2, large and medium-sized PLC

Domestic small PLC and medium and large PLC basically accounted for about 50%, different years slightly changed. The downstream of medium and large PLC has both OEM market and project market. In 2022, OEM accounted for 56.4%, and project market accounted for 43.6%. Thanks to the explosion of OEM downstream demand such as batteries, electronics and semiconductors, the OEM proportion in the downstream of medium and large PLC has increased in recent years, from 50.3% in 2017 to 56.4% in 2022, an increase of 6.1pct.

AIP830-001 Fourth, the industry competition pattern

The domestic PLC market as a whole is dominated by foreign leading enterprises, and Chinese enterprises are gradually showing their competitiveness in the small PLC market. China’s PLC industry has a high market concentration, and the European and Japanese systems account for a relatively high proportion. European and American manufacturers have a strong say in China’s medium and large PLC market, and Japanese, Taiwanese and local manufacturers deeply cultivate the domestic small and medium-sized PLC market. In recent years, domestic small PLC is seizing the foreign share of the low-end industrial automation market with the advantages of cost-effective products, short delivery time and rapid response to customer demand. The growth in demand for new energy automation equipment and the COVID-19 pandemic impeding the supply chain of overseas manufacturers have accelerated the process.

AIP830-001

AIP830-001 According to different brand regions, in the competition pattern of the domestic PLC market, European brands maintain a monopoly position, the share of Japanese has declined, the share of domestic investment has increased significantly, and the share of Taiwanese and American companies is relatively stable. The domestic European PLC market share increased from 45.96% in 2017 to 49.04% in the first three quarters of 2022, an increase of 3.1pct; Japan’s share declined significantly, from 30.13% in 2017 to 24.08% in the first three quarters of 2022, a decline of 6.1pct; Domestic investment increased from 3.14% in 2017 to 8.61% in the first three quarters of 2022, an increase of 5.5pct; The share of Taiwanese investors increased slightly from 3.36% in 2017 to 3.73pct in the first three quarters of 2022, while the share of American investors decreased slightly from 4.84% in 2017 to 4.01% in the first three quarters of 2022.

According to enterprises, in the domestic PLC market competition pattern, the top three brands in the domestic PLC industry are Siemens, Omron and Mitsubishi. Among them, Siemens is the largest, with a perennial market share between 42% and 46%, and its share has increased in the past three years.