The hottest industrial robot market has changed, a

2022-10-23
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The industrial robot market has changed, and the rise of domestic products is expected in the future

as we all know, since 2013, China has been a relatively large demand and application market for industrial robots in the world. Over the years, the sales volume and market scale of industrial robots in China have always maintained a substantial double-digit growth, and the development is like riding a rocket. However, under the hot situation, the development of domestic enterprises in China is not optimistic. Due to late start, slow development and poor technology, the domestic market is basically occupied by foreign enterprises represented by the four families. Domestic brands can only survive through cracks and are in a difficult situation

however, in 2020, with the completion of another industry reshuffle, this situation seems to be changing. After the turning point in 2018, the downturn in 2019 and the epidemic in 2020, not only has China's industrial robot market experienced roller coaster like ups and downs, but also the industry pattern has been shaken and fissioned. The competition and game between domestic and foreign enterprises began to enter a new stage, and the second half of the industry quietly opened. In this context, the development of industrial robots in China is becoming more and more brilliant

the market bottomed out and rebounded, and the development continued to pick up

the changes in development were actually first shown in the market. In 2018, China's industrial robots ended the six-year high-speed growth, and the market development ushered in a turning point and a cold winter. According to relevant data, China's industrial robot market sold only 135000 units, a year-on-year decrease of nearly 4%. At the same time, domestic brand share and domestic industrial robot market sales also fell for the first time in five years. The rapid decline of development, from prosperity to decline, has not only brought tests to enterprises, but also spawned a new round of reshuffle of construction atmosphere

in 2019, the downturn lasted almost a whole year, until the last quarter. In the first nine months of 2019, the cumulative growth rate of China's industrial robots was negative, and the cumulative output fell by nearly 10%. At the same time, negative growth and output decline also occurred globally. In this case, many enterprises are struggling to survive. Even if they are stronger than FANUC and Yaskawa, they still cannot get rid of the result of profit decline. As for domestic related enterprises, their revenue is even worse, with a total decline of more than 50billion yuan

fortunately, from October 2019, the domestic market has taken a turn for the better. On the one hand, the arrival of workers returning home during the Spring Festival has brought a certain rebound in the demand for industrial robots. On the other hand, coupled with the impact of the epidemic in early 2020, it has intensified the need for people to use robots for epidemic prevention and resumption of work and production. Based on this, according to the monthly data released by the National Bureau of statistics, China's industrial robot output has increased by 6.7%, and our testing machines have been improving. According to the data, the growth rate of the domestic market in March has gradually rebounded, and the industry recovery has been fully realized so far

compared with Chinese and foreign enterprises, the traditional pattern changes

the direct result of the above market changes is the arrival of a new round of reshuffle in the industry, which changes the original competition pattern. Before that, China's industrial robot market was basically occupied by foreign enterprises, and a large number of local enterprises were concentrated in downstream integrators and other fields, so the development was not optimistic. After a new round of reshuffle, the old strong foreign enterprises suffered impact and began to shake their position, while local powerful enterprises found another way to seek supremacy. The continuous narrowing of the strength gap between the two sides has significantly changed the industry competition and the situation

according to relevant data, since the market changed in 2018, the market share of the traditional four families in China has been strong, and the demand for replacing imported products has shrunk significantly, from 38% in 2018 to 35% in 2019, almost decreasing year by year. At the same time, due to the different measures taken by the giants in response to the crisis, the four families are also significantly divided. Compared with FANUC and abb, the shares of Yaskawa and KUKA have fallen to less than 10%. Since this year, due to the impact of the epidemic on investment and profits, foreign giants have changed their commanders frequently, but ultimately to no avail

compared with the struggles of foreign mXz ⑴ friction coefficient instrument giants, although many local enterprises have exited, more enterprises have achieved self-help through transformation and upgrading and deep cultivation in the field, and their strength has soared after the crisis. For example, enterprises represented by Ruisong technology, evert and green harmonic have begun to seek listing on the science and technology innovation board; At the same time, enterprises represented by tostar and Qianjiang robot have achieved significant growth in performance; In addition, enterprises represented by new era and Han's laser have also been upgraded in production capacity and technology

entering a new stage, domestic substitution is accelerating

to sum up, a new round of reshuffle caused by market changes has brought great changes to the development and pattern of industry enterprises after fermentation in 2019 and changes in 2020. In this process, the traditional foreign established strong enterprises have been differentiated, while domestic domestic enterprises have also been differentiated synchronously, and resources and markets have begun to further concentrate on the head. At the same time, the gap between domestic and foreign enterprises has also been shrinking, and the competition among enterprises has become increasingly fierce. The traditional four family separatists have begun to develop into a situation of two super powers

this is undoubtedly a good opportunity for Chinese enterprises to reverse the trend and catch up. However, in order to seize this opportunity to recover the domestic market, we need to accelerate domestic substitution. Industrial robots are not only local and system integration, but also core components. At present, although China has significant advantages in system integration, and the gap with ontology giants is also shrinking, it still relies heavily on imports of the three core components of industrial robots, and there is a large gap between local enterprises and Japanese, American and other enterprises

in this context, entering a new stage, China's industrial robots also need to strengthen technological breakthroughs in core components, talent training and standard setting, constantly shorten the distance with foreign enterprises, and break the monopoly of foreign markets. The good news is that at present, a number of domestic enterprises have begun to take action, such as the double ring drive is seeking breakthroughs in the core technology of RV Reducer, Greenland harmonic is also actively expanding the scale of the science and technology innovation board, and the sustainability of domestic policies is good. In the future, we can look forward to the day when China rises

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