So to sell of kuka, was a smart move by the shareholders, because like most tradrobot producers, kuka had peaked. Industry 4.0 and lots of other Innovation (NN-driven self optimization, etc.) simply will and can not happen with what is sold today. Most robot systems are little, bug-riddled walled in gardens, while the industry of factory automation, actually needs a steam like system to provide cheap, reliable modules.
And when it will happen, giants like google and amazon are actually positioned pretty well to take over the whole sector. They have the tech, they have the talent, and they even might get the chance to stripmine a whole industry for the core-knowledge, by being the cheapest and best robot producer out there.
This industry is like the paper roadmap industry waiting for the https://www.google.com/maps to be registered. Its ripe for the taking. If you look carefully, several companys have been gobbled up there already in preparation, the only thing holding back advances beeing national governments afraid of jobloss.