Industrial robots are robotic device or multi-joint robot degrees of freedom for the industrial field, and can automatically perform the work, its own power and control to achieve various functions. It can accept the command of humans, can also be run in accordance with pre-programmed procedures, modern industrial robots can also be developed according to the principles of Artificial Intelligence Program of Action. From the perspective of industrial chain business model industrial robot can be divided into five categories: (1) a single body model manufactured and sold; (2) integration mode; (3) the core components production and sales model; (4) the body + production system integration mode; (5) the whole industry chain mode. Which uses the first three business models of companies primarily engaged in a single business, using the latter two modes of enterprises are engaged in two or more businesses. Currently more successful enterprises in China and around the world have adopted the “core body parts production + production + system integration,” the whole industry chain model, or are gradually penetrate upstream and downstream, to achieve the transformation of the whole industry chain model. The whole industry chain model is the development trend of the current industrial robots Enterprises CONTROL ENGINEERING China Copyright , but also have a high level of profitability of the current business model.
the highest proportion of the cost of core components chain industrial robot, the need to overcome the development of the industrial chain industrial robot including core components reducer, a controller, and a servo system, which costs more than 60% of the cost of the robot body. The current harmonic reducer and reducer RV reducer used widely in Japan Nabtesco and robotics reducer Hammer NACCO industries occupy more than 70% of the market. Controller, Japan, Germany and the US companies dominate. The servo system consists of Japan and South Korea as the leading European companies. Midstream industrial robot industrial robot composed of a base and actuators, including an arm, wrist, etc., of the robot body further comprises a ground engaging structure. The robot body market by the “Legend” of Fanuc, Yaskawa, KUKA, ABB accounted for a major share of long-term global and Chinese markets. Chain downstream industrial robot system integrators according to different application scenarios and use of targeted integration and secondary development , so that the industrial robot can be applied to actual production, industrial robots the range of applications across various segments of the manufacturing sector.
InState industrial robot industry chain
Source: Sullivan Research Institute draw
lower overall technological level of China’s industrial robot industry, research and development of key core components need to overcome. Although China has basically domestic robot technology, but multiple aspects of the overall industrial level, scientific research institutions, and other supporting industries related to the robot industry, Chinese domestic brands and overseas brands still a wide gap. On the key core components, Chinese enterprises need to overcome long-term dependence on imports, the key core components of technical problems servo motors, precision reducer, servo drives, controllers, etc. have been controlled by others.
three core components of industrial robots gross margin and well-known manufacturers
Source: Sullivan Research Institute draw
Industrial robots cost chain , the core upstream component costs the highest proportion, accounting for more than 60% of overall production costs; speed reducer, servo controller and accounted for about 31.2%, 19.6%, 10.4%; 23.6% proportion of the cost of the body; system integration costs account for about 14.1%. Most of China Precision reducer, controller, servo drives and high-performance core components imported robot controller and servo motor is about 80% the proportion of imports, import reducer ratio is about 75%, the production cost in comparison higher foreign enterprises, product prices high. Legend of the industrial robot main body to the robot body market robot body structure and mechanical drive, and also the support base of the actuator of the robot. The main technical parameters of the industrial robot general degree of freedom, the positioning accuracy and repeatability, working range, the maximum operating speed and carrying capacity. These parameters are the industrial robot body manufacturing process important consideration index is a measure of the level of vendor manufacturing standards body standards. At this stage, the body in the industrial robot market, Europe and Japan is a major supplier of industrial robot body to “Legend”, represented by foreign brands at the advanced level indicators precision and load capacity and other technologies, 2017, ABB, KUKA, Fanuc, Yaskawa Electric occupy the global industrial robot body over 50% market share. Chinese market is also occupied with “Legend” as the representative of foreign-funded enterprises, Chinese domestic brands in a weak technology still can not compete with, but the domestic body cheaper in terms of price, in manySmall manufacturers in the automation of the process, pay more attention to the level of cost-effective, so there is still a body of domestic market share. 2013-2016, China’s share of domestic brands continues to rise, the growth rate faster than foreign brands. 2017 China regional distribution of foreign brands increased, with the Chinese government, enterprises reached strategic partnership, or joint venture, in 2017 the market share of domestic brands decreased from 33.2% in 2016 to 27.3%, the domestic robot sales growth is catching up foreign investment ; but in the causal factors and the elimination of domestic brands to develop the background, the first half of 2018, domestic sales rebounded robot body CONTROL ENGINEERING China Copyright , reaching 29.5%, Sullivan predict future share of domestic brands will gradually rise.
concentration of Chinese robot body market, in 2017
Source: fsTEAM editing software, Sullivan compiled data center
industrial robot systems integration requires a full understanding of the robotic system downstream integration refers to the specific application scenario robot installation of fixtures and other supporting systems to accomplish a specific function on the body, is an important component of industrial robot automation applications. For example, in the manufacture of injection molding, stamping, sanding, painting, assembly, soldering, engraving, casting, assembly, unloading the like, using different system integration solutions, the formation of welding robot, the robot loading and unloading, a painting robot, the assembly suitable for different applications of industrial robots robots. Industrial robot systems integrators to provide end-user application solutions, responsible for industrial robot applications secondary development and integration of peripheral equipment for automation.
compared to the industry body robot manufacturers, system integrators, industrial robots also need to have the ability to product design, process understanding, application of industry-related project experience for the end customer application requirements, can be adapted to provide a variety of different application areas standardization, personalized outfit. Need to fully communicate with customers, so domestic enterprises have home advantage and systems integration industry chain is the highest part of the domestic rate. China’s domestic manufacturers face and body strong foreign competition different, thanks to the advantages of local service, including channel advantages, the price advantage, bonuses and other personnel, China systems integration market, local companies dominate the downstream industry, covering the complete process. Local integrators in handling palletizingAnd other low-end technology applications occupy absolute dominant, dominate in the field of process applications in end assembly, sorting, welding, etc., are constantly penetrate the high-end technology applications in painting, visual monitoring AOI. Industrial robotics applications to a wide range of automotive and industrial robots 3C industry-based applications, the automobile and 3C downstream industries based control engineering Copyright , in addition to including rubber and plastics industry, food and beverage, chemical, foundry and other industries. Chinese domestic industrial robot applications with similar global distribution, automotive and 3C industry, together accounting for nearly 60%. According to Sullivan, the data show that China’s industrial robot applications in 2017, the highest proportion car, reaching 36.2%, followed by 3C accounted for 21.8%, metal casting, rubber, plastics, food and beverage, respectively, accounting for about 12.3%, 11.8% , 6.5%.
China industrial robot applications distributed, 2017.