Analysis of industrial robot industry chain in China

Industrial robots are known as the "crown jewel of manufacturing industry". In the field of intelligent manufacturing, industrial robots, as industrial automation equipment integrating intelligent, digital, automation and other advanced technologies, play an important role in the digital factory, intelligent factory and other modern industrial automation production system. Under the influence of many factors such as aging social population structure and rising human cost, it is an inevitable trend and necessary measure to promote intelligent manufacturing transformation and upgrading of industrial development. The demand of manufacturing enterprises for industrial robots is a long-term trend. Improving the level of R&D and manufacturing of industrial robots and realizing the large-scale application of industrial robots is not only the guarantee of realizing industrial automation, digitalization and intelligence in the future, but also an important link to promote the transformation and upgrading of manufacturing industry and build a modern industrial system.

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(1) Analysis of China's industrial robot application market
From 2011 to 2021, the annual installation of industrial robots in China showed a substantial growth trend. During the decade, the installation increased by more than 5 times, with an average annual growth rate of 142%. In particular, the annual installation of industrial robots in China jumped significantly in 2017 and continued to maintain a high level in the following years. Even in the face of complex and severe external situations such as the epidemic in 2020, the number of installed industrial robots still rose to a new height, reaching 268,000 units in 2021. By analyzing the growth trend of industrial robot installation, we can see that the intelligent level of industrial automation in China began to accelerate in 2017, and the process of high-quality production and high-quality development of enterprises accelerated. Even in the face of the impact of external adverse factors such as the epidemic, industrial robots still show a strong demand level. It highlights the vitality of the manufacturing industry in the rapid resumption of work and production under the intelligent manufacturing system, and shows the strong resilience and vitality of China's industrial development.
In the past three years, electronic/electrical industry is the most applied field of industrial robots, industrial automation ranks the second, metal and machinery ranks the third, rubber and plastic, food, medicine and cosmetics field industrial robot installation volume is relatively small. According to the 2021 White Paper on the Development of China's Industrial Robot Industry, industrial robots have been applied in 37 industrial categories of the national economy and 102 industrial medium categories. Automobile manufacturing industry is the most extensive application field of industrial robots, the best application maturity field. China's new energy automobile industry is booming, the increasing demand for automobiles and the technological transformation and upgrading of automobile manufacturing have spawned a large demand for industrial robots in automobile manufacturers. The welding and assembly of the thin parts of the car body, the painting of the surface of the car body, the gluing of the car lamp and the assembly of the car tire need different types of industrial robots. In the production of the car, a large number of stamping, welding, gluing, laser detection and other processes are mostly completed by industrial robots. China is a major manufacturer of 3C products. Computer, communication and consumer electronics products account for 70% of the global production capacity. 3C electronic products are another major application market of industrial robots.

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(2) Industrial Vision

(1) The development of industrial robot industry will strongly promote China's transformation from a big manufacturing country to a strong manufacturing country
In the old and new alternating period when the comparative advantage of the original manufacturing cost is gradually weakened and the new competitive advantage of the industry is not yet formed, the development of industrial robots can realize the higher level of industrial capacity, and better deal with the adverse factors of the aging population and rising labor cost in industrial production. It helps the Chinese manufacturing industry to change from the development track of scale and speed to the development track of quality and efficiency. We will move the industrial structure toward the medium-high end.
(2) Industrial robots will be applied in more high-precision industrial scenes in the future
With the acceleration of the transformation and upgrading of the manufacturing industry, the transformation of automation in the industrial field and the emergence of product processing in the emerging fields further lead to a large demand for industrial robots. Therefore, the future development of Chinese robot industry will focus on the development of industrial robot ontology and serialized products of key components for high-end fields such as automobiles, high-end equipment, precision instruments and semiconductors, and promote the industrialization application of domestic industrial robots in high-precision industrial scenarios.
(3) Emerging technologies have accelerated the innovation, development and upgrading of industrial robots
With the deep integration of the new generation of information technology, new material technology and the development of industrial robots, the level of intelligence and digitalization of industrial robots has been greatly improved, and the equipment is more safe and reliable. Industrial robots no longer rely on the fixed external environment to do repetitive work instead of labor. Human-machine cooperative robots with strong adaptability, high sensitivity and support for precise collaborative work with people in the same scene can greatly improve the work efficiency, become the innovator and breaker of the industrial robot application scene, and lead the new trend of industrial robot development.


Post time: Dec-02-2022