Iris Coleman
Feb 20, 2026 00:32
World robotics market valued at $71.2B with 541,302 industrial models put in in 2023. VanEck sees enlargement past factories into logistics and healthcare.
Asset supervisor VanEck is making the case for robotics publicity because the sector approaches file deployment ranges, with installations increasing properly past conventional manufacturing unit flooring into logistics and healthcare purposes.
Drew Anderson, writing for VanEck’s thematic investing weblog, argues the robotics market has reached a scale that institutional buyers can not dismiss. The timing coincides with industrial robotic installations hitting 541,302 models globally in 2023—simply 2% beneath the all-time file set in 2022.
Market Measurement and Regional Dynamics
The worldwide robotics market reached a valuation of $71.2 billion in 2023, with operational industrial robots worldwide hitting an all-time excessive of roughly 4.3 million models by year-end. Asia dominates deployment, capturing 70% of all newly put in industrial robots in 2023. China alone accounted for 51% of world installations.
ABB Ltd., a serious participant within the industrial automation area, at present trades between $90.99 and $91.62 with a market capitalization of $166.33 billion—illustrating the substantial valuations robotics-adjacent corporations now command.
Development Drivers and Close to-Time period Headwinds
The sector’s enlargement stems from escalating automation demand as corporations search effectivity features, value reductions, and options to persistent labor shortages. Nonetheless, buyers ought to observe that 2024 introduced some cooling: the economic robotics section contracted 5.8% year-on-year as a consequence of sluggish demand and declining common costs, based on Work together Evaluation information from July 2025.
Trade forecasts stay bullish longer-term. Income projections counsel a 58% soar by decade’s finish because the post-2024 slowdown provides option to renewed development, per October 2024 evaluation.
Funding Concerns
VanEck’s robotics-focused ETF tracks the BlueStar Robotics Index, providing publicity to corporations throughout the automation worth chain. The fund carries sector focus dangers, with specific publicity to Japanese and European issuers alongside U.S. holdings. Medium-capitalization corporations function prominently, including volatility issues.
For buyers weighing robotics publicity, the sector presents a basic growth-versus-cyclicality tradeoff. The structural tailwinds—automation adoption, labor economics, AI integration—stay intact at the same time as near-term demand fluctuates with industrial cycles.
Picture supply: Shutterstock
