joint research centre - europa › sites › default › files › inline-files › where ar… ·...

17
The European Commission’s science and knowledge service Joint Research Centre

Upload: others

Post on 04-Jul-2020

3 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

The European Commission’s science and knowledge service

Joint Research Centre

Page 2: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

Where are those robots? Towards Europe's Robot Geography

Zoltán Cséfalvay

7th CONCORDi conference, Seville, 25-27 September 2019

The views expressed are purely those of the author and may not in any circumstances be regarded as stating an official position of the European Commission.

Page 3: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

Dominant narrative of robotisation

• Takes as face value what technologically is possible

• Focuses on quantitative side of employment effects

• Compares the skill needs of current jobs with the (future) skills of robots

• Assessments based on aggregated figures

Estimates with high degree of uncertainty

(replacement of humans' by robots for 14-50% of jobs, transformation of 25-60% of jobs)

Page 4: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

Current deployment of industrial robots

• Economic growth (+1 robot/1,000 workers = 0.5% growth of GDP per person employed(Dauth et al., 2017)

• Productivity gains (annually by 0.36% (Graetz and Michaels, 2018)

• Influenced by developmental stage, position in international division of labour, wage and employment structures, sectoral composition of economies.

Where are those robots?

Which countries have access to economic benefits?

What drives or hinders robotisation?

Page 5: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

Robotisation divides

Narrow definition: fault lines between countries and regions that have high industrial robot penetration and those that have low adoption rate by putting these differences in economic, industrial and geographic context

• Driven by price/wages competition between robots and humans

• Influenced by employment structure

• Across sectoral structure (specialisation vs. diversification)

Page 6: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

Data and methodology

• International Federation of Robotics (IFR) data for robot stock (by country, year,

industries), and EU KLEMS data for employment

• The "unspecified" category is treated as robots that are not belonging to manufacturing

or automotive industries (86% and 44% of robots are deployed in manufacturing and

automotive industries).

• Because of different denominator (persons employed) robot density values in this study

differ from IFR measures, though the orders of magnitude are similar.

Robot density and robot deployment index values should be interpreted

primarily by looking at the orders of magnitude!

Page 7: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

• 1996-2005: catching up of large economies with Germany

• 2006-2015: entering a new group of countries (Central and Eastern Europe)

The time-space adoption pattern of robots follows

the model of expansion diffusion

Diffusion waves of robots in Europe (1995-2015)

0

20000

40000

60000

80000

100000

120000

140000

160000

180000

200000

DE IT FR ES UK SE CZ NL PL BE AT DK HU SK FI PT SL RO

1995 1996-2005 2006-2015

Figure 1. Timer-space diffusion waves in the adoption of industrial robots in Europe, 1995-2015

(number of industrial robots installed)

Source: author’s calculation based on data of International Federation of Robotics

Page 8: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

Territorial distribution of robots in Europe

• Germany: 183,000 robots (45%)

• Large economies (IT, FR, ES): 123,000 (30%)

• Other old member states (AT, BE, DK, FI, NL, UK, SE, PT): 68,000 (17%)

• Central and Eastern Europe (CZ, HU, PL, SK, SL, RO): 32,000 (8%)

Concentration in large econo-mies with high robot density

Figure 2. Robot stock and robot density in Europe, selected countries, 2015 (robot density:

number of industrial robots per 10,000 employees in manufacturing)

DE

IT

FR

ES

UK

SE

CZ

NL

PL

BE

AT

DK

HU

SK

FI

PT

SL

RO 0

50

100

150

200

250

1000 10000 100000 1000000

Ro

bo

t d

en

sity

(ro

bo

ts p

er

10

,00

0 e

mp

loy

ees

)

Robot stock (logarthmic scale)

Source: author’s calculation based on data of International Federation of Robotics and EU KLEMS

Page 9: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

• A production factor with falling prices (robots) substitutes other factors with high prices (human labour)

• Robots' payback period (time of return in investments in robots) is shorter in high wages than in low wages countries

High wages are coupled with high robot densities, low wages are associated with low densities

WEST – EAST DIVIDE

Robotisation divide driven by price/wage competition

Figure 3. Robot densities and labour compensation costs in Europe, selected countries, 2015

Source: author’s calculation based on data of International Federation of Robotics, EU KLEMS, and EUROSTAT (2019)

Labour cost levels by NACE Rev. 2 activity, [lc_lci_lev], last update: 13-05-2019.

AT

BE

CZ

DE

DK

ES

FI FR

HU

IT

NL

PL

PT

RO

SE

SK

SL

UK EU

0

5

10

15

20

25

30

35

40

45

0 50 100 150 200 250

Ho

url

y la

bo

ur

com

pen

sati

on

cost

in m

anu

fact

urin

g (e

uro

)

Robot density (robots per 10,000 employees in manufacturing)

Page 10: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

• When availability of a certain production factor becomes difficult, it will be substituted by other factors

• Shrinking availability of a labour force in manufacturing vs. large labour pool

Shrinking labour force available boosts, while abundance of labour

pool hinders robot deployment

WEST – EAST DIVIDE

Robotisation divide influenced by employment structure

AT

BE

CZ

DE

DK ES

FI

FR

HU IT

NL

PL

PT

RO

SE

SK

SL

UK

EU

0

5

10

15

20

25

30

0 50 100 150 200 250

Ma

nu

fact

uri

ng

in t

ota

l em

plo

ym

en

t (%

)

Robot density (robots per 10,000 employees in manufacturing)

Figure 4. Robot densities in manufacturing and manufacturing in total employment in Europe,

selected countries, 2015

Source: author’s calculation based on data of International Federation of Robotics and EU KLEMS

Page 11: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

• Robot density takes into account the different size of manufacturing sector, but neglects the role of manufacturing in total employment.

• Robot Deployment Index (RDI) : robot density of a given country to robot density in Europe divided by manufacturing in total employment of a given country to manufacturing employment in Europe.

NORD – EAST DIVIDE

Who lead the race for automated production?

Figure 5. Robot Deployment Index and manufacturing in total employment in Europe, selected

countries, 2015 (RDI: robot density of a given country to robot density in Europe divided by

manufacturing in total employment of a given country to manufacturing employment in Europe)

Source: author’s calculation based on data of International Federation of Robotics and EU KLEMS

AT

BE

CZ

DE

DK

ES

FI

FR

HU

IT

NL

PL

PT

RO

SE

SK SL

UK EU

0

0.5

1

1.5

2

5 10 15 20 25 30

Rob

ot

Dep

loym

en

t In

dex

Manufacturing in total empolyment (%)

Page 12: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

• 44% of robots in automotive sector

• One out of five European motor vehicle is produced in Central and Eastern Europe

Specialisation in automotive sector in Central and Eastern

Europe (see LQ values)

Specialization vs. Diversification

AT

BE

CZ

DE

DK

ES EU

FI

FR HU

IT

NL

PL PT

RO

SE

SK

SL

UK

0

0.5

1

1.5

2

0 200 400 600 800 1000 1200

Loca

tio

n Q

uo

tien

t o

f ro

bot

s in

au

tom

otiv

e se

cto

r

Robot density in extented automotive sector (robots per 10,000

employees)

Figure 6. Robot densities in extended automotive sector and Location Quotient of robots in

automotive sector in Europe, selected countries, 2015 (LQ; robots in automotive sector to

manufacturing robots stock in a given country divided by Europe's average in this respect)

Source: author’s calculation based on data of International Federation of Robotics and EU KLEMS

Page 13: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

• Key enabling technologies (KETs) with wide spill-over effects

• The wider the sectoral scope in robot deployment the more could robotisation work as KET

Shifting toward sectoral more diverse robot deployment

(except Central and Eastern Europe)

NORD – EAST DIVIDE

Specialization vs. Diversification

AT

BE

CZ

DE

DK

ES

FI

FR HU

IT

NL

PL

PT RO

SE

SK

SL

UK

EU

0

25

50

75

100

0 50 100 150 200 250

No

n-a

uto

mo

tive

rob

ots

in t

ota

l ro

bot

sto

ck (%

)

Robot density (robots per 10,000 employees in manufacturing)

Figure 7. Robot densities and non-automotive robots in total robot stock (%) in Europe,

selected countries, 2015

Source: author’s calculation based on data of International Federation of Robotics and EU KLEMS

Page 14: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

• The combination of falling robot prices, high-wages and shrinking manufacturing labour force available boosts robotisation.

• The most developed European countries with mature industries and advanced innovation systems are becoming highly robotised,

• The pace of industrial robot adoption is much weaker in European countries with low wages, labour-intensive industries and weak innovation performance.

Robotisation in Europe seems to strengthen the already existing

territorial disparities!!!

Group of

countries Robotisation divides

driven by robot

price vs. human

wage competition

shaped by employment

structure across

sectoral structure

High

wages

and high

robot

density

Low

wages

and low

robot

density

High robot

density and

low share of

manufac-

turing

employment

Low robot

density and

high share

of manufac-

turing

employment

Diversifi-

cation

in

non-auto-

motive

sectors

Speciali-

sation

in auto-

motive

sector

Germany

XXX

X

X

Large

European

economies

XX

XX

XX

Nordic

countries

XXX

XXX

XXX

Central

and

Eastern

Europe

XXX

XXX

XXX

Complex pattern of robotisation divides

Page 15: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

There are several trade-offs between

• the current employment structures in which the ongoing deployment of industrial robots are embedded and

• the potential adverse employment effects and job losses of robotisation assessed and predicted by studies on the future of work.

Race for automated production vs. future of work

Trade-offs

Current deployment of

industrial robots

Expected adverse

employment effects

(future of work)

Germany and

large economies

Opportunities for reshoring

of production which could

increase employment

(though, mostly fewer and

for high-skilled)

Skill-biased job losses

Nordic countries

Helps to keep and

strengthen the industrial

location, industrial output,

and international

competitiveness

Skill-biased job losses

Central and

Eastern Europe

Finding the ways for

sectoral more diverse

deployment of robots

Low share of service sector

employment offers a room

for switching employees to

service sector

Page 16: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

Back to the narratives

The dominant narrative (future of work)

• aims at addressing the social acceptance of robotisation and

• tries to respond to people's fear.

The current deployment of industrial robots shows that

• there are not only different speed in robotisation but

• different opportunities and challenges for particular countries.

Page 17: Joint Research Centre - Europa › sites › default › files › inline-files › Where ar… · Joint Research Centre . Where are those robots? Towards Europe's Robot Geography

Thank you very much

for your kind attention

Any questions? You can find me [email protected]