The development of intelligence is increasing in volume, and system integration is the main landing direction: intelligent manufacturing equipment represented by industrial robots is gradually increasing in volume. It is expected that by 2018, the global supply of robots can reach 400000 units, and sales can reach more than 16 billion US dollars. China is the world's largest market for industrial robots, accounting for about a quarter of the global market share. Robot system integration is the main landing direction of intelligent manufacturing in China. In 2014, the global transaction volume of robot integration systems was 33 billion US dollars, with China accounting for 10.2 billion US dollars, making it the world's largest robot integration market. In recent years, with the advancement of technology, Chinese manufacturing enterprises have gradually penetrated into high-end and complex fields such as assembly and testing. It is expected that the domestic robot system integration market will reach 200 billion yuan by 2020.
The 3C industry has a large scale and will become the next growth point for intelligent manufacturing. The 3C industry is a key area of focus for robotics companies, and the application of automation in the 3C industry is currently second only to the automotive industry, with a large growth rate. Its volume is expected to quickly surpass the automotive industry and become the largest application market in the robotics field. The acceleration of automation in the 3C industry is mainly driven by two factors: 1. The disappearance of the demographic dividend has led to a sharp increase in labor costs in the manufacturing industry. 2. Automation technology is gradually maturing to reduce equipment costs.
Apple leads the automation transformation, and specialized equipment suppliers enjoy higher profits: Apple products are based on the high-end market and have always been a leader in the application of new technologies. The automation of the 3C industry can not only reduce costs but also ensure the stability of product quality. To ensure the sustained competitiveness of products, Apple has the ability and motivation to lead its suppliers in automation transformation. Apple has strong supply chain management capabilities, and the hardware device ecosystem it has built allows its dedicated device suppliers to share higher profits. Automation equipment suppliers or potential suppliers in the Apple industry chain will benefit. At present, some manufacturers have begun to layout 3C automation manufacturing through automatic research and development or mergers and acquisitions. 2016 is a big year for Apple's procurement, and it is expected that related companies will benefit.