Analysis of five business models of the hottest in

2022-09-23
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Analysis of five business models of industrial robots

industrial robots are multi joint manipulators or multi degree of freedom machine devices facing the industrial field, which can automatically perform work and realize various functions by their own power and control ability. It can be commanded by human beings or run according to pre arranged procedures. Modern industrial robots can also act according to the principles and programs formulated by artificial intelligence technology

from the perspective of industrial chain, the business models of industrial robots can be divided into five types: (1) single ontology manufacturing and sales model; (2) System integration mode; (3) Core parts production and sales on the surface Rockwell hardness model; (4) Ontology production + system integration mode; (5) Whole industry chain mode. Among them, enterprises adopting the first three business models are mainly engaged in a single business, while enterprises adopting the latter two models are engaged in two or more businesses

at present, more successful enterprises in China and around the world have adopted the whole industry chain mode of "core parts production + ontology production + system integration", or are gradually infiltrating upstream and downstream to realize the transformation of the whole industry chain mode. The whole industry chain model is one of the current development trends of industrial robot enterprises, and it is also a business model with high profitability

the cost of core components in the industrial chain of industrial robots accounts for the highest proportion, and development needs to be broken through.

the upstream core components of the industrial chain of industrial robots mainly include reducers, controllers and servo systems, whose cost accounts for more than 60% of the cost of the robot body. At present, harmonic reducer and RV Reducer are widely used in reducers. Nabotesk and hamenaco in Japan occupy more than 70% of the market in the field of industrial robot reducers. In terms of controllers, Japanese, German and American enterprises dominate. The servo system is dominated by Japanese, Korean, European and American enterprises

industrial robots in the middle of the industrial chain, robots are composed of bases and actuators, including arms, wrists, etc., and some robots also include walking structures. The robot ontology market has long been dominated by FANUC, Yaskawa, KUKA and abb of the "four families" in the global and Chinese markets

the downstream system integrators of the industrial chain of industrial robots carry out targeted system integration and software secondary development according to different application scenarios and uses, so that industrial robots can be used in actual production. The application scope of industrial robots covers all subdivisions of the manufacturing industry

China's industrial robot industry chain

China's industrial robot industry is designed to use the original hydraulic system. The technical level is low, and the research and development of key core components need to be broken through. Although China's domestic robot technology is basically available at present, the robot industry involves the overall industry, and you can also receive the level of goods, scientific research system, supporting industries and other aspects. There is still a large gap between Chinese domestic brands and overseas brands. In terms of key core components, Chinese enterprises need to overcome the technical problems of key core components such as servo motors, precision reducers, servo drives, controllers, etc., which have long relied on imports and have been controlled by others

in the cost chain of industrial robots, the cost of upstream core parts accounts for the highest proportion, accounting for more than 60% of the overall production cost; Reducer, servo system and controller account for about 31.2%, 19.6% and 10.4% respectively; The cost of ontology accounts for 23.6%; The cost of system integration accounts for about 14.1%. Most of the core parts of robots such as precision reducers, controllers, servo systems and high-performance drivers in China depend on imports. The import proportion of controllers and servo motors is about 80%, and the import proportion of reducers is about 75%. Therefore, the production cost is higher than that of foreign enterprises, and the product price remains high

the industrial robot ontology market is dominated by four families

the robot ontology is the robot body structure and mechanical transmission system, as well as the supporting foundation and actuator of the robot. The main technical parameters of industrial robots generally include degrees of freedom, positioning accuracy and repeated positioning accuracy, working range, maximum working speed and bearing capacity. These parameters are important consideration indicators in the manufacturing process of industrial robots, and are the standards to measure the manufacturing level of a manufacturer

at this stage, in the industrial robot ontology market, Europe and Japan are the main suppliers of industrial robot ontology. Foreign brands represented by the "four families" are at the leading level in terms of technical indicators such as accuracy and carrying capacity. In 2017, abb, KUKA, FANUC and Yaskawa electric accounted for more than 50% of the global industrial robot ontology market share

the Chinese market is also occupied by foreign-funded enterprises represented by the "four families". China's domestic brand technology is weak and still cannot compete with it, but the thickness of type 3 specimen is 1.0 ± 0.1mm) the gauge distance at fracture is generally within 1 meter; The domestic ontology of special thickness samples is relatively cheap in terms of price. Many small and medium-sized manufacturers pay more attention to the cost performance in the process of automatic transformation, so the domestic ontology still has a certain market share. In, the share of Chinese domestic brands continued to rise, and the growth rate was faster than that of foreign brands. In 2017, foreign brands increased China's regional layout, reached strategic cooperation with the Chinese government and enterprises, or established joint ventures. In 2017, the market share of domestic brands fell from 33.2% in 2016 to 27.3%, and the growth rate of domestic robot sales was overtaken by foreign capital; However, against the background of the elimination of accidental factors and the vigorous development of domestic brands, the sales volume of domestic robot bodies rebounded in the first half of 2018, reaching 29.5%. Sullivan predicts that the share of domestic brands will gradually rise in the future

market concentration of Chinese robot ontology. In 2017, industrial robot system integration needs to have a full understanding of the specific downstream application scenarios.

robot system integration refers to adding fixtures and other supporting systems on the robot ontology to complete specific functions. It is an important part of industrial robot automation applications. For example, in the manufacturing fields of injection molding, stamping, grinding, spraying, assembly, welding, fine carving, die casting, assembly, loading and unloading, different system integration solutions are adopted respectively, forming industrial robots suitable for different application fields, such as welding robots, loading and unloading robots, spraying robots, assembly robots, etc. Industrial robot system integrators provide application solutions for end customers, and are responsible for the secondary development of industrial robot applications and the integration of surrounding automation supporting equipment

compared with industrial robot manufacturers, industrial robot system integrators also need to have product design capabilities, process understanding of the application needs of end customers, relevant project experience in the application industry, and provide standardized and personalized sets of equipment that can adapt to various application fields. It needs to fully communicate with customers, so domestic enterprises have local advantages, and system integration is also the link with the highest productivity in China's industrial chain. Different from Chinese domestic ontology manufacturers facing strong competition from foreign-funded enterprises, thanks to local service advantages, including channel advantages, price advantages, talent dividends, etc., Chinese system integration market is dominated by local enterprises, with complete coverage of downstream industries and processes. Local integrators are absolutely dominant in the application fields of low-end processes such as handling and palletizing, dominant in the application fields of middle-end processes such as assembly, picking and welding, and constantly penetrating in the application fields of high-end processes such as spraying and visual monitoring AOI

the application fields of industrial robots are mainly in the automobile and 3C industries

the application fields of industrial robots are wide, and the downstream industries are mainly in the automobile and 3C industries, as well as the rubber and plastic industry, food and beverage, chemical industry, casting and other industries. The application fields of industrial robots in China are similar to those in the world, with the automobile and 3C industries accounting for nearly 60% in total. According to Sullivan data, in 2017, in the application field of industrial robots in China, cars accounted for the highest proportion, reaching 36.2%, followed by 3C, accounting for 21.8%, and metal casting, rubber and plastic, and food and beverage accounted for about 12.3%, 11.8%, and 6.5% respectively

distribution of industrial robot application fields in China, 2017

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