Industrial automation demand increases, robots usher in a new round of opportunities

[ Focus on Chemical Machinery Equipment Network ] In 2020, China's robot industry will exceed 100 billion yuan for the first time, and China's industrial robot market has ranked first in the world for eight consecutive years
.
According to statistics, the scale of China's robot market is expected to reach 83.
9 billion yuan in 2021
.

 

Despite a late start, Chinese industrial robots with obvious late-comer advantages continue to maintain a strong momentum.
At the same time, there is still a long way to catch up on this track
.

 

However, the competition in the robotics industry is not as simple as making things and selling them.
The Chinese robot cake is getting bigger and bigger, but the whole market is big but not strong, lacking competitive products, and there is no such thing as four.
For large-scale enterprises with a certain status in the world, such as large families, to be truly large and strong, they need the overall cooperation of the upstream, midstream and downstream to form a benign ecology, and the level of each part is consistent, so that the industry can develop upward as a whole
.

 

Being bigger, not yet stronger
 

From 2012 to 2020, the output of industrial robots in China has increased year by year, but in recent years, the growth rate has declined compared with the previous period.
This is mainly because the development of domestic automotive, electronics and other robot downstream industries has been limited since 2018, and the growth rate of robot demand has slowed down, but In the past two years, the vigorous development of new energy vehicles has driven the development of the industry, and the growth rate of industrial robots has once again risen
.
In 2020, the output of China's industrial robots reached 237,068 units, a cumulative increase of 19.
1%
.

 

　　As far as the overall development of the industry is concerned, China has now become the backbone of the development of the world's robotics industry.
In 2020, the overall scale will exceed 100 billion yuan for the first time, and the annual installed capacity of industrial robots will account for 44% of the world
.
In 2021, China's robot market is expected to reach 83.
9 billion yuan, with an average growth rate of 18.
3% from 2016 to 2023
.
Among them, industrial robots are 44.
57 billion yuan, service robots are 30.
26 billion yuan, and special robots are 9.
07 billion yuan
.
There are more than 300,000 related companies in existence
.

 

　　As far as the market is concerned, at this stage, China’s industrial robots are changing lanes and overtaking, and domestic substitution is accelerating.
Especially the development of new energy vehicles has opened up a larger market space.
At present, the automotive industry is the main application field of industrial robot suppliers.
With the gradual recovery of downstream manufacturing demand, the prosperity of the industrial robot industry is expected to continue to improve.
As the main downstream application field, the automotive industry has a broad market space
.
At the same time, domestic suppliers have continuously improved their technical level and project experience has gradually enriched.
The penetration rate of domestic brands in the automotive industry has also continued to increase, which has further promoted the acceleration of domestic substitution of industrial robots
.

 

　　Strengthen the core components
 

　　With such a huge volume of robots in China, they are also showing a rising trend of development, which is indeed inspiring and attracts more outstanding capital, enterprises, talents, and policies to join
.
However, as far as a certain link of the industrial chain is concerned, system integrators in the domestic robotics industry are developing well, midstream body manufacturing is accelerating to catch up, and upstream core components are doing the best in the downstream (system integration), and in the midstream of the industry ( The body manufacturing) is speeding up to catch up, and there is still a lot of room for catching up in the upstream (core parts)
.

 

　　Currently, many high value-added industries are owned by Japanese and German companies
.
Chinese companies usually start with subsystem integration and implement research, development, and technical product development in stages.
The development route is generally from low-level product integration to the localization of key components such as gearboxes, servos, and control systems.
Multiple self-developed core algorithms and key components
.

 

　　Today, this key component has become an important factor in the development of domestic robots
.
In recent years, the gap between domestic robot hardware and foreign manufacturing has gradually narrowed, but there are still significant differences in independently developed domestic robot operating systems and core components, which limit the further development of domestic robots
.

 

　　To this end, China's current need to focus on the integration of intermediate goods and core components upstream, accelerate operating system, servo motor, gear and other research and development
.
In this regard, researchers and institutions and enterprises need to strengthen application analysis and technical research, accelerate the pace of innovation, and reduce the gap with advanced technologies and products
.
On the other hand, maintain the advantages of intelligent development, support industrial robots to guide the transformation of general manufacturing to intelligent manufacturing, give play to the advantages of the Internet and cloud computing, and continue to support the deep integration of 5G
.
From a social perspective, it is necessary to integrate the upstream and downstream related industrial resources of industrial robots, further increase investment in robot research and development, increase tax reduction and exemption, and systematically manage domestic industrial robots
.
In addition, all parties should actively cooperate, universities, research institutes, and enterprises should jointly cultivate high-level professional talents, so that technology and experience can be transformed into product advantages of core components
.

 

　　At present, the independent research and development process of industrial robots in China is speeding up, and the application fields are expanding to more industries.
The pace of autonomy of the core components of industrial robots is obviously accelerating
.
As one of the representatives of China's high-end manufacturing industry, the autonomy rate of core components of industrial robots has been increasing in recent years, and an autonomous and controllable industrial chain ecology is gradually being formed
.
Through early mergers and acquisitions, we have established advantages in some subdivisions, and the performance has surpassed overseas competitors
.
In addition, benefiting from the upgrading of domestic manufacturing, the demand for industrial automation has increased significantly, and the pace of expansion of domestic leaders has a high degree of matching, and the share has been rapidly increased
.

 

　　Concluding remarks
 

　　China is already the world's largest industrial robot market.
Driven by multiple factors such as national policies and market demand, domestic industrial robots have occupied most of the domestic market in many sub-sectors by virtue of their advantages in cost performance and channels.
In the field of core components, there is still a big gap between us and the industry giants represented by the four major foreign families
.

 

　　Fortunately, domestic industrial robots are currently ushered in a new round of opportunities, and the penetration rate is continuously increasing, including the increase in industrial automation demand driven by domestic manufacturing upgrades, and manufacturing capacity bottlenecks driven by overseas demand recovery.
The space for industrial automation has been opened.
As domestic industrial robots continue to expand, they must seize the opportunity to continue to strengthen, especially to strengthen the R&D and production of core Robots continue to benefit from the industry’s high growth and share gains
.

 

　　Original title: Industrial automation demand increases, robots usher in a new round of opportunities