The development of China's robot industry has shown a strong trend, becoming the world's largest industrial robot market for three consecutive years. China has the largest and most complete manufacturing industry in the world. However, the three core components of industrial robots have been heavily dependent on imports.
Core components become "hard" How should domestic robot companies break through?
As we all know, the robot industry has three upper and lower levels in the whole industrial chain: the upstream is the core component, mainly the reducer and the control system, which constitutes the "brain" of the robot; the middle reaches is the robot body, that is, the "body" of the robot; downstream It is a system integrator that relies on the core equipment of upstream and midstream to make integration products. 
On the road to the rise of Chinese-made robots, the localization of core components is a very important content. The data show that due to the serious lack of core components, China's industrial robotics companies mainly focus on the ontology and integration. From the perspective of cost, core components account for about 72% of the cost of industrial robots. In the cost structure of multi-axis industrial robots, the mechanical body accounts for about 22%; the servo system accounts for about 24%; the reducer system accounts for about 36%; the control system accounts for about 12%; and other peripherals account for about 6%.
In terms of reducers, in 2015, about 75% of the precision reducers in China's robot industry were imported from Japan. It can be seen that domestic reducers are highly monopolized by foreign manufacturers. Domestically produced reducers that are still in the popular stage at this stage cannot achieve full import substitution. There are more than 50 companies that make industrial robot reducers in China, but there are more than 20 companies in which products are available or mass-produced.
On the controller side, mature robot manufacturers generally develop their own controllers to ensure stability and maintain the technical system due to their relatively low status and threshold. As the brain of the robot, the controller is expected to reach 1.2 billion yuan in 2020. The market size of the servo system for industrial robots in China will reach 4.7 billion yuan by 2020, and the compound growth rate will be about 35% in the next five years. In the 2020, China's industrial robot reducer market will exceed 4 billion yuan.
In terms of servo system. As an execution unit in a robot, a servo motor is a major factor affecting the performance of the robot. Foreign companies in the servo system have an absolute advantage. It is understood that Japanese brands have monopolized the small and medium-sized OEM (equipment manufacturing) market with good product performance and competitive prices. In 2014, among the TOP15 manufacturers in the servo system market, the top three were Japanese brands with a total share of 45%. European brands such as Siemens, Bosch and Schneider occupy high-end, with an overall market share of around 30%. The overall share of domestic enterprises is less than 10%.
Undoubtedly, core components have become the main bottleneck restricting the Chinese robot industry. However, because the import substitution space for core components is large, and the robot market has shown a steady growth trend, the market prospects for the core components of domestic robots in the future should not be underestimated. So, how can domestic robot companies achieve breakthroughs in core components?
Policy support drives the industry
In terms of policy, many experts believe that financial capital, venture capital and private capital should be encouraged to invest in industrial robot applications and industrial development. For industrial robot projects with advanced technology, obvious advantages, and strong driving and supporting functions, priority should be given to credit support. Actively support qualified industrial robot companies to directly finance capital markets at home and abroad.
At the same time, the first set of subsidy policies was introduced under the condition that the reliability of domestic industrial robots reached a certain level. It is allowed to set up an industrial robot leasing company to promote the use of industrial robots by small enterprises with less capital, and industrial robot leasing may become a model for promoting the rapid development of the industrial robot industry.
Inter-enterprise mergers and acquisitions
On the enterprise side, Qu Daokui, president of Xinsong Robot Automation Co., Ltd. believes that an effective way for Chinese robotics companies to grow and develop is through mergers and acquisitions, which can make their enterprises stronger through inter-industry integration or cross-border integration. For example, Midea acquired KUKA. In fact, the boundaries of the industry disappear much faster than you might think. In the recent few years, China's robotics industry has grown from dozens to thousands of companies.
China's robot industry is in a period of great change, and it needs rapid innovation and integration. As a high-tech, robots are an important means of supporting industrial development. Domestic robots must have a place in the international arena to create brand influence and quality. In this regard, Qu Daokui said: "It is not a simple scale superposition, but a new industrial group through industry, culture, concept and organizational structure. It is completely intelligent change. More importantly, the operation management after mergers and acquisitions can make I have the ability to be international."
Independent research and development breakthroughs
In the independent research and development of domestic robot technology, China needs to increase investment and research and development of key technologies, improve the self-sufficiency rate of parts and components, integrate existing research and development resources, and form a batch of technology research and development laboratories, engineering centers, and enterprise technology centers as soon as possible. At the same time, the company will cultivate independent intellectual property brands and make the domestic industrial robot industry bigger and stronger.
Take the Guangzhou NC robot strategy as an example. The strategy of Guangzhou CNC is to set up its own system integration team and face the application enterprise to seek market breakthrough. This move, on the one hand, is conducive to solving the problem that system integrators favor foreign brands from inertia and are reluctant to try domestic robots; on the other hand, it is necessary to connect the communication bridge between robot enterprises and application companies to facilitate the adjustment of robot R&D production.
In general, in order to fill the "short board" of domestic robots, the state has also introduced a series of support policies, and domestic core component companies are also actively exploring. In the future, with the establishment of a number of domestic brand enterprises adhering to the spirit of “doing the hard workâ€, the domestic and foreign markets will become more and more open, and the competitiveness of domestically produced robots in the international market will become stronger and stronger. The production and application of robot core components will be more and more important. It will usher in a golden opportunity for development.
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