Investment Rating - The report does not explicitly state an investment rating for the smart industrial robot industry Core Insights - The smart industrial robot industry is experiencing significant growth driven by advancements in artificial intelligence, machine learning, and IoT technologies, leading to increased efficiency and automation in various sectors [1][30] - The market size of the smart industrial robot industry in China grew from 37.581 billion RMB in 2019 to 80.747 billion RMB in 2023, with a compound annual growth rate (CAGR) of 21.07% [30] - The industry is expected to continue growing, with projections indicating a market size increase to 119.682 billion RMB by 2028, reflecting a CAGR of 8.31% [30] Industry Definition - Smart industrial robots are highly integrated automation devices capable of complex operations across multiple axes, designed for industrial automation environments [2] - They enhance production efficiency, optimize processes, and reduce operational costs while promoting deep integration and innovation across industries [2] Industry Classification - Smart industrial robots can be categorized based on their applications, including handling robots, welding robots, painting robots, processing robots, assembly robots, clean robots, and other industrial robots [3][4][5][6][7][10][11][12] Industry Characteristics - The smart industrial robot industry is characterized by high technological intensity, rising labor costs driving demand growth, and the emergence of service-oriented business models [13] - The industry requires significant investment in technology innovation and product upgrades due to its interdisciplinary nature, combining mechanical engineering, electronics, computer science, and artificial intelligence [14] Development History - The smart industrial robot industry has evolved through four stages: the nascent stage (1985-1996), the initiation stage (1997-2010), the rapid development stage (2011-2015), and the maturity stage (2016-present) [16] - China has become the largest consumer of industrial robots globally, with significant advancements in technology and market demand [20] Industry Chain Analysis - The industry chain consists of upstream components and core technology suppliers, midstream manufacturers and system integrators, and downstream application sectors [21] - Key components such as reducers, control systems, and servo systems account for approximately 70% of the total cost of smart industrial robots [22][23][25] Market Size and Growth Drivers - The smart industrial robot market is driven by the need for automation in response to rising labor costs and the aging population in China, which is expected to increase demand for robots [30][33] - The integration of advanced sensing technologies, AI algorithms, and IoT platforms is significantly boosting the demand for smart industrial robots [31] Competitive Landscape - The smart industrial robot industry in China has a high market concentration, with leading companies including Shanghai FANUC and Shanghai Siasun Robot & Automation [37] - Foreign brands have historically dominated the market due to their technological advantages, but domestic companies are increasingly gaining market share through innovation and comprehensive automation solutions [38][39]
智能工业机器人：自动化与智能化并进，重塑工业制造格局 头豹词条报告
Tou Bao Yan Jiu Yuan·2025-01-09 12:22