Third, when domestic substitution is carried out, domestic enterprises are optimistic about breaking through the barriers of high-end motors

3.1 Servo motor: Enter the high-end market, domestic replacement

Servo motor system is one of the main power sources of industrial automation control equipment, servo system is mainly composed of servo drive, server motor and encoder, encoder is usually embedded in the servo motor. The servo system can achieve accurate, fast and stable position control, speed control and torque control through the closed-loop way, which is mainly used in the field of industrial automatic control which requires high positioning accuracy and running speed. From the principle point of view, the servo system sends a signal from the servo drive to drive the servo motor to rotate, while the coder feeds the motion parameters of the servo motor to the servo drive, and the servo drive summarizes, analyzes and modifies the signal. The whole working process precisely controls the actuator’s position, speed, torque and other output variables through a closed-loop way. From the perspective of cost composition, drive cost accounted for 42%; Motor accounted for about 35%; The encoder consists of a code disc, a light source and a receiver, and the cost is about 11%.

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From the classification point of view, the servo motor system can be divided into general servo system and special servo system, the two kinds of servo motor system in product technology, application fields and other aspects of differences. Universal servo systems are widely used downstream, including electronics and semiconductors, machine tools, robots, packaging, textiles, plastics, paper towels, etc. Special servo system according to the needs of different industries customized development, to provide specialized products, mainly for other categories of servo other than AC servo, its market size is small. Its downstream applications include wind power generation, mining machinery, cable cars, elevators, etc.

Servo motor system localization replacement progress. From the perspective of market size, the size of the general servo market in the first three quarters of 2022 was 17.33 billion yuan, down 3.45% year-on-year, mainly affected by the weak prosperity of the traditional manufacturing industry in 2022 and the impact of the domestic epidemic. From the perspective of localization rate, domestic servo manufacturers expand their competitive advantages with shorter delivery time and sufficient stock, and their market share has increased. In recent years, the localization rate of general servo has risen year by year, and the localization rate of the industry has reached 23.57% in 2021, and increased to 30.51% in the first three quarters of 2022.