The hottest 6.3 billion yuan industrial robot will

2022-08-06
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Industrial robots worth 6.3 billion yuan will become an important growth point in the downstream profits of controllers

the era of intelligent manufacturing is coming. Controllers are the core of automation, and industrial robots will become an important growth point in the downstream profits of controllers

as the brain of industrial automation, the control system has developed rapidly under the tide of intelligent manufacturing, and the scale of the global device market is expected to reach 22.84 billion US dollars by 2022. Industrial robots are the emerging downstream of controllers. In 2016, they accounted for 13.93% and 10.50% of the market of dedicated controllers and PC based controllers. As the core component of industrial robot, controller accounts for 12% of the total cost. In the future, the continuous expansion of the industrial robot market will further expand the demand for controllers. It is estimated that the scale of China's industrial robot controller market will reach 6.3 billion yuan in 2020

1.1 controller is the core of automation

industrial processes can be roughly divided into three categories: continuous process industry, discrete process industry and gap process industry. Since 1930, industrial control technology has gone through three main stages

chart 1 data source of industrial control development process: public data sorting, GZ Hang Seng

at present, industrial control belongs to direct digital control (DDC), that is, computer centralized control system. The commonly used control systems include distributed control system (DCS) and fieldbus control system (FCS). The main difference between DCs one to many and FCS one to one

Figure 2 computer centralized control system can be divided into distributed control system and fieldbus control system

industrial control system generally includes field controller, operator station computer, engineer station computer and contact network system. The programmable logic controller () is equivalent to the field controller in the industrial control system. PLC is responsible for coordinating the operation of all industrial robots, tooling fixtures, conveyor belts, welding positioners, mobile guide rails and other equipment on the production line. No matter the industrial control system or the industrial robot under the system, it has its own control system

the upstream of the control system includes various electronic components, such as PCB panels, IC chips, transistors, resistors, capacitors, etc.; the core components of the midstream include motion controllers, servo drivers, servo motors, etc.; the downstream is used in industrial robots, semiconductors, machine tools and other industries. At present, the controller has three main control modes: PLC control, special control and PC based control. The three modes share equally in the control system market, accounting for 30% each. As a detection instrument, we can't just look at its price, 38% and 32%

from the downstream distribution of the three industrial controllers, it can be seen that special control is mainly used in machinery and industrial robots, PC based controller is mainly used in semiconductors, packaging and industrial robots, and PLC is mainly used in textile machinery, packaging machinery, EMS and other industries. Compared with PLC, PC based has superior functions and can realize more complex motion control. Downstream manufacturers can use the underlying function library provided by PC based manufacturers for flexible secondary development and programming. In addition to the traditional PLC language, developers can program in c++, basic and other languages, which has strong versatility

in the early days, the special controller was mainly used in the field of machine tools, that is, computerizednumericalcontrol. Later, it was widely used in machinery, industrial robots and other industries. It is a special control product for specific industries. The special controller integrates all existing controller technologies, including PLC and PC based. The core lies not in the hardware, but in the industry application software function block. This type of controller can only meet the use of specific industries, with stable performance and high pricing

control fields include motion control, process control, switching logic control, etc., of which motion control accounts for the highest proportion. Among the three types of controllers, motion control accounts for the highest proportion of professional controllers. It is estimated that by 2020, the proportion of motion control functions in the controller, special controller and PLC control fields will reach 59%, 92% and 27% respectively. Among them, the proportion of motion control in the control fields of professional controllers and PC based controllers will be significantly increased. In some application fields of motion control, special controller or PC based will replace PLC, and the market share of PLC is decreasing. For example, the special controller has developed rapidly in traditional cutting machine tools and high-end industrial robots; PC based applications in engraving machines, semiconductors, logistics, laser processing machines and other fields grew rapidly

the increasing demand for industrial robots in the automotive and semiconductor industries, as well as the use of industrial robots in emerging industries such as ceramic sanitary ware and pharmaceuticals, have stimulated the rapid development of PC based motion controllers in the robot field. In addition, due to the rectangular coordinate robot and the domestic brand multi joint robot, the government should give enterprises a similar transition period with simple function and low price, more and more manufacturers will choose PC based motion controller with high cost performance

1.2 industrial robot is an important downstream field of controller

industrial robot is an important downstream field of controller. In automatic production, the whole industrial robot, including its own controller, belongs to a part under PLC control, and its own controller usually belongs to professional controller or PC based controller. The two controllers share the same technology. The main difference lies in whether it is specialized in the application field

controller, as one of the core components of industrial robot, is the brain of industrial robot and plays a decisive role in the performance of robot. The industrial robot controller mainly controls the position, posture and trajectory of the robot in the workspace, the operation sequence and the action time

for different types of robots, such as walking robots with legs and articulated industrial robots, the synthesis methods of control systems are quite different, and the design schemes of controllers are also different. For example, Cartesian coordinate robots have low price and relatively simple motion control. They often use motion control card + industrial computer; In multi joint robot and SCARA robot, the price is high, the structure is compact, and the motion control is more complex. Embedded controller is often used

at present, motion control card + industrial computer and embedded motion controller are widely used. The development of controller can be divided into hardware and software. In the development of industrial robot control hardware, a representative Dual CPU, multi CPU and hierarchical control system has been developed. Among them, the design of industrial robot controller based on DSP technology is typical. The software part is the "heart" of industrial robots, and it is also the place where the gap between controllers at home and abroad is the largest

1.3 the expansion of the robot market drives up the demand for controllers

the expansion of the robot market drives up the demand for controllers. The density of industrial robots has achieved leapfrog development, and the 100 billion market is ready to go. As the demographic dividend subsides and the demand for industrial upgrading expands, China's manufacturing industry has a strong demand for industrial robots. Since 2013, China has become the largest market for industrial robots in the world. In 2018, China's industrial robot market reached US $6.23 billion, accounting for 37.04% of the global market. According to the national special plan "robot industry development plan (year)" In 2020, the use density of industrial robots in China will reach 150 sets/10000 people

assuming that the target can be achieved by 2020, it is estimated that the use density of industrial robots in China will be 109, 129 and 150, respectively. For example, the elastic modulus of materials and the specified non proportional elongation strength will be measured per 10000 people. At the same time, it is assumed that the number of workers in China will remain stable with the development of science and technology, and the annual renewal rate of industrial robots in stock will be 12.5%. Considering the decrease in the price of industrial robots, we predict that the market scale of industrial robots in China will reach 45.9 billion yuan in 2020, and the total market scale of industrial robots in China will reach more than 100 billion yuan in

the controller is the core component of the upstream production of industrial robots, and other core components include the reducer and. Core components account for 72% of the cost of industrial robots, of which the control system accounts for 12%

it can be predicted that China's industrial robot market will continue to expand in the next few years, accompanied by the growing demand for controllers. According to IFR data, assuming that each industrial robot corresponds to a controller market demand of 30000 yuan, we can roughly estimate the scale of China's industrial robot controller Market in recent years. In 2020, China's industrial robot controller market will reach 6.3 billion yuan. The existing space is limited, but the prospect is broad

article data source: Guangzheng Hengsheng

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