In recent years, benefiting from the demand for intelligent manufacturing, the number of industrial robot system integrators has increased year by year, and the market scale has continued to expand.

However, on the road of intelligent development, domestic industrial robot system integrators still face problems such as difficult storage, analysis, and value assignment of intelligent production line data.

01

Robot system integrators are "difficult to do" but must "do it"

 

With the intensification of population aging, diminishing demographic dividend, and gradual increase in social labor costs, problems such as the conversion of new and old kinetic energy in the industry have become prominent. In order to deal with the unfavorable situation of rising labor costs and shortage of available labor, and focus on industrial transformation and upgrading, manufacturing companies have started "robot Substitution" plan.

 

According to the IDC report, the consumption of robots (including drones) and related services in China continues to grow rapidly, and is expected to reach 77 billion U.S. dollars (approximately 529 billion yuan) by 2022, with a compound annual growth rate of 26.3 in 2018-2022 %. As the world's largest robot market, China is expected to account for more than 38% of the global total by 2022.

 

The industrial robot industry, as an industry that integrates system integration, advanced manufacturing and precision matching, requires accumulated experience in technology, manufacturing, and R&D.

 

From the perspective of the development of my country's machine industry chain, my country's industrial robot industry is currently making breakthroughs mainly in the field of system integration.

 

Industrial robot system integration is the downstream application end of the industrial robot industry chain. The main business is the secondary development and utilization of industrial robots, so that they can be integrated with peripheral automation equipment. It is an important part of industrial robot automation applications and provides end customers with Non-standardized and personalized complete sets of workstations or production lines that meet their specific production needs.

 

According to PAISI survey data, the domestic industrial robot system integration market is expected to reach 148.6 billion yuan in 2020.

2014-2020E Domestic Industrial Robot Integration Market Scale and Growth Rate

Source: Jinzhi Innovation

 

At the same time, although the intelligent transformation and upgrading of enterprises and the demand for machine substitutes will be a historical opportunity, the increasingly fierce market competition environment, the core technology that needs to be broken through, and the major changes in the macroeconomics are still industrial robot system integrators. The key issue facing.

 

Industry concentration is high. In 2019, there were 573 domestic industrial robot system integrators covering the automotive industry (63.5%), 372 covering 3C electronics, 186 covering the food and beverage industry, and 114 covering the medical industry. If there are fluctuations in the automotive and 3C fields (especially smart phones), the corresponding integrators will also fall into depression.

 

In 2019, the proportion of domestic industrial robot system integrators covered by the industry

Source: MIR DATABANK

 

The competition among local industrial robot system integrators is fierce. In 2019, according to the survey data of 903 domestic integrators by MIR DATABANK, local integrators accounted for about 95%.

Proportion of the domestic industrial robot integration market

Source: MIR DATABANK

 

 

The process structure is inadequate in the middle and high-end process segments. Local industrial robot system integrators monopolize low-end process sections and lead mid-end process sections, such as handling, palletizing and other system integration fields; foreign-funded industrial robot system integrators are mainly concentrated in high-end process sections and mid-end process sections, such as welding and assembly , Riveting and inspection system integration fields.

The competitive landscape of local and foreign-funded system integrators in each process section

 

At present, domestic enterprises have mainly started to make breakthroughs in welding and assembly, and are gradually replacing them, and a number of large-scale local integrators have emerged.

 

In addition, the risk of inventory impairment, low profit margins, salaries that may erode profits, and the impact of cyclical downstream demand on business operations and profit margins, which should have limited appeal, have also begun to force domestic industrial robot system integrators to explore new Development path and strengthen resilience. After all, the big pie of the market cannot fall into the mouth of others.

 

 

 

02

"Smart+" transformation and upgrading road

 

 

With the advent of the intelligent era, many industries have begun to explore the path of "smart +" reshaping and upgrading.

 

On the basis of the in-depth application of Internet technologies such as big data and cloud computing, we will deeply grasp the development characteristics of the new generation of artificial intelligence, promote the integration of artificial intelligence and the real economy, and promote the transition from digitalization and networking to intelligence in all walks of life. Paths and methods for the application and transformation of intelligent innovation results, and build a new form of intelligent economic development that is data-driven, human-machine collaboration, cross-border integration, and co-creation and sharing.

 

The industrial robot system integration industry is also an important part of the intelligent manufacturing equipment industry.

 

It is worth mentioning that when the development of the enterprise gradually enters a mature period, with the industry reshuffle, the subdivision leader begins to show the momentum of the strong.

 

Jiangsu Beiren is a provider of integrated solutions for industrial robot automation and intelligent system integration. It mainly involves the research and development, design, production, assembly and sales of flexible automation, intelligent workstations and production lines, and provides turnkey engineering services integrating "products + technology + services".

 

Through several years of continuous research and development and technology accumulation, the company has core technologies in five areas: flexible and lean automated production line design, advanced manufacturing process integration application, production line virtual design and simulation, industrial control and informatization, and production process intelligence.

 

The dark blue part of the dotted line is the process and terminal industry involved by the company

Source: Prospectus

 

In 2020, the global economy will be clouded by dark clouds. Geopolitics, economic and trade conflicts, and the continued development of the new crown epidemic have brought great uncertainty to the economy, and economic trends are facing greater fluctuations.

 

“Therefore, the need for intelligent transformation and upgrading is becoming increasingly prominent. Factors such as the need for intelligent transformation and the integration and innovation of information technology and robots will bring new opportunities to the system integration market where the company is located.” Lin Tao said.

 

He said frankly that facing the impact of various factors such as macroeconomic uncertainty and the demand for intelligent transformation and upgrading of enterprises, in the short term, although the company will face the pain of market transformation, in the long run, enterprise intelligence The demand for modernization and upgrading and machine generation will be a historical opportunity.

 

While continuing to provide personalized and professional solutions for old customers, the company promotes the intelligent design of the whole plant, fully automated unmanned production, and expanded application of sub-industries to satisfy new and old customers in response to different customer needs. And the industry’s intelligent transformation and upgrading and application requirements.

 

At the same time, the introduction of strategic partners, through the use of automated production line and automated logistics collaborative planning as a starting point, combined with intelligent technology such as vision technology, data analysis technology, industrial Internet, parameterized programming, process expert library, and seek collaborative development and exploration Intelligent manufacturing transforms and upgrades new solutions.

 

"But then the problem we face is that the amount of data uploaded by some smart production lines is too large to be ‘easy’ analysis, unable to fully tap the value of the data, and wasted.” Lin Tao said.

03

The tangible promoter of "Xuelangyun+"

 

In recent years, Xuelangyun has been a good partner on the road of intelligent transformation and upgrading of the manufacturing industry.

 

With "data" as the center, the Xuelangyun team has developed a set of characteristic product systems with independent property rights-Tiger Symbol, Abacus and Hetu, with its unique understanding of the Industrial Internet.

 

Among them, Hufu is a data-based platform, abacus is a logic design platform, and Hetu is a logic display platform. Through the mutual calling and cooperation of these three platforms, plus the development of some industrial apps, various specific applications can be combined , To help the manufacturing factory realize the intelligent upgrade of data, processes and decisions in actual scenarios.

 

Wang Feng said, “At present, Xuelangyun mainly has three types of customers-construction machinery, chemical industry and coal.”

 

Wang Feng cited several ongoing projects in cooperation with the automation industry. Cooperate with Harbin Industrial Intelligence to promote the Anhui mining machine project, "In order to solve the current low efficiency of workshop sorting, add a set of visual recognition automatic sorting lines to improve worker efficiency and accuracy." Jiao Tong University Zhibang project, mainly layout the factory brain The overall plan is to check the overall health of the enterprise, and implement predictive maintenance of equipment through intelligent programming aids for machine tools; the railway construction heavy industry project, through intelligent welding quality identification, online welding process data, combined with machine intelligent algorithms for online welding quality applications.

 

"To dig deeper into data and create value, it is necessary for the company to make every penny spent in return. From ‘knowing in the heart’ to ‘knowing in the heart’.”

 

It is worth mentioning that "3+1+X" is the current development plan of Xuelangyun: "3" refers to the three basic blocks of Tiger Symbol, Abacus, and Hetu; "1" represents the intelligent cockpit; "X" is the next Shen scene.

 

Sink into the specific scenarios of the industrial robot system integration field, Wang Feng said, the prospects are full of infinite possibilities.