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Strong recovery of industrial robots and acceleration of loc

Release time:2020-10-27

According to a recent report released by the International Federation of robotics, China is the largest and fastest growing industrial robot market all over the world. According to the report, the total number of robots operating in global factories will reach a record 2.7 million in 2019, an increase of 12% over the previous year. Among them, the number of robots in Chinese factories was 783,000, an increase of 21% over the previous year.

In September this year, the production of industrial robots increased by 51.40%, maintaining a high growth year on year. In September, the production of industrial robots in industrial enterprises above designated size nationwide was 23,194 units, up 51.40% year on year. The monthly production growth rate picked up obviously, and continued the trend of continuous recovery since October last year. From January to September, the production of industrial robots in industrial enterprises above designated size in China was 160,715 units, with a cumulative increase of 18.20%, and the cumulative growth rate turned positive for six consecutive times.

In the medium and long term, the general trend of the manufacturing industry upgrading, "machine replacement" is imperative, 5G construction is accelerated, application scenarios are gradually landing, 5G mobile phone ushered in a new round of replacement cycle, 5G mobile phone update will drive a new round of capital expenditure in the electronics manufacturing industry, automation equipment enterprises will continue to benefit.
According to the international general classification, robots can be divided into industrial robots and service robots. In recent years, the annual sales of industrial robots have been rising significantly.

Industrial robot is oriented to the industrial field of multi-joint manipulator or multi-degree of freedom of machine devices, in industrial production can replace people to do some monotonous, frequent and repeated long time operation, or dangerous, bad environment, the rapid development in recent years.

From the perspective of industries, intelligent manufacturing applications can be mainly grouped into automobile, 3C, warehousing logistics, metal processing, plastics chemical industry, food, beverage, tobacco and others, covering a total of 99% of the applications; From the perspective of function classification, it can be grouped into core functions such as welding, handling, assembly, treatment and spraying. With the recovery of industrial capacity utilization in 2020, the net interest rate of enterprises is expected to rise. In China, the supply of high-end industrial robots is insufficient, and the supply of low-end industrial robots is oversupplied. The number of system integrators is large, and the scale is small, and they are mainly concentrated in the middle and low-end fields. The supply side needs to be optimized.

In essence, industrial robot is a kind of multi-joint manipulator or multi-degree of freedom machine device oriented to the industrial field, which realizes various functions by its own power and control ability.

Industrial robot upstream is the three main components: reducer, control system and servo system; The middle part is the robot body, namely the frame and the actuator, including the arm and wrist, etc. According to the structure, the body can be divided into rectangular coordinates, spherical coordinates, cylindrical coordinates, joint coordinates and other types. Downstream is the system integrator, according to different application scenarios and uses for targeted system integration and software secondary development. Only after the robots are integrated into the system can they be used by end customers in downstream industries such as automotive, electronics and metal processing. The domestic industrial chain is gradually improved, this round of industry recovery will be accompanied by the improvement of localization rate.

The industrial robot localization rate is only 28% in China, the industrial chain of more than 70% of the speed reducer, servo motor market, control system and the ontology market by fanuc, ABB, yaskawa motor, library CARDS and so on four big families and other international giants, four families combined global market share of over 50%, which is worthy fanuc robot world leading.

In addition, Epson, Yamaha, Kawasaki, Fujikoshi, Mitsubishi and other Japanese brands are in the forefront, and seven of the top ten market share suppliers are Japanese manufacturers. At present, the domestic controller hardware can meet the requirements, but there is still a gap between the software and foreign products, with a higher cost performance domestic control system in the middle and low end of the field has an advantage, from the application industry, domestic brand industrial robots are mainly concentrated in palletizing, loading and unloading and handling and other fields.

Among the domestic brands with the highest market share, Eston ranks 10th with 2.4% market share, followed by Zhongweixing (a subsidiary of Xinshida) with 2.0% market share.

China's industrial robots have experienced excessive expectations of investment surplus, local government blind subsidies, corporate cheating, low-end product development, ushered in the trough of the bubble, industrial capital influx began to become rational.

Cinda Securities believes that there are two main reasons for the growth of domestic industrial robots :(1) under the pull of the internal cycle, the rapid recovery of the domestic manufacturing industry, the demand for industrial robots is gradually increasing; (2) At present, many parts of the world are seriously affected by the epidemic. As the first country to recover from the epidemic, China is now accepting manufacturing orders transferred from other parts of the world to China, which further promotes the development of China's manufacturing industry, thus driving the domestic demand for industrial robots. China's industrial robot sales are expected to maintain rapid growth in the fourth quarter and next year.