Domestic robot parts are under pressure

RV reducer: domestic and foreign difference of several times

According to statistical data of senior engineer robots, among the cost of industrial robots, the highest proportion is the speed reducer, accounting for 33%~38%, the servo system accounts for 20%~25%, and the controller accounts for 10%~15%. As the reducer of the important cost component of the robot, the domestic market price is basically dominated by the two major companies of Hamernako and Nabtesco in Japan. Domestic enterprises have no right to speak and are allowed to “smash”.

“The price that foreign companies sell to their own companies and sell them to Chinese companies is certainly not the same. Can a reducer be made by 2 or 3 companies in the world and the price is not expensive?” says a person in charge of a domestic robot manufacturing company.

Li Jinke, deputy director of the new strategic robotics industry research institute, said that Yaskawa and Fanuc’s reducers are sold to their own national companies at RMB 5,000 to RMB 6,000, but the price for selling them to Chinese companies may reach 20,000 to 30,000 yuan. "Like Japan's Nabtesco brand reducer, the same product may be available in Japan for 2,000 yuan, but Chinese companies will need to spend more than 10,000 yuan to get it."

Wang Sai, deputy general manager of Tianjin Huarong Robot Co., Ltd., said, “Five years ago, the price difference between this reducer (Nabortesk brand) at home and abroad was 3 to 5 times, and the current spread is 1.5 to 2 times.”

It is understood that Japan and South Korea reducer into the domestic market, there are two ways, one is in the form of agents, and the other is the domestic robot manufacturers directly to the Japanese and South Korean manufacturers to buy.

"The price of agents getting goods from manufacturers is already very high. Agents do not earn very much. What really earns them is foreign manufacturers," said Li Jinke.

Wang Sai also pointed out that at present, the profits of RV reducer agents are not too high, and they have even been controlled below 10%. Excluding taxes and agents, the spreads at home and abroad remain high.

"Foreign companies are like this, when you do not get stuck in your neck, when you sometimes, compress your living space." An industry insider who did not want to be named bluntly.

Yang Kerong, marketing personage of Shenzhen Fangli Electronics Co., Ltd. pointed out that foreign robots sell 80,000 yuan in the domestic market, while domestic companies use foreign brands of reducers and servo-assembled robots. The market price is about 75,000 yuan, only about 5,000 yuan. Domestic robots do not have obvious price advantages. Who will choose it?

High-power servo motors: Complete blockade against domestic enterprises

Behind the high domestic and foreign price spreads is the slow pace of localization of RV reducers, and Japan and South Korea have a monopoly of technology.

It is understood that the reducer is divided into harmonics, RV reducer two major categories. After nearly two years of development, domestic breakthroughs have been made in harmonic reducers, and the products tend to mature. For example, the harmonic reducer developed by Suzhou Green Harmonic Drive Technology Co., Ltd. has been mass-produced and has been initially approved by the domestic market. Last year, shipments have exceeded 20,000 units.

In terms of RV reducer, there are also several domestic manufacturers in R&D and sales, including Zhejiang Hengfengtai, Nantong Zhenkang, Wuhan Essence, etc. However, at present, the above-mentioned RV reducers of several companies are still in the stage of promotion and trial.

Industry analysts said that although several domestic companies are investing in R&D, from the perspective of market feedback, the performance of RV reducer stability cannot meet the production needs of downstream application companies. "The domestically produced RV reducer can not basically be used at present, because in the past two years just started, have not passed the test of practice, the performance is unstable that is inevitable. Can only put on the market first, improve progressively in the trial. "One is unwilling According to a noted industry insider.

Wang Sai believes that there are two reasons why Japanese RV reducers are sold to Chinese companies. From the perceptual level, Japanese companies are more supportive of local national industries; from a rational point of view, Japan’s domestic application companies have far more demand for reducers. It is much larger than the demand of robot manufacturers in China. The sales to Japanese companies are wholesale. The sales to Chinese companies are equivalent to retail, wholesale and retail prices are not the same as normal. "With the increasing number of domestic robot development companies and the increasing demand, the price that Japan has sold to Chinese companies has already declined." Wang Sai said that RV reducers do have technical monopoly problems, but the prices mainly depend on sales. The price of foreign robots manufactured by large foreign manufacturers is even lower than the purchase price of dealers.

Li Jinke said that Japan and other countries not only have a technical monopoly on RV reducers, but also completely block the Chinese enterprises on high-power servo motors, and do not open sales to domestic robot manufacturers. "High-powered servo-motors are not sold to you at all. We are using low-power power. The controller will not say anything. All the products sold in China are phase-out products. This is a technical blockade." A well-known domestic robot system Developers insiders said.