Dominates surgical robotics with its da Vinci system. Over 8,000 systems installed in hospitals globally, performing 2 million+ surgeries per year. Every surgery generates recurring revenue from the single-use instruments required. An almost unassailable market position.
The largest pure-play industrial automation company in the US. Sells the control systems, sensors, and software that run factory floors. As manufacturers automate to address labour shortages, Rockwell is a primary beneficiary.
Makes the machines used to test semiconductors and electronics — essential quality control equipment every chip manufacturer needs. Also owns Universal Robots, the leader in collaborative robots (cobots) designed to work safely alongside humans.
Linked to Robotics and Warehouse Automation. Customers include Walmart. Competes with Rockwell Automation and Amazon Robotics.
Linked to Autonomous Driving. Relies on NVIDIA and Panasonic. Competes with General Motors and Ford.
Linked to Precision Agriculture and Autonomous Farming. Relies on Texas Instruments and NVIDIA. Competes with Caterpillar and CNH Industrial.
Linked to Industrial Automation. Customers include Boeing and Lockheed Martin. Competes with GE Aerospace and Emerson Electric.
Linked to Industrial Automation. Customers include Caterpillar, John Deere and Honeywell. Competes with Texas Instruments and NXP Semiconductors.
Linked to Industrial Automation. Customers include ExxonMobil and Chevron. Competes with Honeywell and Rockwell Automation.
Linked to Industrial Automation. Customers include Boeing, GE Aerospace and Caterpillar. Competes with Emerson Electric and Honeywell.
Linked to Autonomous Driving. Customers include General Motors, Ford and Tesla. Competes with Bosch and Continental.
Linked to Machine Vision and Industrial Automation. Customers include Apple and Amazon. Competes with Intuitive Surgical and Teradyne.
Linked to Autonomous Vehicles. Relies on Google (Maps) and Amazon. Competes with Uber.
Linked to Digital Twins. Customers include NVIDIA, Boeing and Tesla. Competes with Cadence Design and Synopsys.
Linked to Industrial Automation. Competes with Honeywell and ABB.
Linked to Industrial Automation and Robotics. Competes with Siemens and Honeywell.
Linked to Autonomous Driving. Customers include GM, Aptiv and BMW. Competes with NVIDIA and Qualcomm.
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