Techman Robot anticipates strong second half driven by AI and Americas expansion

Techman Robot (Da-Ming) is optimistic about its business outlook for the second half of the year, projecting growth that will outpace the market average. The company is focusing on integrating artificial intelligence (AI) into its collaborative robot applications, a strategy that management believes will drive future performance.

“

The overall market demand will remain strong in the second half of the year, and our internal goal is to strive for growth superior to the market average.

Key to this strategy is the adaptation of AI training technology, initially developed for humanoid robots, to single-arm and dual-arm collaborative robots. This move aims to lower the barrier for end-users, enabling faster deployment without extensive coding or calibration. The company also noted that its system integration business has seen significant growth, now accounting for a double-digit percentage of revenue, up from approximately 5% last year.

“

The main growth momentum in the coming years will come from the Americas market, especially the expansion needs of existing clients and new opportunities brought by the deployment of electronic contract manufacturers in the U.S.

The Americas market is identified as the primary growth engine for the coming years. This is fueled by expansion plans of existing clients and new opportunities arising from electronics contract manufacturers establishing a presence in the U.S. While demand originates from the Americas, some revenue recognition may occur in Asia as production lines are validated and debugged there before replication.

“

The company is currently transferring the training-based technology developed for humanoid robots to single-arm and dual-arm robot products, aiming to accelerate commercialization in factory settings.

Techman Robot is also expanding its service capabilities in the Americas, establishing service centers in the U.S. and Mexico. The company maintains a pragmatic view on humanoid robots for industrial applications, acknowledging the long road ahead due to challenges in stability, power consumption, yield, and cost-effectiveness. For now, the focus remains on wheeled robots for industrial settings, alongside efforts to enhance AI and vision integration for increased product value and profitability.

“

The market truly needs standardized products that can be quickly replicated, focusing on specific field and functional requirements, rather than pursuing 'generalist' robots.