1. industrial intelligence industry market size

According to data from the Champ Consulting Group,2022The output value of China's intelligent manufacturing industry in3.3Trillion yuan, expected2025Nianda5Trillion yuan, leading the global manufacturing industry. Among them, industrial intelligence, as an important part of intelligent manufacturing, is also showing a trend of rapid growth.2022The size of China's industrial automation market in2807Billion yuan, year-on-year growth10.9%, is expected2023Year-on-year growth of about11%Maintain the rapid growth trend.

Development Trend of 2. Industrial Intelligence Industry

The development trend of industrial intelligence industry is mainly reflected in the following aspects:

Driven by technological innovation. The industrial intelligence industry relies on continuous innovation and breakthroughs in cutting-edge technologies such as artificial intelligence, Internet of Things, big data, and cloud computing to improve the efficiency, quality and flexibility of industrial production. For example, the application of collaborative robots, edge computing, digital twins and other technologies in special manufacturing scenarios is accelerating, providing new possibilities for industrial intelligence.

Policy support to promote. Government departments have issued a series of policy documents to encourage and guide the development of the industrial intelligence industry. For example, the "14th Five-Year Plan for the Development of the Robot Industry" proposes to promote the development and application of industrial robot products such as welding robots, vacuum (clean) robots, logistics robots, collaborative robots, and mobile operating robots; "Promoting New Industrialization in the Direction of Intelligent Manufacturing" proposes to accelerate the construction of digital workshops and intelligent factories to promote the digital transformation of manufacturing enterprises.

Demand pulls the push. With the increasing demand for digital transformation in the manufacturing industry, as well as the decline in the labor force and rising labor costs, the demand for industrial intelligence continues to grow. Industrial intelligence can help manufacturing companies improve production efficiency, reduce operating costs, improve product quality, and enhance market competitiveness, thereby realizing the transformation and upgrading of the manufacturing industry.

3. industrial intelligent industry application field

The application fields of industrial intelligence industry mainly include electronics, automobile, metal processing, lithium battery, photovoltaic and other industries. According to data from the Champ Consulting Group,2022In 2012, the proportion of applications in the electronics, auto parts, automotive electronics, automotive vehicles, metal products, food and beverage, lithium batteries and photovoltaics industries was as follows30%、8%、6%、5%、17%、7%、7%and6%1. These industries are the main application areas of industrial robots in China, of which the electronics industry has the largest demand, accounting for nearly 1/3. The automotive industry includes three segments: components, electronics and complete vehicles, with a combined share19%. The metal products industry is a traditional application field of industrial robots, accounting17%。食品饮料、锂电池和光伏等行业是工业机器人的新兴应用领域，各自占比7%。

The electronics industry. The electronics industry is an important application area for industrial intelligence, mainly involvingPCB板的制作、芯片的封装测试、手机的组装等环节。工业智能可以提高电子产品的生产效率和质量，降低人工误差和废品率，满足电子产品的个性化和多样化需求。

汽车行业。汽车行业是工业智能的传统应用领域，主要涉及汽车零部件的加工、汽车整车的装配等环节。工业智能可以提高汽车生产的自动化程度和灵活性，降低人力投入和安全风险，适应汽车市场的快速变化和多元化需求。

金属加工行业。金属加工行业是工业智能的重要应用领域，主要涉及金属材料的切割、焊接、折弯等环节。工业智能可以提高金属加工的精度和稳定性，降低材料损耗和能耗，满足金属制品的高品质和高效率需求。

锂电池行业。锂电池行业是工业智能的新兴应用领域，主要涉及锂电池极片的制作、锂电池芯的组装等环节。工业智能可以提高锂电池生产的一致性和可靠性，降低人为污染和安全隐患，满足锂电池市场的快速增长和高标准需求。

Photovoltaic industry. The photovoltaic industry is an emerging application field of industrial intelligence, which mainly involves the production of solar cells and the assembly of solar modules. Industrial intelligence can improve the conversion efficiency and life of photovoltaic products, reduce production costs and carbon emissions, and meet the green development and low-carbon transformation needs of the photovoltaic market.

Major Competitors in the 4. Industrial Intelligence Industry

According to different types of products and services, the main competitors in the industrial intelligence industry can be divided into the following categories:

Industrial robot body manufacturers. Such manufacturers mainly provide a variety of types and specifications of robot body products, including vertical multi-joint robots,SCARAThe robot,DeltaRobots and collaborative robots. At present, such manufacturers are dominated by foreign-funded enterprises, suchFANUC、ABB, Yaskawa.

Industrial robot body manufacturers. Such manufacturers mainly provide a variety of types and specifications of robot body products, including vertical multi-joint robots,SCARAThe robot,DeltaRobots and collaborative robots. At present, such manufacturers are dominated by foreign-funded enterprises, suchFANUC、ABB, Yaskawa, Epson andKUKAIt occupies a major share of China's industrial robot market. Among the domestic manufacturers, Easton, Zhongwei Xing, Huichuan Technology, etc. are represented, with certain technical strength and scale advantages, and the market share is gradually increasing.

Manufacturers of core components for industrial robots. Such manufacturers mainly provide the core components required for the production of industrial robots, including reducers, servo motors, controllers, etc. At present, these manufacturers are dominated by Japanese companies, such as Nabotsk, Hamernaco, Yaskawa Electric, etc., which occupy an absolute advantage in the global market in the field of reducers and servo motors. Among the domestic manufacturers, the double-ring drive, Nantong Zhenkang, Zhongdailide, etc. are representedRVA breakthrough has been made in the field of reducer; represented by green harmonic and Laifu harmonic, it has developed in the field of harmonic reducer; represented by Huichuan technology and Shanghai Electric, it has strong competitiveness in the field of servo motor.

Industrial intelligent system integrators. These vendors mainly provide customized integrated development services for industrial intelligence systems, designing and implementing the deployment and application of industrial intelligence systems according to the needs and scenarios of different customers. At present, these manufacturers are mainly domestic enterprises, such as Xinsong, Xinseda, Efte, etc., with more successful cases and customer resources in the electronics, automotive, metal processing and other industries.

Industrial intelligence software platform vendors. This kind of manufacturers mainly provide the development and operation services of industrial intelligent software platform. Through cloud computing, big data, Internet of things and other technologies, they can realize the collection, analysis and application of industrial data, and provide data support and decision-making assistance for industrial intelligent systems. At present, these manufacturers are mainly domestic enterprises, such as Alibaba Cloud, Huawei Cloud, Baidu Cloud, etc., which have strong technical advantages and market influence in the construction of industrial Internet platforms.

Shangpu Consulting believes that different types of competitors have their own advantages and disadvantages in the industrial intelligence industry, which can be compared from the following aspects:

technical level. Foreign-funded enterprises have a high technical level and brand influence in the industrial robot body and core components, and their product performance is stable and reliable, with high precision and high efficiency. Domestic enterprises have high technical level and innovation ability in industrial intelligent system integration and software platform, and their services are flexible and customized, with strong adaptability and fast response.

Cost control. Foreign-funded enterprises have high cost advantages in industrial robots and core components, and their products are relatively low in price and have large profit margins. Domestic enterprises have high cost advantages in industrial intelligent system integration and software platform, and their service costs are relatively reasonable and their input and output are relatively high.

Market expansion. Foreign-funded enterprises have strong market expansion capabilities in industrial robots and core components, and their products have a broader customer base and sales channels worldwide. Domestic enterprises have strong market expansion capabilities in industrial intelligent system integration and software platforms, and their services have more partners and application scenarios in the domestic scope.

Policy support. Foreign-funded enterprises are relatively low in terms of policy support for industrial robots and core components, and their products face certain import barriers and substitution risks in the domestic market. Domestic enterprises are relatively highly supported by policies in terms of industrial intelligent system integration and software platforms, and their services enjoy certain preferential policies and development opportunities in the domestic market.

According to data from the Champ Consulting Group,2023The competitive landscape of the industrial intelligence industry will present the following characteristics:

工业机器人本体市场将继续由外资企业主导，但国产企业将加快追赶，提升市场份额。

工业机器人核心零部件市场将逐步实现国产化替代，国产企业将突破技术壁垒，降低成本差距。

工业智能系统集成市场将保持国产企业的优势地位，国产企业将深耕细分领域，提升服务质量。

工业智能软件平台市场将出现国产企业的领先优势，国产企业将加强数据分析和应用创新，提升平台价值。