"We forecast a step change in the automation market over the next few years. Currently worth around $100 billion, we expect it to quadruple by 2020, putting it on a par with the market for e-commerce," he said in a research note.
There's a number of different stock plays out there according to Ross. The growth of 3-D printing - creating three-dimensional solid objects from digital models - means companies like Proto Labs and Stratasys are attracting interest, he said.
"This is a huge technology, it's definitely going to be very big indeed. It will disrupt traditional manufacturing big time," he told CNBC Monday. "You don't need nearly as many factories in China, or Africa if that's next."
But it's not only 3-D printing that is turning heads, according to Ross. Self-driving cars and home-cleaning robots are already emerging as well.
Alliance Bernstein predicts there will be two clear phases in this "automation revolution". It will begin with the manufacturing sector pushing the growth rate in the world market for automated products from around 6.5 percent a year to well over 20 percent after 2015. Then by 2020, it expects a second phase to kick in, with automation spreading to the services sector.
"There's enough spare processing capacity in a chip to allow interactions with the real world to be controlled and that's why automation is taking off right now, that's the core driver out there," he said.
¿Te ha gustado este hilo? Compartelo en las redes sociales para que se sume mas gente a la conversacion!