The market share continues to increase! The market share of domestic industrial robots will reach 32
Time:2023-01-23
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Introduction: Although 70% of the products in China‘s industrial automation market are still imported, the market share of domestic brands has continued to increase in the past few years. Among them, the market share of industrial robots is expected to reach 32% this year, an increase of 5% compared with four years ago. In the past, the automobile and 3C industries accounted for nearly 60% of the demand for industrial robots. Last year, the new energy industry became the largest demand pull force. The demand growth of lithium battery, photovoltaic, and the automobile industry dominated by new energy vehicles increased. In addition, the demand for semiconductors, logistics and warehousing has also increased to some extent.
On January 10, at the 23rd UBS Greater China Seminar, Wang Feili, an analyst in China‘s machinery industry at UBS Securities, said that although 70% of the products in China‘s industrial automation market are still imported, the market share of domestic brands has continued to increase in the past few years under the influence of superimposed factors such as Sino-US trade and epidemic. Among them, the industrial robot sector is expected to account for 32% of the market this year, up 5 percentage points from four years ago.
She mentioned that the core reason for the continuous import substitution of industrial automation last year was that many overseas brands were negatively affected by the supply chain shortage and the delivery cycle was much longer than domestic brands. Domestic brands firmly seized the opportunity and took a large market share. This year, the supply chain problem has been alleviated, and the overall competition may be intensified compared with that of last year. However, on the whole, the quality of domestic brand products has been continuously improved, the supply chain management is excellent, and the overall cost performance ratio is also more advantageous.
Source: Network
The above can also be proved from another aspect. According to reports, last month, Dr. Zhang Xiaofei, the chairman of Gaogong Robotics, introduced at the 2022 annual meeting of Gaogong Robotics that it is expected that the overall sales of China‘s industrial robots will reach 303000 in 2022, an increase of about 16% compared with 261300 in the previous year, and a significant decline from the annual growth rate of nearly 54% in the previous year. The sales volume of industrial robots of domestic enterprises reached 132000, with a year-on-year growth rate higher than the overall level of the industry. The market share of domestic enterprises remained at about 40%.
The latest data shows that, from the perspective of trend, the overall sales level of industrial robots last year was low and flat. In the first ten months of last year, China‘s industrial robot output was 362600 sets, down 3.2% year on year. However, the output in October was 39000 sets, up 14.4% year on year, significantly better than the annual average. It is reported that the regional blockade and supply chain tension in the first half of the year led to the delivery problem of the robot attempt, but the downstream procurement budget still retains large space. After the supply chain problem is solved, the demand side is expected to rise.
From the perspective of downstream industries, in the past, the demand for industrial robots in the automobile and 3C industries accounted for nearly 60%. Last year, the new energy industry became the largest demand pull force, and the demand growth of lithium battery, photovoltaic, and the automobile industry dominated by new energy vehicles increased. In addition, the demand for semiconductors, logistics and warehousing has also increased to some extent. The traditional main downstream 3C industry has obviously declined, and the growth rate of demand in metal processing, home appliances, food and beverage industries has also declined.
In response to the changes in the downstream market, driven by the automobile and new energy markets, the demand for various types of heavy-duty robots has increased. In the first half of last year, the market share of heavy-duty six-axis robots exceeded 30% for the first time, and the demand for high-speed and heavy-duty SCARA robots also increased. However, due to the influence of factors such as the downward trend of 3C industry, the market of small six-axis robot declined significantly year on year; The parallel robot market was dragged down by the food and beverage and daily chemical industries.
In this regard, some professional institutions also pointed out that there is a small gap in the supply chain of foreign robot enterprises at present, which leads to a longer delivery time. Domestic automobile main engine manufacturers are also seeking the safety of the supply chain. At the current time point, domestic heavy-duty robots may be accepted, and domestic heavy-duty robots face a short window period. At present, domestic manufacturers such as Aston and Evert have launched new heavy load products of more than 130kg to compete in the field of heavy load robots.
Looking forward to the next year, according to the view of relevant robot research institutions, it is expected that the growth rate of China‘s industrial robot market will be about 20% to 25% in 2023. This expectation combines the backlog of robot orders this year and the demand judgment for downstream industries. The overall recovery of the industry‘s "big explosion" has been gradually receding.
In addition, from the perspective of downstream demand, the new energy industry is still the largest incremental source of the industry, and the demand for industrial robots is expected to exceed 20%. In addition to new energy vehicles, power batteries and photovoltaic, the development of the energy storage battery industry is expected to further increase the thickness of the new energy industry.
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