According to data from the Ministry of Industry and Information Technology, the application of industrial robots in my country has covered 60 major industry categories and 168 medium-level industries in the national economy. At present, the willingness to use robots in various industries has been significantly enhanced. With the gradual release of market potential, independent brand enterprises are also seeking Greater industry application space.
With the advancement of my country's manufacturing industry, the needs of the industrial robot application industry are also gradually changing. Statistics in the first half of the year show that industries with many traditional industrial robot applications, such as 3C electronics and metal processing, are dragged down by the overall slowdown of the industry. , such as smartphone shipments continued to decline, the year-on-year growth rate of industrial robot shipments directly turned from positive to negative.
The demand for advanced manufacturing industries such as lithium batteries, photovoltaics, medical care, and semiconductors is very strong, which has become the main driving force for the growth of industrial robot sales. For example, lithium batteries. According to incomplete statistics, the planned production capacity of the entire lithium battery industry is close to 2TWh. In terms of 1GWh, about 50-70 industrial robots are needed, which means at least 100,000 units.
There is also the automotive industry. The current theme is the transformation towards electrification and intelligence. During this process, higher requirements have also been placed on robot companies and integrators that provide automation for the automotive industry, requiring them to transform from traditional fuel vehicles. The transformation experience of the production line turned to the transformation of the production line of electric vehicles.
On the whole, enterprises related to the industrial robot industry chain have increased investment in research and development, aiming to improve the technical level, launch innovative products and solutions, accelerate the application in high-prosperity industries such as new energy vehicles, photovoltaics, lithium batteries, and semiconductors, and seize more. market.
In addition, under the circumstance that the price of raw materials remains high and the supply chain is under pressure, the world's major industrial robot brands are increasing the prices of their products, but in comparison, domestic robot companies have a lower price increase, and the original price is low. It means that today's domestic robots have a higher cost performance.
After these years of development, domestic industrial robot technology has made significant progress. Whether it is core components or body manufacturing, they have the ability to substitute locally. Increasing investment in R&D to seize domestic substitution opportunities has become the preferred choice for related companies.