Why are industrial robots so hot, but they are not good

1. Overview of the development situation of industrial robots.

1.Demand for industrial robots.

On May 19, 2015, the "Made in China 2025" plan was officially issued. The plan points out that intelligent manufacturing should be taken as the main direction of the deep integration of the two, of which industrial robots are the main starting point.

On May 21, the fourth member meeting of the first session of the China Robot Industry Alliance was held in Yongchuan, Chongqing, and Zhang Xiangmu, director of the Equipment Department of the Ministry of Industry and Information Technology, pointed out that in intelligent manufacturing equipment, robots, especially intelligent robots, are the top priority. In recent years, with the support of national policies, China's robot industry has developed rapidly and has become the world's largest industrial robot market for two consecutive years.

According to statistics, the current annual sales of global industrial robots are about 9.5 billion US dollars. In 2014, the sales volume of industrial robots was about 10,000 units, of which 140,000 units were sold in Asia, accounting for almost two-thirds, more than the combined market of the United States and Europe, as shown in Figure 1 (data**: International Federation of Robotics).

In 2014, China added 56,000 new industrial robots, among them, domestic brands are driven by market demand, the domestic industrial robot industry is developing rapidly, according to incomplete statistics, there are more than 40 robot industrial parks in China, 480 domestic robot enterprises. It is mainly distributed in the coastal economically developed areas, mainly the Yangtze River Delta and the Bohai Rim Economic Zone, as shown in Figure 3 (****: Institute of Strategy and Planning).

That just means you're not buying it right!

Major listed companies in the industrial robot industry:At present, the listed companies in the domestic industrial robot industry mainly include SIASUN Robotics (300024), Inovance Technology (300124), Xinshida (002527) and Eston (002747);

The number of industrial robot products imported, the scale of locomotive body imports.

Overview of customs tariff numbers

The customs tariffs on the main import and export products of China's industrial robot industry are summarized as follows:

Note: According to the latest tariff code standard of the General Administration of Customs of China in 2022, "handling robot (tariff code: 84289040)" in 2021 and before is revised to "industrial robot (tariff code: 84287000)", the same below!

The number fluctuates

From 2017 to 2021, the number of imports in China's industrial robot industry is relatively high, and the number of imports in 2021 has increased to a certain extent compared with the previous two years, and the number of imports in 2021 will reach 145,030 units, a new high after 2017.

From January to April 2022, the number of imports of the main products of China's industrial robot industry was 30,202 units.

The amount reached a new high

From the perspective of import amount, the import amount of major products in China's industrial robot industry from 2019 to 2021 showed an upward trend. In 2021, the import value was US$100 million, a new high for the import value, an increase of 39% compared to 2020.

From January to April 2022, the import value of the main products of China's industrial robot industry was 100 million US dollars.

Import Structural Analysis

From the perspective of product structure, among the main imported products of China's industrial robot industry in 2021, multi-functional industrial robots accounted for the highest proportion, reaching 67%; followed by industrial robots and spraying robots, accounting for 6%.

Poland is the main importer**

From the perspective of import countries, in 2021, China's imports will account for nearly 80% of Japan's imports, which shows that China's industrial robots are currently dependent on the import of Japanese robot technology.

Major listed companies in the industrial robot industry: purposeThe former listed companies in the domestic industrial robot industry mainly include SIASUN Robotics (300024), Inovance Technology (300124), Xinshida (002527) and Estun (002747);

Industrial robot policy environment, market size expectations.

The global market size is growing steadily

According to the data released by the IFR, the global industrial robot market size has been on a steady upward trend from 2013 to 2018, reaching $15.5 billion in 2018, but this trend has dropped to $13.6 billion in 2020. In 2021, it ushered in another year**, increasing to $14.5 billion. Overall, the global market size will enter a period of steady growth.

Density analysis of industrial robots in major regions of the world

According to the latest IFR statistical report, as of now, the global average density of industrial robots is 126 million people, with the increase in the production of industrial robots in recent years, the average density of industrial robots in Asia has increased to 118 per 10,000 people, with a compound growth rate of 18% from 2014 to 2019; The average density of industrial robots in Europe is 114 per 10,000 people, with a compound growth rate of 6% from 2014 to 2019.

According to preliminary statistics, the highest density of industrial robots in 2021 will be in South Korea, with 932 units per 10,000 units, and in China it will be 276 units per 10,000 people. Germany and Japan both rank ahead of China in terms of installed capacity.

Distribution of industrial robot industry resources

In the field of robotics, among the countries that are currently at the forefront of development, Western countries are represented by the United States, Germany and France, and Asia is represented by China, Japan and South Korea. According to the statistics of the "2021 Global Robot Report" released by IFR, European robot suppliers account for the total number of global robot companies; The Americas account for the total number of robot suppliers in the world; European and American robot suppliers together account for the global total.

The enterprise competition echelon - the "four families" dominate

Judging from the current scale of competition in China and the global industrial robot industry, the first echelon is still occupied by the "four families", and the company has many years of precipitation and development in the industrial robot industry, both in China and the world, it has obvious scale and technical advantages; In the second echelon of competition, it is mainly composed of Chinese listed companies, such as Eston, Topstar and Green Harmonic, which have certain industry experience in the vertical extension of the industrial robot industry chain.

Specifically, the "four families" of global industrial robots, their parent companies are located in Europe and Japan, of which Japan's Fanuc has been acquired by the Chinese company Midea in 2017, but its core business competitiveness and robot core components patents are still in the hands of Fanuc itself.

From the perspective of technical level and enterprise scale, European and Japanese enterprises still have obvious advantages in the field of industrial robots. If local industrial robot manufacturers want to continue to improve their competitiveness, they need to continue to make efforts in the vertical extension of the industrial chain.

Now in the world, the market for industrial robots is booming, and according to **, the annual sales of industrial robots worldwide will increase to 100 million US dollars by 2020. So what kind of development trend will there be in the future of industrial robots, today we will analyze.

1.Human-robot collaboration.

It is the trend of industrial robot development, and it is also the driving force for growth. Safe coexistence is becoming increasingly important because people need to work closely with robots in a sporadic or intermittent way, and cobots are highly flexible and adaptable, not only adapting to changes in the environment, but also adding tireless endurance to repetitive tasks.

2.Artificial intelligence.

This will have a significant impact on the next generation of industrial robots. According to the Association of Robotics Industries (RIA) and Mexico's Association for A3 Advancement Automation, artificial intelligence will help robots become more autonomous and work hand-in-hand with humans. The trend that China pays close attention to in 2019 is the integration of AI, robotics and machine vision.

3.New industrial users.

As more and more industries accelerate the adoption of robots, industrial robots are now being used not only in the automotive industry, but also in many emerging industries. Industrial robots are now used in the industry, including life sciences, food and consumer goods, plastics and rubber, and electronics in addition to the non-automotive industry. It is believed that as robots become more dexterous and safer, they will become more and more attractive to new users in more industries.

4.Digitization.

Digitalization is also having an impact, and as part of industry, connected industrial robots are taking a major part of the digital manufacturing ecosystem. Digitalization enables greater collaboration across the value chain, horizontal collaboration between manufacturers and distributors, which creates a better customer experience and improves engineering efficiency while improving manufacturing efficiency, which allows for flexible switching between products to launch new products faster.

5.Smaller and lighter robots.

Promoting simplified, smaller and lighter designs is also a new opportunity for the development of industrial robots. As more cutting-edge technologies are added to industrial robots, they will become smaller, lighter, and even more flexible, such as virtual reality and artificial intelligence.