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Recently, 17 departments including the Ministry of Industry and Information Technology issued the Implementation Plan for the Application of "Robot Plus", which pointed out that the application of "robot plus" should be deepened in key areas.
It is proposed that by 2025, we will focus on 10 key application fields, break through more than 100 kinds of robot innovative application technologies and solutions, promote more than 200 typical application scenarios of robots with high technical level, innovative application modes and significant application effects, and build a batch of "robot +" application benchmark enterprises.
According to the 14th Five-Year Plan for the Development of the robot industry, annual revenue growth of the robot industry will exceed 20% and the density of robots in manufacturing will double by 2025. Statistics show that the robot density in China's manufacturing industry is 246 units per 10,000 people in 2020, which means that it will reach about 500 units per 10,000 people in 2025, indicating a huge market space.
Emerging industries are the main areas of industrial robot shipments
According to statistics, more than 300,000 industrial robots were sold in the Chinese market in 2022, accounting for more than 50% of global sales. Given the severe impact of the epidemic, such achievements are not easy to achieve.
From the point of view of the application industry, mainly by new energy vehicles, lithium, photovoltaic, semiconductor, medical and other emerging industry demand pull, new energy outbreak situation is not reduced, the market production and sales of two prosperous, the major well-known new energy vehicle enterprises are expanding capacity, pull the market demand for lithium electricity, according to statistics, new energy vehicles and emerging industries of industrial robot shipments accounted for more than 40% of the overall market.
In the past year, the performance of 3C electronic industry was depressed, mobile phones and other electronic products were in a high inventory state, the reduction in demand made manufacturers can only frequently cut orders, and the demand for industrial robots subsequently shrank substantially. General industry is also affected by the macroeconomic downturn and commodity price rises, supply chain disruptions, although some recovery is not as expected.
During the Spring Festival this year, the sales revenue of the national consumption-related industries increased by 12.2% year on year, and the offline and online consumption conditions improved significantly. The market is optimistic about the recovery of the consumer electronics market, the supply side inventory gradually decreased, and the related industrial robot shipments also increased. However, in terms of the current market, whether it really bottomed out needs to be verified.
In 2023, under the condition of full liberalization of the epidemic, the overall recovery trend of the market is obvious. As a key product to promote industrial upgrading, the long-term trend of the market for industrial robots has not changed and will maintain double-digit growth in the next few years, among which the biggest demand will undoubtedly be the new energy automobile industry.
Data from the China Association of Automobile Manufacturers show that in 2022, China's new-energy vehicles continued explosive growth, annual sales exceeded 6.8 million, increasing the market share to 25.6 percent, gradually entering the full market expansion period, and is planned to increase to 50 percent by 2035. Not only China, but also the United States has proposed a 50% penetration rate by 2035. The European Union is more aggressive and expects to increase it to 100% by 2035, eliminating the sale of all gas-powered and hybrid vehicles.
Although new energy vehicles are similar to fuel vehicles, they also have many different processes, and their degree of automation is higher than that of fuel vehicles, which means to build new energy vehicle production lines, or carry out large-scale transformation and expansion of old production lines, which will bring a huge demand for industrial robots.
Domestic robot market share continues to rise
After years of development, China's robot industry has basically formed the whole industrial chain system from parts to machine to integrated application. The innovation of core technologies and key components has been advanced in an orderly way. Domestic robots have reached an inflection point.
In the past year, relying on supply chain advantages and flexible pricing strategies, domestic manufacturers accelerated their penetration in lithium, photovoltaic, semiconductor, auto parts and other fields. At the same time, relying on local advantages, they gradually expanded more new application fields in the downstream industry and explored broader incremental market space. Domestic robot market share was further expanded.
On the other hand, due to the impact of the epidemic, the supply chain of foreign manufacturers is not smooth, the supply cycle is greatly extended, and the market share is gradually reduced. Until recently, it has been improved, and the production and delivery have gradually recovered.
This is why foreign manufacturers are speeding up the localization process of robots. Last December, ABB opened its robot Gigafactory in Shanghai, where 90% of China's industrial robot orders will be produced. Fanuc's super Smart factory in Shanghai's Baoshan District has also taken shape and is expected to be completed and put into operation within this year, greatly enhancing its delivery capacity.
With the further deepening of the localization process of foreign brands from supply chain, research and development to production, the localization advantages and cost control advantages of domestic manufacturers will also be weakened, so domestic robots want to maintain competitiveness, need to improve the technical barriers, continue to optimize the quality of robot products, accelerate the pace of catching up with overseas industrial robot brands.