Seize the opportunity, the era of industrial robot research and development is coming!
Seize advanced manufacturing application market
According to the data of the Ministry of Industry and Information Technology, at present, the application of industrial robots in China has covered 60 industry categories and 168 industry sub categories of the national economy. At present, the willingness of various industries to use robots is significantly enhanced. With the gradual release of market potential, self owned brand enterprises are also seeking greater industrial application space.
With the promotion of the upgrading of China's manufacturing industry, the demand of industrial robot application industry is also gradually changing. Statistics in the first half of the year show that the industries with more traditional industrial robots, 3C electronics and metal processing, are affected by the overall slowdown of the industry. For example, the shipment of smart phones continues to decline, and the year-on-year growth rate of industrial robot shipment directly changes from positive to negative.
However, the demand of advanced manufacturing industries such as lithium battery, photovoltaic, medical and semiconductor is very strong, which has become the main driving force to drive the sales growth of industrial robots. For example, lithium batteries. According to incomplete statistics, the capacity of the entire lithium battery industry in the planning is close to 2TWh. Generally speaking, about 50-70 industrial robots are needed for 1GWh, which means that at least 100000 industrial robots are needed.
In addition, the current theme of the automobile industry is to transform to electrification and intelligence. In this process, robot enterprises and integrators that provide automatic transformation for the automobile industry have also put forward higher requirements, requiring them to transform their experience from traditional fuel vehicle production line transformation to electric vehicle production line transformation.
On the whole, enterprises related to the industrial robot industry chain have increased their investment in R&D, aiming to improve their technical level, launch innovative products and solutions, accelerate their application in new energy vehicles, photovoltaic, lithium batteries, semiconductors and other high prosperity industries, and seize more markets.
In addition, in the case of high raw material prices and pressure on the supply chain, major global industrial robot brands are raising prices for their products. However, by contrast, domestic robot enterprises have a lower increase, and the original price is low, which means that today's domestic robots have a higher cost performance ratio.
After years of development, the domestic industrial robot technology has made remarkable progress. Whether it is core parts or ontology manufacturing, it has the ability of local substitution. Increasing R&D investment to seize the domestic substitution opportunities has become a priority for relevant enterprises.
Accelerate the integration and development of multi industries of robots
Robots are known as the “pearl at the top of the manufacturing crown”. Their research, development, manufacturing and application are important signs to measure a country's scientific and technological innovation and high-end manufacturing level.
The Report on the Development of China's Robot Industry (2022) shows that robots and automation have become an indispensable part of modern manufacturing in the past few years. Manufacturers integrate robot systems in their production facilities to increase productivity, improve profit margins and reduce operating costs.
According to the data recently released by the International Federation of Robots, the number of newly installed industrial robots in the world will increase by 31% year on year in 2021, reaching a record 517385 units. The global sales of industrial robots have doubled in the past six years. It is estimated that the number of newly installed industrial robots in the world will increase by 10% this year, reaching about 570,000 units.
The strong market demand has promoted the rapid development of the robot industry. At the same time, the upgrading of the manufacturing industry also has higher requirements for the speed, accuracy, stability and other aspects of robots, accelerating the integration and development of new generation information, new materials, artificial intelligence, big data and other technologies with the robot industry.
With the investment of huge funds, some countries have made breakthroughs in the application field, product form and functional model of robots. The robot industry has developed vigorously, greatly changing people's production and lifestyle, and injecting strong momentum into economic and social development.