Operating income in the robot industry increased by 27.8% year-on-year

The operating income of the robot industry increased by 27.8% year-on-year, and intelligent manufacturing ushered in new opportunities

Recently, the National Bureau of Statistics released data showing that from January to October 2023, my country's robot industry operating income increased by 27.8% year-on-year, showing a strong development momentum. This data not only reflects the rapid expansion of the field of intelligent manufacturing, but also provides new impetus for the upgrading of the global industrial chain. This article will analyze the driving factors and future trends behind the growth of the robot industry in the past 10 days in combination with the hot topics on the entire network.

1. A list of core data of the robot industry

2. Analysis of growth drivers

1.Policy support is strengthened: Since the beginning of this year, the country has successively issued the "14th Five-Year Plan for Robot Industry Development" and the "Intelligent Manufacturing Pilot Demonstration Action Plan", providing clear policy orientation and financial support for the industry.

2.Digital transformation of manufacturing accelerates: With the rise in labor costs and the increase in accuracy requirements, the demand for industrial robots in the fields of automobile manufacturing, electronic assembly and other fields has surged. Data shows that robot applications in the automotive industry account for 35%, ranking first among all industries.

3.Service robot scenario expansion: The development of new scenarios such as medical rehabilitation, logistics and distribution, and home services has promoted the explosive growth of the service robot market. Among them, the scale of the medical robot market increased by 45% year-on-year.

3. Related Recent Hot Events

1.Humanoid robot technology breakthrough: Tesla Optimus' latest demonstration video has sparked heated discussions across the Internet, and its walking stability and task execution capabilities have significantly improved, driving the capital market to pay attention to the robot sector.

2.AI big model empowerment: The combination of AI technologies such as ChatGPT and robot control has become the focus, and many companies have demonstrated the ability to control robots to complete complex tasks through natural language instructions.

3.Complete supporting facilities of the industrial chain: The domestic production rate of core components such as harmonic reducers and servo motors has exceeded 60%, effectively reducing the cost of the whole machine and enhancing international competitiveness.

4. Regional development comparison

5. Future trend prospects

1.Deepening of technology integration: 5G, AI, digital twins and other technologies will be further combined with robotics to promote the increase of the proportion of intelligent collaborative robots from the current 15% to 30% in 2025.

2.Application scenarios sink: It is expected that by 2025, the penetration rate of robots in small and medium-sized enterprises will increase from the current 12% to 25%, and more customized solutions will appear in traditional fields such as agriculture and mining.

3.International competition intensifies: In the global robot density (robot ownership per 10,000 workers), China currently ranks 9th, and is still in a gap with leading countries such as South Korea and Singapore, but its growth rate remains the world's first.

Overall, as the core carrier of intelligent manufacturing, the robot industry is ushering in unprecedented development opportunities. With the continuous improvement of technological innovation and industrial ecology, it is expected that the industry will maintain a compound growth rate of more than 20% in the next three years, injecting new impetus into high-quality economic development.