AI+Robots welcome the explosive trend! The industry's volume and price have risen simultaneously, and all leading enterprises have been sorted out

Tech 2023-06-29 22:25:18 Source: Network

AI is helping to usher in the era of "robot+", and the robot industry chain is expected to usher in a period of prosperity and development.With the development of artificial intelligence technology, especially ChatGPT, as the top model in the AIGC field, it is expected to accelerate the penetration of artificial intelligence in various industries and overturn existing forms of productivity# How great is artificial intelligence # # chatgpt#Robot will be an important variable for the overall explosion of AI technology

AI is helping to usher in the era of "robot+", and the robot industry chain is expected to usher in a period of prosperity and development.

With the development of artificial intelligence technology, especially ChatGPT, as the top model in the AIGC field, it is expected to accelerate the penetration of artificial intelligence in various industries and overturn existing forms of productivity# How great is artificial intelligence # # chatgpt#

Robot will be an important variable for the overall explosion of AI technology. The degree of intelligence is getting higher and higher, and it will gradually enter the subversive stage. It will become a core carrier integrating big data, cloud computing and AI, and has a relatively wide range of industrial applications.

The development of GPT has brought about an improvement in AI generalization ability, and universal vision, universal robotic arms, universal logistics handling robots, industry service robots, and true smart homes will enter daily life. Currently, Alibaba has been experimenting to apply the Tongyi Qianwen model to industrial robots.

At present, China has mature technology, and the development of the smartphone and smart car industries has essentially laid a large technological foundation for the outbreak of the intelligent robot industry at this stage.

In the next 5-10 years, large models combined with complex multimodal schemes are expected to have complete ability to interact with the world and be applied in the field of robotics# Industrial robots#

Overview of the Industrial Robot Industry

Industrial robots are widely used in the industrial field as multi joint robotic arms or multi degree of freedom machine devices. They have a certain degree of automation and can rely on their own power and control capabilities to achieve various industrial processing and manufacturing functions.

From the perspective of composition, it is mainly divided into three major modules: sensing module, control module, and mechanical module. The sensing module is responsible for sensing internal and external information, the control module controls the robot to complete various activities, and the mechanical module receives control commands to achieve various actions.

In terms of types, industrial robots can be divided into handling/loading/unloading robots, welding robots, spraying robots, processing robots, equipment robots, cleaning robots and others, which run through many links in the industrial production process from the warehousing of materials and parts to production and then to the delivery of final products# Robots#

Industrial robots are classified by mechanical structure:

According to statistics from the National Bureau of Statistics, the production of industrial robots in China increased from 33000 units to 443100 units from 2015 to 2022, with a CAGR of 44.92%. From January to December 2022, the cumulative production of industrial robots in China reached 443100 units, a year-on-year increase of 21.04%. From January to February 2023, the cumulative production of industrial robots was 62000 units, a year-on-year increase of -19.20%.

Industrial robot industry chain and competitive landscape

According to industry research database data, the upstream of industrial robots is a key component manufacturer, with the three main components being reducers, control systems, and servo systems# New Financial Forces in April#

Reducer

Reducer

RVReducerReducerReducer

RVReducerReducer

According to GGII, in terms of market share of harmonic reducers in 2021, the market share of Green Harmonics and Laifu Harmonics has significantly increased, while the market share of Harmonaco has further contracted slightly. In 2021, in terms of the market pattern of RV reducer, the market share of Huandong Technology will increase significantly, Nabotsk will shrink slightly, and the domestic share will continue to increase.

ReducerRVReducerReducer202125%

RVReducerReducer2021RVReducer14%

controller

controller

The midstream refers to the robot body, which includes the base and executing mechanism, including arms, wrists, etc. According to the structural form, the body can be divided into types such as Cartesian coordinates, spherical coordinates, cylindrical coordinates, joint coordinates, etc.

According to IFR data, the installation volume of foreign industrial robots (including robots produced by foreign brands in China) in China in 2021 reached 123000 units, with a market share of 73%. From the perspective of suppliers, more than one-third of the market share is concentrated in FANUC (10%), Epson (9%), ABB (7%) and Yaskawa (6%).

With the improvement of domestic brand technology, the market share of domestic brands in the robot ontology market is gradually expanding.

According to MIR Rui Industry statistics, in the domestic industrial robot market ranking, Aston's shipment volume has entered the top 10 globally, while six domestic brands such as Huichuan Technology, Zhongweixing, Capuno, and Aibo have also entered the top 20 globally.

Body manufacturer diagram:

The downstream of the industrial robot industry chain is a system integrator, mainly composed of automation equipment manufacturers (i.e. system integrators) who carry out targeted system integration and software secondary development according to different application scenarios and purposes. The produced robots can only be invested in downstream industries such as automobiles, electronics, and metal processing after system integration, and used by end customers.

In the long run, the intensification of population aging, the continuous reduction of labor supply, and the continuous increase in labor costs have brought serious challenges to social development and enterprise employment, thereby accelerating the demand for machines to replace human labor and serve humanity.

In terms of policy, 17 departments including the Ministry of Industry and Information Technology have issued the "Implementation Plan for Robot+" Application Action, proposing to explore 10 key application areas of robots. By 2025, the density of robots in the manufacturing industry will double compared to 2020. In addition to industrial robots, the application scenarios of service robots and special robot humans will also be significantly expanded.

Follow Leqing Think Tank and gain insight into the industrial landscape!

Disclaimer: The content of this article is sourced from the internet. The copyright of the text, images, and other materials belongs to the original author. The platform reprints the materials for the purpose of conveying more information. The content of the article is for reference and learning only, and should not be used for commercial purposes. If it infringes on your legitimate rights and interests, please contact us promptly and we will handle it as soon as possible! We respect copyright and are committed to protecting it. Thank you for sharing.(Email:[email protected])

Mobile advertising space rental

Tag: and have AI+Robots welcome the explosive trend The industry