Compared with the German Times Fu, which started from scratch and focused on creating a PC control technology system for 40 years, the two have very many similarities in the layout of the product and technical system. However, the difference between the two is that Germany’s Beckhoff more single-handedly completed the popularization of EtherCAT and TwinCAT software platforms.
Gugao has invested in more than 20 industrial chain enterprises in the fields of encoders, cloud platforms, vertical industry terminal applications, and power semiconductors, hoping to help form synergy between technology and customer resources. At the same time, in order to open the difference and reduce the impact of the brand on product trust, Gugao is more oriented to industrial robots, multi-axis CNC machine tools, semiconductor equipment, intelligent capacity control and other novel high-end application fields, to avoid premature market collision with foreign giants.
Gootech is probably best known for its high-performance GSHD servo drive, which was introduced in 2019. This product breaks through the technical barriers of imported products, and the positioning is very clear, mainly to meet the motion control needs of complex systems in high-end equipment, especially to solve the high-speed and high-precision positioning problems in precision machining equipment. Some studies have shown that the core control performance index of the product can compete with the products of international advanced manufacturers such as Kollmorgen and ELMO.
The prospectus shows that in 2022, even in the face of fierce competition in the domestic and foreign automation technology market, the annual sales volume of GSHD series has exceeded 20,000 units, which proves that the product technology has been fully mature, and also helps Gugao respond to the previous capital market questions about its sales and profits, and the future product is expected to increase with the localization rate of high-end equipment. Help Gugao quickly move to the market growth period.
Obvious technical and market advantages
From the perspective of product and technical system, Gugao mainly takes high-performance network motion controller and servo driver as the core products, and develops China’s self-controllable multi-master-slave, peer-to-peer ring network, high-real-time industrial field network communication protocol around the products, and solves the “jam” problem of motion control technology from the underlying technology. It is regarded as a few high-end equipment manufacturing enterprises in China that master the key links of equipment manufacturing in the five directions of “perception, control, decision-making, execution and industrial interconnection”.
Googol’s target, Beckford, also relied on EtherCAT, the underlying open real-time Ethernet network communication protocol, to quickly establish a control communication system and standards around 2000, and quickly became an international standard in 2007, followed by TwinCAT, the automation software, to meet the integration of IT and OT technology needs. The new system is also thriving in the digital age.
Today, Gugao has a profound basic and original innovation ability in the field of motion control technology, gradually opening up from the underlying basic common technology to the “opto-electromechanical, hardware and software integration” product development and design, and then to the technical ability of industry application system solutions, it can be said that the technical layout is very comprehensive and the technical system is independent and controllable. Although domestic products have always been difficult to promote global standards, Goodhigh is expected to take the lead in the field of high-end motion control to achieve domestic substitution. Googo is currently the largest supplier of high speed and high precision motion controllers in China.