In the field of industrial robots, from the perspective of enterprises alone, the dominance of the four major families of ABB, FANUC, KUKA and YASKAWA is unshakable, and they are still the world’s major suppliers of industrial robots. Cargo merchants occupy about 50% of the global market share.
Among them, FANUC (FANUC) has the highest market share, accounting for 17.3%, and Yaskawa Electric's share has also reached 12.9%.In addition to the above two "big brothers", Japan also has robot companies such as Mitsubishi, Omron, OTC, Denso, Epson, Kawasaki, and Nachi that are equally powerful.Judging from the current situation, Japan's industrial robots account for more than 50% of the world's market share.
The global industrial robot market is sluggish in 2019, and Japanese companies experience a decline in sales
According to data from the Japan Robotics Industry Association, the overall performance of the Japanese robot market is poor, with production and sales and orders continuing to slow down.During the period from July to September 2019 (the third quarter), the total number of orders received by Japanese robot companies was 7 units, a year-on-year decrease of 9%, which is also the fifth consecutive quarter of decline. The order amount was 44275 billion yen, a decrease of 13.5 %, fell for four consecutive quarters.
During the period from July to September 2019 (the third quarter), the actual production of robots in Japan was 7 units, a decrease of 9% from the same period last year, and the order value was 45148 billion yen, a decrease of 15.0%.The overall output fell by 1724% year-on-year, and the output value fell by 7.2%.Although the deceleration that began in the second half of last year has been extended, it has remained stable, but there is still no sign of recovery.
FANUC’s total order volume in the third quarter was 126.4 billion yen, down 22.1% from the same period last year, and net profit was 16.9 billion yen, down 54.3% year-on-year.Since the fourth quarter of 2017, the quarterly changes in FANUC's consolidated sales and profits have continued to decline.From the perspective of machine tool orders in September, China decreased by 9% year-on-year, North America decreased by 42%, and Europe decreased by 44%.The world's overall demand for machinery and construction machinery is weak.
Yaskawa expects its consolidated net profit for the 2019 fiscal year (ending February 2020) to be 2 billion yen, a 190% decrease from the same period last year.Sales will fall 54% to 12 billion yen, and operating profit will fall 4200% to 50 billion yen.China's order volume, which has attracted much market attention, is showing signs of bottoming. From June to August 250, it decreased by 2019%, and the rate of decline has narrowed for two consecutive quarters.On the one hand, the impact of the Sino-US trade war has led to a decrease in investment by Chinese companies. On the other hand, the exchange rate has also experienced higher-than-expected appreciation of the yen.
In the second quarter of 2019, data showed that Japan’s industrial robot orders were 46395 units, a year-on-year decrease of 23.4%; the order value was 1775.49 billion yen, a year-on-year decrease of 16.5%; the output value was 1533.75 billion yen, a year-on-year decrease of 16.7%; the output was 41945 units, A year-on-year decrease of 26.6%; sales of 42519 units, a year-on-year decrease of 25.15%; sales of 1578.18 billion yen, a year-on-year decrease of 16.1%.
日本对出口方面，数据显示，2019年二季度，日本对亚洲、中国、北美、欧洲出口工业机器人金额分别为 744.48、476.13 、179.41 、190.03 亿日元，分别同比下降22.11%、26.07%、29.26%、15.03%。
In 2019, the industrial robot market did not resume the previous momentum of rapid development, and the word "downturn" has always flooded the entire industry.Japan's industrial robots, which occupies half of the world's robots, are naturally the first to bear the brunt. Production and sales have experienced significant declines, and exports to major markets such as Asia, China, North America, and Europe have also fallen into a downturn.
Reasons for the decline of Japanese industrial robots
XNUMX. The sluggish environment has brought down the sales volume of the whole industry
The global industrial robot industry is cold, and corporate demand has dropped significantly. As the largest exporter of industrial robots, Japan is naturally affected.
XNUMX. Japan's domestic market is becoming saturated, and Japanese car sales are declining
Japan's domestic robot market has been saturated, and the number and density of robots have continued to decline after reaching their peak in 2010.Although the sales volume has rebounded in recent years due to the promotion of replacement, 2017 units were sold in 4.56/a year-on-year increase of 18%, but its demand for industrial robots has fallen short.
汽车是日本制造业最重要的支柱产业之一，拥有众多全球销量领先的知名车企，包括丰田、日产、本田等等。日本汽车销售协会联合会与日本全国微型车协会联合会发布的数据显示，2019年11月日本新车销量同比下降12.7%至385,859辆。其中，注册车下降14.6%至238,844辆，微型车下降9.4%至147,015辆。1-11月累计销量同比下降0.7%至4,850,342辆。
XNUMX. Affected by the trade war, global companies' willingness to invest has decreased
Due to the intensification of trade frictions, the willingness to invest in equipment is currently fading.Last year, global industrial robot shipments reached 38 units, a year-on-year increase of 30%.And IFR predicts that the growth rate of global robots this year is 10%.Due to the ongoing trade war, many industrial robot manufacturers around the world have entered a wait-and-see state because they are considering whether to transfer production to Vietnam and other countries.
The United States has affected the process of global trade through increasing tariffs and other means, and it has also led to a slowdown in the global economy.As the core force of improving the manufacturing industry, robots will inevitably be affected.
Fourth, the counterattack of China's domestic industrial robots
Since China surpassed Japan in 2013 to become the world's largest demand for industrial robots, my country has firmly occupied the top spot among consumer countries for industrial robots.Judging from the annual installed capacity of industrial robots, my country is significantly ahead of other countries in the world.
Japanese industrial robot companies have a high market share in China because of their entry into the Chinese market and leading technology.However, in recent years, China's local robotics companies have been increasingly recognized by Chinese companies, and have begun to gradually eat the "cake" belonging to foreign brands, including Japanese companies, of course.
At present, domestic robot companies are more and more closely integrated with the market. At the same time, China's manufacturing industry is very broad. In many application industries, not only machines are needed, but robots are also required to be combined with actual processes, and then developed according to specific application characteristics. Some special equipment, etc., are an advantage of domestic robots.
At the technical level, there are still some gaps between domestic robots and top Japanese brands, but local robot companies are better able to "understand" the hearts of Chinese companies, especially small and medium-sized companies.The cost of automation transformation is a key factor considered by small and medium enterprises. If the cost is too high, many small and medium enterprises will be more inclined to labor.Because China's "machine substitution" is not as urgent as in developed countries, labor costs are still within the acceptable range of enterprises.Japanese robot companies disdain to mention the price-performance ratio, but they have become the "killer" of domestic robot companies.
Strong Japanese industrial robot
So far, Japan is still a well-deserved industrial robot powerhouse, and the decline in data is mainly due to the impact of the general environment.Compared with domestic robots, the leading advantage of Japanese robot companies in the field of technical hard power is still huge.The negative impact of the general environment is for the entire industry, and it is unscientific to use the malaise of the general environment to judge the decline of Japanese robot companies.
At present, in the Chinese market, the market share of domestic brands has increased slightly compared to before. This is a manifestation of the progress of domestic robots, but the gap with foreign brands such as Japan is still large.In the current industrial robot field, it can be summarized as follows: Europe is strong, Japan is advanced in technology, the United States is the first to start, and China is catching up.
Japan’s industrial robots can’t count on both hands, and there is no doubt about their strength.In addition to the strength of Japanese robot body manufacturers, which is easily overlooked but more noteworthy, is the "low-key luxury" side of Japanese industry, that is, the strength of core components.
Reducer manufacturer Nabtesco occupies 60% of the world's market share of RV reducers. He is both the pioneer of RV reducers and the monopolist of technology. One of the technical difficulties of the RV reducer is to minimize the backlash, that is, to reduce the transmission loss between the rotation of the reducer shaft and the rotation of the outer gear.It sounds simple, but this is the precipitation of enterprise technology, and it cannot be achieved overnight.At the same time, Japan also has the world's largest harmonic reducer manufacturer Hamonaco.
Innovation is the fundamental driving force for the development of an enterprise. Without innovation, there will be no progress.Japan, a country that stands almost on top of industrial robots, and its companies still maintain tremendous innovation power. This is a terrible thing.With reference to Japan, domestic robot companies still have a long way to go.
Among them, FANUC (FANUC) has the highest market share, accounting for 17.3%, and Yaskawa Electric's share has also reached 12.9%.In addition to the above two "big brothers", Japan also has robot companies such as Mitsubishi, Omron, OTC, Denso, Epson, Kawasaki, and Nachi that are equally powerful.Judging from the current situation, Japan's industrial robots account for more than 50% of the world's market share.
The global industrial robot market is sluggish in 2019, and Japanese companies experience a decline in sales
According to data from the Japan Robotics Industry Association, the overall performance of the Japanese robot market is poor, with production and sales and orders continuing to slow down.During the period from July to September 2019 (the third quarter), the total number of orders received by Japanese robot companies was 7 units, a year-on-year decrease of 9%, which is also the fifth consecutive quarter of decline. The order amount was 44275 billion yen, a decrease of 13.5 %, fell for four consecutive quarters.
During the period from July to September 2019 (the third quarter), the actual production of robots in Japan was 7 units, a decrease of 9% from the same period last year, and the order value was 45148 billion yen, a decrease of 15.0%.The overall output fell by 1724% year-on-year, and the output value fell by 7.2%.Although the deceleration that began in the second half of last year has been extended, it has remained stable, but there is still no sign of recovery.
FANUC’s total order volume in the third quarter was 126.4 billion yen, down 22.1% from the same period last year, and net profit was 16.9 billion yen, down 54.3% year-on-year.Since the fourth quarter of 2017, the quarterly changes in FANUC's consolidated sales and profits have continued to decline.From the perspective of machine tool orders in September, China decreased by 9% year-on-year, North America decreased by 42%, and Europe decreased by 44%.The world's overall demand for machinery and construction machinery is weak.
Yaskawa expects its consolidated net profit for the 2019 fiscal year (ending February 2020) to be 2 billion yen, a 190% decrease from the same period last year.Sales will fall 54% to 12 billion yen, and operating profit will fall 4200% to 50 billion yen.China's order volume, which has attracted much market attention, is showing signs of bottoming. From June to August 250, it decreased by 2019%, and the rate of decline has narrowed for two consecutive quarters.On the one hand, the impact of the Sino-US trade war has led to a decrease in investment by Chinese companies. On the other hand, the exchange rate has also experienced higher-than-expected appreciation of the yen.
In the second quarter of 2019, data showed that Japan’s industrial robot orders were 46395 units, a year-on-year decrease of 23.4%; the order value was 1775.49 billion yen, a year-on-year decrease of 16.5%; the output value was 1533.75 billion yen, a year-on-year decrease of 16.7%; the output was 41945 units, A year-on-year decrease of 26.6%; sales of 42519 units, a year-on-year decrease of 25.15%; sales of 1578.18 billion yen, a year-on-year decrease of 16.1%.
日本对出口方面，数据显示，2019年二季度，日本对亚洲、中国、北美、欧洲出口工业机器人金额分别为 744.48、476.13 、179.41 、190.03 亿日元，分别同比下降22.11%、26.07%、29.26%、15.03%。
In 2019, the industrial robot market did not resume the previous momentum of rapid development, and the word "downturn" has always flooded the entire industry.Japan's industrial robots, which occupies half of the world's robots, are naturally the first to bear the brunt. Production and sales have experienced significant declines, and exports to major markets such as Asia, China, North America, and Europe have also fallen into a downturn.
Reasons for the decline of Japanese industrial robots
XNUMX. The sluggish environment has brought down the sales volume of the whole industry
The global industrial robot industry is cold, and corporate demand has dropped significantly. As the largest exporter of industrial robots, Japan is naturally affected.
XNUMX. Japan's domestic market is becoming saturated, and Japanese car sales are declining
Japan's domestic robot market has been saturated, and the number and density of robots have continued to decline after reaching their peak in 2010.Although the sales volume has rebounded in recent years due to the promotion of replacement, 2017 units were sold in 4.56/a year-on-year increase of 18%, but its demand for industrial robots has fallen short.
汽车是日本制造业最重要的支柱产业之一，拥有众多全球销量领先的知名车企，包括丰田、日产、本田等等。日本汽车销售协会联合会与日本全国微型车协会联合会发布的数据显示，2019年11月日本新车销量同比下降12.7%至385,859辆。其中，注册车下降14.6%至238,844辆，微型车下降9.4%至147,015辆。1-11月累计销量同比下降0.7%至4,850,342辆。
XNUMX. Affected by the trade war, global companies' willingness to invest has decreased
Due to the intensification of trade frictions, the willingness to invest in equipment is currently fading.Last year, global industrial robot shipments reached 38 units, a year-on-year increase of 30%.And IFR predicts that the growth rate of global robots this year is 10%.Due to the ongoing trade war, many industrial robot manufacturers around the world have entered a wait-and-see state because they are considering whether to transfer production to Vietnam and other countries.
The United States has affected the process of global trade through increasing tariffs and other means, and it has also led to a slowdown in the global economy.As the core force of improving the manufacturing industry, robots will inevitably be affected.
Fourth, the counterattack of China's domestic industrial robots
Since China surpassed Japan in 2013 to become the world's largest demand for industrial robots, my country has firmly occupied the top spot among consumer countries for industrial robots.Judging from the annual installed capacity of industrial robots, my country is significantly ahead of other countries in the world.
Japanese industrial robot companies have a high market share in China because of their entry into the Chinese market and leading technology.However, in recent years, China's local robotics companies have been increasingly recognized by Chinese companies, and have begun to gradually eat the "cake" belonging to foreign brands, including Japanese companies, of course.
At present, domestic robot companies are more and more closely integrated with the market. At the same time, China's manufacturing industry is very broad. In many application industries, not only machines are needed, but robots are also required to be combined with actual processes, and then developed according to specific application characteristics. Some special equipment, etc., are an advantage of domestic robots.
At the technical level, there are still some gaps between domestic robots and top Japanese brands, but local robot companies are better able to "understand" the hearts of Chinese companies, especially small and medium-sized companies.The cost of automation transformation is a key factor considered by small and medium enterprises. If the cost is too high, many small and medium enterprises will be more inclined to labor.Because China's "machine substitution" is not as urgent as in developed countries, labor costs are still within the acceptable range of enterprises.Japanese robot companies disdain to mention the price-performance ratio, but they have become the "killer" of domestic robot companies.
Strong Japanese industrial robot
So far, Japan is still a well-deserved industrial robot powerhouse, and the decline in data is mainly due to the impact of the general environment.Compared with domestic robots, the leading advantage of Japanese robot companies in the field of technical hard power is still huge.The negative impact of the general environment is for the entire industry, and it is unscientific to use the malaise of the general environment to judge the decline of Japanese robot companies.
At present, in the Chinese market, the market share of domestic brands has increased slightly compared to before. This is a manifestation of the progress of domestic robots, but the gap with foreign brands such as Japan is still large.In the current industrial robot field, it can be summarized as follows: Europe is strong, Japan is advanced in technology, the United States is the first to start, and China is catching up.
Japan’s industrial robots can’t count on both hands, and there is no doubt about their strength.In addition to the strength of Japanese robot body manufacturers, which is easily overlooked but more noteworthy, is the "low-key luxury" side of Japanese industry, that is, the strength of core components.
Reducer manufacturer Nabtesco occupies 60% of the world's market share of RV reducers. He is both the pioneer of RV reducers and the monopolist of technology. One of the technical difficulties of the RV reducer is to minimize the backlash, that is, to reduce the transmission loss between the rotation of the reducer shaft and the rotation of the outer gear.It sounds simple, but this is the precipitation of enterprise technology, and it cannot be achieved overnight.At the same time, Japan also has the world's largest harmonic reducer manufacturer Hamonaco.
Innovation is the fundamental driving force for the development of an enterprise. Without innovation, there will be no progress.Japan, a country that stands almost on top of industrial robots, and its companies still maintain tremendous innovation power. This is a terrible thing.With reference to Japan, domestic robot companies still have a long way to go.
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