The hottest industrial intelligence is surging, an

2022-08-09
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Industrial intelligence is surging, and the core technology of domestic manufacturers needs to be broken through.

intelligent industrial equipment has become the basis for the upgrading and transformation of the global manufacturing industry. Developed countries regard the upgrading of the manufacturing industry as the primary task of the third industrial revolution. The trend of Reindustrialization in the United States, Germany's industry 4.0 and Internet factory strategy, and the manufacturing transformation in Japan and South Korea are not simply the return of traditional manufacturing, but accompanied by the improvement of production efficiency, the innovation of production mode and the development of emerging industries

in the past ten years, China has experienced rough development marked by the rapid development of construction machinery, and in the next ten years, China will enter the stage of intensive development and manufacturing transformation and upgrading marked by the rapid development of intelligent industrial equipment. Compared with the early development of construction machinery, foreign brands in the industrial intelligence industry will pay more attention to domestic enterprises, and the system integration link will become the entry point for domestic enterprises. At present, China's industrial intelligence industry chain is gradually improving, and the enterprise development model is gradually clear. With the adjustment of China's labor structure and industrial structure, intelligent equipment with the functions of perception, analysis, reasoning, decision-making and control will become the main force of the third industrial revolution

the trend of Reindustrialization is rising in developed countries

the first industrial revolution is that machinery replaces manpower, the second industrial revolution is that automation replaces manual, and the third industrial revolution will be that automation will be upgraded to intelligence. At present, industries in developed countries such as Europe, America and Japan have entered the era of intelligence. Industrial automation technology is developing towards intelligence, networking and integration

since the end of 2012, the United States and other developed countries have experienced a wave of Reindustrialization in the development of manufacturing industry, which is called the signal of the third industrial revolution in the industry

previously, the United States and other developed countries placed the low-end part of their manufacturing industry in developing countries, commonly known as OEM business. Relying on the high profits of finished products, developed countries enjoyed the tip of the wealth pyramid

with the rising labor and management costs in developing countries, in December 2012, Apple CEO cook announced that he would take part of Apple's production lines back to the United States; In addition, famous brands such as general electric, Chrysler, Hewlett Packard [Weibo], Nike have also joined the backflow tide, and have transferred their production lines back to the United States. This all stems from the new strategic Reindustrialization of American manufacturing industry

the Reindustrialization of the United States coincides with the vision of the third industrial revolution. It is generally believed that the Reindustrialization of the United States is not manufacturing in the traditional sense. Its fluorine product manufacturing plant in Baton Rouge, Louisiana, has begun to produce HfO (1) 234ze for aerosol propellants, foaming agents and refrigerants. The return of the industry will give birth to a new production method, and the widespread application of intelligent devices with customized features will become a major trend

in the process of Reindustrialization, institutional innovation and technological innovation are intertwined. Institutional innovation is driven by the government (including the financial system), and technological innovation is driven by emerging industries. In the development process of emerging industries, high-end manufacturing equipment has become the primary task of innovation

in March 2012, Obama proposed to invest US $1billion to create 15 US national manufacturing innovation center networks (NNMI) to revitalize the competitiveness of the US manufacturing industry. In January, 2013, the office of the president of the United States, the national science and Technology Commission and the National Advanced Manufacturing Project Office jointly issued the "development plan of manufacturing innovation centers". Since August 2012, the United States has established four manufacturing innovation centers, and the related technologies and industries involved in these centers are expected to become the development direction of the future manufacturing industry

the German government proposed the high-tech strategy of industry 4.0 and interconnected factories. Industry 4.0 was first proposed by three university professors at the Hannover Expo 2011. Manufacturing accounts for 26% of Germany's national economy. As a strategic development direction to enhance the traditional manufacturing industry, the 112 page implementation proposal was submitted by the project research team to the German federal government in October 2012. The Ministry of education and scientific research, the Ministry of economy and the Ministry of interior led by this project have allocated 200million euros (about 1.6 billion yuan) as the first step of R & D funding. The interconnected factory connects the factory with things and services inside and outside the factory through interconnection and other communication networks to build a new business model

in addition, Japan has devoted itself to the study of artificial intelligence, solving the labor gap and supporting the future industrial intelligence. As the world's first country to enter the aging, Japan is devoted to the research of technology is the artificial intelligence industry, the first application field is the industrial production line

the Japanese industrial robot industry (50.810, 0.27, 0.53%) has popularized the first and second types of industrial robots as early as the 1990s, and has made remarkable achievements in the development of the third and fourth types of industrial robots. Japan hopes to use the high investment in this industry to solve the problem of labor gap, reduce high labor costs and support future industrial intelligence. At the same time, the government has implemented preferential tax system, preferential loans, tax reduction and other supporting policies for relevant robot manufacturing enterprises

the core technology of domestic manufacturers needs to be broken through

the industrial revolution signals of developed countries such as virtue day have sounded an alarm to China's manufacturing industry. The adjustment of China's economic and industrial structure, the rise of labor costs, the decline of labor supply and national policy support are promoting the rapid growth of industrial intelligent industry. Intelligent equipment with customized characteristics will promote the transformation of China's manufacturing industry

in the past decade, benefiting from the era of investment and the mechanization of engineering construction, it is an era of great development for China's construction machinery industry. In the next decade or more, China will usher in a new round of human substitution, that is, industrial intelligence, and industrial intelligent equipment will usher in the spring

according to IFR statistics, the installed capacity of industrial robots in China reached 27000 in 2012, with a year-on-year increase of 19.5%, accounting for 14.8% of the world's installed capacity of industrial robots, ranking second only to Japan in the world. In 2012, the industrial robot body market was about 4.8 billion yuan, and the market capacity of system integrated industrial robots was about 19.2 billion yuan. In 2012, the stock of domestic industrial robots has exceeded 100000, accounting for 8% of the world's stock, second only to Japan, the United States, Germany and South Korea. Before 2009, the annual installed capacity of industrial robots in China was less than 10000, and almost all of them came from foreign brands, and the industry was in the introduction period. After 2010, China's industrial robot industry [Weibo] entered a period of rapid growth

however, from the perspective of global robot density, although China is a large manufacturing country, the average number of robots per 10000 people is only 21, which is lower than the global average of 55/10000 people, and far lower than the impressive progress made by China's aluminum alloy cable industry. In countries with mature robot markets such as Japan and South Korea, the market development space in the future is still very huge. We predict that the average annual growth rate of the industry will reach 20% - 30% before 2020, and the market scale of industrial robots (including system integration) will reach more than 100 billion in 2020

through comparison, we find that the current intelligent equipment has much in common with the early development of construction machinery ten years ago. Both of them are facing broad development space, but they also have similar development difficulties, opportunities and challenges coexist

construction machinery is mainly used for capital construction, real estate investment, etc., which are fully competitive markets. At present, industrial robots are mainly used in automotive, electronic and other industries, food and beverage, home appliances, metal processing and other industries, and their applications are gradually increasing. In its downstream industries, except for military, petroleum and petrochemical and other special applications, they are also market-oriented procurement

at present, foreign robot manufacturing enterprises account for nearly 90% of the market share in China, and Fanuc, Yaskawa, KUKA and ABB together account for about 65% of the market share. At the initial stage of the development of China's construction machinery market, it was mainly occupied by international brands such as Caterpillar and Komatsu. Since about 2006, domestic brands such as Sany [Weibo] (5.83, -0.09, -1.52%), Zoomlion (5.03, -0.08, -1.57%) have gradually risen and successfully realized import substitution. In the field of industrial robots, foreign brands occupy an absolute advantage in the introduction period, and domestic brands are expected to gradually realize import substitution in the rapid growth period

in the early stage of development, the core components of construction machinery, such as hydraulic components, engines, control components and transmission systems, basically rely on imports; At present, the core components of industrial robots, such as controllers, drive and servo motors, reducers, are also mainly imported. In the cost of industrial robots, the reducer accounts for the highest proportion, accounting for 33%-38%, the drive and servo motor accounts for 20%-25%, the controller accounts for 10%-15%, and the robot body accounts for only about 20% of the total cost. At present, in addition to the body, the core components of industrial robots in China are mainly imported

in terms of controllers, drives and servo motors, the body manufacturers have more foreign suppliers to choose from, and the gap between domestic products and foreign brands is gradually narrowing. In the field of reducer, nabotesk and harmonic are the main international suppliers. Nabtesco's products account for 60% of the global market share in precision reducers on the joints of industrial robots, especially in medium/heavy-duty robots, whose RV Reducer Market share is as high as 90%. Harmonic company is dominated by harmonic reducer, with a market share of about 15% in the field of global industrial robot joint reducer. Due to the high market concentration, domestic ontology manufacturers have weak bargaining power, and their reducer purchase cost can reach times the purchase price of international giants such as FANUC, KUKA, Yaskawa, abb, etc

at present, among domestic robot ontology companies, only Guangzhou CNC, Nanjing Easton, Xinsong robot and other companies are independently developing core components such as control system, drive and servo motor. Among the professional core parts suppliers, Gugao is the leading supplier in the field of controller technology in China, and Huichuan technology has strong technical advantages in the field of drive and servo motors. Domestic enterprises that are developing RV gear reducers include Qinchuan development, Shandong Shuaike, Nantong zhenkang, etc. the crack growth speed of harmonic gear reducers is close to the situation that the V-notch impact specimen breaks under the impact force. The R & D institutions and enterprises mainly include Beijing harmonic drive Institute, Suzhou Lvdi, China Technology Kemei, etc. at present, China Technology Kemei provides products to some domestic complete machine manufacturers (such as Guangzhou CNC)

since domestic companies started late and did not master the core component technology, there are few companies that rely solely on independent technology research and development of construction machinery and industrial robots. The technology source of a few domestic companies is the technical cooperation or transformation of scientific research institutes, such as Xinsong robot and Boshi shares. Zoomlion Heavy Industry Co., Ltd. of construction machinery was initially established by the transformation of research institutes

in recent years, foreign brands are accelerating the layout of the Chinese market. On the one hand, it has brought greater competitive pressure to domestic brands, on the other hand, it has also cultivated technical talents, supplier system and other development conditions for China. In recent years, robbing people will be an important means for domestic enterprises to introduce technology

in recent years, the state and governments at all levels have continuously introduced policies to support the development of the industrial robot industry and promote the development of the industry. For example, in Shanghai and Kunshan, Chapter 4 "combustion performance grade", Chapter 5 "combustion performance grade criteria", and chapter 6.1 "combustion performance grade identification", robot industrial parks have been planned in many places, such as Xuzhou and Wuhu, for compulsory performance standards, and government guidance has been launched

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