Industrial Internet and intelligent manufacturing wave repeatedly, as an important part of the industrial robot once again into the outbreak of rapid growth, the pursuit of capital and market carnival created a new pattern.
Let's start with two sets of data.
First, according to the statistical data of Jishi Research Institute, Create Road Hard Technology Research and other institutions, there were 135 financing activities in the field of industrial Internet in 2020, the amount of financing reached about 20 billion yuan, and 3/4 of the financing is mainly concentrated in the second half of 2020, the heat of capital entry continues to this year.
Second, according to industrial production data released by the National Bureau of Statistics, the output of domestic industrial robots from January to July was 205,094 sets, up 64.6% year on year. Stimulated by huge demand, the output of industrial robots continues to grow at a high speed.
In the double positive environment, a number of robot enterprises emerged in China, such as Siasong, Eston, Tuostar, Eft and so on. As the leader of domestic industrial robots, they are constantly challenging the status of the four giants of traditional industrial robots.
In turn, domestic industrial robot brands are taking a rather different path. Wang Yongkun, CEO of Stende Robotics, once mentioned a point of view in his communication with Investor:
If we only sell hardware, we may end up as a company selling iron, and the gross profit of hardware will be lower and lower. The companies that will survive in the future will be the ones that have the ability to platform, to use software to increase engagement and expand the boundaries of the enterprise."
So, do platform, do ecology, for domestic industrial robots, can really tell a new story?
Break into platform mode
Coincidentally, with Stende robot to keep similar views of domestic industrial robot brand and more than one, such as Syrius Torch Star, Luoshi robot are interested in developing cloud business, ecological layout, to create a platform, ecological robot enterprise.
At present, Syrius Torch has successively launched AIoT platform FlexGalaxy and robot operating system megacosmOS, and further launched the developer community based on megacosmOS, showing the beginning of the ecological layout.
"The value lies in breaking the bottleneck of enterprise management with software and Internet services based on robot carrier." In the eyes of Jiang Chao, founder and CEO of Syrius Torch, robots are only the carrier of a physical world, and more service value of enterprises will come from software and Internet platforms in the future.
A brief dissection of its FlexGalaxy platform services reveals two key insights: first, the platform is expanding beyond industrial robots to other AIoT devices and even operators. 2. Rely on self-developed API to connect upstream and downstream systems, open up the information flow and then cover the whole industrial link, and continuously drive service upgrading.
Here, using both carrot and stick, industrial robot products become a fulcrum for leveraging digital services in the physical world.
With a similar approach, Luoshi Robot, another domestic industrial robot company, is also expanding its platform ecosystem. Its xMate flexible robot has built a brand new technology platform, integrating the supporting system including hardware and the underlying technology framework, and is pushing xMate flexible robot series to leapfrog from a single product form to a diversified platform system.
How to understand this leap? We can also establish two new understandings about the product design of xMate flexible robot. First, xMate flexible robot is not one product, but multiple products. At present, xMate series of robots have already released a number of products, and in this year's EXPO released a new xMate CR series of products. Thus, its essence is more like a technical system. Second, under the technical system of xMate flexible robot, application deployment and technology integration of series of products can be carried out according to the requirements of the scene, so as to realize function optimization.
So, under the ecological layout of Syrius Torch star and Luoshi robot, you will find that the platform built by relying on core technology and digital services will be the competitiveness of the future development, and the robot products in the physical world are more just bearing a carrier of technology output.
A mountain to climb
Here, we think about the platform model of domestic industrial robot brands from a more extreme perspective -- if ecological platform is where the brand competitiveness lies in the future, can we only make platforms instead of robot products? Or cooperate with other friends or ecological partners to make robot products.
The answer is absolutely no.
Although the platform model can bring more imagination for the future development of industrial robot industry, industrial robot products are always a necessary basic carrier of technical output and functional services. "Intelligent relativity" found that only industrial robot products do well, the platform model can continue to develop, go through the possibility.
That is to say, for domestic industrial robot brands, even if we can plan a "ecological, platform" broad road in the future, but first have to go over the industrial robot mountain.
Under the competition of industrial robot products, there are many important factors restricting the development of domestic industrial robot brand. In terms of product composition and market pattern, domestic industrial robots are facing great pressure to climb over this mountain.
Let's start with product composition.
At present, about 35% of the cost of industrial robots comes from the reducer, 23% is the servo motor, 12% is the control system, mechanical processing body may only account for about 20%, the other part is mainly the application.
Taking precision reducer as an example, according to the statistics of QianqianIndustrial Research Institute, more than 70% of the market share in China is occupied by Japanese enterprises, including Nabtesco, HarmonicaDrive and Sumitomo, which account for about 60%, 15% and 10% respectively. Spinea, a Slovakian company, accounts for about 5%, while other brands account for only about 10%.
Competition pattern of Industrial robot reducer enterprises in China
Therefore, in such an industry pattern, if domestic industrial robot brands want to truly rise, they have to make great efforts to accelerate technological innovation in the core components, so as to gain the initiative in the development of the industrial chain.
Then look at the market pattern.
According to IFR, Fanuc, ABB and Yaskawa Are the world's top three in terms of market share in 2020, with 17.3 percent, 15.7 percent and 12.9 percent, respectively. Among them, focusing on the domestic, China's industrial robot market is still dominated by overseas brands, in the list of local brands only Eston with 3.26% of the market share into the top nine.
QQ screenshots 20211022093504
Obviously, on the way of the rise of domestic industrial robot brands, a number of powerful overseas brands are in the loop. It is worth noting that as China's demand for industrial robots accelerates, foreign brands are paying more attention to the Chinese market. Fanuc, ABB and Yaskawa Electric plan to invest in Shanghai, Jiangsu and other places in the next two years to expand capacity and start the production of core components.
On the one hand, domestic brands benefit from the supply chain of these overseas giants, on the other hand, they have to face more difficult market competition, which may be more worried than happy.
At the foot of the road in
Looking back at the breakthrough of domestic industrial robots, platform mode is gratifying, but the competition of industrial robot market is also deplorable. If you want to go the way of the former, you must seek a breakthrough in the innovation of the latter.
From the current domestic situation, there is no problem with this idea. Today, the industrial Internet and intelligent manufacturing wave repeatedly, according to the CCID Consultant "2020~2021 China industrial Internet Market research annual report" shows that the total scale of China's industrial Internet market in 2020 reached 671.27 billion yuan, a year-on-year growth of 10.4%, The networking, digitization and intellectualization of industrial scene are entering a stage of rapid popularization.
At the same time, the application of industrial robots also has a huge room to explore. According to IFR data, the density of conventional manufacturing robots in China other than automobile manufacturing is 95 robots per 10,000 people, while the average density of robots in all manufacturing industries is 187 robots per 10,000 people. Compared with Japan, Germany and the United States, the Chinese market is far from saturation. Therefore, "Intelligent relativity" believes that the application of industrial robots and the industrial Internet will be "full of collision", the two will work together to upgrade the industrial scene.
Therefore, for domestic industrial robot brands, it is feasible to anchor the breakout path of network and platform. In the following development, as long as we can gradually narrow the market gap with overseas brands in product competition, we can further give full play to the advantages of technological platform, or create a new engine driven by "platform + industrial robot". At that time, the competition of industrial robot industry also enters a more multidimensional pattern.
However, such multi-dimensional competition pattern can not suddenly bring domestic industrial robot brands too much "overtaking" opportunities. Because, when domestic industrial robot brands see this direction at the same time, overseas brands also have similar layout and thinking, such as Fanuc's information software platform iCARE, can overview of the status and data of the entire engineering robot, provide remote online services and technical support.
So one can only hope that as the competitive landscape changes, so do the opportunities presented. For example, when platform services become a norm, domestic brands can rely on local advantages in IT operation and maintenance, data center, after-sales service and other aspects to further enhance service competitiveness, so as to avoid one-sided competition with overseas brands in robot products.
So, at this stage, domestic industrial robot brands are also a lot more profitable.
About Manly Battery
Located in Shenzhen,China. A leading battery manufacturer mainly offering rechargeable Lithium batteries over 12 years ,widly used for Robostic,if there is any project need to evluate ,pls feel free to send email to info@manlybatteries.com
