The Case For The Robot Workforce

Credit Suisse’s analysts argue the that industrial automation — when humans workers are replaced by robots — is a bullish long-term economic theme as it boosts productivity.

Below is a table that shows how much more productive the U.S. workforce is relative to China, despite China’s cheaper labour:

robot automation

Photo: Credit Suisse, Company Reports

Here’s a chart of robot density around the world.  Credit Suisse argues that the underpenetration in the emerging markets presents a big opportunity for the world to boost productivity.


robot automation

Photo: Credit Suisse

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