Artificial intelligence and other technologies reshape the robot industry, the latter ushering in big opportunities

Caijing reporter Shen Xiaobo Han Shulin / text

RobotIt is not only the basic equipment of high-end manufacturing industry, but also the living service facilities of human society.artificial intelligenceWith the development of other technologies, robots are changing fromindustryApplications spread to life service applications, and when the industry changes, it is the window of opportunity for latecomers.

In 2010, China became the world’s largest manufacturing country. In 2013, China became the world’s largest market for industrial robots. In 2015, a total of 66,000 industrial robots were sold in the Chinese market, ranking first in the global market for three consecutive years.

The International Federation of Robotics (IFR) predicts that the sales of industrial robots in China will reach 150,000 units in 2018, accounting for more than one-third of global sales and nearly four times the size of the second-largest market, Japan (40,000 units). China Robot Industry Alliance predicts that in the next ten years, the total size of China’s industrial Robot market will reach 600 billion yuan.

Before 2012, China’s industrial Robot market was dominated by foreign brands. After that, under the dual stimulation of policy and market, domestic brands broke out, and by 2015, they had occupied 32.5% of the domestic market.

In May 2015, the State Council issued the “Made in China 2025 Action Program”, high-gradeCNC machineAnd robots are listed as one of the top ten priorities. In April 2016, the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Finance jointly issued the “Robot Industry Development Plan (2016-2020)”, proposing that “by 2020, the annual output of self-owned brand industrial robots will reach 100,000 units”.

Not only the central government, but also local governments at all levels also regard the robot industry as a key support object. Propose industrial development goals, and provide support policies in all aspects from financial subsidies to land use and project establishment.

Given the right time and place, can Chinese robotics companies seize the opportunity to reach a higher level?

At present, China’s industrial robot application market is rapidly expanding from the automotive industry to the general industry, which means that emerging companies can avoid the unshakable advantages of giant companies in the automotive industry and gain their own place in emerging markets.

With the deep integration of artificial intelligence technology and a new generation of information technology and robots represented by the Internet of Things, big data and cloud computing, the robot industry is entering a period of technological explosion. Robots will become more and more intelligent in the future, and the scope of application will also expand to service fields outside the industry, which will bring greater imagination to the robot industry. And those companies with unique technologies will undoubtedly stand on the top of the wave.

According to the statistics of the Ministry of Industry and Information Technology, there are more than 800 large and small robot companies in China. According to the plan of the Ministry of Industry and Information Technology, by 2020, China will form a relatively complete industrial robot industry system, cultivate more than 3 leading enterprises with international competitiveness, build more than 5 robot supporting industry clusters, and have a product share of 50% in the high-end market. %above.

Who can stand out as a leading company? Most of the industry’s opinions contacted by Caijing believe that, combined with market performance and innovation potential, SIASUN RoboticsautomationCo., Ltd. (300024.SZ), Guangzhou CNC Equipment Co., Ltd., Anhui Eft Intelligent Equipment Co., Ltd., Nanjing Estun Automation Co., Ltd., Shanghai Xinshida Robot Co., Ltd. (002527.SZ) and other companies are powerful Candidate. But at the same time, hundreds of robotics companies will be eliminated as competition intensifies.

Chinese market erupts

The market size is already the largest in the world and is still growing rapidly. The market pattern is expanding from applications in the automotive industry to applications in the general manufacturing industry.

The growth of China’s industrial robot market is related to the automotive industry. Whether in the world or in China, the automotive industry has always been the largest application market for industrial robots. In the 1970s, Japan’s Kawasaki Heavy Industries introduced industrial robot technology from the United States and industrialized it. It was first applied to its own motorcycle production line, and later popularized and applied in the automotive industry on a large scale.

The growth rate of China’s industrial robot market began to accelerate after 2008, and it ushered in its first explosive growth in 2010. In that year, 14,978 industrial robots were sold in the Chinese market, a year-on-year increase of 171%.

The growth of China’s industrial robots this year was mainly due to increased investment in the automotive industry. In 2009, China’s auto sales ranked first in the world. At the same time, stimulated by policies to encourage the improvement of market concentration, from 2009 to 2010, Chinese joint venture and independent brand automakers expanded their auto production capacity on a large scale.

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Published on 10/19/2022