In recent years, the scale of my country’s industrial Robot market has grown year by year, among which scara robots have developed rapidly. Although the sales volume of SCARA robots will only be ranked second in 2020, its sales volume has increased year by year in recent years, and the growth rate is higher than the proportion. The first articulated Robot. Behind its rapid growth, the unit price drop brought about by large-scale production is inseparable. At the same time, the electronics industry, which is the main downstream application of SCARA robots, is gradually active, driving the demand for SCARA robots to grow.
Major listed companies in the industrial Robot industry
: Eston (002747), Eft (688165), ST Bronte (430394), Huazhong CNC (300161), Xinshida (002527), etc.
Core data of this article: Industrial robot market size, proportion of industrial robot sales, SCARA robot sales, SCARA robot sales, SCARA robot application areas, profit in the electronics industry
1. SCARA robots occupy the second place in the industrial robot market
my country’s industrial robot market is developing rapidly, accounting for about one-third of the global market share, and it is the world’s largest industrial robot application market. At present, the demand for intelligent transformation and upgrading of production and manufacturing in my country is increasingly prominent, and the market demand for industrial robots is still strong. According to IFR statistics, the sales volume of industrial robots in my country in 2019 reached 5.73 billion US dollars, and it is tentatively estimated that the sales volume in 2020 will reach 6.3 billion US dollars.
According to MIR statistics, among industrial robots, SCARA robots are the second largest category of industrial robots, and their sales will account for 30% of the total sales of industrial robots in 2020.
2. SCARA robot sales
Although there is still a certain gap between SCARA robots and multi-joint robots, which account for the largest proportion, the development of SCARA robots has accelerated in recent years. According to statistics, the overall sales of SCARA robots in my country from 2014 to 2020 showed an upward trend. In 2020, due to the impact of the epidemic, the resumption of factories was delayed, and the demand for SCARA robots increased. The sales volume of SCARA robots in that year was 46,300 units, an increase of 17,200 units compared with 2019. , an increase of 59.1%.
Note: The sales volume in 2020 is from GGII, and the remaining years are from the “2020-21 China Industrial Robot
In 2020, the sales of SCARA robots also showed a substantial growth trend with the increase in sales. From the perspective of sales, the sales of SCARA robots in my country showed an overall upward trend. According to statistics, the sales of SCARA robots in my country in 2019 was 1.178 billion yuan. According to the changes in sales, it is estimated that the sales of SCARA robots in my country in 2020 will be about 1.76 billion yuan.
Note: 2020 is estimated data.
3. The proportion of SCARA robot sales accelerated to grow
As the sales of SCARA robots increase year by year, its proportion in the total sales of industrial robots is also increasing. In 2014, it accounted for 12.9%, and in 2020, it will reach 30%, an increase of 17.1 percentage points.
From the perspective of sales growth rate, for industrial robots as a whole and multi-joint robots that account for the largest proportion, the sales growth rate of SCARA robots is faster than that of multi-shutdown robots during the period of 2016-2020, although the growth rate in 2019-2020 is slower than that of multi-shutdown robots. The overall sales volume of industrial robots is growing, but it is catching up.
4. The price drop is conducive to market expansion
One of the reasons why the sales growth of SCARA robots has accelerated may be because the production cost of a single SCARA robot has dropped under large-scale production, and manufacturers will be more willing to reduce unit prices to increase sales and seize the market. During the period from 2014 to 2020, the unit price of SCARA robots was the highest in 2015, which was about 65,529 yuan/unit, and then decreased year by year, to about 37,977 yuan/unit in 2020. In the future, as the process of robot substitution accelerates, the unit price of SCARA robots still has room to drop.
Note: 2020 is estimated data.
5. The downstream boom of SCARA robots drives development
In addition to the reason for the decline in the unit price of SCARA robots, the increase in downstream demand is also a major factor in accelerating the production of SCARA robots. The most direct driving force comes from the Apple industry chain, 5G and new energy industries, and the domestic 3C manufacturing industry is booming. Obviously, it has largely affected the demand fluctuations of its upstream SCARA robots.
According to statistics, SCARA robots are most commonly used in assembly/disassembly and sorting and packaging in the electronics field. In 2020, about 60% of SCARA robots will be used in the electronics industry. Sorting and packaging accounted for 45.44% and 28.56% respectively.
With the accelerated construction of 5G, cloud computing, etc., the electronics industry will accelerate development, thereby driving the demand for SCARA robots. Judging from the monthly added value of the total profits of the computer, communication and other electronic
equipment manufacturing industries, since 2018, the total profits of the industry have generally shown a fluctuating upward trend. The lowest was in February 2020, and the total profit was 2.5 million yuan; the highest As of February 2021, the total profit is 77.89 million yuan; in April 2021, the total profit is 55.19 million yuan.
Note: The data statistics period is from March 2018 to April 2021.
On the whole, although the SCARA robot ranks second in the industrial robot sub-category, with the acceleration of the overall “robot substitution” process, the production of SCARA robots is gradually scaled up, and the gradually decreasing unit price is conducive to the expansion of its market share. At the same time, the electronics industry, which is the main downstream application of SCARA robots, has become more active under the accelerated construction of 5G and cloud computing, which is extremely beneficial to the growth of demand for SCARA robots, and the development of SCARA robots will be further accelerated in the future.