broadsword
Brigadier
Not able to find my post now. Not even with Google. Anyway, some weeks ago, I wrote about China being behind South Korea and Japan in humanoid robotics and @sunnymaxi replied that he "respectfully disagree".
Robotics and humanoid robotics & civilian drones discussion
- Thread starter tphuang
- Start date
Not able to find my post now. Not even with Google. Anyway, some weeks ago, I wrote about China being behind South Korea and Japan in humanoid robotics and @sunnymaxi replied that he "respectfully disagree".
China bought and installed the most robots but they're not the main robot maker, that's Japanese companies. Companies like Fanuc are still the majority of market share. And they still have the advantage in performance and specs for high end robots. A lot of Chinese industrial robots made in China uses a lot of Japanese components and parts. Domestic chinese companies are still catching up.
Of course the opposite is true in humanoid/dog robots, China is clearly ahead of Japan in that area.
broadsword
Brigadier
Local brands have made substantial gains in market share. Fanuc's share in 2021 was 15% and down to 13.3% in 2023.
China industrial robot makers narrow market share gap with foreign rivals in 2023
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3 min read
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Mar 5, 2024
Chinese industrial robot makers are closing in on foreign rivals, as their domestic market shares climbed to a record high in 2023, statistics show.
- Industrial analysts hailed the resilience of China’s homegrown industrial robotics as they bucked the trend by growing market shares and enhancing product competitiveness.
Sales of homegrown industrial robots represents 45.1% of the total over the past year, or 9.8 percentage points higher than the previous year, the National Bureau of Statistics said on February 29.
This is despite the fact that domestic industrial robot production fell 2.2% year on year to 429,500 units in 2023, the bureau said.
Among homegrown players, Estun (埃斯顿), Inovance (汇川技术) and Efort (埃夫特) led the pack, making their way into the list of top 10 manufacturers by sales.
The three firms owned a market share of 8.5%, 6.5% and 4.3%, respectively.
Far ahead of market average
Their strong performances contributed to a spike in the sales of indigenous industrial robot brands as a whole.
Official data suggests that their sales shot up 28% over 2022 to 128,000 units throughout 2023, far ahead of the average market growth rate.
Meanwhile, foreign brands recorded a drop of 15% year on year to 155,000 units last year, amid a slowing economy and flat demand from sectors like lithium-ion battery, automobile, home appliance, electronics and metal processing.
These are traditionally major buyers of industrial robots.
Five drivers
The “Big Four” industrial robot manufacturers, namely, Fanuc, ABB, Yaskawa and Kuka, continued to top the market share ranking, coming in at 13.3%, 7.4%, 6.4% and 6.0%, respetively.
According to data released by MIR, an industry-focused consultancy, a total of 283,000 industrial robots were sold in China last year, edging up 0.4% year over year.
Market observers pointed out that in 2023, the biggest drivers of the industrial robot segment were electronics, auto parts, metal product, lithium battery and solar panel.
Specifically, they accounted for 18.7%, 14.7%, 11.7%, 10.2% and 9.2% of industrial robot sales last year.
Solar panel outpaced other segments in its demand for industrial robots, snapping up 261 million units, up by a whopping 90%.
Resilience
Overall, amid a decline in overseas orders and a lackluster manufacturing space, domestic industrial robot producers have experienced slower growth.
Industrial analysts hailed the resilience of China’s homegrown industrial robotics as they bucked the trend by growing market shares and enhancing product competitiveness.
On the flip side, however, the fast expansion of frontrunners like Inovance and Estun has left domestic rivals further behind and struggling to play catch-up.
This thread has not too many pages.. so anyone can go back and read information..
@tacoburger how long you continue to post outdated information. don't comment if you don't know anything. on same topic i replied you with links and statistics but you completely ignored but fine. i have no issue to repost my old post.
Japan used to dominate industrial Robot market share and components in mainland but its now completely reversed. if Chinese firms can dominate in Humanoid Bot sector so industrial robots shouldn't be the problem. this is what exactly happening right now in mainland.
as of Q12023, Chinese companies overtook 43.7% market share in mainland
as of Q42023, Chinese companies overtook 50% percent market share in mainland
i m Quoting my old post here. please read this out.
@broadsword @MortyandRick ...
@tacoburger how long you continue to post outdated information. don't comment if you don't know anything. on same topic i replied you with links and statistics but you completely ignored but fine. i have no issue to repost my old post.
Japan used to dominate industrial Robot market share and components in mainland but its now completely reversed. if Chinese firms can dominate in Humanoid Bot sector so industrial robots shouldn't be the problem. this is what exactly happening right now in mainland.
as of Q12023, Chinese companies overtook 43.7% market share in mainland
as of Q42023, Chinese companies overtook 50% percent market share in mainland
i m Quoting my old post here. please read this out.
@broadsword @MortyandRick ...
As your article notes, foreign companies still lead market share, even in China. This is changing fast, but you have to note that domestic companies in China will have an advantage due to trying to reduce reliance on foreign companies and suppliers, due to trade tensions and whatnot. It's when chinese companies dominate foreign markets then you will know that China has made it to the top.
Can you stop chestbeating and over reacting? It's clear that Chinese companies still aren't at the level of Japanese industrial robots yet, they're getting close, but not yet. Using the Chinese market share as a indicator isn't accurate, of course China will want to reduce reliance on Japanese companies as much as possible, especially as trade tensions rise, the fact that the chinese companies market share isn't 99% in such an crucial industrial sector is already telling.
We have seen what happens when Chinese companies suprass foreign companies in both quality and price, they tend to dominate the chinese market so badly that foreign competitors are completely driven out and then proceed to dominate the global market so badly that foreign companies are completely driven out of business. We will know that chinese companies have suprassed Japanese ones when they start to take over the global market and when America starts to raise "security concerns" on "oversupply". We can also compare the specs on high end robot arms and find that Japanese companies are still largely on the top.
What's next with this logic? Chinese EVs are crap because American market share of chinese EVs are close to zero? Americans F-35s are crap because Russia and China doesn't buy them?
regular robots and ai robots aren't the same. The latter requires significant capabilities in AI and software, which the Japanese are terrible at. This is why you don't see the Japanese being good with EVs either.
broadsword
Brigadier
Now imagine a robot grunt costing less than 10 grand, equipped with infrared vision, standing on a grassy knoll...
No afterlife to worry about.
No afterlife to worry about.
These are three core components of Industrial Robot
RV reducer
Controller
Servo Motor
last year CCTV2 did exclusive interview of different domestic industrial Robot manufacturers. it was 1+ hour special report.
Chinese companies have successfully completed domestic supply chain of industrial robots include all Raw materials..
ESTUN company personnel told the CCTV reporters that the company's current self-produced parts have basically met the manufacturing needs of the company's robot products. At the same time, the company has also established an industrial ecological chain from core components to robot bodies to system integration. This gives the company a competitive advantage in terms of cost and quality, and can also create synergies in technology and applications.
EFORT recently disclosed at an investor event that in the first half of the year, the company basically achieved full autonomy of controllers. The company has invested in an RV reducer company and introduced other domestic reducer manufacturers. The current utilization rate of domestic RV reducers is 96.71%.. The domestic supply chain for reducers is mature and the company has achieved full localization. The company's drivers are basically outsourced from other domestic brands, and the company is also doing independent research and development of drivers.
at present, the company's independently developed controllers, servo and servo drives can meet its own industrial robot production and manufacturing needs. The technological upgrading of the company's core components and localized substitution measures will further reduce product costs and enhance the company's market competitiveness.
EFORT build largest ''High end RV reducer'' production facility in mainland and decisively broke Japan monopoly in this core components. this component alone is costly as 36 percent of entire industrial robot price.. company said, our resistance material on RV reducer is better than Japanese one ..
Chinese industrial Robot companies went from under 20 percent market share to 50 percent market share in just 2 years and don't forget China is the largest industrial Robot market with a country mile..
within next 2 to 3 years, entire mainland market will capture by domestic brands..
ABB shanghai factory planning to use domestic core components in order to integrate more with mainland market. they have announced recently..
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as of May, 2024. Chinese industrial robots are now as good as Japanese/German counterparts. ESTUN/EFORT/SIASUN and inovance technology co. ltd leading from the front..
i m not even counting KUKA here .. though they are now a Chinese company. Midea have full access to its R&D and major chunk already shifted to mainland..
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why you even comment if you don't know anything.. don't you have any self-respect ??
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What is the state of the market in Q1 2024? I am sure they would have passed 60%. Heards news that the Japanese are struggling.
all Japanese companies are struggling in mainland.. so don't be surprised if they loose more market share in Q1, 2024..
Q1, 2024 Data is yet to be publish..