Modex重新开始行动

最后我参加的重大生活事件是ModexMarch 2020. I will never forget walking off the first leg of the fight home from Atlanta into the Baltimore airport. It was around 9 PM on a Wednesday night, the gate monitors were tuned to CNN, and as I entered the terminal, the president was announcing a national emergency. Before my flight to New Hampshire boarded, Tom Hanks and his wife Rita Wilson announced that they were both COVID-positive and the NBA postponed the season. That weekend, nearly every business in the little town in New Hampshire where I live shut down.

这是长期的两年。

昨天，星期天，我走了展楼，向老朋友打招呼，并在Modex 2022上获得预期的内容。展厅的能量很高，热情就是我所说的，而我所说的每个人都拿着他们的集体呼吸，人们乐观。展示的生产商MHI正在估算扎实数。

那么，我会看什么？根据我的演练，这里有几件事我会在看。

机器人，机器人和更多机器人：几乎每一个展位都走过你所期望在哪里看到物料处理自动化展示，有一个机器人。而且，虽然我不认为有可能，但我继续将新进入者视为机器人空间。

机器人2.0：Most of the new entrants are point solution robots. Like Locus and 6 River, they send a bot with a tote from one pick location to another and then to an induction point for packing. There’s nothing wrong with that. Locus, 6 River and other early entrants kicked off the current robot wave with point solutions. But, now, my colleague Roberto Michel and I are watching what we dubbed Robotics 2.0, which is the creation of end-to-end solutions bringing together multiple robotics solutions, or robots and other types of automation. A prime example of this was Locus’s acquisition of Waypoint Robotics, which vastly expands what Locus can do, but I noticed partnership announcements, such as the one from HAI Robotics, the Chinese robot maker, and Tompkins Robotics, as well as a display at Plus One Robotics booth touting a partnership with Tompkins. Put multiple technologies together, and you create a more complete solution with the potential for more efficiency.

中国自动化：This week, I’m meeting with a U.S.-based business development executive who represents 10 Chinese automation and robotics providers with plans to enter the U.S. market in the next 12 months. And, Roberto and I are increasingly contacted by Chinese automation companies with reported revenue of more than $200 million who we’ve never heard of for inclusion in our Top 20 System Suppliers list. Now, those companies aren’t presently operating in the U.S., but they are selling projects outside of China. What will the impact be on our market is too early to tell, but we’ll be watching it.

More Private Equity:我留下深刻的印象 - 并不知道要制造什么 - 从私募股权部门涌入空间的金额，并不知道它将持续多久。但是，就在过去的一周，我们看到关于收购来自PE投资者的公司的新公告。

目前，它是向格鲁吉亚世界国会中心，罗伯托和我将在整个星期内报告。