my country is transforming from a big manufacturing country to a strong manufacturing country. The country attaches great importance to the development of the industrial robot industry, and has continuously introduced supporting policies to promote the rapid development of my country's industrial robots. The sales volume of my country's industrial robots has returned to a positive growth range. In 2023, the new energy industry will continue to expand, and the demand for industrial robot applications will continue to grow rapidly
一.The localization rate of industrial robots is accelerating
At present, the localization rate of industrial robots is about 30%, and the localization rate of core components is lower than that of the main body. With the gradual improvement of the domestic industrial chain and the increasing demand for cost-effective products in the market, the localization rate of the main body and parts will gradually increase. promote. With the continuous improvement of the competitiveness of domestic industrial robot products, the focus on high-growth fields such as potassium batteries and photovoltaics, and the technological breakthroughs of domestic companies, breaking overseas monopoly in key parts and components, the localization rate of industrial robots will continue to increase. . In 2022, the localization rate of my country's industrial robots will increase to 35%, and it is expected that the localization rate will reach 37% in 2023.
二.The scale of the industrial robot market continues to grow
As the direct execution unit of manufacturing tasks, robots play a fundamental and important role in the intelligent manufacturing system. Robots have become an important entry point for a new round of technological and industrial revolution in the world. The world's major industrialized countries have adopted robots as a means to seize the technology industry. The forefront and focus of competition, stepping up planning and layout, so the shipment of industrial robots is an important parameter to measure the development scale of the intelligent manufacturing industry.
Overall, the development of China's robot industry is still in the early stages of development. From the perspective of the growth cycle, the past high growth and the current low setbacks are just inevitable growth nodes. In 2022, the scale of China's industrial robot market is about 553.02 billion. "Machine substitution" has brought about an increase in the sales of industrial robots year by year. It is estimated that the scale of my country's industrial robot market is expected to reach 60.141 billion yuan in 2023.
3. Output and installation of industrial robots
The "14th Five-Year Plan" Robot Industry Development Plan pointed out that by 2025, my country will become the source of global robot technology innovation, a high-end manufacturing cluster, and a new highland for integrated applications. The average annual growth rate of the robot industry's operating income will exceed 20%. In 2035, The comprehensive strength of my country's robot industry has reached the international leading level, and robots have become an important part of economic development, people's lives, and social governance. Driven by national policies, the output of industrial robots in my country has grown rapidly. In 2022, the cumulative output of industrial robots of industrial enterprises above designated size in the country will be 443,100 sets, and the output will exceed 400,000 sets for the first time, ranking the world's largest industrial robot market. From January to March 2023, the national output of industrial robots will be 103,700 sets, a year-on-year decrease of 3.0%.
4. Competitive landscape of industrial robot market
At present, foreign brands in my country's industrial robot market occupy the main market share, and the market concentration is relatively high. The market share of the top five companies accounts for more than 50%. FANUC.ABB, Yaskawa, Epson, and KUKA together accounted for more than 50% of the total. The domestic leaders are represented by Estun, Zhongweixing, and Inovance Technology. They started earlier and have a certain scale and technical strength.
5. How can enterprises break through the bottleneck?
1. Start from the technical aspect to enhance its core competitiveness
Technology is the driving force behind the development of an enterprise. In recent years, we have focused on breakthroughs in key technical difficulties and successively overcome the common problems of "stuck necks" in core components such as reducers, controllers, and servo motors. The localization rate of core components has continued to increase, and gradually Form an independent and controllable whole industry chain ecology. Through continuous improvement of technology application level and technology reserve capacity, enterprises grasp new opportunities and expand new fields. Through R&D investment, technology accumulation and technological innovation, the leading edge of technology is continuously enhanced and core competitiveness is enhanced. Combining 5G communication technology, big data, cloud computing and AI technology, industrial robots will realize more functions in the future, and industrial cloud will serve the real economy more comprehensively, boosting the further transformation and upgrading of industrial robots in the direction of intelligence and networking.
The data shows that the total for 2022 will be US$30.3 billion, a year-on-year increase of 10%, which is a conservative year for China's cloud computing market. Compared with the strong performance of the past few years, the growth rate in 2022 has dropped significantly. It is estimated that the scale of expenditure in 2023 will reach 33.9 billion US dollars, an increase of about 12% year-on-year.
