Analysis of the most popular industrial robot indu

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[depth] easy sharing - industrial robot industry analysis

[depth] easy sharing - industrial robot industry analysis

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original title: [depth] easy sharing - industrial robot industry analysis, The number of industrial robots in the world will reach 3million; Among them, the sales volume in Asia, Oceania, Europe and America ranked among the top three in the world, with 262000, 67000 and 50000 units respectively, with growth rates of 37%, 20% and 22% respectively compared with 2016

China drives global sales. 138000 units were purchased in 2017, an increase of 58% over 87000 units in 2016; In 2017, the top five countries accounted for 72% of the global total sales; China, Japan, South Korea, the United States and Germany were the top five in terms of global sales, with 138000, 46000, 40000, 33000 and 22000 respectively, an increase of 58%, 18%, -4%, 6% and 8% respectively over the previous year; Taiwan, Vietnam, Italy, Mexico and France ranked first in sales volume

application industry and field

the automotive industry is the industry with the largest demand, and 125000 robots were added in 2017. Followed by electrical and electronics, metal processing, chemical industry, food and other industries, of which the growth rate of the metal industry is as high as 54%

the main driving countries for the growth of industrial robots in the global automotive industry are China and South Korea, with 42000 and 12000 sets respectively, with a growth rate of 65% and 36%

the main driving country for the growth of robots in the global metal processing industry is China, with 21360 robots, a growth rate of 116%

among different types of robots, handling, loading and unloading, welding, assembly and disassembly were the top three sales, 183000, 82000 and 49000 respectively, with growth rates of 31%, 26% and 34% respectively

overview of Chinese market

has become the world's largest industrial robot consumer market for five consecutive years; In 2017, the total sales volume of industrial robots in China was 141000 units (the statistics included the sales volume of AGV), with a year-on-year increase of 58%; The market share of domestic robots fell for the first time in recent five years, down 5.9 percentage points from 2016, from 32.7% to 26.8%. The sales volume of domestic robots was 37825, with a year-on-year increase of 29.8%. The sales volume of foreign robots was 103191, with a year-on-year increase of 71.9%

robot structure

the proportion of sales growth. The sales volume of multi joint robots increased by 66.6% year-on-year, accounting for 64.7% of the total sales. The sales volume of planar multi joint robots doubled, with the highest growth rate among all models, 15.5% of the total sales volume

the sales volume of multi joint robots increased by 35.5%, accounting for 42.1% of the total sales volume of domestic robots. For the first time, it became the domestic model with the largest annual sales volume. The sales volume of domestic coordinate robots increased by 8.2% year on year, and the sales volume of SCARA (plane coordinate robot) doubled

the share of domestic multi joint robots, coordinate robots decreased and SCARA increased. In 2017, the share of domestic multi joint robots, scara16.7%, coordinate robots 65.6% and parallel robots 60.7% respectively

application field

the proportion of sales growth. The handling loading and unloading robot increased by 57.5% year-on-year, accounting for 45.1% of the total sales, and remained the primary application field. The sales of assembly and disassembly robots increased by 71.2% year-on-year, accounting for 20% of the total, an increase of 1.5 percentage points over the previous year

the sales of domestic loading and unloading robots increased by 40.8% year-on-year, higher than the average growth rate, accounting for 61.4% of the total sales of domestic robots

the share of domestic products in handling, loading and unloading, welding, assembly and disassembly, coating and sealing, processing and clean room was 36.6%, 15.8%, 14.0%, 54.4%, 34.8% and 14.4% respectively, of which the share in handling, loading and unloading decreased for three consecutive years and the share in coating and sealing stabilized and recovered

proportion of sales growth in the application industry

electrical and electronics exceeded that of automobiles in 2017. The top five industries are electrical and electronics, which enable the composite related technology in the aviation industry to fully meet the large demand for composite materials in future projects, including automobile, metal processing, chemical industry and food processing, accounting for 62.6%, 61.1%, 116.2%, 6.0% and 12.8% respectively. Electrical and electronics account for 35.2% of the total sales- Sales of domestic robots, electrical and electronic sales increased by 31.6%, accounting for 37.2% of the total sales of domestic robots, and the sales of metal processing doubled, accounting for 29.4% of the total sales

foreign brands have a high share in the automotive industry and the electrical and electronic industry, which have high-end requirements for robot technology

cria key monitoring robot listed companies: the return on net assets of enterprises with annual reports of more than 28.21% in 2017 exceeded 10%; 47.1% of them had a revenue growth rate of more than 50%, and 41.2% of them had a cost growth rate of more than 50%, which rose synchronously and made profits difficult

2017 summary

China's market sales continued to grow to a record high, and the demand form was good; Foreign funded enterprises are growing rapidly, and the market share of domestic robots is declining; The structural adjustment of domestic robot products has accelerated, and multi joint and SCARA have increased, but foreign-funded enterprises still occupy the advantage; The loading and unloading robot is an important field to promote the rapid growth of the Chinese market, and assembly and disassembly is a highlight in 2017; Electronics and electrical appliances are the most important application industry at present, and the application industry of domestic robots continues to expand

gap between China and foreign countries

- strong foreign technology and comprehensive strength

- strong foreign brand effect, high market accumulation and customer trust

- domestic brands still stay in low-end application industries, fields and types

industrial chain

viewpoint: the global production market is highly concentrated, but the market competition in China is fierce; At present, Japan and Germany have the strongest international competitiveness in the production of industrial robots. With the strong support of relevant parties, Sweden, Italy, the United States, South Korea and other countries rank second, and China is rapidly surpassing. Among them, Japanese manufacturers pay extensive attention to various industries and have a strong influence in their local and international markets, while German manufacturers mainly focus on the automotive field and have a high market share in Europe, America and Asia except Japan

for a long time, the industrial robot market has been basically controlled by four major companies (FANUC, Yaskawa, abb and KUKA), with a total market share of more than half. In terms of installed capacity, FANUC ranks first in the world. By the end of 2015, the global total installed capacity of FANUC industrial robots had reached 400000

from the perspective of industrial chain, the industrial robot industry is mainly divided into upstream core parts, midstream robot body and downstream system integration. Among them, the upstream core components are divided into controller, servo motor and reducer, which have strong monopoly. For example, the precision reducer is basically monopolized by three Japanese enterprises nabtesco, harmonica and Sumitomo, which occupy about 90% of the market (Art) of the segment industry

in the total cost, the three key components account for about 80% of the total cost of the robot. Among them, the reducer accounts for the highest proportion, about 33% ~ 38%, the drive and servo motor accounts for about 20% ~ 25%, and the controller accounts for about 10% ~ 15%; However, the threshold of downstream integrated industry is low and the competition is the most intense. Most of the new competitors (mainly from China) cut into the field of industrial robots. According to incomplete statistics, robot system integrators in the Chinese market account for nearly 70% of the enterprises in the injection molding (ICM) technology industry in the whole process of manufacturing even thinner and lighter injection molding packaging products

internationally, the main business lines and corporate strategies of Japanese enterprises mainly focus on upstream core components, and basically do not involve in downstream system integration business. Two of the four Japanese enterprises are good examples. The following two figures show the proportion of each business income of the four companies in 2017

fanuc relies on controllers to enter the market. Other businesses such as robots are just the expansion of its core department CNC control system. In this quintessence business of FANUC, it has used more than 60% of the global market share. Due to the strong interoperability between CNC machine tool system and robot controller technology, FANUC's core technology in robot controller is also difficult to surpass. At the same time, FANUC has more than 3/4 hot air plastic granulator and has a high market share

Yaskawa, another giant, relies on servo motors and drive systems to enter the market, and its revenue from this part also exceeds that of its robot ontology business for many years

as typical representatives of European robot enterprises, abb and KUKA are less involved in the upstream core parts business. On the contrary, they have a large proportion of downstream system integration business (abb focuses on the electrical and electrical department rather than robots)

full text data source: IFR; cria

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