Industrial robots set off another boom!Relevant enterprises, which are key to reduce the cost of the reducer, have entered the market one after another, expanding production and grabbing the market
Since Tesla Musk said that he will release the humanoid in SeptemberrobotAfter the prototype, the concept of Robots set off another upsurge. A reporter from the Financial Associated Press has learned from many sources that there are currently many companies whose reducers have entered the stage of mass production.In fact, robots have long been used in many scenarios, especiallyindustry. Due to the high cost ratio and high technical threshold of the reducer, the core component of Industrial robots, related companies have attracted much attention.
Greatoo Intelligence previously stated on the investor interaction platform that the company’s RV reducer has entered the stage of industrialization. Fengguang precision harmonic reducer is in the stage of small batch trial production and process improvement. The staff of the Green Harmonic Securities Department told the reporter of the Financial Associated Press that the newly developed mechatronic products have entered the pilot test stage and are waiting for mass production.
According to industry insiders, the localization rate of harmonic reducers and RV reducers is in the stage of accelerating improvement, and related companies have entered the market one after another, expanding production and vying for market share.
Reducer domestic alternative acceleration
According to the “2022 China Industrial Robot Market Research Report” by Yiou Intelligence, the cost of the three core components (reducers, controllers and servo systems) accounts for 60% of the total cost of industrial robots, of which the cost of reducers accounts for the highest proportion, reaching 30%. %, followed by servo systems (20%) and controllers (10%).
Source: EO Intelligence
In fact, when any industry develops to a certain stage, cost reduction needs to be considered, and the most expensive reducer in the field of industrial robots has become the key to overcome.
Industry insiders told reporters from the Financial Associated Press that the accelerators on the market include two mainstream reducers: RV reducer and harmonic reducer. The former is mainly used in robot joints above 20KG, while the latter is used in robot joints within 20KG. “For example, a light-load robot uses a harmonic reducer.”
The above-mentioned industry insiders further stated that the technical barriers of harmonic reducers are high, and domestic substitution is accelerating. The localization rate of harmonic reducers for domestic industrial robots is about 30%, and the localization rate is expected to increase to 40% in 2025.
From the perspective of the global precision reducer market, Japanese brands Harmnic Drive System Inc. and Nabtesco monopolize nearly 75% of the market share.
In the field of harmonic reducers for robots, Harmonaco has a global market share of more than 80%. In the field of RV reducers, most of the market share is still occupied by Nabtesco, and there is a large space for domestic substitution of RV reducers.
The relevant person in charge of Zhongdaide told the reporter of the Financial Associated Press that the performance gap between the reducer produced by the company and foreign products is not large, and the domestic substitution has a tendency to accelerate. At present, the downstream demand is strong, and many new application scenarios have been added. The company It has been expanding production in recent years and plans to further expand production in the future.
Huafu Securities said that learning from the rise of Japanese industrial robots, the independent control of core components is a prerequisite for the rise of Chinese industrial robots.
At present, the harmonic reducer has achieved technological breakthroughs and can realize import substitution, but the RV reducer still relies on imports due to performance problems such as transmission accuracy, torsional stiffness, and stability.
Enterprises have entered the bureau and expanded production
In order to further consolidate its leading position in China, Green’s harmonic reducer continues to expand its production. In 2021, the company will achieve an output of 267,400 units, a year-on-year increase of 138.34%. Pacific Securities expects the company to complete the expansion target of 500,000 units by the end of 2022. Domestic industrial robots will further maintain rapid growth, which will benefit the company’s orders.
In addition, in recent years, the company has continuously promoted the application of harmonic reducers in more industries through the development of new series of products such as Y and E, and the design of mechatronic products, opening up room for future growth.
A reporter from the Financial Associated Press found that the first echelon of reducers, in addition to the green harmonics, mainly includes Nantong Zhenkang, Shuanghuan Transmission, Zhongda and Qinchuanmachine toolAnd other enterprises, the domestic RV reducer market share will be around 30% in 2020.
Among them, Qinchuan Machine Tool currently has an annual production capacity of 60,000 to 90,000 sets. In 2021, the production and sales of RV reducers will exceed 30,000 sets, accounting for about 20%-25% of the market share of domestic RV brands. It is the only manufacturer in China that provides a full range of products (5Kg-800Kg).
In terms of Shuanghuan Transmission, a full range of RV reducer products for industrial robots has been formed, and it is expected to reach an annual production capacity of 800,000 units after expansion in 2022.
In terms of Zhongda, the reducer products include planetary reducer, RV reducer and harmonic reducer. Among them, the RV reducer will be supplied in batches in 2018, and the harmonic reducer will be supplied in batches in 2020.
Article source: Financial Associated Press
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