"Robot +" replaced the "Internet +" into a new air, and a vigorous revolutionary movement swept the world. How big is the market space in the future and the opinions vary; the industrial winds have arrived and who will be fortunate enough to be the "pig" that has been blown up?

Foca think tank: "Robot +" has become a new outlet

This can be seen from the two major conferences of the North and South last year. The World Robot Conference was held in China for the first time. Xi Jinping sent a letter of congratulations and Li Keqiang made instructions. Li Yuanchao participated in the opening ceremony and Liu Yandong visited and directed. The specifications are unprecedented.

The grand narrative of Beijing’s grand tales, the second “World Robot Exhibition and Intelligent Equipment Industry Conference” held in Foshan is even more grounded. The “Four Big Family” arrives in full swing, and the global manufacturing base Pearl River Delta preempts force and negotiates production and sales. Will be in full swing. As the “crown jewel in the manufacturing industry” robot industry, both the demand side and the supply side show an astonishing compound growth rate.

According to the statistics from the International Robot Federation IFR, the average annual compound growth rate of sales in the Chinese industrial robot market was 32.9% from 2005 to 2014, compared with 29.8% in 2004-2013. The huge market calls for huge productivity. In 2014, two robot companies were born every week in China. In 2015, it was updated to 4 to 5 homes per week. The speed of the robotics industry in China is staggering. For a time, the company must say "intellectualism changes the world," and the "Internet+" that is advancing in popularity is instantly killed by "robot +."

Foca analysis: Where does the wind come from?

"Without a little precaution, there is no trace of concern." The robotics industry thus broke into the Chinese world.

In 2014, the inflection point of the robotics industry was highlighted. In 2015, it was known as the "Chinese robot first year." It seemed like a sudden gust of wind. However, how did this strong wind blow up?

First, international competition is extremely fierce, and the battle to seize high ground has already begun. There were European and U.S. interceptions (the United States has a "National Robot Program" and Europe has a "SPARC"), followed by Chinese and South Koreans chasing soldiers (China is the largest consumer market, and South Korea is the largest shipment market). , don't hesitate to dump the power of a country, set up the "Robot Revolution Action Committee" (Abe special to attend the founding conference) led by the government, and unite 200 research institutions and companies to engage in a robotic revolution in Japan and expand it to our economy and society. Every corner." The use of the Cultural Revolution movement to engage in industry has been very rare in the history of Japan’s economic development, which has always been a rational and calm development. It also reflects that the robot industry is not limited to one country, one enterprise, but has risen to a national strategy competition, which is vigorous and vigorous. The revolutionary movement is sweeping the world.

Second, why did China become the main battlefield? In 2014, the sales volume of robots in China reached 56,000 units, which became the world's largest industrial robot market for the second consecutive year. The total global sales volume for the year was 224,000 units, and China accounted for 1/4 of the world's total sales. It is estimated that by 2020, the annual sales volume of industrial robots in China will reach 150,000 units and the number of possessions will reach 800,000 units. By 2025, the annual sales of industrial robots will reach 260,000 units and the number of possessions will reach 1.8 million units. The reason why the robot war broke out in China is that China is not only the largest consumer country, but also will be the largest producer of the world's factories. No matter how high an industry in the world is, no matter how high it was before, once China “stains it”, manufacturing costs plummet, and market space immediately expands. There are too many cases to enumerate and it naturally becomes a battleground for military strategists. At present, the four major families have set up joint venture companies in China, occupying 70% of the Chinese market share.

Third, the dramatic changes in labor costs. The shortage of labor and the high cost of labor have made Japan the “robot kingdom.” China, the big manufacturing country, is also facing the same difficulties. From 2005 to 2012, the per capita labor compensation of industrial enterprises above designated size in Zhejiang increased from RMB 14,847/year to RMB 41,370/year, an average annual increase of 15.8%, and even exceeded the growth rate of GDP. The already meager profit of enterprises was continuously increased. Swallowing and struggling. Against the backdrop of global inflation, the unilateral increase in labor costs is irreversible. At the same time, China's demographic dividend has entered a period of accelerated decay, and migrant workers have become modern-day faults, and manufacturing companies are increasingly trapped by recruitment difficulties. In view of this, machine substitution is bound to become a rational choice for enterprises, and objectively pushes the robot industry to the front.

Fourth, the urgent need for industrial upgrading. "Robot revolution" is very likely to be the entry point and important growth point of the "third industrial revolution" and will profoundly affect the world manufacturing industry. China obviously does not want to be excluded. "Made in China 2025" is to set intelligent manufacturing represented by the robot industry as the main starting point. As a factory in the world, China, which has earned more than 30 years of hard-earned and hard-earned money, has paid a high price. It is necessary to completely get rid of the low-end position of making wedding dresses for others, and to go up the food chain. The production and application of robots cannot only be avoided, but also provide a curve. The excellent opportunity for overtaking, after all, the late start of the robotics industry and the relatively small gap between countries.

Fifth, comprehensive market formation. With the deepening of the market economy, the versatility of the robot industry has determined that it is easier for localities to be on the same starting line and form a situation where you are chasing after one another and getting ahead. Unifying the big market is not only conducive to stimulating competition, but also conducive to promoting production.

Sixth, major breakthroughs in related technologies, large integration, and large integration. The robot industry was formed in the mid-1980s, and the reason why it has progressed rapidly in the past two years is closely related to related technological breakthroughs and integrated innovation. The introduction of information technology, biotechnology, and nanomaterials technology has enabled robots to build the foundation for human capabilities. Especially with the integration of many advanced technologies such as big data, cloud computing, and artificial intelligence, the industrial content and upgrade speed have been greatly improved. In fact, just as smart phones provide carriers for mobile Internet, mobile Internet in turn undermines the inherent form of smart phones. The mutual promotion of new technologies and the robot industry will only make the future faster and faster.

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