The world looks at Asia, and Asia looks at China.
The | the new strategy is sorted out
According to relevant research institutions, the output of industrial robots of industrial enterprises above designated size in China will reach 366044 sets in 2021, an increase of 44.9% year-on-year. The industrial robot market sales volume was 248,000 units, an increase of 46.1% year-on-year, and the market sales are expected to reach 300,000 units in 2022.
China is the world's largest industrial robot market, and its market share has steadily increased. In 2021, China's industrial robot sales accounted for 52.88% of global sales, accounting for more than 2/3 of the Asian market, and it is expected that the proportion of China's industrial robot sales in global sales will increase to 56.19% in 2022.
In 2020, the unexpected new crown epidemic has accelerated the global manufacturing industry to think about "the lack of manpower, how to continue and upgrade production". Because of this, the process of production mode reform and industrial automation has been a big step forward at both the concept and the market end.
For example, the core equipment in the automated production line - industrial robots.
Let's start with two sets of data:
Demand side:
In 2020, the average density of industrial robots worldwide was 126 units per 10,000 workers, while in 2015, this number was only 66, almost doubling in five years.
Supply side:
When the epidemic first came, industrial robots did not immediately respond to the "upgrade" trend, and countries around the world either due to epidemic prevention and control, or due to their own market considerations, shipments in 2020 increased by only 0.5%.
At this point, the only variable is China. In 2020, the global shipment of industrial robots was 383,000 units, of which China contributed 168,400 units, accounting for nearly 44%, making up for the lack of market supply.
The next story trajectory is not much deviated from many people's expectations. In 2021, the global economy recovered, the demand for industrial robots ushered in a rebound, the global operating inventory has approached 3.5 million units, and shipments increased by 13% from the previous year to 435,000 units, a new high since 2018.
Future anchor points for smart manufacturing:
The world looks at Asia, and Asia looks at China
The main market for industrial robots in the world is "three continents and five countries".
Three continents: Asia, Europe, North America.
Five countries: China, Japan, the United States, South Korea, Germany. That is, the top five countries in the market, accounting for 74% of the total number of industrial robot installations in the world.
From 2020 to 2021, global industrial robot shipments experienced a strong rebound from 0.5% to 13%, defined as a "post-crisis boom".
It is a region and a country that have contributed to this change.
In 2020, the North American economy began to recover in the second half of the year, with installed capacity increasing by 17% in 2021 to 43,000 units;
The installed capacity in Europe was 67,700 units, down 8% year-on-year. However, Germany bucked the trend and reached the third highest number of installations that year, mainly due to the large number of overseas operations, including China, which promoted the recovery of the industry. In 2021, The installed capacity in Europe will increase by another 8% to 73,000 units.
The installed capacity of industrial robots in Asia reached 310,000, accounting for 72% of the global total, an increase of 15% over the previous year.
Japan, the world's second largest market, exports 36% of its robotics and automation technology to China, with the market growing by 7% in 2021.
During the epidemic in 2020, under China's high-impact epidemic prevention and control, the manufacturing industry rebounded from the second quarter of that year, and the order volume and manufacturing volume of industrial robots soared.
Among the three continents, the most eye-catching is still Asia, from the market base, three of the top five countries in terms of industrial robot ownership are Asian countries. Among Asian countries, China has always been the leading country of industrial robots, and Germany and Japan, as big countries in the production and marketing of industrial robots, the recovery of the industry is also closely related to China.
If you are clear about the importance of the global industrial robot market, the Asian region and China, to analyze the future of the industry, it is such a sentence: the world looks at Asia, and Asia looks at China.
In 2021, the cumulative output of China's industrial robots in the whole year reached 366,000 units, a year-on-year growth rate of 44.9%. However, since the fourth quarter, the growth rate has declined; on the other hand, the amount of fixed investment in domestic manufacturing has declined month by month in 2021.
This means that the brilliance of China's industrial robot production in 2021 has reached its peak, and before the start of a new round of cycles, it will be difficult to run wild throughout 2022.
The speed of prosperity may slow down, but China's development has supported the future skeleton of industrial robot development.
4 directions for the development of industrial robots in the future
Although industrial robots have been developed for many years, they are still an emerging technology to be explored, and will become the cornerstone of modern industry in the near future. Policy, has long been laid out.
China's policies for industrial robots are mainly divided into two levels:
1. Construct the top-level design from a macro perspective, improve the overall development level of China's industrial robot industry, optimize the industrial structure, and ultimately achieve industrial upgrading;
2. Guide the development direction of technology and application, and provide industrial chain support for the development of industrial robot industry and localization substitution.
Starting in 2021, a new round of development of industrial robots will be led by the "14th Five-Year Plan", and the main goals of industrial robots are: high-end, intelligent, and innovative development.
According to the interpretation of the National Science and Technology Innovation Center, the development of industrial robots during the "14th Five-Year Plan" period is decomposed into four dimensions:
Innovation integration: promote the integration and application of new technologies such as artificial intelligence, 5G, big data, cloud computing, and industrial robots;
Make up for the shortcomings: improve the standard system of industrial robots, and continue to complete core components and technologies such as high-end servo motors, RV reducers, control algorithms;
Continue to subdivide: Encourage the active cooperation of all kinds of enterprises and robot manufacturers, robot machine enterprises and parts enterprises, and promote the industrial robot industry to launch subdivision solutions for application scenarios such as electric power, mining, and construction;
Optimize the structure: Through the "specialized and special new" and "single champion" policies, cultivate and support high-quality enterprises with ecological dominance and core competitiveness, so as to stabilize the industrial robot industry chain and promote localization and substitution.
At the end of 2021, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Science and Technology and other 15 departments jointly issued the "14th Five-Year" Robot Industry Development Plan, promoting the mainland robot industry to move towards the middle and high-end level during the "14th Five-Year Plan" period.
The "14th Five-Year Plan" robot industry development plan proposes that by 2025, the mainland will become a global source of robot technology innovation, a high-end manufacturing agglomeration and a new highland for integrated applications. A number of robot core technology and high-end products have made breakthroughs, the comprehensive indicators of the whole machine have reached the international advanced level, and the performance and reliability of key components have reached the international level of similar products. The average annual growth rate of operating income of the robot industry is more than 20%. Form a group of internationally competitive leading enterprises and a large number of innovative, good growth of specialized and special new "little giant" enterprises, and build 3 to 5 industrial clusters with international influence. Manufacturing robot density doubled. With the support of policies, it is expected that China's industrial robots will develop rapidly and sales will continue to increase. (The article comes from the Internet and has been abridged)