The hottest market share fell for the first time i

2022-08-14
  • Detail

The market share has declined for the first time in five years. Is the development of domestic industrial robots blocked

on July 3, the China robot industry alliance released data that the market share of domestic industrial robots fell to less than 27% last year, a year-on-year decrease of 6 percentage points, the first decline in five years. As soon as the news came out, people in the industry were worried about the development of domestic autonomous robot brands

in 2015, the Ministry of industry and information technology issued the robot industry development plan (year), which once proposed that by 2020, the annual output of domestic brand industrial robots is expected to reach 100000 units. However, Qu Daokui, chairman of China robot industry alliance and President of Shenyang Xinsong robot, said that considering the current market situation, it is very far from achieving this goal, and the pressure is not small

what is the development status of domestic industrial robots? What are the current difficulties? Is the robot production in 2020 really as the industry said difficult to meet expectations? The author tries to sort out the answer through this article

cannot escape the fate of the first decline in market share in five years

manufacturing has always been known as the cornerstone of the national industry and the main body of the national economy. Intelligent manufacturing technology has become an objective trend of the development of the world's manufacturing industry and an important driving force to complete industrial transformation and upgrading and promote the industrialization process forward. As "made in China 2025" has become an important national strategy, the process of transformation and upgrading of China's manufacturing industry can be described as in full swing, followed by the corresponding rapid development of China's industrial robot industry

in recent years, the global industrial robot industry has maintained a very rapid growth. The International Federation of Robotics (IFR) market report shows that the global sales of industrial robots in 2016 was 294000 units, an increase of 16% year-on-year; The average growth rate since 2013 is 16.8%

at the same time, the sales of domestic industrial robots also increased significantly. In 2016, the sales volume of robots in China was 87000, with a year-on-year increase of 26.9%, faster than the global growth rate of 15.9%, accounting for 30% of the global sales volume. In 2017, the annual sales volume of industrial robots in China was 111000, with a year-on-year increase of 27.59%, and the growth rate has expanded for three consecutive years

what obstacles do domestic industrial robots face in the development process

With the development of computer technology and automation, as well as the development and utilization of atomic energy, the research of modern robots recognized by the industry began in the mid-20th century. As the birthplace of robots, the Argonne Institute of the American Atomic Energy Commission developed a remote-control manipulator in 1947 and a mechanical master-slave manipulator in 1948. In 1962, the United States developed the world's first industrial robot, earlier than Japan, which is known as the kingdom of robots

by the 1960s and 1970s, Japan was facing a serious labor shortage, which had become a major problem affecting its social and economic development. Therefore, Japan's industrial robots had developed rapidly at this stage. In 1980, known as the "first year of robot Popularization" in Japan, Japan began to popularize robots in various industries, which greatly alleviated the pressure of social labor shortage

compared with the United States and Japan, the development of industrial robots in Europe is also very rapid. Germany has the third largest number of industrial robots in the world after Japan and the United States; Abb of Sweden is one of the largest industrial robot manufacturing companies in the world

compared with the above-mentioned countries and regions, China's industrial robots started late, starting in the 1970s, and entered the stage of planning and industrialization. However, in recent 20 years, there is a certain gap with the world's first-line industrial robot brands in terms of technology and market share

1. The four robot families occupy most of the market

in the industrial robot industry, abb in Switzerland, KUKA in Germany, FANUC in Japan and Yaskawa electric are the four most famous brands, known as the four families of industrial robots

from the perspective of core technology, abb in Switzerland focuses on motion control system, KUKA in Germany has the advantage of system integration and body manufacturing, FANUC's CNC system in Japan has extremely high accuracy, while Yaskawa motor has the advantage of servo motor and motion controller. It is reported that at present, the share of the "four families" of robots in the global market has reached nearly 50%, and the four families, from high to low, are FANUC, abb, Yaskawa and KUKA. According to the data of forward-looking Industry Research Institute, in 2016, the market share of Japanese FANUC, Yaskawa, German KUKA and Swiss ABB in China's industrial robots was as high as 18%, 12%, 14% and 13.5% respectively. Excluding the 9.7% market share of other foreign brands, the market share of domestic brand industrial robots was only about 30%

with the gradual disappearance of the demographic dividend, China has become the world's largest industrial robot market. Since 2016, machine replacement has become an urgent need for enterprise development, and China's huge incremental market has also become an important layout of ABB, KUKA, Yaskawa electric and Fanuc in Asia. According to the 2017 financial report of the "four families", the proportion of market revenue in Asia, especially in China, is gradually increasing

in addition, from the end of 2015 to the beginning of 2016, the "four families" have all increased the layout of China

the layout of ABB, KUKA and Yaskawa Electric is to reach strategic cooperation with the Chinese government or enterprises, or establish joint ventures to penetrate the Chinese market. Fanuc of Japan chose to invest about 63billion yen to build a new industrial robot factory in Ibaraki Prefecture. The new plant is expected to be put into operation in August, 2018. First, it plans to produce 2000 robots to meet China's growing demand for industrial robots

it can be predicted that with the further expansion of the layout of the "four families" in China, domestic industrial robots will face considerable pressure in the future

2. Core components rely on imports

the industrial robot industry chain can be divided into: upstream core components, midstream body production and downstream system integration, of which the upstream core control components mainly include reducer, servo system and controller. As for the control system, drive system and execution system of industrial robot, the distinction between electronic universal testing machine and tensile testing machine lies in the core components such as universal and tensile stress controller, servo motor and reducer. These three core components not only account for the main part of the cost composition of industrial robot, but also the integration of high-precision and cutting-edge technology

public data shows that the core components of industrial robots account for about 72% of the total cost, of which servo system accounts for about 24%, reducer system accounts for about 36%, control system accounts for about 12%, and the rest is mechanical samples and other peripherals. However, it is worth noting that due to the late start of industrial robots in China and the technological monopoly of foreign brands, the phenomenon of "hollow core parts" of domestic robots is serious

where is the path of domestic brand industrial robots?

then, under the severe situation that the core parts are controlled by foreign brands and the market share of domestic brand industrial robots is facing the first decline in five years, is there still a chance for China's industrial robots in the future? The answer is yes

since 2013, the state has successively issued a series of policies, such as the guiding opinions on promoting the development of industrial robot industry, the development plan of robot industry (year), and made in China 2025, and continuously increased support for the industry of industrial robots with a dew point temperature of -3 ℃, which has promoted the continuous improvement of China's market environment throughout the day, and further improved its R & D capacity and market scale

1. AC servo system has made breakthroughs in core technology

although foreign brands currently occupy nearly 80% of the market share of China's AC servo market, in recent years, benefiting from the overall rapid growth of China's industrial robot market, domestic servo has also ushered in new opportunities

GF Securities research report pointed out that at present, domestic AC servo systems have made breakthroughs in core technology, and the gap between domestic and foreign countries has been significantly narrowed. Report task: with the breakthrough of robot parts in the future, China's industrial robot industry will usher in a period of rapid development, and the application field of servo system will also tilt from machine tools to robots. The layout of domestic enterprises in the field of controllers has seen the hope of domestic breakthroughs. According to high-tech robots, the power range of servo motor products in China is mostly 22KW. The sample requirements for testing the breaking force of shoelaces with 3 tensile testing machine are as follows: in China, the online technology is close to Japanese products, and there are more than 20 servo brands with large-scale vanadium electrolyte, such as Huichuan technology, Easton, Guangzhou CNC, etc. The data shows that solid state technology accounts for nearly 50% of the market in the field of PCbased controllers. In addition, eston also acquired British trio to transform into a high-end motion control solution provider, which is one of the top ten global motion control brands

2. Domestic controllers gradually narrow the gap between China and foreign countries. With the increasing degree of intelligence in the future, the differentiation between ontology manufacturers will become more and more significant, which is mainly reflected in the differences of control systems. With the gradual accumulation and progress of domestic manufacturers' technology, the gap between domestic control systems and foreign products is gradually narrowing

domestic well-known industrial machine manufacturers have independently developed their own control systems, including Xinsong robot, Easton, Huazhong CNC, xinshida, Guangzhou CNC, Huichuan technology and other companies, as well as a number of professional control system service providers, such as Gu hi tech, inverton, canop and so on

it is not only noteworthy that there are still deficiencies in the control algorithm, secondary development platform, development environment and other aspects of China's controllers, but also need to spend more energy to catch up in this regard

summary

to sum up, although domestic brand industrial robots face fierce competition, with the further deepening of technology and the continuous development of the market, the development of domestic robots in the future is still very worthy of expectation. In addition, there are many reasons for the decline of market share, such as the need to increase production capacity or the need to accumulate brand strength, which is not a problem that can be solved quickly in a short time. However, it is undeniable that China is already the best era for the development of industrial robots

Copyright © 2011 JIN SHI