today, but a lot of industrial robots as well. We're talking
with a number of companies as well. They're more looking into predictive maintenance, understanding when a piece may become faulty, when we want to replace it so that it doesn't break and there's been a very high cost of fixing it. Obviously, smart mobility, I think even more than AMRs are generating like terabytes of information with liars, cameras, um all the different sensor that they have. they really have a bottleneck here for them more about just sending the data where the cost alone is making it more interesting to just have a solution like he and then the last would be more off-road autonomy where you need to have connectivity all the time for trucks or um any kind of smart agricultural uh robots that are on out on the fields where we need to know what's going on and how to operate them but for today we're focusing on AMRs and that's the value proposition that we have basically equipping these um teams with predictive analysis tools to identify potential issues before it happens and providing a scalable adaptable way of having that data exposing it via an API. If you need to use it to with a third party system a lot of times they're using their own systems as well. So just making the data available like that's what we're all about democrat democraticizing data and again then making that data valuable so that people can use it whether it's um someone who is operating the fleet whether it's more the end user u the client who wants to have a second source of truth about the robot how well it's operating and just basically having a dashboard to have all that information in one centralized way yeah thanks uh Adrian for for sharing that um and I guess you know the what you describe is also supporting robotics company that want to scale globally right with the centralized platform and having robots being managed centrally Um but from a distributed perspective yeah I didn't go into the technical aspects here of the clouds because each client will have their own to Emil's point some of them are going to be on prem some of them are going to have different clouds in full transparency I'm not even sure if we can deploy their clients in in China that have their very specific clouds everyone's going to have their own cloud provider and that's probably one of the big factors as well when we're talking about American companies coming to Europe or European companies going to Asia can we all adapt to each other's cloud so making it available through API at least makes it easier but not always uh you know a given. Yeah. Um
it's a very lively conversation. Uh I wish we had more time to cover uh other topics. Uh but I'm looking at the time and I guess it's um also good to have some closing thoughts and maybe take a step back now. And um one question that maybe some of our people in the audience that are building new robotics project and so on would be interesting to get the answer you um Emil is like if if you would position yourself now as an advisor of a robotics startup that is trying to expand internationally.
what is the one thing the one advice that you will give them or the the blind spot they should be absolutely very aware to to to be careful with okay so if if the question is international expansion right how do I get all over the world I think the really thinking about local presence okay whether you are doing it through a bunch of of local system integration partners or you're hiring Having your own team, you need to be local with the customer. It's good to have a global brand and a global product. But at the end of the day, you cannot project remotely. You have to have support on site and that starts all the way through the sales process implementation and after sales support.
This is probably the the biggest challenge for for going international is is you have to actually go there. Very interesting. Yeah, maybe one one last question for you, Emil. I mean, we've seen now the the the the technology market like being completely disrupted with generative AI with MCP protocol, chatbots that are being integrated now in robotics application. Do you see any trend or signal that is currently a bit under the radar but could change everything in this space? Wow, excellent question. Um, I'm looking forward to uh Nvidia Jetson PCs and computer vision strongly changing the way mobile robots work. So, so I'm a mobile robot guy and
there's lots of other cool stuff happening out there. But the way I see it, the the robots that are being used in production in in commercial settings are still using sort of five year old or 10 year old ideas. And uh there's so much power you can do when you have the sensing and the intelligence. Uh and and I'm really looking forward to to startups disrupting what we think about today as AMRs. you know, AMR's disrupted
AGDs and and what's the next way? What's the next kind of generation of technology that is using computer vision and and AI to to navigate smarter and you know be much forward to that and I think it's coming very soon. All the pieces are there. That sounds uh like a very promising uh last thought. Um and I'd like to thank you Emir and Adrien for your contribution today. Um maybe it's time to open um the floor to the audience if they have any question. So I'm going to then uh terminate that uh recording and then we see you live in a few seconds. Thank you very much. Bye. And here we are. Look at
that. It uh looks like it was a good idea as you can see that we pre-recorded because we had some connectivity issue. But hopefully um a very interesting event for you to follow. Um we already at like
4:30. So we're going to take just a few minutes to answer any question that you might have. I've seen some question coming coming up on the in the audience. So I'm going to be uh putting them live or just reading them.
Um one question was how are impacting the regulatory differences between different regions on the AMR performance? Um maybe Emil you could give us some thought about that. Uh, you're mute, I think. How about now? Yep. Yeah. Hey guys, uh, hope you guys had a good time enjoying the recording and and, uh, we'll stay on as long as the connectivity here in China allows. Um, so, so the question was, how is the regulation across different regions impacting performance, which which is really insightful question, right? So the main differences in regulations has to do with safety and and you might say how strict the safety requirements are. So so uh there is definitely a trade-off between safety and performance. Uh at the you know at
the extreme you could say the safest robot is the one that's turned off. Uh we do have really really safe robots uh today. So you don't need to turn them off but there is sort of a tradeoff where you say okay do I need a really big safety field then I cannot navigate a really narrow aisle and so on. speed is is certainly related to both performance and safety but in opposite directions right so so um it's a really good uh thing to understand the trade-off I think the onus is on the vendor to get the maximum performance from a safe system uh but but there is this trade-off and and if you try to to really maximize both maximize safety and maximize performance what happens is cost goes up and and can start exploding if you if you really try to do both And and I think there's also um a sort of a difference in in the cost between the regions. I see that is driven by the regulation, right? So the regulation is is is driven driving cost differences, not just performance differences.
Yeah. And I remember at the beginning of the the webinar you mentioned about how European region is focusing on on safety. Um I think it's also data privacy right um and um and um well the platform that we have also allows you to manage some of this data privacy with the recording um and I think it's important especially for robotics provider that are operating into their customer environment and wants to ensure the the privacy of the data that they are dealing with. Um maybe one last
question that was uh from the audience uh and I guess this one is for Adrian. Uh what are the requirements to integrate uh X platform? Um maybe you can answer that and you can also maybe give us the news about the the self-s serve uh release that is coming up. Yeah, I was going to say um yeah, great. Uh we we just actually released our self-s serve offering so people can actually try it out 14-day uh for free. There are two options basically you know dependent on uh whether or not you have a robot it should be able to integrate one is gonna you're going to require more heavy lifting basically leveraging our SDK so that you can deploy agents on your robot so they can start basically monitoring the signals and then collecting that data to get smart data out of it um and we're going to you know cover like Linux like the big oss but for sure we with as we have mentioned before we're now part of the OSR so we're really focusing on Ross developers um so we have an exciting feature that we released just last quarter called RDA um which allows you to in a basically no code way uh connect your robot to uh to heat. So all you have to do is upload a
ROSS bag. It's actually going to then crawl through the content there and um basically be able to subscribe to all the different messages you have in there and start generating smart data out of it. So the barrier of entry is basically as low as possible as we can make it for for ROSS developers. We're hoping that we can uh start having more standard uh robots be as easily integrable but for the rest as I said there is a bit of work done to be done basically just downloading the SDK we have a new quick start actually which was just released our selves are offering so yeah there's never been a better time to try out heeks and at least you got that 14 free day trial and let us know in case you have any questions about integrating it specifically happy to connect you with our customer success management team sounds Well uh we are just about time. So thank
you very much again both of you. Emil, thank you for joining especially from China. We do really appreciate uh your contribution to that very lively conversation. Um Alian thank you also as well for uh sharing the insights from X technologies perspective. I hope you guys enjoy um the talk and um you know any other question you know where to reach us.
Thank you guys. Yeah. Thank Thank you so much, Pier. Thank you. Bye.
2025-05-24 05:47
