The robot industry faces triple risks. Qu Daokui: needs to be in the market
As the jewel of the top of the manufacturing crown, the robot industry is undergoing profound changes.
The 2017 World Robotics Congress officially opened in Beijing on the 23rd. Following the debut of the "Songuo" series of service robots in 2016, Xinsong Robotics Automation Co., Ltd. ("Xinsong Robot") and Intel Corporation once again teamed up to launch the "Songkang" bed and chair integrated robot for artificial intelligence and robotics. The combination extends from industry to life scenes.
Qu Daokui, president of Xinsong Robot, revealed in an interview with People's Daily that using robots' various technologies to perceive the network of robots will form a new system solution for life processes.
Chinese robots face three major risks
According to the data, in 2014, the global industrial robot market sold 227,000 units, and the domestic market was 56,000 units, accounting for 20% of the global market. In 2015, the Chinese robot market sold more than 75,000 units, and one out of every three robots sold in the world was sold to China. In 2017, the industry predicted that domestic robot sales exceeded 100,000 units.
However, when the development of robots is so hot, Qu Daokui pointed out that there are three potential risks in the Chinese robot industry: one is technology hollowing out, the other is low-end application, and the third is market marginalization.
Qu Daokui found several key data to illustrate the huge problems of Chinese robots. First, the robot technology level, the complexity of the robot, the production of multi-joint robots accounted for 90% of foreign companies; the second is the difficulty of robot operation, now the robot is more reflected in the welding, accounting for 84% in the field of welding; the third is the industry Application, the current high-end applications of robots are mainly concentrated in the automotive industry, and foreign companies account for 90% in this field.
According to industry statistics, there are more than one hundred listed companies with robot concepts in China, and there are thousands of large and small enterprises related to robots. And this is not more than 10% of the competitiveness, and most of them are in the low-end applications, which poses a huge risk to the Chinese robot industry.
A researcher who has been engaged in robot research for many years said that many Chinese companies in the mainstream market can't get in. Many companies in China or most of them are lacking in the core technologies, core components, and critical technologies of the sensing system. The application of low-end and market marginalization will make our market a stage for foreign companies.
Qu Daokui also said that this kind of crisis on the other hand forced domestic robot companies to enter new fields in advance.
Qu Daokui believes that the mission of traditional robots is to support the first three industrial revolutions, just the scope of mechanical equipment. These areas have been occupied by foreign robotics companies and are not substitutable. However, the fourth industrial revolution must have a new generation of robot support. It must meet the new requirements of data, network and cloud to meet the connection of objects and objects. Therefore, there is a big change. We call it a new generation of robots. Chinese robots want to get rid of the crisis, they must first jump out of the traditional category and directly in the new robot field.
In his view, the new robot also needs three aspects of support, technology-driven, market-oriented, and manufacturing model innovation. Chinese companies must focus on the research and exploration of the new robot field, and research and develop the characteristics and requirements of new robots. The new robots have more outstanding performances in terms of intelligence, perceptibility and interaction, and they are more human. There will be a broader market space in the service sector.
Robot technology also has a "shelf life"
If the products produced are not sold, the risks will be brought to the enterprise, and the scientific and technological achievements can not be transformed and the risks will be formed.
The risk that Xinsong faces is that if the new technology developed by the company is not quickly converted into a product, or the new product developed by the company does not meet or lead the market demand, the company will miss the market opportunity, resulting in the initial investment can not effectively return, thus increasing The risk of large company operations development affects the company's rapid development process.
This requires the company to continuously improve its ability to judge and adapt to the market. Where does this capability come from? Qu Daokui believes that relying on the market alone, he will be fully integrated into the market.
Qu Daokui believes that in the process of innovation, it is impossible to build a car behind closed doors, and it must be combined with market applications to provide conditions for innovation. In the end, we must form a complete industrial chain system. The formation of this industrial chain system relies on a shared resource sharing platform. Xinsong adopts the strategy of “endogenous + extension” and uses the power of capital to integrate the current technical strengths and needs of various aspects. This platform can be used in technology and demand. Get the shortest distance.
Statistics show that there are more than 30 robot-related industrial parks built or proposed in the country. In terms of investment quota, the planned investment of the existing local robot industry park by 2020 will exceed 500 billion yuan. Qu Daokui said that Xinsong or the construction of such a park across the country should be no less than 10.
In 2017, Xinsong Investment, a subsidiary of Xinsong Robot, has signed contracts with various regions and has deployed various regions at home and abroad. It is understood that Xinsong has been in close contact with local development zones and industrial parks since last year to promote its layout in the industrial sector across the country.
“Robot Industrial Park and Intelligent Industry Innovation Service Platform have become the platform for Xinsong to enter the market directly. This platform can test the fastest test of technology and products, and also the source of channels for obtaining market demand information.” Qu Daokui said.
Robots should no longer rely on subsidies to survive
Qu Daokui said that from the perspective of the development of the robot industry, it is no longer possible to borrow the old methods of financial subsidies to develop the robot industry. It is time to abandon the short-board thinking. Xinsong is building a technology platform, talent platform and capital platform to improve its robot ecosystem.
In May this year, after investigating the “Changzhutan” industrial system, Xinsong invested in the construction of the Robot Industrial Park in Xiangtan and signed contracts with Xiangyang, Luoyang and Shijiazhuang. Two weeks ago, Xinsong signed a contract with Suzhou to build a future technology city. The project, the reporter learned from Xinsong, Xinsong will build a robot platform in Guangzhou after the World Robotics Congress.
The frequent release of Xinsong has made the industry dazzling. In fact, Qu Daokui publicly stated that he wanted to use the power of capital to build a robot platform across the country. He once said that through the power of capital, he has built a number of robotic industry projects across the country, using Industry 4.0 thinking to promote the popularity of robots throughout the country.
The actual action of Xinsong began as early as 2014, and Beijing Huize Boyuan Robot Investment Co., Ltd. of Xinsong Holdings started operations in that year. In the same year, he successfully acquired Germany's 110-year-old educational institution, Tao Trove, as one of the 14 important cooperation projects between China and Germany, and became the first successful case of China's acquisition of German educational institutions. In April of this year, Beijing Huize Boyuan Robot Investment Co., Ltd. officially changed its name to Xinsong Robot Investment Co., Ltd. The reporter found from Xinsong’s 2016 annual report that Xinsong has clearly “seeking appropriate targets to integrate industry resources.” Improve the industrial layout, comprehensively radiate a wide range of markets in Northeast China, Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta and Southwest China, and increase the market share of the company's products and services.
Qu Daokui believes that in addition to the core platform technology and common technology of the robot industry, it also needs state-led R&D. In terms of application, it can fully promote marketization, allowing enterprises to judge market demand and make full use of market resources to make self-adjustment.
According to a report released by market research firm Market, the global robot market is expected to reach 23.9 billion US dollars by 2022, and the compound growth rate will reach 15.18% from 2016 to 2022.
According to Qu Daokui, the number of robots has so far been less than 2 million. And China's annual automobile production is 20 million units.
"The robot is almost negligible as an industry or product. This on the other hand also shows that this huge market has not really opened yet." Qu Daokui said.