Inventory 2018 in the first half of the robot field eight hot spots, see the characteristics of Chinese robot competition
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Hot spot 1: China's industrial robots continue high growth
According to the National Bureau of Statistics, China's industrial robot production in the first half of the year was 74,000 sets, a year-on-year increase of 23.9%. Since 2013, China has become the world's largest market for robot sales. According to data released by IFR recently, the global sales of industrial robots in 2017 reached 387,000 units, a year-on-year increase of 31%, of which China sold 138,000 units, a year-on-year increase of 58%, accounting for 36% of the global total, up 6 percentage points from last year. Of the absolute value of global industrial robot sales, half of the growth comes from China, and China is well-deserved as the growth engine of global industrial robots.
The high growth of industrial robots in China is mainly due to the outbreak of demand. As China's labor force population has fallen from 75% in 2010 to 71% in 2017, labor costs have increased year by year, and robot prices have been gradually reduced, the demand for industrial robots to replace labor has grown rapidly. However, due to the late start of domestic robotics companies and the core components being subject to foreign companies, the growth rate of domestic robotics production and sales lags behind that of foreign companies, resulting in a decline in the domestic market share of robot production. According to customs data, in 2017, China imported 81,000 industrial robots, a year-on-year increase of 56%, while export robots only 24,000 units, down 20%. In terms of total volume, in 2017, the sales volume of foreign-branded robots in China's market was 103,000 units, while the sales volume of local enterprises in China was only 35,000 units, accounting for 27%, down 6 percentage points year-on-year. In the future, China's local robot companies need to improve their competitive advantages in terms of operational stability, accuracy, durability, etc., and create more grounded robots in combination with different industry needs, and can provide a complete set of intelligent manufacturing solutions for different industries. Drive the increase in domestic robot production and market share.
Hot spot 2: Robot companies are busy expanding production
The rapid growth of China's robot industry has brought tremendous impetus to the company's capital increase and expansion. Especially after the market has been in short supply in 2017, robot companies are actively expanding production capacity.
On May 8th, Yaskawa Tolin Robot Application Equipment Hebei Co., Ltd. was officially put into operation in Xianghe Robot Industry Port, and it was possible to carry out assembly and off-line debugging of more than 100 medium and upper coating robots and more than 50 primer robots at the same time. On June 15, Yaskawa (China) Robot Co., Ltd. officially opened its third plant in Changzhou, with an annual production capacity of 6,000 units and a total capacity of 18,000 units/year. In March, KUKA and the US announced that they will build a new robot production base in Shunde. It is estimated that by 2024, the robot production capacity will reach 75,000 per year. Together with the existing production capacity, the total robot production capacity of KUKA in China will reach 100,000 units per year. In the same period, Shanghai FANUC cooperated with Guangzhou Huangpu District and Guangzhou Development Zone to establish a wholly-owned subsidiary, Guangzhou FANUC Robotics Co., Ltd., covering an area of ​​39,446 square meters. The new company will build a South China base that integrates robot sales, display, training, technical support and warehousing. On April 16th, ABB Robot Qingdao Application Center was opened. ABB CEO Ulrich Spiesshofer said he would double the robotic production capacity in China.
At the same time that foreign-funded robotics companies have increased their capital and expanded their production in China, the pace of expansion of domestic robotics companies is even greater. Xinshida currently has 4 new plants under construction, including a new Xinshida robotic intelligent factory with an annual output of more than 10,000 sets in Jiading, Shanghai, an annual production of 10,000 industrial robots and 100,000 sets of sports in Shenzhen Songshan Lake. The control system is the Xinxingxin factory, the Xiaoao Xiangrong new factory in Kunshan and the Xinshida robot factory in Wuhu, Anhui. In 2017, the shipment of new time robots was less than 3,000 units, and the whirlwind of this round of expansion was a bit fierce.
However, Xinshida is a small witch compared to the domestic robot leader Xinsong Robot. According to incomplete statistics, in recent years, Xinsong Robot has set up more than 20 industrial bases or industrial parks in Shenyang, Shanghai, Wuhan, Hangzhou, Fuyang, Weifang, Zhengzhou and Xiangtan. Xinsong Robot's operating income in 2017 was 2.45 billion yuan, a year-on-year increase of 20.7%, but the layout of the industrial base is far ahead of the sales growth of its products.
Hotspot 3: Sino-US trade friction affects China's robot industry
Since the opening of the Sino-US trade dispute, the United States has spearheaded China’s manufacturing 2025. Some industrial robot categories were mentioned in the US trade list of $34 billion plus 25% tariffs implemented on July 6th, and no new robotic products were added to the subsequent $200 billion sanctions list. What is the impact of Sino-US trade friction on the development of China's industrial robot industry? Let's take a look at the import and export data.
From the data of import and export in 2015-2017, China's export of industrial robots to the United States is about 35 million US dollars, of which the amount of sanctions affected by the category is about 20 million US dollars, the amount is small. However, the amount of sanctions imposed on exports to the US market accounts for about 15% of the amount of industrial robots exported from China, which means that the US tax on industrial robot products in China will affect 15% of China's robot exports, although the current export value of robots in China is relatively high. Small, but in the long run, it will pose certain obstacles to the overseas expansion of China's robotics companies.
Hotspot 4: Cobot new products
Collaborative robots don't need fences to share workspaces with people, bringing endless possibilities for human-machine collaboration. In the first half of this year, a number of new collaborative robot products were launched.
Uniro Robots introduced the new e-Series collaboration robot. Youao is the originator of collaborative robots and has sold 24,000 collaborative robots to date. The e-Series collaborative robots were innovatively designed on the control panel and software to make it easier to deploy and program collaborative robots in real-world applications.
DENSO has launched a small and light robot "cobotta" for the positioning of desktop applications with a maximum load capacity of 500g. It can be placed on the table to work with people. When working with people, their arms work at less than 250mm/s. At the same time, it has the function of realizing mutual monitoring of the movement speed of the arm and the position of the arm. If you work alone, you can achieve a speed of 1000mm / s.
On June 19th, ABB launched the new single-arm YuMi robot and the OmniCoreTM new robot controller series. Both products seek to increase manufacturing flexibility through human-machine collaboration and unlock the potential of digital factories. The new controllers incorporate ABB's AbilityTM digital solutions, interconnect services and ABBSafeMove2 security software solutions, enabling any connected industrial robot to be converted into a collaborative robot.
On May 18th, Zibo, which focuses on collaborative robots, held the foundation stone for the Zibo Technology Building in Changzhou Science and Education City. In 2018, Zibo Collaboration Robots plans to sell 3,500 units and achieve sales revenue of 250 million yuan. After the completion of the Zibo Technology Building, the company will build an R&D, production and operation base with an annual output of 50,000 cooperative robots, and become the largest cooperative robot production base in China. Zibo's flagship product is the 6-DOF AUTO-i5.
Hotspot 5: Accelerated integration of AI and robot
Traditional industrial robots mainly follow a series of control instructions to complete tasks. With the development of artificial intelligence technology in the fields of perception, human-computer interaction, motion control, and intelligent decision-making, robots are gradually upgrading. For example, through robot vision, the sorting robot can be more accurately identified; through the robot sensing system, the robot can sense the surrounding environment and coexist harmoniously with people and the environment; through voice recognition, the robot can realize voice control and man-machine dialogue. According to incomplete statistics, in the first half of 2018, 23 companies in the robot field completed financing, and there were 9 machine vision-related financings. Other financings were mainly in the fields of speech recognition, chips, positioning and navigation.
In June, NVIDIA launched Nvidia Isaac, a robotic platform with powerful AI capabilities. At the heart of NVIDIA Isaac is JetsonXavier, the world's first computer chip designed specifically for robots. JetsonXavier has six high-performance processors, including a VoltaTensorCore GPU, an 8-core ARM64 CPU, two NVDLA deep learning accelerators, an image processor, a vision processor and a video processor. These processors enable dozens of algorithms to be processed simultaneously and in real-time for sensor processing, ranging, positioning and mapping, vision and perception, and path planning. It allows the robot to take input from the sensor, locate itself, sense its environment, identify and predict motion of nearby objects, reason out reasonable actions, and perform safely. NVIDIA CEO Huang Renxun said: "AI is the most powerful technical force of our time. The first phase of artificial intelligence will achieve a new level of software automation, which will help many industries to improve productivity; then, artificial intelligence and sensors and actuators The combination will be the core of a new generation of autonomous machines. One day, billions of intelligent machines will be used in manufacturing, home delivery services, warehousing and logistics."
Hotspot 6: Cobos listed as the first stock of home robots
On May 28th, Cobos, a home-service robot company, was listed on the Shanghai Stock Exchange. As of July 23, the total value of Cobos has reached 25 billion yuan. Cobos' market share of sweeping robots is about 50%. In 2017, 3.21 million land-cleaning robots were sold, which has grown by more than 40% for three consecutive years. At present, the penetration rate of sweeping robots in the eastern coastal areas of China is 4%-5%, and the inland is as low as 0.5%. Compared with the penetration rate of 16% of household sweeping robots in the United States, China has a broad market improvement space. In addition, Cobos began to deploy overseas markets in 2015. In 2017, overseas sales reached 760 million yuan, a year-on-year increase of 431%. In 2016, global sweeping robot shipments were around 10 million units, and China accounted for more than one-third of the market space. From the perspective of global competition, the US iRobot market share is over 50%. Drawing on iRobot's 50% sales experience both locally and overseas, home service robots have ample room to grow in overseas markets.
China's service robots have certain global comparative advantages. First of all, China's manufacturing industry chain is relatively mature and its products are landing fast. China has the world's most comprehensive industrial chain in the manufacturing sector, which shortens the time for service robots from research and development to production. Secondly, China's start-up time in the field of industrial robots lags far behind the international four giants. However, in the field of service robots, China and foreign countries are at the same starting line, and even lead the world in the field of drones. Finally, China has a large market space, complete product subdivision, and rapid product iteration.
However, there are two major problems in the service robot industry in China. First of all, the key components of service robots in China, such as laser radar, smart chips, etc., mainly use foreign products, especially large-scale commercial service robots. If the quality of domestically produced components is improved and the price is lowered, the competitiveness of domestic robots will be gradually improved. Second, China's basic innovation capability is weak. The research and development capabilities of China's robotics enterprises are weaker than those of the US and Japan.
Hotspot 7: The Pearl River Delta and Yangtze River Delta robot industry support is strong
In the hot development field of robots, various provincial and municipal governments have proposed corresponding policy support. However, from the comparison of various provinces and cities, the support policies for the Pearl River Delta and the Yangtze River Delta have been introduced early and the subsidies are strong. The development of the robot industry in the Pearl River Delta and the Yangtze River Delta is more mature than other regions. Under the better support policies, it is easier to attract robot enterprises to settle in and form a virtuous circle. In contrast, the robot industry in the central and western regions is relatively backward, but due to the gradual increase in demand for robots due to the shift of manufacturing to the central and western regions, the market has great potential for future development.
Hotspot 8: Robot town construction is at the time
The booming robot industry and the strong support of local governments have made the robot town bloom everywhere. By the end of 2017, there have been about 50 robot towns or robot parks in the country. Since 2018, the construction of robot towns continues to be in full swing. In May of this year, Harbin proposed to start the construction of robot towns during the year. The town was led by Harbin Institute of Technology Robotics Group with a total investment of 9.242 billion yuan. After the completion, it will gather more than 100 robots and intelligent manufacturing industry chain enterprises, and release 30 billion yuan of output value. On June 1st, the Country Garden Robot Industrial Park in Shenzhen opened. The park covers an area of ​​38,000 square meters and has 10 contracted enterprises. It is estimated that the output value of the park will exceed 1 billion after its official operation. On June 26, Weifang proposed to build a 1000-acre northern robot town in the city of Weicheng, and will introduce more than 20 robot-related enterprises such as ABB and Siemens. On June 29th, four well-known robot companies such as ATI, Star and Robot officially entered the Xianghe Robot Town. At present, the Xianghe robot town has gathered more than 100 robot companies, such as the painting robot giant Yaskawa Tulin, the welding tongs giant NIMAK, and the leading 3D printing company Huitianwei. It has become the most dynamic robot industry highland in northern China.
summary
Overall, with the explosion of demand in the robot market and the support of the government and capital, the robot industry has ushered in the best development opportunities in China. Although the advent of some enterprises may bring about an industry bubble, the influx of funds, technology, and talents has also brought development opportunities for the robot industry. At present, domestic robot companies have great differences with Japan, Europe and the United States in terms of production capacity and core technology. The industry has already seen the shortage of high-end robots and low-end surplus. In such an environment, the development of Chinese robots must find a good foothold, improve the technical level, and enhance the core competitiveness, in order to stand up in the wave of industrial development.