The sales volume of industrial robots in the Chinese market accounts for more than 50% of the world, and the market share of domestic brands continues to rise

Recently, the Ministry of Industry and Information Technology and other 17 departments issued the “”robot+ “Application Action Implementation Plan” pointed out that it is necessary to deepen the application of “robot +” in key areas.

It is proposed that by 2025, focus on 10 key application areas, break through more than 100 innovative application technologies and solutions for Robots, and promote more than 200 typical application scenarios of robots with high technical level, innovative application models and remarkable application results, and create A batch of “robot +” application benchmarking enterprises.

The previous “14th Five-Year Plan for the Development of the Robot Industry” showed that by 2025, the average annual growth rate of the robot industry’s revenue will exceed 20%, and the density of manufacturing robots will double. The data shows that the density of robots in my country’s manufacturing industry in 2020 is 246 units per 10,000 people, which means that by 2025 it will reach about 500 units per 10,000 people, and the market space is very huge.

Emerging industries areIndustrial robotMain areas of shipment

According to statistics, the sales of Industrial robots in the Chinese market will exceed 300,000 units in 2022, accounting for more than 50% of global sales. It is not easy to achieve such a result under the severe impact of the epidemic.

From the perspective of the application industry, it mainly depends on new energy vehicles, lithium batteries, photovoltaics, semiconductors,the medicalDriven by the demand of emerging industries, the outbreak of new energy continues unabated, the market is booming in production and sales, and major well-known new energy car companies are expanding their production capacity, driving the market’s demand for lithium batteries. According to statistics, new energy vehicles and industrial robots in emerging industries Shipments accounted for more than 40% of the overall market.

In the past year, the performance of the 3C electronics industry has been sluggish. electronic products such as mobile phones are in a state of high inventory. The decrease in demand has forced manufacturers to cut orders frequently, and the demand for industrial robots has shrunk considerably. The general industry is also affected by the macroeconomic downturn and commodity Price increases, poor supply chain and other impacts, although there has been a recovery, it is not as good as expected.

During the Spring Festival this year, the sales revenue of consumer-related industries across the country increased by 12.2% year-on-year. The offline and online consumption situation has improved significantly. The market is optimistic about the recovery of the consumer electronics market. The inventory on the supply side is gradually decreasing, and the shipment of related industrial robots has also increased. , but as far as the current market is concerned, whether it really bottomed out or not needs to be verified.

In 2023, when the epidemic situation is fully released, the overall recovery of the market is obvious. As a key product to promote industrial upgrading, industrial robots, the market’s long-term positive trend has not changed, and will maintain double-digit growth in the next few years. The biggest demand will undoubtedly be the new energy vehicle industry.

According to data from the China Association of Automobile Manufacturers, in 2022, my country’s new energy vehicles will continue to grow explosively, with annual sales of over 6.8 million vehicles and a market share of 25.6%. 50%. Not only China, but also the United States has proposed to reach a penetration rate of 50% by 2035, while the European Union is more aggressive, and is expected to increase to 100% by 2035, and stop selling all fuel vehicles and hybrid vehicles.

Although new energy vehicles are similar to fuel vehicles, they also have many different processes, and their degree of automation is higher than that of fuel vehicles. There will be a huge demand for industrial robots.

The market share of domestic robots continues to rise

After years of development, my country’s robot industry has basically formed a whole industrial chain system from components to complete machines to integrated applications. The innovation of core technologies and key components is advancing in an orderly manner. Domestic robots are ushering in an inflection point and are expected to gradually move from copying to follow. Technology leads, from domestic substitution to overseas expansion stage.

In the past year, relying on supply chain advantages and flexible price strategies, domestic manufacturers have accelerated their penetration in lithium batteries, photovoltaics, semiconductors, auto parts and other fields. Incremental market space, domestic robot market share can be further expanded.

However, due to the impact of the epidemic, the supply chain of foreign manufacturers is not smooth, the supply cycle is greatly extended, and they fail to match the market demand in time. The market share gradually shrinks. It has not improved until recently, and production and delivery have gradually resumed.

It is precisely because of this that foreign manufacturers are speeding up the localization process of robots. In December last year, ABB’s robot super factory in Shanghai officially opened. In the future, 90% of China’s Industrial Robot orders will be produced here; FANUC is located in Baoshan, Shanghai. The super smart factory in the district has also begun to take shape, and it is expected to be initially completed and put into production within this year, which will greatly enhance the delivery capacity.

As the localization process of foreign brands from supply chain, research and development to production is further deepened, the localization advantages and cost control advantages of domestic manufacturers will also be weakened. Therefore, if domestic robots want to maintain competitiveness, they need to increase technical barriers and continue to optimize robots. Product quality, speed up the pace of catching up with overseas industrial robot brands.

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