环顾五花八门的(自动化下游)通用工业行业,工业机器人是运控领域多年不遇的具备绝对体量、持续高增速、且一定可以跑出大机会的市场。上一个这样的市场,是数控机床。
CP451-10从技术端来看:工业机器人本身能够应用于汽车、船舶、包装机械等广泛领域的多种工艺,能够作为工业标准品而存在。并且工业机器人可以通过控制器向下融合驱动器、电机,向上融合视觉、AI、PLC等模块从而构建PC-based一体化运控平台。
从市场端来看:经过多年的发展,工业机器人市场飞速发展,根据MIR 睿工业数据统计,2012-2022年中国工业机器人销量从2万多台增长到逼近30万台,十年增长了将近15倍,复合年均增长率26%。
CP451-10不仅如此,经过十多年的培育,下游行业和应用场景不断开拓,除汽车和电子行业外,锂电、光伏、金属加工、食品饮料等一般工业市场的机器人渗透率也大幅度提升。未来随着机器人产品性能及方案智能化程度提升,行业内用户培育度将进一步加深。
尽管目前国产机器人在综合性上来讲仍有相当大的进步空间,但国产机器人在下游行业耕耘已久,不断进行产品迭代,使得其与外资的差距也在快速变小:2018年,国产弧焊机器人批量量产,标志着国产机器人公司在通用工业形成突破;2020年,国产机器人在3C、新能源领域批量出货,这标志着近年来火热的一些新兴行业也已认可了国产机器人!
CP451-10
Looking around the various (automation downstream) general industrial industries, industrial robots are the field of operations control for many years with absolute volume, sustained high growth, and is sure to run out of the big opportunity market. The last such market was CNC machine tools.
From the technical side: industrial robot itself can be applied to a variety of processes in a wide range of fields such as automobiles, ships, packaging machinery, and can exist as industrial standards. Moreover, industrial robots can integrate drivers and motors downward through the controller, and integrate vision, AI, PLC and other modules upward to build PC-based integrated operation control platform.
From the perspective of the market: after years of development, the industrial robot market has developed rapidly. According to the statistics of Mirui Industrial data, from 2012 to 2022, the sales volume of industrial robots in China increased from more than 20,000 units to nearly 300,000 units, an increase of nearly 15 times in ten years, with a compound annual growth rate of 26%.
Moreover, after more than ten years of cultivation, the downstream industries and application scenarios have been continuously developed. In addition to the automobile and electronics industries, the penetration rate of robots in general industrial markets such as lithium electricity, photovoltaic, metal processing, food and beverage has also increased significantly. In the future, with the improvement of robot product performance and program intelligence, the degree of user cultivation in the industry will be further deepened.
Although there is still considerable room for progress in the comprehensive aspect of domestic robot, domestic robot has been working hard for a long time in the downstream industry, and continuous product iteration has made the gap with foreign investment smaller rapidly. In 2018, domestic arc welding robot was mass-produced, marking a breakthrough of domestic robot companies in the general industry. In 2020, domestic robots in the 3C, new energy field batch shipments, which marks the hot in recent years some emerging industries have also recognized domestic robots!