At present, my country's logistics industry is working hard to transform from labor-oriented to technological-oriented, upgrading from traditional model to modernization and intelligence. What follows is the application and popularization of various advanced technical equipment. Nowadays, the use of intelligent robots with functions such as handling, palletizing, and sorting has become an indispensable technology in the logistics industry.
Logistics robots are mainly used in warehouses, sorting centers, and during transportation scenarios, and mainly complete loading and unloading, handling, storage, sorting and transportation related work. With the continuous expansion of the application scope of logistics robots, the market size of the logistics robot industry is also expanding, with more and more companies deploying, and market opportunities and challenges coexist.
1. Introduction to the logistics robot industry chain
Logistics robot industry chain upstream includes controllers, servo motors , servo drive , calculator, sensor, end effector, etc.; the middle is different types of logistics robots, including AGV handling robots, sorting robots , palletizing robots , picking robots, AMR robots, etc.; downstream is used in e-commerce, express logistics, automobile manufacturing, electronic products, food and beverages, pharmaceutical manufacturing, metal processing and other fields.
Data source: Industrial Control Network, China Business Industry Research Institute compiled
1. Unmanned transport truck
is abbreviated as AGV trolley. It is a high-performance transportation intelligent device, mainly used in the handling and movement of goods, and has long been widely used in various industries; AGV trolley has a high degree of automation and is convenient to operate; when a certain auxiliary material is needed in a certain link in the workshop, the staff enters relevant information to the computer terminal, and the computer terminal sends the information to the central control room, and a professional technician issues instructions to the computer. With the cooperation of the electronic control equipment, this instruction is finally accepted and executed by AGV - sending the auxiliary material to the corresponding location.
2. The palletizing robot
can replace manual cargo classification, handling and loading and unloading, especially to replace humans to transport dangerous goods, such as radioactive substances , toxic substances, etc., to ensure the safety of employees' lives. Achieve automation, intelligence and unmanned. In addition to replacing people with dangerous goods, palletizing robots are also far more efficient than manual work. Therefore, using palletizing robots to achieve automated production is an effective means to promote the development of enterprises.
3. Sorting robot
is a robot with sensors, objective lenses and electronic optical systems, which can quickly sort goods. It uses sensors, objective lenses, image recognition systems and multi-functional robotic arms to identify the shapes and appearances of items based on the image recognition system. The robot grabs the items and puts them in a designated location. Through these equipment, it realizes rapid sorting of goods. Sorting items is a more complex link in the entire logistics link, which is often time-consuming and labor-consuming. The automatic sorting robot can achieve continuous sorting 24 hours a day; it covers a small area and has high sorting efficiency, which can reduce labor costs by 70%; it is accurate and efficient, improves work efficiency and reduces transportation costs.
2. Upstream analysis of the logistics robot industry chain
1. Servo motor
1. Servo motor
In recent years, the scale of China's servo motor market has maintained a growth trend. Affected by the expansion of downstream industrial robots, electronic manufacturing equipment and other industries, the scale of servo motors in emerging industries has also continued to grow. In 2020, the market size of my country's servo motors was 14.9 billion yuan, and increased by 64.93% year-on-year. It is expected that the market size will grow to 18.1 billion yuan in 2022.
2.Controller
With the continuous development of my country's Internet and communication technology, the interoperability of various products and industries will continue to strengthen, and the demand for intelligent applications such as big data will increase significantly, and the market size of China's intelligent controllers continues to grow. The market size in 2020 reached 2374.6 billion yuan, an increase of 10.2% year-on-year. It is expected that the market size will reach 318.13 billion yuan in 2022.
3.Sensor
In recent years, the pace of innovation in China's sensor industry has accelerated significantly. With the continuous progress of society, the sensor industry is increasingly valued under the empowerment of the Internet power. In the future, with the introduction of relevant support policies, the sensor industry market is expected. In 2020, the size of China's sensor market was 251 billion yuan, an increase of 14.7% year-on-year. It is estimated that my country's sensor market size will reach 295.18 billion yuan in 2021, and China's sensor market size will further increase to 315 billion yuan in 2022.
333. Logistics Robot Market Scale
With the development of technology and the increase in demand, the research and development and application of logistics robots are gradually being valued worldwide. China's logistics robot industry maintains a rapid growth rate. Although its overall market is slightly smaller than that of industrial robots, its growth rate is faster. In 2021, the scale of China's logistics robot market reached 12.6 billion yuan, a year-on-year increase of 63.64%, and is expected to further increase to 15 billion yuan in 2022.
Data source: Mobile Robot Industry Alliance, China Business Industry Research Institute compiled
1.AGV handling robot
With the advent of the industry 4.0 era, artificial intelligence technology is gradually maturing, AGV has grown rapidly, and has been widely used in the fields of automobile industry, home appliance manufacturing, e-commerce warehousing and logistics, tobacco and other fields. Thanks to the continuous growth of my country's robot market, the size of China's AGV market has increased from 2.85 billion yuan in 2017 to 8.77 billion yuan in 2021, with an average annual compound growth rate of 32.45%. With the development and maturity of AGV technology, AGV still has huge room for development in the future. It is estimated that the market size will reach 9.69 billion yuan in 2022.
2.Palletizing robot
Palletizing robot As an important part of industrial robots, its market penetration rate is constantly increasing. In recent years, the scale of my country's palletizing robot market has shown a continuous growth trend. In 2020, the market size of China's palletizing robot was 17.63 billion yuan, an increase of 21.5% year-on-year. In the future, with the continuous development of domestic intelligent warehousing , logistics and other fields, the market demand for Chinese palletizing robots will continue to increase, and its market size is expected to expand rapidly. It is expected that the market size will reach 23.1 billion yuan in 2022, and the industry's development prospects will be broad.
4. Investment and financing of logistics robots
The number of investment events in China's logistics robot industry increased year by year between 2018 and 2021, with the number of investment events in 72, an increase of 14 from the previous year. As of September 2022, the number of investment events in China's logistics robot industry was 46.
☞Source: Weike.com Industrial Control
