(1) Key indicators to measure core competitiveness
R&D and design level
The industrial robot system integration industry is a technology-intensive industry, and each link of product design, assembly, acceptance and after-sales service requires high-level technical support. Among them, the design link is the core link of the system integration industry, and the level of design not only directly determines the quality of the product, but also restricts the production capacity of the enterprise.
At the same time, enterprises must continue to invest in research and development in order to maintain a high level of design capabilities and achieve certain competitive advantages. Therefore, the level of R&D and design and the number of invention patents obtained are the key indicators to measure whether a system integrator has core competitiveness.
Customer service capabilities
The industrial robot system integration industry has the characteristics of non-standard customization, and the needs of end customers are different. The ability to meet the personalized needs of customers, rapid response and other service capabilities are also an important part of the core competitiveness of enterprises. Only high-quality customer service capabilities can help enterprises enhance customer stickiness, build brand reputation, and expand market share.
Customer stickiness
End customers are usually very cautious when choosing industrial robot system integrators, and will conduct strict screening of suppliers, and rarely change suppliers once a cooperative relationship is established. Customer stickiness reflects the reliability of system integrators to a certain extent, so customer stickiness is also an important indicator to measure the core competitiveness of enterprises.
(2) The main barriers of the industry
Technical barriers
The industrial robot system integration industry is not only a technology-intensive industry, but also an interdisciplinary comprehensive application industry. The R&D and production of products involve professional knowledge in computer software, electrical engineering, mechatronics, mechanical design, industrial design and other fields;
At the same time, due to the wide distribution of the industry of the end customer, the demand difference is large, involving the whole vehicle, auto parts, construction machinery and other fields, which puts forward high requirements for the design and development capabilities of industrial robot system integration manufacturers, and the enterprise can only design products that meet the individual needs of the end customer after a high degree of integration of a variety of related technologies and the integration of the system. In addition, the industry's technology update cycle is short, which also puts forward higher requirements for the company's technology research and development capabilities.
Talent barriers
System integration solutions delivered to end customers to meet their customized needs require the joint efforts of many talented people. First of all, it is necessary to have high-quality and experienced management and sales personnel, who can fully explore the needs of customers, have an in-depth understanding of the customer's product characteristics, production process and even key core components, and at the same time be able to expand the breadth of market development;
Secondly, the system integration industry is a multidisciplinary comprehensive application industry, and R&D and design capabilities and process planning capabilities are the core of system integration solutions, so R&D, design and production require a large number of professional and technical personnel who are familiar with mechanical design, electrical control, software development and other fields; Finally, the cultivation of talents and the run-in of the team need to go through the accumulation of a lot of project experience in order to create a high-quality, high-level service team.
Project experience
On the one hand, the end customers of system integrators are widely distributed in industries and have large demand differences; On the other hand, the system integration process involves many links and complex processes, which puts forward extremely high requirements for the integrated production capacity and project management capabilities of system integration manufacturers. At the same time, the robot integrated system plays a vital role in the production automation process of the end customer, and the quality of the integrated system will directly affect the customer's production efficiency and product quality.
Therefore, end customers are very cautious when choosing system integration manufacturers, and when bidding for projects, they often require the best suppliers to have rich experience in project implementation, complete a certain number of production lines with general contracting integration, and there are no major quality problems in past projects. This creates a high barrier to entry for new entrants to the industry.
Brand barriers
The robot integrated system plays a vital role in the production activities of the end customer, and the customer has high requirements for its reliability, so the customer is very cautious when choosing the integrated system manufacturer, and usually requires the best business to have a high reputation, good reputation, rich project management experience and successful cases of large-scale projects, as well as long-term and perfect after-sales maintenance services. At the same time, the establishment of the relationship between the system integrator and the customer usually requires a lot of time and experience accumulation, and once the product is adopted by the customer, the replacement of the first supplier will incur a lot of costs, so the customer loyalty is often high.
In the industrial robot system integration industry, the establishment of an excellent brand not only requires manufacturers to have a strong level of R & D technology, a complete customer service system, but also needs to go through a long period of market inspection, so it is difficult for new entrants in the industry to shape their own brands in a short period of time.
Financial barriers
Most of the products produced by system integrators are non-standard customized products to meet the individual needs of end customers, and a lot of money needs to be invested in R&D and design work in the early stage. At the same time, core components such as industrial robots in integrated systems usually require a higher proportion of advance payments and a shorter credit period. In addition, according to industry practice, in addition to collecting part of the advance payment, the system integration vendor will collect the remaining payment after the completion of the pre-acceptance and final acceptance, and even after the final inspection is passed, the end customer will retain a certain percentage of the contract amount as a warranty. The project cycle is often long, which puts forward higher requirements for the working capital of the first businessman.
(3) Industry market size
The size of China's industrial robot system integration market is growing steadily, according to the statistics and extrapolations of MirdataBankIn 2022, the size of China's industrial robot system integration market will exceed 190 billion yuan for the first time, reaching 1,9570.4 billion yuan. Compared with the upstream components of the industrial robot industry chain and the midstream industrial robot ontology, the downstream system integration is the link with the most added value and the largest market scale. With the implementation of various support policies and the rapid growth of new energy vehicles among end customers, the market size of system integration is also expected to maintain a continuous growth trend.