02 Operation control is difficult, difficult to the sky?

In 2021, when the market share of AC servo products of Huichuan reached the first place in the domestic servo market, some changes had already taken place quietly in the field of automation: Huichuan, Eston and other servo brands gradually began to launch industrial robot complete machine products through the acquisition and investment of robot enterprises, and thus to pick the high fruit of automation technology — motion controller. Because once you master the motion controller, you will naturally have certain exclusive rights to the servo products that need upward compatibility, and you will really open the market from the source.

However, in the field of motion controller, can domestic automation manufacturers replicate the success of servo products?

In fact, summarizing the road to success of servo, domestic manufacturers play very targeted, the first low price differentiated products into the market, so that low-end equipment field is the first to be captured. Then Fujifilm gained a foothold in some high-end devices, such as laser equipment, which it had been doing well in, only to be wiped out by several rounds of price wars waged by local firms such as Huichuan, which carved up market share. The ultimate goal is to slowly climb to the top of the control system, to achieve fully high-end evolution.

However, in the field of motion controller with higher technical complexity and more difficult market penetration, domestic manufacturers will face more challenges than in the field of servo.

F8650X 984865065

F8650X 984865065

F8650X 984865065

The first is the complexity of motion controller products. Motion controller can be divided into PLC, special controller and PC-based motion controller, PC-based motion controller is also divided into three subdivisions (IPC+ motion control card, embedded motion controller and IPC+ soft PLC), which leads to all kinds of industrial software, industrial Internet, etc. Connect the drive down to control the operation of various devices. Its connecting position also shows the complexity relative to other automation products.

The second is the market pattern. At present, the motion controller platform in the world is basically dominated by foreign manufacturers. PC-based operation control platform led by Germany Beofu and Codesys has occupied many mature industries such as photovoltaic, wind power and ship. At present, there is no domestic motion control platform, which is widely recognized; Many domestic head operations control companies, based on foreign operations control platform to do products.

In short, the field of sports control is a track that needs to be accumulated for a long time. Even for foreign brands that started earlier, there is no shortcut to speak of, and they still need to keep doing the fine grinding to cope with changes. The only way for later-mover domestic brands to try to catch up may be to follow the servo path: avoid rambling expansion in vast downstream markets, anchor a market, find the right direction in technological development, make breakthroughs, and then split off to the broad generic track.