Recently, Zhao Chenxin, deputy director of the National Development and Reform Commission, said that according to recent monitoring data, orders for key projects such as industrial robots, numerical control machine tools, and construction machinery in China have increased significantly. At the same time, the Robotics Branch of the China Machinery Industry Federation also said that the orders of some robot enterprises have increased significantly recently, and some enterprises have even doubled their new orders, while the production capacity has remained stable. Industrial robots are more than 40,000 units per month. In general, the demand for industrial robots this year is relatively full, and the entire industry is developing well.
The reporter learned that in recent years, the scale of Chinese industrial robot market has grown rapidly, ranking the first in the world. According to the data of the Ministry of Industry and Information Technology, the operating revenue of the whole robot industry will exceed 130 billion yuan in 2021. Among them, the output of industrial robots reached 366,000, an increase of 10 times over 2015. According to the latest data of the National Bureau of Statistics, the output of industrial robots of enterprises above the designated size in September and October this year was 43,009 and 39,030, with a year-on-year increase of 15.10% and 14.40% respectively. In the first half of 2022, the total sales volume of industrial robots was 131,000, which continued to increase year-on-year.
According to the calculation of the International Federation of Robotics (IFR), the size of Chinese industrial robot market has maintained a growth trend in recent years, and the market size will continue to grow in 2022, which is expected to reach US $8.7 billion. It is estimated that the scale of Chinese industrial robot market will exceed 11 billion US dollars by 2024. In recent years, the sales volume of Chinese industrial robot market has maintained rapid growth, reaching 256,000 units in 2021, with a year-on-year increase of 49.5%.
From the data, we can see that the industrial robot market is huge and growing fast. So why does the industrial robot market grow rapidly in recent years? Is it an opportunity for electrical enterprises?
Industrial robots are widely used and will be more widely used in the future with the implementation of policies
MIR DATABANK research report shows that the industrial robot market in the first three quarters was mainly driven by the demand of new energy vehicles and emerging industries. The production and sales of new energy vehicles are booming, and the demand for electrification, networking and lightweight of automobiles accelerates the application of industrial robots in the fields of automobile, auto parts and auto electronics. At the same time, the development of new energy vehicles has brought strong demand for power batteries, providing a broad market for industrial robots. In addition, semiconductor, photovoltaic, medical, logistics and transportation industries have become emerging applications of industrial robots.
The main application fields of industrial robots include automobile intelligent manufacturing industry, household appliances, electronic and electrical industry, rubber and plastic industry, casting, metallurgy industry, food industry, chemical industry, glass industry, etc. With the implementation of the "Made in China 2025" plan, it is clear that industrial robots will be included in one of the ten key areas to vigorously promote breakthrough development. In the future, robots will have more and more extensive applications in key industries such as new energy, automobile, aerospace, rail transit, semiconductor and so on.
Core part of industrial robot: servo motor
Industrial robots are widely used in various fields and will drive upstream parts. As we all know, the three core components of industrial robots are the controller in the control system, the servo motor in the drive system and the precision reducer in the mechanical system. As the heart of industrial robots, servo motors have high reliability and stability requirements. Servo motors are divided into DC and AC servo motors.
According to the reporter, the existing enterprises that realize the localization of industrial robot motors include:
At present, domestic brands of servo motors for industrial robots account for only about 10% of the market share, and there is a large gap in domestic substitution. The industrial robot market is growing fast and widely used. With the policy support, the scope of application will expand, which indicates that the industrial robot will become the industry outlet. According to the data of the National Bureau of Statistics, the output of industrial robots in China will reach 366,000 in 2021, with a year-on-year increase of 54.4%. It is predicted that the output of industrial robots will be 395,000 in 2022, with a growth rate of 8%. Generally speaking, each joint of an industrial robot will be equipped with a servo motor, that is, a six-axis industrial robot will be equipped with six sets of servo motors. If the number of servo motors used by an industrial robot is six, the demand for servo motors of industrial robots will be 786,000 in the first half of this year, and 2.37 million in 2022.