Oct. 15, 2015

Harrison PoIndustry Consulting Center, Industry Consultant

harrison_po@topology.com.tw

12 October 2015 | Page 2

TRI

Outline

12 October 2015 | Page 3

12 October 2015 | Page 4

3C

1010

3C3C Robot CellRobot Cell

Source 2015/10

12 October 2015 | Page 5

Industrial robot Service robot

ISO8373

4.0 …

…

…

…

…

Source 2015/06

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20254.0

2025 10

2025

2025

2025

2035

2049

Source 2015/06

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2025

5G

2025

Source 2015/06

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(SCARA ) Parallel (Delta )

4~6 ) (6 ) 2~4

Fanuc Yaskawa OTCPanasonic KawasakiNachi Mitsubishi

ABB KUKA ComauStäubli UR

Hyundai Heavy

Siasun Effort GSK EstunSTEP Lerobot PandaKinger

EPSON Yamaha ToshibaMitsubishi Denso JanomeHirata IAI

Adept KUKA Stäubli

Robostar Dongbu Robot

Estun Lerobot ValiSentel Adtech BonmetFDRobot

Fanuc Yaskawa OTCPanasonic KawasakiNachi Mitsubishi

ABB Adept TreiBoost

Siasun Effort GSKWarsonco IncmanBonmet Vali

Yamaha Toshiba DensoJanome IAI

Robostar Dongbu Robot

Kinger(TCD)

Source 2015/10

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IFR 201526.4 2014 15%

2014

Source IFR 2015/10

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201498,900 2013 69,400 43%

…

Source IFR 2015/10

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2015 36,200 169,00049,500

2016 38,200 188,400 50,7002015 8,500 2016 10,100

2016

Source IFR 2015/10

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3C

4.0

Source IFR 2015/10

31,029(215,817 323,000)

2,094(15,591 23,800)

6,912(37,252 67,000)

1,266(8,564 18,300)

20,051(167,579 216,800)

57,096(132,784 614,200)

29,297(304,001 291,800)

24,721(156,110 279,000)

2,126(9,677 27,100)

3,657(20,337 41,600)

2,944(32,301 33,700)

2,312(28,091 29,500)

6,215(59,078 67,000)

1,533(8,097 18,200)

( * * ) 2013 2018

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1,414 1,149 1,1411,129 305 (2013 340

138

Source IFR 2015/10

12 October 2015 | Page 15

2013 36,600

2014 57,100 2013 56% 2015 201675,000 95,000

201531.3%

Source IFR 2015/ 10

12 October 2015 | Page 16

)

))

Source 2015/10

50%

35%

15%

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2 6 1 1

•PC Based PLC

RV

Source 2015/10

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2015105 YoY 15%

RV 55% 15%Fanuc ABB Yaskawa KUKA

Source 2015/10

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(SoftBank) Aldebaran Robotics121 Pepper

6 201 1,000 Pepper

Pepper 1,000

Source 2015/10

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Pepper2,600 Pepper

Pepper Pepper

Pepper

Pepper

Source 2015/10

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Weight 28Kg

Height 121cm

Width 48.5cmDepth 42.5cm

Speed 3km/hClimbing 1.5cm

10.1”Touch Display

Bumper Sensor 3

Gyro Sensor 2

RGB Camera 2

Head Touch Sensor 3

Sonar Sensor 2

Laser Sensor 6

Hand Touch Sensor 2

3D Sensor 1

Mic 4

Moving Parts

Li+ Battery 795Wh/30.0AhOperation Time 12+hrs (at Shop)

Pepper 20 mic12

Source 2015/10

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SoftBank Pepper

Source 2015/10

Pepper for BizPepper for Biz2015 10

Pepper for Family2015

2015

1,500

2015

(145 )(145 )

Softbank

App

12 October 2015 | Page 24Source 2015/10

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Sharp RobiRoBoHon

20 390

GoogleGoogle DeepMind

201520

Sharp Google

Source 2015/10

12 October 2015 | Page 26

2015~2016

Source IFR 2015/10

12 October 2015 | Page 27

201526.4 2014 15% 2016

28.8

Start-up

2025

TRI