On May 30, IResearch released a report on China’s Industrial robot industry in 2023. According to the report, the number of industrial robots in China will exceed 1.5 million units in 2023, and is expected to maintain a steady growth in the next three years. In terms of the main growth drivers of industrial robots, the growth drivers in 2020-2021 are mainly due to the outbreak of demand for new energy vehicles and the high growth rate of industrial robot ownership. In the next few years, influenced by the Implementation Plan of “Robot Plus” Application Action and the deglobalization of the global economy, China’s industrial robot market is likely to grow steadily at a relatively stable growth rate. In terms of types of industrial robots, multi-joint and SCARA will still dominate in 2022, with multi-joint accounting for about 60% and SCARA accounting for about 40%.

The servo system of industrial robot is mainly composed of driver, motor and encoder. Its purpose is to drive the actuator to complete the instructions of the controller, which requires the servo system to have the characteristics of fast response speed, high precision, strong stability and frequent acceleration and deceleration.

At present, the high-end market of domestic servo system is monopolized by foreign countries. The main difference is due to the following two points: 1) high-precision chips related to drivers are monopolized by foreign countries, such as DSP chips; 2) The core technology of encoder is in the hands of foreign companies. At the same time, the sensor is the core component of the encoder, and the high-precision sensor also depends on the import. It is worth noting that the servo system as a whole, torque, torque, inertia are its main performance indicators, but in the configuration, to consider the specifications of the servo motor and mechanical end of the position, speed, precision, dynamic performance and other requirements.

FCP270 P0917YZ

FCP270 P0917YZ

FCP270 P0917YZ

With the continuous improvement of technological maturity of domestic industrial robots, domestic industrial robot ontology enterprises have different ways to enter the race track. Industrial robots were included in key support fields in 2008 as the demarcated field, which can be roughly divided into four categories: Cross-border development (from other businesses to robot business), top-down (industrial robot core technology started from scratch, self-research, market technology is very imperfect), bottom-up (from vertical industry experience to expand to multiple scenes, multiple industries) and emerging enterprises (directly into the robot circuit, relatively complete market technology). Different enterprises have different genes, different growth paths, and different current layouts. In short, enterprises that pay attention to technology accumulation prefer to expand product types and capabilities, enterprises that pay attention to industry accumulation prefer to deepen scene and industry expansion, while emerging enterprises rely on new products and go overseas.

The logic of robotics in the industrial and consumer sectors is very different. Consumer robots emphasize product interaction and personalized service, and require rapid market occupation, so its development logic pays more attention to product function iteration and innovation, which is a typical C-end market approach. In the industrial field, the emphasis on “stability”, to ensure steady production is the key, product development logic needs to take into account the performance stability and application scenario adaptation, so the current entire industrial robot market presents a very high product consistency. Therefore, after fierce competition such as price war and competitive industry channels, local enterprises attempt to develop new businesses by developing new products and increasing product coverage breadth, such as laying out consumer fields such as medical care and educational robots.