According to the data released by the National Bureau of statistics, in June 2020, the national industrial robot output was 20761 sets, with a year-on-year growth of 29.2%. From January to June 2020, the national industrial robot output was 93794 sets, with a cumulative growth of 10.3%. So what will be the performance of industrial robot system integrators in 2020?
Industrial robot system integrator is located in the downstream application end of industrial robot industry chain. It provides application solutions for end customers, and is responsible for the secondary development of industrial robot application and the integration of automation supporting equipment. It is an important part of industrial robot automation application.
Overall market situation
1、 Market size
In recent years, thanks to the demand of intelligent manufacturing, the number of industrial robot system integrators is increasing year by year, and the market scale is also expanding. In 2019, the industrial robot system integration market will be affected by the decline of investment in automobile and 3C industries, and the growth rate of market scale will slow down significantly. In 2020, affected by the “new crown epidemic”, Mir Rui industry expects that the market scale of industrial robot system integration will show negative growth.
In the next few years, the commercialization of 5g technology will greatly increase the investment in the electronic industry; the integration scale in the field of logistics handling will continue to expand under the stimulation of policies and the mainstream trend of the market; the strict stimulation of environmental protection policies will accelerate the transformation and upgrading of manufacturing enterprises with high pollution, such as spraying, polishing and welding. All these factors will drive the market regulation of industrial robot system integration The model is growing.
2、 Distribution of manufacturers:
As of June 29, 2020, there are 9456 industrial robot system integrators in mirdata bank. Through sorting and analysis, it is found that the regional concentration of industrial robot system integrators is relatively high. The Yangtze River Delta (Shanghai, Jiangsu, Zhejiang) and Pearl River Delta (Guangdong) are two major gathering regions, and the total proportion of manufacturers in the two regions is 70%. Among them, 30% are concentrated in Guangdong Province, 41.4% are concentrated in Jiangsu, Zhejiang and Shanghai, and 5.1% are concentrated in Beijing, Tianjin and Hebei.
Competition of domestic and foreign enterprises
1、 Proportion of domestic and foreign enterprises in the overall market
At present, about 80% of China’s market share is occupied by local industrial robot system integrators, which has increased by 2% in 2019 compared with 2018. Foreign industrial robot system integrators are mainly concentrated in the automotive industry, while the electronic industry is mainly occupied by local industrial robot system integrators.
In recent years, local industrial robot system integrators continue to penetrate the high-end market, such as the automobile industry. Local industrial robot system integrators have taken the lead in breaking through the field of automobile welding and assembly, and occupied the market share of some foreign integrators.
Market scale of industrial robot system integration in 2019 – by domestic and foreign investment
2、 Proportion of domestic and foreign manufacturers in each process section:
In terms of process structure, local industrial robot system integrators monopolize low-end process segments and lead middle end process segments, such as system integration fields such as handling and palletizing; foreign industrial robot system integrators mainly focus on high-end process segments and middle end process segments, such as system integration fields such as welding, assembly, riveting and detection.
3、 Proportion of domestic and foreign enterprises in various sub sectors
Foreign industrial robot system integrators mainly occupy the middle and high-end market of each industry segment, while local industrial robot system integrators mainly concentrate in the middle and low-end market. Therefore, foreign industrial robot system integrators account for a large market share in the automotive vehicle and warehousing logistics industry, while the automotive electronics and electronic industry, which is dominated by the middle and low-end market and has low technical difficulty, has a large market share In other industries, such as food and beverage, medical supplies and other industries, the degree of customization is high and the value is lower than that of automobiles, so it is difficult for foreign brands to take full account of them. These fields are mainly occupied by local industrial robot system integrators.
1、 Proportion of segmented industries
In addition, the demand for system integration in other industries is also expanding year by year, including metal processing, warehousing and logistics, auto parts, lithium battery, photovoltaic and automotive electronics industries.
Market share of industrial robot system integration by industry in 2019
2、 Growth of segment industries
In 2019, the industry with the largest market share increase of industrial robot system integration segment is metal processing industry. In the metal processing industry, construction machinery accounts for the most (30-40%), followed by machining, rail transit and shipping. The metal processing industry is facing the pressure of welding talents fault. At present, the construction machinery has begun to realize automation. In the future, other subdivided industries will also increase investment in automation, and the market prospect is broad. Automobile industry and 3C industry had negative growth year on year due to investment decline.
According to the above data, the market share of local industrial robot system integrators will increase by 2% year on year in 2019, and it is expected that the scale of industrial robot system integration market will show negative growth in 2020; from the industry segments of industrial robot system integration market in 2019, it can be seen that the market share of metal processing will increase the most.
Editor in charge: Tzh