Intelligent manufacturing equipment refers to manufacturing equipment with the functions of perception, analysis, reasoning, decision-making and control. It is the integration and deep integration of advanced manufacturing technology, information technology and intelligent technology, and reflects the development requirements of intelligent, digital and networked manufacturing industry. The level of intelligent manufacturing equipment has become an important symbol to measure the industrialization level of a country.
Since Germany put forward the "industry 4.0" strategy, countries began to vigorously develop manufacturing. The intelligent manufacturing 2025 issued by China can be regarded as the Chinese version of "industry 4.0". China is still in the late stage of "industry 2.0" (electrification), "industry 3.0" (informatization) needs to be further popularized, "industry 4.0" (intellectualization) is trying to do some demonstrations as much as possible, and manufacturing automation and informatization are gradually being laid out.
1、 Market scale and characteristics of China's intelligent manufacturing industry
Generally, the output value of Intelligent Manufacturing in developed countries accounts for about 25%-30% of the total output value of high-end equipment manufacturing industry. At present, the intelligent manufacturing industry in China accounts for about 20% of the high-end equipment manufacturing industry; According to the made in China 2025, intelligent manufacturing development plan (2016-2020) and other policies, the proportion of China's intelligent manufacturing industry will gradually increase, and the growth rate will be faster than that of high-end equipment manufacturing industry.
2、 Analysis on the development prospect and driving factors of intelligent manufacturing industry
China's manufacturing industry has huge production capacity, and there is a strong demand for intelligent transformation; Intelligent manufacturing will bring opportunities to the equipment and software industries. Robots, sensors, industrial software, 3D printing, etc. contain a market capacity of 10 billion or even 100 billion; It is estimated that China's intelligent manufacturing industry will maintain an average annual compound growth rate of about 10% in the next few years. It is estimated that by 2024, the industry market scale will exceed 3trillion yuan, and the industry has a huge growth space.
In recent years, the state has intensively issued many policies and supporting measures in terms of revitalizing the equipment manufacturing industry, developing high-end manufacturing industry and developing strategic emerging industries. As a key area of high-end manufacturing industry, the development of intelligent manufacturing equipment industry has received strong support from the national and local levels.
Intelligent manufacturing was first proposed by the United States in the 1990s. Since then, developed countries have listed the intelligent manufacturing equipment industry as a national plan and made great efforts to develop it. China's related industries started late, but with the strong promotion of national policies, many enterprises have increased their R & D and production investment in intelligent manufacturing equipment, and produced some domestic advantageous enterprises. The intelligent manufacturing equipment industry system has taken shape.
Intelligent manufacturing equipment is an important embodiment of the deep integration of informatization and industrialization. Vigorously cultivating and developing the intelligent manufacturing equipment industry is of great significance for accelerating the transformation and upgrading of the manufacturing industry, improving production efficiency, technical level and product quality, reducing energy and resource consumption, and realizing the intelligent, precise and green development of the manufacturing process.
3、 Industrial chain analysis
The upstream of the intelligent manufacturing equipment industry is all kinds of raw materials and parts. The midstream is the R & D, design and production of intelligent manufacturing equipment. The downstream is mainly the application of intelligent manufacturing equipment, which can be applied to digital 3C manufacturing, automobile manufacturing, battery manufacturing and other fields.
upper reaches:
The upstream of intelligent manufacturing equipment industry is the suppliers of raw materials and key parts, mainly including steel, aluminum mechanical parts and electronic parts. In terms of China's steel output and aluminum output, in 2021, China's steel output was 1336.668 million tons and aluminum output was 61.05 million tons, both breaking new records, that is, the supply of steel, aluminum and other raw materials for intelligent manufacturing equipment was quite abundant.
As an important component required by the intelligent manufacturing equipment industry, the electronic component industry has developed rapidly in the past few years. In 2020, China's annual sales of electronic components reached 1833.1 billion yuan, a year-on-year increase of 6.6%. According to the requirements of the 14th five year plan, it is expected that the total sales of electronic components in China will reach 2462.8 billion yuan in 2025. Overall, the supply of upstream industries of intelligent manufacturing equipment will be relatively stable.
Midstream industry:
The midstream of the intelligent manufacturing equipment industry is the research, design and manufacturing of intelligent manufacturing equipment. In this regard, various Chinese government departments have successively issued a number of industrial policies to support the development of China's intelligent manufacturing equipment industry, providing powerful support and a good environment for the research, design, production and manufacturing of intelligent manufacturing equipment.
The intelligent manufacturing equipment industry is an important guarantee for the industrial upgrading and technological progress of the manufacturing industry and a concentrated embodiment of the country's comprehensive strength. With the proposal of "made in China 2025" strategy and the continuous promotion of various policies, the intelligentization and automation of manufacturing equipment have become the main development direction of the manufacturing industry at present, and the intelligent manufacturing equipment industry has broad prospects for development in the future. In 2020, the domestic market scale will be 2.09 trillion yuan, and it is expected to reach 2.68 trillion yuan in 2022.
Downstream industry:
Intelligent equipment can be applied to consumer electronics manufacturing, new energy power batteries, photovoltaic and other new energy products manufacturing, medical equipment manufacturing and other fields. Therefore, the downstream of the industrial chain of the intelligent manufacturing equipment industry is mainly the infrastructure necessary for the production and operation of downstream enterprises such as consumer electronics and new energy. Taking consumer electronics as an example, in 2021, the world's mobile phones, tablets and computers shipped a total of 1.872 billion units. It is expected that in the future, with the popularization of 5g and a series of new technologies, the consumption of electronic products will further increase. With the increase of consumption, it also puts forward higher requirements for manufacturing equipment, giving rise to the demand for intelligent equipment manufacturing industry.
Taking lithium battery as an example, lithium battery has the characteristics of high energy density and active chemical properties. In the production process, such as manual and traditional semi-automatic production mode, it is difficult to meet the requirements for the consistency, stability and safety of battery products, and there is a great reliance on intelligent equipment. With the development of lithium battery industry in China, the demand for intelligent equipment increases, which promotes the development of intelligent equipment manufacturing industry. It is estimated that the market scale of lithium battery manufacturing equipment in China will reach 29.27 billion yuan in 2021.