The change and future of the hottest GGII mobile r

2022-07-23
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GGII: changes of Chinese mobile robots and the future

agv system is composed of software system and basic hardware (1) the size and number of 'phases' after heat treatment of GH2132 alloy affect the strength of the alloy. The software system includes dispatching system, on-board controller, navigation, etc., and the basic hardware includes vehicle body module, peripheral equipment, power module and drive module

in the cost composition of the AGV system, the control system accounts for 18%, the positioning and navigation system accounts for 36%, and the operation control drive system accounts for 16%. The sum of the three accounts for almost 70% of the total cost of the AGV system, which is the largest space for the future cost compression of the AGV

data source: Dr. ZhangXiaoFei, chairman of high tech Robot Industry Research Institute (GGII)

believes that although the localization rate of AGV is high, the core components, especially control, motor drive, sensor and other modules, depend on imports to a large extent on the inaccuracy of hardness value. At the same time, small and medium-sized AGV enterprises are speeding up the conversion of lead to lithium in battery modules, and lithium batteries are expected to gradually become the mainstream

to explore localization, it is necessary to compare domestic and foreign investment. In the curve of foreign AGV sales in China's mobile robot market, after the continuous decline from 2014 to 2018, the tail will be turned up in 2019, with foreign investment accounting for nearly 8%

ggii analysis shows that the mobile robot market pattern is stable and changing, the industry is at the intersection of technological change and application change, and foreign-funded manufacturers have obvious congenital advantages in many foreign-funded customer groups; Domestic manufacturers are still in the stage of competing for hegemony. At the same time, more and more manufacturers are going abroad to the international market

data source: high tech Robotics Industry Research Institute (GGII)

from the perspective of sub fields, AGV application fields include three major fields:

first, manufacturing and storage fields, such as automobile, tobacco, 3C household appliances, food and beverage, pharmaceutical and chemical industry, paper and printing, machinery manufacturing, e-commerce logistics and other industries

second, service fields, such as medical treatment, hotels, restaurants, shopping malls, scientific research, agriculture and other applications

third, special fields, such as power patrol inspection, reconnaissance and explosion removal, fire protection and other applications

2019, the growth rate of AGV sales in the service sector was 151.25%. On the other hand, the AGV base in the service sector was small, accounting for about 15% of the total scale. In general, the service AGV market is waiting to break out, and restaurants, hotels and hospitals have become the most likely scenarios for landing and market promotion. Scroll spring fatigue testing machine protection trick No. 2:

2019, the special application AGV field increased by 21.62% year-on-year. At present, the AGV market for special applications is extending to security, patrol inspection, fire protection, intelligent parking, explosive disposal, military industry and other industries. Some Chinese recycling industry officials also explained. However, customers in this field are limited, the entry threshold is high, the input-output is relatively low, and the requirements for personalized customization are high, so the market scale changes little

in 2019, the sales volume of manufacturing and warehousing AGV increased by 15.20% year-on-year. It can be found that the market scale of this field continued to grow, homogeneous competition began to appear, the decline in product prices narrowed, but new manufacturers still increased

in terms of the development stage of the industry, the current stage of China's mobile robot industry is a development stage. The technical performance is gradually meeting the needs of customers, the product technology tends to be mature, and the profit tends to be average. Technological progress promotes the innovation and transformation of products. New products and old products are replaced, complemented, and then integrated

development trend of each sub field

data source: Institute of robotics industry for Advanced Engineering (GGII)

how much market space will there be in the future? According to ZhangXiaoFei, the industry scale will exceed 8billion in 2023. Magnetic navigation, two-dimensional code navigation, laser navigation, visual navigation and other technologies coexist and integrate; The demand space in the industrial and warehousing fields will be more than 180000 units, which also means that the price will continue to decline, and the price decline will reach% next year

at the same time, more than 80% of enterprises will have capital needs in the future. The capital needs come from two aspects, one is R & D investment and product development, and the other is that due to the long collection cycle of the manufacturing industry, funds are needed to realize the turnover of accounts receivable

what are the future variables of the industry? According to the statistics of GGII, at present, the number of enterprises in China's mobile robot market is more than 160, and each player has its own advantages and disadvantages. The current competition pattern is: the leading enterprises are still uncertain, the giants cross the border and enter the market, and the variables increase

accompanied by the continuous extension and fission of application fields, the boundary between industry and commerce is expected to be broken; Business models are also gradually enriched, including direct selling, channels, leasing, sharing, etc

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