Zhong Guo Zheng Quan Bao·2025-12-24 20:18Core Insights - The core viewpoint of the article is that Songlin Technology is strategically transitioning from traditional smart hardware to a focus on robotics, positioning its robotics business as the core strategic direction for the next decade, surpassing its traditional IDM business [1][2]. Strategic Upgrade: From Smart Hardware to Robotics Ecosystem - Songlin Technology is now prioritizing its robotics business, aiming to become a global standard setter for service-oriented robotic systems, moving beyond merely selling individual robots to providing comprehensive robotic solutions [1][3]. - The company recognizes that the current robotics industry is overly focused on single-category products, which do not adequately address the efficiency pain points of B-end customers [2]. System-Level Solutions - The robotics business is centered around system-level solutions, integrating IoT, AI algorithms, and hardware design to offer full lifecycle services from demand to delivery and operation [3]. - The existing robotic teams include logistics service systems, customer service systems, and healthcare robots, each tailored to specific sectors such as industrial parks and healthcare institutions [3]. Market Potential and Industry Trends - The global service robot market is projected to reach $40 billion by 2025, with a compound annual growth rate of 17.1%, potentially reaching $196 billion by 2035, indicating significant market potential [4]. - China's aging population and manufacturing demands create urgent needs for logistics and healthcare robots [4]. Competitive Advantages - Songlin Technology leverages 30 years of precision manufacturing experience, allowing for integrated capabilities in design, R&D, production, and supply chain management, resulting in lower hardware costs compared to competitors [4][5]. - The company utilizes its IDM model to create customized solutions for specific scenarios, integrating existing health hardware data with AI algorithms for comprehensive management [5]. - The firm has a strong foundation in AI and software algorithms, focusing on efficient learning from small data sets to enhance robot capabilities [6]. Vision for the Future - The goal is to become a "system integrator" in the robotics field, providing comprehensive productivity solutions rather than just selling individual products [6][7]. - The company plans to establish R&D centers in key regions to enhance efficiency in core technology and supply chain [6]. - A potential "Robots as a Service" (RaaS) model is being considered, allowing customers to pay based on usage rather than upfront purchases, which could redefine traditional hardware sales [7]. Addressing Real Needs - The robotics strategy aims to address real-world needs, such as improving care for the elderly in nursing homes and enhancing logistics efficiency in industrial parks by 30% [7].