In recent years, major foreign car companies also began to increase the layout of new energy vehicles, the United States, The United Kingdom, France, Germany, the Netherlands and other countries have announced a timetable to ban fuel vehicles, in 2025 to 2045 or so stop the sale of fuel vehicles.
At the same time, global mainstream car companies such as Audi, Mercedes, BMW, Volkswagen, GENERAL Motors, Ford and so on have also made production plans for new energy vehicles, and the electrification of vehicles has become a global development trend.
Since the second half of 2020, China's new energy vehicle industry has entered a period of rapid development, driven by the support of national policies, continuous technological innovation and continuous improvement of supporting industries. According to the data of China Association of Automobile Manufacturers, in 2021, the production and sales of New energy vehicles in China will reach 3.545 million and 3.521 million respectively, with year-on-year growth of 159.52% and 157.57% respectively. Despite the gradual decline of subsidies and the impact of COVID-19, the production and sales scale remains relatively high, showing a good trend of development. It has long-term development prospects.
The rapid development of global new energy vehicle industry has effectively stimulated the application demand of industrial robots in China.
The automobile industry is the first industry to deploy and apply industrial robots. A car production roughly needs to go through five workshops: stamping, welding, painting, assembly, powertrain. The first three workshops use more traditional industrial robots, while the last two workshops can use collaborative robots.
In the domestic market, domestic industrial robots have not been able to achieve a positive breakthrough for vehicle enterprises. According to the white Paper on the development of China's Industrial Robot Industry 2021, the proportion of domestic robots in different industries is the lowest, less than 10%, in the automobile manufacturing industry.
In the final assembly and powertrain workshops, due to the flexible process, more collaborative robots will be introduced to assist in the operation to improve the overall production efficiency of the factory. According to the 2022 China Collaborative Robot Technology Development Report, domestic collaborative robots will account for more than 90 percent of the market in China in 2021.
In 2021, the sales volume of domestic collaborative robots reached 15,300 units, up 45.7% year on year, and the sales volume exceeded 1.5 billion yuan. Domestic collaborative robots have been able to penetrate into the manufacturing links of large foreign factories, and have been applied to dip coating, loading and unloading, assembly and other processes of auto parts to improve quality and production flexibility, in order to meet the needs of users. Currently, Toyota's only supplier of collaborative robots is A Shanghai-based joint robot.
On the supply side, Chinese manufacturers are far more than foreign ones in the field of collaborative robots. From the application side, represented by Honda, Toyota, Volkswagen's big customer increased the needs of the present times a year, in the early exploration stage, they also use the international brand, with the development of the industry, however, the deepening understanding of the product, demand, the development of the company, improve efficiency, product quality and service has stringent requirements, faced with the rising cost of, More and more customers are switching from international brands (such as Youao) to domestic brands.
In the three workshops of stamping, welding and spraying, due to the production line mode, the requirements for the technology of the robot itself and the manufacturing process of the vehicle are higher. The domestic industrial robot share is low, and more of them are based on ABB, Yaskawa, Kuka and Fanuc, such international brands.
Key components account for 70% of the production cost of industrial robots. For traditional industrial robots in China, core components are mainly imported, and domestic core components cannot meet the demand for high performance in terms of quality stability and reliability.
Want to complete the upgrade of domestic industrial robots, but also in the reducer, controller, and server and other fields, last year, the Ministry of Industry and Information Technology and other 15 departments jointly released the "14th Five-year" robot industry development plan, "plan" mentioned that the robot industry to "make up the short board of industrial development. Promote the joint research of industry, university and research, make up the shortcomings of special materials, core components and processing technology, and improve the function, performance and reliability of key robot parts; Develop robot control software and core algorithms to improve the function and intelligence level of robot control systems."
Return to the new energy vehicle market, last month, BYD is still riding the dust, 130,000 + monthly sales overall lead, domestic new energy vehicles popular, industrial robot application scenarios continue to expand, in the new energy vehicles, lithium and other huge industry demand increment, is bound to drive the development of domestic industrial robots.