Robotics is emerging as a major future economic bottleneck, with a total addressable market expected to reach $2 trillion by the 2040s and $7-9 trillion by 2050. Investment opportunities focus on first-tier suppliers like Regal Rexnord, Timken, and Novanta, which provide essential robot hardware components. Second-tier companies in automotive and industrial tech, such as Aptiv, Mobileye, and Magna, are shifting toward robotics, offering higher risk and reward potential. The author currently favors second-layer suppliers, especially STRT, but awaits clearer implementation of robotics technology before making specific buy recommendations.
As of Sep 24, 2026 17:11 WIB, Aptiv PLC (APTV) trades at USD 44.64 with a 1-day change of -1.17% and a market cap of $9.38 billion on Pluang. MobilEye Global Inc (MBLY) is priced at USD 7.57, down 0.53% for the day, with a market cap of $6.47 billion and notable 100% buy order activity on Pluang. These figures highlight ongoing investor interest in companies pivoting towards robotics technology, as discussed in the article.
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