Metal Mesh: [Observation] The core components have become "wounded." How can domestic robot companies break through?

2020年3月31日星期二

[Observation] The core components have become "wounded." How can domestic robot companies break through?

The development of the robot industry in China has shown a strong trend and has become the world’s largest industrial robot market for three consecutive years. China has the world's largest and most complete manufacturing industry. However, the three core components of industrial robots have been heavily dependent on imports.

核心零部件成“硬伤” 国产机器人企业如何突围？

As we all know, the robot industry has three levels: the upper-middle-lower level: the upstream is the core component, mainly the speed reducer and control system, which constitutes the "brain" of the robot; the midstream is the robot body, that is, the "body" of the robot; It is a system integrator who depends on the core equipment in the upstream and midstream for integration.

On the road to the rise of Chinese domestic robots, the localization of core components is a very important content. The data shows that due to the lack of serious core components in China's industrial robot companies, they are mainly concentrated in the ontology and integration. From a cost perspective, core components account for about 72% of the cost of industrial robots. In the cost structure of multi-axis industrial robots, the mechanical body accounts for approximately 22%; the servo system accounts for approximately 24%; the reducer system accounts for approximately 36%; the control system accounts for approximately 12%; and other peripheral devices account for approximately 6%.

In terms of speed reducers, about 75% of the precision speed reducers in China's robotics industry were imported by Japan in 2015. It can be seen that the domestic speed reducers are highly monopolized by foreign manufacturers, and the domestic speed reducers that are still in the popular stage at this stage cannot achieve full import substitution. There are more than 50 companies that manufacture industrial robot reducers in China, but only about 20 of them have products available or produced in batches.

In terms of controllers, mature robot manufacturers generally develop their own controllers to ensure stability and maintain technical systems due to their “neurocentric” status and relatively low threshold. As the robot's brain, the controller is expected to have a market scale of 1.2 billion yuan in 2020; while the servo system for industrial robots in China will reach a market size of 4.7 billion yuan by 2020, and the compound annual growth rate will be about 35% in the next five years; The core components with the largest external gap will be 2020, and the market size of China's industrial robot reducer will exceed 4 billion yuan.

In terms of servo system. As an execution unit in a robot, a servo motor is a major factor that affects the performance of the robot. Foreign companies in the servo system have an absolute advantage. It is understood that the Japanese brand monopolizes the small and medium-sized OEM (equipment manufacturing) market with good product performance and competitive prices. In 2014, among the TOP15 vendors in the servo system market, the top three brands were all Japanese brands, with a total share of 45%. Siemens, Bosch, Schneider and other European brands occupy high-end, with an overall market share of around 30%. The overall share of domestic companies is less than 10%.

Needless to say, core components have become the major bottleneck restricting the Chinese robotics industry. However, due to the large space for import substitution of core components and the steady growth of the robot market, the market prospects for core components of domestic robots in the future cannot be underestimated. Then, how do Chinese robotic companies achieve breakthrough in core components?

Policy support drives the industry

In terms of policy, many experts believe that financial capital, venture capital, and private capital should be encouraged to invest in industrial robot applications and industrial development. For industrial robot projects with advanced technology, obvious advantages, and strong driving and supporting role, priority should be given to credit support. Actively support qualified industrial robot companies to directly finance capital markets at home and abroad.

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