A few days ago, Eston said in the face of agency research that the company’s industrial robot shipment target in 2023 is 25,000 units. The main downstream applications include new energy industries based on photovoltaics, lithium batteries, and energy storage, welding applications, automobiles and auto parts, 3C and PCB industries, metal processing industries, and other general industries, such as building materials, home furnishing, packaging, and woodworking machinery. He also pointed out that with the reduction of the cost of industrial robots and the development of more flexibility and intelligence, their application fields will also be greatly expanded. In the long run, we are still very optimistic about the development of industrial robots.
At the same time, according to the market strategy of “General + Segmentation”, Estun expanded the scope of application coverage in downstream industries. Secondly, the development trend of an aging society is becoming more and more obvious. Robot products obtain more machines through ease of use and quality improvement. Substitution of business opportunities. In order to further support the development strategy, the second phase of Estun Robotics Intelligent Industrial Park is under construction and is expected to be completed in mid-2023. After completion, the production capacity can be increased to 50,000 sets/year.
Not only Estun, but Inovance Technology also showed rapid growth. The Rui Industry report pointed out that Eston, Inovance and Efort also benefited from their layout in the photovoltaic and lithium battery industries, and their shipments grew rapidly in the first half of the year. In the first three quarters of 2022, Inovance’s industrial robot business shipped more than 12,000 units, with a total revenue of 16.2 billion yuan, a year-on-year increase of 21.67%; net profit of 3.085 billion yuan, a year-on-year increase of 23.79%. The annual revenue is expected to exceed 20 billion yuan.
Under the guidance of industry policies such as the “14th Five-Year Plan” robot industry development plan, the superimposed population problem has become increasingly prominent, the sales of industrial robots in my country have returned to the positive growth range, and the willingness to automate transformation has gradually returned. In 2023, the new energy industry will continue to expand, and the demand for industrial robot applications will continue to grow rapidly.
“Industrial environment + talent training + demand catalysis” is the core development driving force of the market. As the largest industrial robot market, the Chinese market is still in the growth stage as a whole. The core technology breakthrough of upstream components will become an important direction for the development of the industry. In the future development direction of the domestic market, the penetration rate of industrial robots will be further improved. It is necessary to closely track the intelligent development of automobile and electronics manufacturing factories in downstream industries and the perfection of the robot industry chain. Combined with the two giants of Japanese industrial robots, FANUC and Yaskawa Motor development path. The key to the future development of industrial robot companies lies in their own industrial chain layout and technological breakthroughs in key components. In the short and medium term, industrial robots will also continue to evolve in the direction of intelligence, increased load, miniaturization and specialization; in the long run , Industrial robots will achieve complete intelligence and functional integration, and a single robot is expected to achieve full coverage of the product manufacturing process.
Estun Robotics’ shipment target is 25,000 units
The development of robots not only improves labor productivity and product quality, creates more social wealth, but also provides more employment opportunities. The large-scale deployment and application of robots by enterprises has reduced the number of jobs with low technical content, but at the same time created more new technology jobs with high technical content and high returns.
Industrial robots are an important carrier and platform for emerging technologies, as well as the premise and basis for the application of new-generation digital technologies such as artificial intelligence, cloud computing, and big data in the manufacturing process. In the new round of scientific and technological revolution and industrial transformation, technological progress and business innovation are accelerating, but no matter how advanced ideas, concepts, and technologies are, they must go through the transformation of the manufacturing process to finally meet the needs. Compared with human workers, industrial robots have incomparable advantages in coping with complex environments, stable and fine operations, uninterrupted work, and information interconnection. They are indispensable production equipment for advanced manufacturing and intelligent manufacturing. One of the important reasons for the manufacturing level and cost gap between enterprises and enterprises. Especially in the context of the vigorous development of the digital economy, the networking, intelligence, and flexibility of the manufacturing industry must rely on industrial robots to achieve.
From the trend point of view, the overall sales level of industrial robots this year showed a trend of low opening and flat going. In the first ten months of this year, the output of China’s industrial robots was 362,600 sets, a year-on-year decrease of 3.2%, but the output in October was 39,000 sets, a year-on-year growth rate of 14.4%, which was significantly better than the annual average. Gaogong Robot interpreted that the regional blockade and tight supply chain in the first half of the year led to delivery problems for robots, but there is still a lot of room for downstream procurement budgets. After the supply chain problem is resolved, the demand side is expected to increase.