Intelligent manufacturing upgrade is imminent, industrial control system hardware and software is the top priority. At present, the manufacturing industry is moving from industry 3.0 represented by automation to industry 4.0 represented by intelligence. Under the trend of aging population and rising labor costs, it is inevitable to upgrade intelligent manufacturing in order to maintain the pillar position of Chinese manufacturing industry. The hardware and software of industrial control system represented by PLC, DCS and SCADA is the core of the transformation of manufacturing industry. Although foreign manufacturers still occupy a large market share, domestic substitution has been started. National and local smart manufacturing policies have been introduced to promote the transformation and upgrading of industrial Internet and smart manufacturing.
Industrial control system is mainly composed of PLC, DCS and SCADA. PLC is the important basis of industrial control system, PLC, DCS and SCADA system three have the trend of integration. Industrial control system covers data acquisition and monitoring system (SCADA), distributed control system (DCS), programmable logic controller (PLC). PLC is usually used in SCADA and DCS system as an important underlying control component, which is used to realize the specific operation and process control of industrial equipment. While SCADA focuses on data monitoring of each subsystem, DCS is mainly applied in process industry, focusing on decentralized control, and also has the function of SCADA. At the same time, with the progress of industrial automation technology, the three are showing the trend of integration and integration.
Foreign capital plays the leading role in China’s industrial control system market, and domestic substitution space is large. In 2020, the scale of China’s PLC hardware market is about 11.2 billion yuan, and the proportion of foreign investors in China’s PLC market is nearly 90%, mainly dominated by Siemens and Rockwell from Europe and America, and Mitsubishi and Omron from Japan. At present, local brands mainly provide small PLC products, large and medium-sized PLC is basically monopolized by foreign countries, and domestic PLC replacement space is great. DCS market in 2019, the domestic scale of 8.74 billion yuan, local brands mainly to control technology, Hollysys, foreign brands mainly to Emerson, Honeywell, Siemens, market share is gradually replaced by domestic manufacturers such as control technology. In 2020, China’s SCADA market scale is about 12.4 billion, with domestic brands accounting for more than 60% at present. Foreign brands are mainly Emerson, ABB, Honeywell, etc. However, since most SCADA systems are self-supplied by enterprises in power and petroleum systems, the market concentration is relatively low.