Improve independent research and development and extension merger, domestic robot lane change overtaking

Dislocation competition accelerates market share gains

At present, the automotive industry is still the main downstream application field of domestic and foreign industrial robot suppliers.

Among them, overseas brands are mainly applied in the downstream of the vehicle, while domestic brands mainly provide robot products in the automotive industry segments such as stamping, welding, spraying and packaging.

Subdivision field bibcock already appeared at the beginning.

Eston has obvious advantages in welding technology. In 2020, it completed the merger and reorganization of Cloos, a leading welding enterprise. At present, the company's pressure welding technology has surpassed some overseas brands and emerged as the leader in subdivision fields.

Eft has obvious advantages in spraying technology. The company has successively acquired CMA, a spraying robot manufacturer and system integrator, and EVOLUT, a general industrial robot system integrator, overseas, accelerating the improvement of robot spraying technology.

By 2020, the proportion of non-automotive industrial robot applications in China has increased from about 50% in 2010 to 70%, showing a gradual increase trend.

More than 30% of them are in the 3C field, more than 12% in the metal manufacturing field, and more than 5% in the lithium and food fields.

With the rapid development of 5G, new energy and other fields, new application scenarios of industrial robots in the downstream continue to expand;

In addition, with the continuous progress of robot technology and the improvement of economy brought by the use of robots, the application of industrial robots in metal manufacturing, food and beverage and other industries with relatively short life cycle is also increasing.

The current domestic industrial robot suppliers in the low-end market established, overseas industrial robot suppliers mainly in the high-end market, so the foreign brands in the automotive and warehousing logistics industry market share is bigger, and domestic brands mainly in the low-end market and technology difficulty is relatively low car electronics, auto parts, metal processing and other industries in the market share is bigger.

Other industries, such as food and beverage, medical supplies and other industries, are mainly covered by domestic industrial robot suppliers because of their high degree of customization and low value compared with the automobile industry, which makes it difficult for foreign brands to fully consider.

With the gradual expansion of the downstream application of industrial robots, the domestic industrial robot incremental market space is broad, domestic industrial robot enterprises are expected to gradually achieve lane changing overtaking by virtue of their own advantages.

Improve independent research and development and extension merger, domestic robot lane change overtaking

(Photo by OFweek)

Technology accumulation has achieved remarkable results for overseas giants

In the field of small load welding, the repeated positioning accuracy and arm span distance of domestic industrial robots are similar to those of the "four big families" products, but there is still a certain gap with overseas brands in maximum speed.

In terms of repeated positioning accuracy, the small load welding robot of major domestic suppliers can reach 0.05-0.08mm, roughly equivalent to the four major overseas industrial robots (0.05-0.08mm);

In terms of arm span, the maximum working distance of small load welding robots from major domestic suppliers can reach more than 1400mm, on par with overseas brands;

In terms of maximum speed, small load welding robots from major domestic suppliers can reach 125-175mm, which still has some room for improvement (180-260mm) compared with overseas brands.

In the field of heavy load stamping robot, the precision of domestic models has been equivalent to that of some overseas four family products.

The repeated positioning accuracy of the domestic industrial robot bibcock is 0.2mm, which is basically the same as some products of the four major families (all up to 0.2mm), but there is still some room for improvement compared with the products of the four major families with partial accuracy of 0.03-0.05mm.

In the field of small load stamping, Eft launched a stamping robot with a repeated positioning accuracy of 0.07mm in 2017, and domestic industrial robots are constantly developing to the field of high-precision stamping.

At present, the gap between the machining accuracy of domestic industrial robots and the four families is gradually narrowing, and there is still some room for improvement in some accuracy.

As domestic industrial robot suppliers continue to improve the technology system through "independent research and development + extension merger and acquisition", the processing accuracy of domestic industrial robots will continue to be optimized, and it is expected to accelerate to catch up with overseas industrial robot brands under the trend of domestic substitution.