Insight into the path of business transformation

Ma Hongbin, a professor at the Institute of Automation at the Beijing Institute of Technology, said in an interview with this reporter that one of the weaknesses in the development of domestic industrial robots is the high-end, technically complex six-axis or more articulated robot. Foreign companies account for about 90% of the robot market in China. The core components are the profit center of industrial robots. In particular, servo motors and speed reducers are the most important factors that limit the cost of reducing domestic industrial robots. Ma Hongbin said that in recent years, there have been a few robotic listed companies that rely on state financial assistance policies to survive. Listed companies do not necessarily represent the highest level of technological R&D. From the perspective of the net profit of robotic listed companies, the domestic focus is on core technology research and development. Corporate net profit is higher than that of listed companies, which mainly consist of assembly and processing, and he believes that in the future, upstream companies that master core technologies will have more say than those listed companies that do not have core technologies.

 

 

Ma Hongbin told reporters that in the past decade, industrial robots have been accompanied by continuous development of the manufacturing industry. Simple repetition, boring, and dangerous work can all be done by robots, which inevitably drives the market demand for robots. He pointed out that China's robot density is far below the world average. From a global point of view, the top three robot density rankings are Korea, Japan, and Germany.

 

Robot density refers to the number of robots per million employees. Ma Hongbin said that the number of robots owned by South Korea, Japan, and Germany is 300-400 robots per million employees, while the number of robots per million employees in China is only about 10 units. From the above data, it can be seen that the number of Chinese robots is still far below the level of developed countries, and the market potential is huge.

 

According to market research conducted by the Chinese Academy of Engineering in recent days, nearly 65% ​​of the companies surveyed have strong “machine-for-work” intentions, and 14.5% of companies are doing “machine-for-machine” preparations. For the operation of machine substitution, Andreas Schuhbauer, key technology manager of KUKA Roboter GmbH, said in an interview with this reporter that automated production of robots can save an average of 1/3 of labor, and labor productivity can be increased by an average of 25%. Reduced staff mobility. The average turnover rate of Chinese factories is 20%, and robots can stick to one position for 12 years.

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