Yaskawa Electric Corporation

Equities

6506

JP3932000007

Electrical Components & Equipment

Delayed Japan Exchange Other stock markets 10:30:00 2024-07-02 pm EDT			5-day change	1st Jan Change
5,898 ^JPY	-1.02%		+0.84%	+0.14%

May. 21	Astellas Announces Collaboration with YASKAWA to Create an Innovative Cell Therapy Ecosystem through the Integration of Pharmaceutical and Robotics Technologies	CI
Apr. 17	Japan Inc makes a renewed U.S. push as China fears mount	RE

Yaskawa Electric : Presentation material “Realize Revolutionary Industrial Automation with Partners through “i3-Mechatroncis””

June 05, 2024 at 10:10 pm EDT

Realizing the Industrial

Automation Revolution

by i3-Mechatronics

June 6, 2024

Yumie Kubota

Executive Officer,

Representative Director, President, AI Cube Inc.

1. Materializing i3-Mechatronics

i3-Mechatronics Concept

Solutions to Materialize i3-Mechatronics

1. Materializing i3-Mechatronics - i3-Mechatronics Concept -

The smart factory where i3-Mechatronics is realized

③innovative

Improving productivity through technological innovation

Digital data

management

Production automation

intelligent

Data Center /Cloud

ERP/SCM

Enterprise resource planning

Supply chain management

Feedback

MES

Manufacturing

Execution System

Cloud	Data
/ FOG	Analysis
	Area

Analyzing and learning (AI) using data from production sites

Utilization and analysis	Model generation and learning
using "big data"
	Accumulation
	of knowhow

Feedback

System management and control master

① -3 integrated	data	delivery
		model
Cooperation between FA and IT	delivery

Data area

Real-time data collection
& real-time execution	① -2 integrated

Cell System (Assembly, Processing, etc.)	Connecting production sites with
Converted into	data

physical motion

Parts	Shipping
supply

	① -1 integrated
	Integrating components and processes at production sites

© 2024 YASKAWA Electric Corporation	2

1. Materializing i3-Mechatronics - Solution to materialize i3-Mechatronics -

Products to realize i3-Mechatronics➡ key solution

ERP/SCM

Enterprise resource planning

Cloud

Supply chain management

Data Center

/ FOG

IoT・AI

Utilization and analysis

Model generation and learning

/Cloud

using "big data"

Accumulation

of knowhow

MES

Feedback

Manufacturing

Learning

execution

execution system

Environment

Execution

Model

instructions

...

instructions

delivery

to the cell

YASKAWA Cell Simulator

Data

Task load

simulation

YRM controller

delivery

Digital Data

& engineering

Data

YASKAWA Cockpit

Management

Feedback

Data

execution

Learning

AI development

Result of

delivery

Environment in a digital

analysis

environment

Converted

Connect with data

execution

into physical

execution

Production

motion

"Autonomy" of

Automation

Cell production

device using

system

MPX1310

data and AI

(assembly,

series

execution

processing, etc.)

execution

MOTOMAN NEXT

1. Materializing i3-Mechatronics - Solution to materialize i3-Mechatronics -

Products to realize i3-Mechatronics➡ key solution

Collaboration with

IT vendors

ERP/SCM

Enterprise resource planning

Cloud

Supply chain management

Data Center

/ FOG

Utilization and analysis

Model generation and learning

/Cloud

・AI

using "big data"

Virtual

Accumulation

MES

Feedback

of knowhow

Manufacturing

environment

Environment

execution

Learning

execution system

Execution

Model

instructions

...

instructions

delivery

to the cell

YASKAWA Cell Simulator

Virtual

Digital-twin

Task load

simulation

YRM controller

Digital Data

& engineering

environment

Data

YASKAWA Cockpit

Management

Feedback

Data

execution

Learning

AI development

Result of

delivery

Environment

in a digital

analysis

Real

environment

Connect with data

environment

Virtual

Converted

environment

execution

into physical

"Autonomy" of

Production

execution

motion

device using

Automation

Cell production

Real

data and AI

system

MPX1310

(assembly,

series

environment

execution

Real

processing, etc.)

environment

execution

MOTOMAN NEXT

Collaboration with NVIDIA

based on MOTOMAN NEXT

2. Realizing i3-Mechatronics

Expanding the Field of Automation by Using AI -integrated-

2. Practice of i3-Mechatronics

- Expanding the Field of Automation by Using AI -integrated -
Example of factory automation ≫ Initiatives with Suntory

Suntory News Release Excerpt and summarized (Nov. 30, 2023)

Began full-scale technical verification with the aim of automating raw material handling operations at factories

-Reduce the burden on workers, shift to higher-value-added operations,

and improve the quality of our products and services -

・Started verification of technology for handling raw materials of various sizes and packaging forms in a single device using AIwith Yaskawa Electric

・Digitalizing the human senses and judgment when handling raw materials, and AI identifies the size and packaging form of raw materials in real time, and judge the grasping position and unpacking method

・Largely promotes automation by accurately handling raw materials in various forms of packing using a single device

Through the use of technology that combines data, robots and AI, we will work on fundamental work style reforms at manufacturing sites and aim to create additional value.

Mr. Atsushi Yoshioka,

Executive Officer, Division COO, D&P Planning & Development Department

Engineering Department

Suntory Holdings Limited

© 2024 YASKAWA Electric Corporation	6

2. Practice of i3-Mechatronics

Expanding the Field of Automation by Using AI -integrated -

Example of automation of manual work ≫ Removing transparent cups AI recognition enables automation

The work of supplying cups to a printing machine and boxing the printed cups

[In the past]

Manual work for putting cups into equipment and packing them in boxes

To realize automation, it is

necessary to "remove till the last cup "

AI is essential to recognize deformed (bent) cups

enables automation

Recognize by AI

Can be grasped because of AI recognition

Robot that uses AI to take out cups stacked in cardboard boxes

Devices + Human ➡ Devices + Robots = Generating data in the field

Promoting i3-Mechatronics

© 2024 YASKAWA Electric Corporation	7

2. Practice of i3-Mechatronics

- Expanding the Field of Automation by Using AI -integrated -
Example of automation of manual work ≫ Picking of foodstuffs (indefinite objects) AI recognition enables automation

Removing only one Oden ingredient from the bulk loading condition

[In the past]

Since knotted kelp is easy to tear, it was picked by human

To realize automation, it is necessary to adsorb "knot" of

knotted kelp

AI is required to accurately determine only the specific location of an amorphous object

enables automation

Kelp

Identified

with AI

Robot that uses AI to accurately pick "knot" of knotted kelp

Total automation = connecting data in the field

Promoting i3-Mechatronics

© 2024 YASKAWA Electric Corporation	8

3. Inevitability of Leveraging AI for i3-Mechatronics Expansion

Application to MOTOMAN NEXT

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Yaskawa Electric Corporation published this content on 06 June 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 06 June 2024 02:09:02 UTC.

Latest news about Yaskawa Electric Corporation

Astellas Announces Collaboration with YASKAWA to Create an Innovative Cell Therapy Ecosystem through the Integration of Pharmaceutical and Robotics Technologies	May. 21	CI
Japan Inc makes a renewed U.S. push as China fears mount	Apr. 17	RE
Jefferies Adjusts YASKAWA Electric’s Price Target to 6,500 Yen From 6,300 Yen, Keeps at Hold	Apr. 15	MT
Tech-Sector Strength Lifts Asian Stock Markets	Apr. 09	MT
Jefferies Adjusts Yaskawa Electric’s Price Target to 6,300 Yen From 5,800 Yen, Keeps at Hold	Mar. 04	MT
Soaring Japanese equities offer investors cozy distance from troubled China	Feb. 26	RE
Oishii Farm Corporation announced that it has received $134 million in funding from a group of investors	Feb. 26	CI
Oishii Farm Corporation announced that it has received $134 million in funding	Feb. 26	CI
RENATUS ROBOTICS Inc. announced that it has received funding from YASKAWA Electric Corporation	Feb. 18	CI
Oishii Farm Corporation announced that it expects to receive $53.295424 million in funding from a group of investors	Jan. 22	CI
Jefferies Adjusts Yaskawa Electric’s Price Target to 5,800 Yen From 5,900 Yen, Keeps at Hold	Jan. 15	MT
Jefferies Adjusts Yaskawa Electric’s Price Target to 5,900 Yen From 5,600 Yen, Keeps at Hold	Nov. 30	MT
Japan robot maker Yaskawa eyes $200 mln US investment	Nov. 29	RE
VCCT Inc announced that it has received ¥600 million in funding from YASKAWA Electric Corporation, Dai-Dan Co., Ltd., Sysmex Corporation	Nov. 14	CI
BEMAC Corporation and Mitsui & Co., Ltd. entered into a share purchase agreement to acquire 100% of the shares of The Switch Engineering Oy from YASKAWA Electric Corporation.	23-10-19	CI
Japan's Nikkei rebounds as earnings optimism supplants Middle East concerns	23-10-17	RE
Jefferies Adjusts Yaskawa Electric’s Price Target to 5,600 Yen From 5,900 Yen, Keeps at Hold	23-10-16	MT
Japan's Nikkei clocks best day in nine months on Wall Street gains, bargain hunting	23-10-10	RE
Japanese shares rise sharply on Wall Street gains, bargain hunting	23-10-09	RE
Japan's Nikkei declines to over four-month low as US yields surge	23-10-04	RE
Japan's Nikkei tumbles to over four-month low as US yields rise	23-10-03	RE
Fed Outlook Lifts Asian Stock Markets	23-08-30	MT
China Outlook Churns Asian Stock Markets	23-08-21	MT
PowerX, Inc. announced that it has received ¥4.62 billion in funding from a group of investors	23-08-16	CI
Jefferies Adjusts Yaskawa Electric’s Price Target to 6,000 Yen From 5,900 Yen, Keeps at Hold	23-07-19	MT

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Company Profile

Yaskawa Electric Corporation specializes in developing, manufacturing and marketing mechatrocin systems. The group also provides installation and maintenance services. Net sales break down by family of products as follows: - industrial machines motion control systems (45.2%); - industrial robots (35.8%); - power control and monitoring systems (13%): primarily for the iron and steel, power generation and drinkable water supply sectors; - other (6%): computing systems (software and computer peripherals). Net sales break down geographically as follows: Japan (34.9%), China (25.1%), Asia (10.7%), Americas (15.1%), Europe (14.1%) and other (0.1%).

Sector

Electrical Components & Equipment

Calendar

2024-07-04 - Q1 2024 Earnings Release

Related indices

Nikkei 225

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Ratings for Yaskawa Electric Corporation

Trading Rating

Investor Rating

ESG Refinitiv

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Analysts' Consensus

Sell

Buy

Mean consensus

HOLD

Number of Analysts

Last Close Price

5,959 JPY

Average target price

6,328 JPY

Spread / Average Target

+6.20%

Consensus

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Estimates Revisions

Quarterly earnings - Rate of surprise

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