The risk and development trend of industrial automation equipment industry

Source：Updated：2015-05-11 15:37:21

Industrial automation equipment belongs to the intelligent equipment is "1025" during the national focus on supporting the development of strategic emerging industries (2010 October "the State Council on accelerating the fostering and development of strategic emerging industry decision"). But in the development of industrial automation equipment industry, there is a certain risk, and present new trends in 2015.
1, market risk.
A large number of domestic manufacturers of industrial automation, the Multi-National Corporation occupies most of the high-end market, while domestic enterprises in addition to a small number of large scale Brand Company, mainly in the low-end market, the majority of small and medium-sized enterprises to compete, leading to more intense competition in the market. The next new into the enterprise increase, further intensified competition in the industry, it will cause adverse effects on the existing enterprises in the industry's profitability.
2, technical risk.
The industrial automation industry with high technical content, large international companies in the industry has accumulated a very deep in the field, and continues to maintain a high R & D investment, while domestic enterprises after 20 years of development, in some areas has been in manufacturing but proceed with determination, some key components and parts with international manufacturers are still large the gap. Next, domestic enterprises such as cannot be reduced gradually with the national manufacturers gap in technology development, will be always in the industry value chain downstream, at a competitive disadvantage.
3, the risk of industry chain is not perfect.
The domestic industrial automation industry chain is not perfect: the influence of the traditional system and concepts still exist in the industry, with the tendency of "emphasizing research and development, light industry", many technological achievements can not test room, eventually state investment funds are limited, put it away unheeded; enterprises and research institutions lack of awareness and ability, risk of operation capital investment; technology level is associated with the processing of raw materials, industrial automation components manufacturing industry is low, it is difficult to provide support. In the foreign industrial automation field, basic research, manufacturing industry, has formed a complete system: many Multi-National Corporation R & D institutions located in Europe, the United States and Japan advanced science and technology, technology and talent intensive countries and regions; industrialization will work in China, Taiwan, Singapore and other places, these areas there are a large number of early OEM started the business, in the basis of technology into mature products has accumulated a wealth of experience, but the cost is much lower than Europe and Japan; when the product enters the stable phase, producing large quantities of work to set up in China, Malaysia, Indonesia and other developing countries with lower cost to complete the plant. The industry chain is not perfect the long-term development of China's automation industry exists significant negative impact.
Development trend
The category of industrial automation equipment belongs to intelligent equipment, is "1025" during the national focus on supporting the development of strategic emerging industries (2010 October "the State Council on accelerating the fostering and development of strategic emerging industries"). In the next five years, accompanied by the disappearance of the demographic dividend and energy costs of raw materials, the rise of China's manufacturing industry will experience from extensive and low value-added mode to intensive and high value-added historic transformation mode. As a high-end manufacturing industry "cornerstone", industrial automation equipment facing the transform and upgrade traditional industries and emerging industry development needs double opportunities, which we judge the two remarkable growth line will appear in the industry: 1, accelerate the growth of high-end smart equipment: the penetration rate of inverter in CNC machine tools, process automation system, has a higher products such as growth is slowing down, but with low labor costs, industrial upgrading accelerated upward into the white hot stage, "artificial" attributes stronger, lower permeability of the early "high-end smart equipment (such as industrial robots, automatic assembly line, automatic warehousing equipment etc.) is expected to cross the product introduction period, entered a high-speed growth period. 20-30% has maintained an average annual growth rate of the next 5 years.
The rise of local automation leader: benefit from state support to enhance the localization rate policy intentions and key parts of the breakthrough, the domestic automation equipment enterprises to master the core technology, strong R & D capabilities) is expected to accelerate the speed of import substitution, to achieve rapid growth than the industry average.