Industrial chain analysis: diversification of industrial chain participants

In recent years, with the optimization and upgrading of the national manufacturing structure, the continuous innovation and breakthrough of intelligent manufacturing and industry 4.0 technology, the demand for industrial robots has continued to grow.

From the industrial robot industry chain, the upstream includes core components such as retarder, servomechanism, and control system; From the middle of the industrial chain for industrial robot machine manufacturing and system integration, can be divided into multi-joint, SCARA, DELTA, collaborative robots; From the downstream of the industrial chain, the main application areas include the automotive industry, PFXA401F electronic manufacturing, machinery and equipment manufacturing, logistics and warehousing. Overall, the industrial robot industry chain market participants have obvious diversification characteristics.

From the perspective of the representative enterprises of each link of the industrial chain, the upstream core components represent enterprises such as Yaskawa Motor, Huichuan Technology, double-ring transmission and other core parts suppliers; The middle reaches of the industrial chain are represented by foreign brands such as Yaskawa and ABB. As well as Eston, Efte and other domestic brands; From the downstream of the industrial chain, the application main body includes industrial enterprises such as automobile manufacturing, ship manufacturing, and equipment manufacturing.

Industry development history: The industry has entered a new stage of high-quality development

China’s industrial robot research began in the 1970s, can be generally divided into five stages, that is, theoretical research stage, demonstration application stage, preliminary industrialization stage, rapid development stage, high-quality development stage.

Theoretical research stage (1970s to early 1980s) : The research units were distributed in some colleges and universities in China. At this stage, due to the constraints of national economic conditions and other factors at that time, certain progress was made in robot education and institutional studies, which laid the foundation for the subsequent research on industrial robots.

Demonstration and application stage (1990s) : In order to promote the close relationship between the development of high technology and the main battlefield of the national economy, the development policy of special robots and industrial robots and their application engineering were determined, and key technologies and basic research were driven by application. At this stage, a total of 7 kinds of industrial robot series products, 102 kinds of special robots, the implementation of more than 100 robot application projects, and in order to promote the industrialization of domestic robots, the end of the 1990s, the establishment of 9 robot industrialization bases and 7 scientific research bases.

PFXA401F Initial industrialization stage (early 21st century -2010) : The outline of the National Medium – and long-term scientific and technological development Plan highlights the main line of enhancing the ability of independent innovation, strives to create a policy environment conducive to independent innovation, accelerates the promotion of enterprises to become the main body of innovation, vigorously advocates the close integration of enterprises as the main body, and a large number of domestic enterprises or independently develop or cooperate with research institutes to enter the ranks of industrial robot development and production. China’s industrial robot has entered the initial industrialization stage.

Rapid development stage (2010-2022) : With the wave of automation in China’s automotive and 3C industries, integrators are involved in the industrial robot business, and the market has experienced leap-forward growth. With the introduction of the top-level design of industrial robots, the industry ushered in the peak of development through policy support; With the subsequent transmission of top-level design, local governments have intensively introduced application subsidy policies, the number of enterprises has exploded, and the industry has ushered in a new peak in development.

High-quality development stage (2023 and beyond) : In 2023, the national industrial robot output has experienced negative growth for the first time, and market competition has entered the survival of the fittest and stock optimization stage. At the same time, domestic manufacturers accounted for more than half of the sales, domestic substitution accelerated, and the trend of industrial structure optimization became increasingly obvious.

Industry policy background: Favorable policies have been introduced

In recent years, the state has issued a number of policies to support the development of industrial robots and automation industry, the intelligent transformation of manufacturing information technology as a development focus, to encourage the industrial robot industry technological breakthroughs and market applications, for the development of the industrial robot industry laid a solid foundation.