With China’s demographic dividend gradually disappearing and the requirement of “Made in China 2025â€, the replacement of robots has become a major trend. This has made China’s robots continue to rank first in the world for the fourth consecutive year, and has also placed the robot industry in a priority position for development. . According to statistics, there are 28 provinces with a focus on the development of the robotics industry in China, with more than 40 robotic industrial parks and more than 500 robotics companies.
However, in stark contrast to the “fieryness†of robots, “in China’s huge robot consumer market, local brand robots only account for 4%†and the “cold thinking†of the participating experts.
Imported robots account for 90% of the market
In a small glass bottle, the "Da Vinci" surgical robot can perform a "skin" suturing operation on a single grape. Cao Qixin said that "Da Vinci" based on MIT's robotic surgical technique was completed. The advantage of rapid and accurate surgery is that it has a small wound, less bleeding, and a much faster recovery time. “There are 3,000 surgical robots in the United States, and there are only 60 in our country, and the market can reach 10 billion.†He believes that “Da Vinci,†which is measured in centimeters, has almost monopolized the domestic high-end medical robot market because of its precision.
“Robots are divided into educational robots, entertainment robots, medical robots, public service robots, storage robots, industrial robots, etc. Surgical robots are only a small piece of them, but they represent the reality of the entire industry.†Ma Hongbin, professor at the Institute of Automation, Beijing Institute of Technology, told According to the reporter, the core components of the robot mainly include electronic control systems, servomotors, and speed reducers. The corresponding three key core technologies are mainly in the hands of a few foreign robot companies, including Japanese Fanuc, Japanese Yaskawa, German KUKA, and Swiss ABB. .
This led to two status quo: First, foreign robotics companies account for about 90% of the robot market in China. Only FANUC, Yaskawa, KUKA and ABB four companies took up about 65% of the market share. Domestic companies are difficult to be trusted by users because they are difficult to match with the former in terms of accuracy, reliability, and stability. This point was also repeatedly emphasized by Wu Hongxin, an academician of the Chinese Academy of Sciences on the forum.
Second, due to the lack of key core technologies, most of the domestic robotics industry is in the stage of system integration. The upstream enterprises that hold the core technology also have the absolute right to speak and earn excess profits. System integrators can only earn about 10% gross profit.
Technologically dominant people will lead the industry
Ma Hongbin has an analysis report of a domestic robot listed company, which reflects the development of domestic robot companies in the first half of 2016 from perspectives of R&D investment, revenue, profit margin, government subsidies, etc., which include Huichuan Technology, Xinshida, and Xinsong Robot. , Huachonda, Eston and other industry leaders.
The report shows that in the huge robot consumer market in China, the market share of local brand robots is only 4%. At the same time, the robotics industry is characterized by “strong comprehensiveness, long industry chain, high technical threshold, and low level of intelligenceâ€, “more market segments, less profitable opportunities,†“large investment funds, small corporate size,†“strong industry monopolies, and the government Affect weak "" technology changes quickly, slow accumulation of advantages "and so on.
To select the key, Ma Hongbin analyzed with reporters. “In these world robot giants, there are 4,549 Fanuc employees, about 3,900 KUKAs, and only about 400 people in Hamernaco, which almost monopolizes the world’s high-end robot reducers. The common feature is small and strong.â€
"In the future, whoever has an advantage in technology will lead the development of this industry. This requires everyone to think about how to enhance their R & D capabilities." Ma Hongbin said.
"The robot industry boss ABB has half of Sweden's descent, but they did not expect Volvo to choose their products at their doorstep. Instead, they chose our company's mobile robot solutions." Xinsong Robot Automation Co., Ltd. Liu Changyong, the assistant to the president, shared this case description with everyone: The R&D of domestic robot core components is trying to find a breakthrough.
Professor Cao Qixin of Shanghai Jiaotong University also developed a surgical navigation system and a “Niaolong†porous minimally invasive endoscopic surgical robot with its partners in production and research. He also cooperated with Waseda University in Japan to develop a “Dragon†single-hole surgical robot. Because of the late start, the core competitiveness is temporarily behind, but the cooperation between production, education and research can become our R&D advantages, said Cao Qixin.
There is no other way to make up the gap and can only work harder than others. First of all, it is necessary to promote cooperation and communication between officials, production, learning, research, and use; Second, strengthen the research on the core technology of robots, focus on the advantages of research to achieve the localization of the core components; third, Chinese researchers must “go out†to Collaboration, investment, controlling mergers and acquisitions or acquisitions use existing foreign technologies and markets to drive their own development.
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