Collaborative robots—cobots designed to work alongside humans rather than in cages—reached 64,542 installations in 2024 (+12% YoY), representing 11.9% of total industrial robot deployments.
The Transformation
| Before: Robot in a Cage | Now: Robot as Colleague |
|---|---|
| Dangerous—requires safety cages | Safe—force-limited, no cages needed |
| Fixed programming, no adaptation | Adaptive—learns and responds in real-time |
| Humans work separately from robots | Collaborative—humans and robots work together |
Why Cobots Matter for Chasm Crossing
Cobots specifically address the early majority’s adoption concerns:
- Lower upfront investment vs. full automation lines
- Incremental deployment—start with one workstation, expand based on results
- Lower perceived risk—humans remain in the loop
- Faster ROI—reduced downtime, easier reprogramming
The Cobot Market
| Metric | Value |
|---|---|
| 2024 Installations | 64,542 units |
| YoY Growth | +12% |
| Market Share | 11.9% of total robots |
| Key Applications | Assembly, Pick & Place, Machine Tending |
| Leading Players | Universal Robots, FANUC, ABB, KUKA |
Cobots are the D-Day landing craft of Physical AI’s chasm crossing—the deployment vehicle that makes pragmatists comfortable enough to begin.
This analysis is part of a comprehensive report. Read the full analysis: Physical AI Is Crossing the Manufacturing Chasm on The Business Engineer.








