2019 is about to pass away, for the robot industry, it is obvious that this is a “small year”, since the industry “cold” in the second half of 2018, the whole year of 2019 is almost enveloped by the breath of “downturn”, when the “downturn” has gradually become the new normal, the short-term “optimism” or will gradually fade away. When the tide recedes, what is left is the sigh of “not yet wish to see immortality, they lost themselves first.”

469-P5-LO-A20-E After experiencing the “highlight moment” of the robot industry, ushering in the current “gloomy time”, if the timeline is extended, the development of China’s robot industry is still in the early stage of development, whether it has been a high growth, or the current low frustration, from the growth cycle point of view, it is only an inevitable growth node.

As a carrier of intelligent equipment, robots are largely affected by the macro environment and the development of the real manufacturing industry. The periodicity of the macro environment will to a large extent become the “rules” that the robot industry has to abide by and respect. The periodic iterative replacement process is accompanied by the reshuffle and transformation of the robot industry. The companies that can truly anticipate the cycle and adapt to it will stand out.

469-P5-LO-A20-E By combing the robot industry and combining the data information of the survey, GGII deeply analyzes the ten trends of the robot industry in 2020:

1, the macro environment is slow to pick up in the short term, the real economy is still facing greater growth pressure, the demand for robots is differentiated, the era of the outbreak of the past incremental market is gone forever, enter the new cycle of the stock market competition and subdivision of the incremental market card, in general or will continue the downturn;

Core logic: The demand of the automotive industry is difficult to release in the short term, and the increase in demand in emerging areas is difficult to erase the gap caused by the contraction of the automotive industry.

2, the overall investment and financing of the robot industry returns to rationality, and transfers to the “soft” product field, such as the industrial Internet, intelligent scheduling software, etc. Most robot enterprises will face a more severe “capital shortage”, especially the traditional ontology and parts enterprises.

3, the annual sales growth rate of China’s industrial robot market dropped to less than 5%, the growth rate of domestic emerging manufacturers was higher than that of foreign manufacturers, the market share of the “four big families” 469-P5-LO-A20-E declined, and the localization rate was further improved, which is expected to exceed 39%.

4, the competition of collaborative robots is becoming increasingly fierce, the number of entrants is increasing, the disruptor is chaotic, and the localization rate is steadily improving.

5. The AGV market reshuffle is accelerating, competition is intensifying, it is more difficult for enterprises to obtain financing, and market concentration in segmented areas is further improved;

6, impact of science and technology board system integration enterprises will increase, after half a year of wait-and-see period, robot-related enterprises are eager to try, the main confidence comes from the impact of the enterprise has 469-P5-LO-A20-E passed, science and technology board is expected to become one of the robot enterprises to broaden financing channels.

7, machine vision heat continued, market segment card war started, due to the small market base, large space, product price performance gradually increased, market demand growth is expected to exceed 25%.

8, the reducer market into the demand “trough”, the demand growth rate of less than 5%, the domestic market pattern has not yet formed, the manufacturers are forced to enter the endurance race, the number of reducer manufacturers began to reduce, into the “remaining is king” era.

9, the layout of intelligent warehousing giant manufacturers will increase, the integration of intelligent warehousing system integrators will be further improved, the increasingly fierce market competition will further drag down the price, the market size growth rate will slow down to less than 15%.

10, more robot manufacturers will go abroad, towards the international market, related product certification, safety certification (such as CE) attention has been improved.