First, the status quo of China's system integrators

1. Comparison of revenue scale between major domestic integrated enterprises and their foreign counterparts

Because foreign system integrators focus on the high penetration rate of robots, and the current system integration needs of the largest automotive industry, usually have long-term cooperation with car manufacturers, the scale of revenue can be close to 10 billion. Take Comau as an example, its customers in China are mainly automobile enterprises, not only foreign automobile customers, but also domestic customers such as Changan, Chery and Jianghuai. Compared with foreign counterparts, domestic integration enterprises have a shorter development time, and usually compete with foreign integrators in the automotive field, so the scale is relatively small.

2. Comparison between domestic major integration enterprises and foreign counterparts

Foreign large-scale system integrators usually have a strong competitive advantage in a certain process, such as Durr in the automotive coating production line integration has a very strong competitive advantage. Durr has also expanded beyond systems integration, such as cleaning and filtration systems.

Domestic system integration enterprises are usually not limited to a certain process, but mainly focus on a certain industry. Only Siasun with the strongest integration ability can get many orders from other industries beyond the automotive industry, of course, Siasun in addition to the system integration business, there are also complete sets of logistics and warehousing equipment and traffic automation systems. Siasun is similar to Durr in diversifying its business.

3. Comparative advantages of domestic system integrators

However, unlike domestic ontology manufacturers facing strong competition from foreign enterprises, domestic system integrators have many local comparative advantages, including channel advantages, price advantages, engineer dividends and so on.

Third, the development characteristics and trends of domestic system integrators

Four factors determine the small scale of integrators. System integration projects are not standardized, each project is different, can not be 100% replicated, so it is difficult to scale. Can generally be replicated on the scale, such as the development of a product, after the shape is rarely changed, each model of products are the same, through production and sales can be replicated on a large scale. And because of the need for financing, integrators usually have to consider the number and size of projects being implemented simultaneously.

1. System integrators are human-centered, order-oriented enterprises

The core competitiveness of system integrators is talents, among which, the most core is sales staff, project engineers and on-site installation and commissioning personnel, sales staff is responsible for taking orders, project engineers according to the requirements of the order design, installation and commissioning personnel to the customer site for installation and commissioning, and finally delivered to the customer. Almost every project is nonobjective and cannot be simply duplicated. System integrators are actually asset-light order engineering service providers, the core assets are sales personnel, project engineers and installation and commissioning personnel, therefore, it is difficult for system integrators to expand through mergers and acquisitions.

2. The system integrator needs to be underfunded

The payment for system integration usually adopts the "3331" method, that is, 30% after the drawing is reviewed, 30% after delivery, 30% after installation and commissioning, and 10% of the quality guarantee. Following such a payment process, the system integrator is usually required to underwrite.

Generally speaking, the financial pressure of integrators will not be too great, but if several projects are carried out at the same time, or if the amount of a single project is too large, there will be financial pressure. After all, many businesses of integrators are outsourced, and they need to pay the suppliers for goods, and some purchased parts require cash on delivery.

3. Industry segmentation is becoming more and more obvious

Domestic robot system integrator enterprise development industry segmentation trend is becoming more and more obvious, such as for logistics, 3C, automotive, metal processing and other subsectors of the robot integrator began to rise.

4. The relationship between integrators is competition and cooperation

With the development trend of enterprise automation, it has been transformed from single-station to single-line, and the transformation of the entire automation factory, so one or two enterprises can not complete the project needs of application enterprises, so cooperation will be more and more important.

5. Industrial integration robot system integrators will bear the brunt

The integration of the robot industry has begun in 2014, and some integrators with technology and strength will become the target of listed companies, of course, some integrators will be eliminated in this integration.

Industry insiders expect that the domestic robot system integration market will reach 200 billion yuan by 2020. However, behind this, problems such as weak core technology, lack of talent, and single application fields are important factors restricting the outbreak of the domestic robot market. In addition, although domestic system integrators have many advantages, including channel advantages, price advantages, engineer dividends, etc., it seems that they can not escape the "natural" small scale of system integrators. At least at this stage, the scale of domestic integrators is not large, the majority of enterprises under 100 million, can do 500 million is the industry leader, more than 1 billion nationwide is a handful.

According to the situation of integrators in Guangdong region, the survey data are mainly based on the new strategic robot Industry Research Institute and the new strategic robot omnimedia research enterprise in South China.

Shenzhen Army: Dazu Laser, Leibo Technology, Lianshuo Automation, Jashi Robot, Yuanrong Robot, Weiyuan Precision, Funoshima, Dazu Motor, Orange Automation, Siprui Robot, Youheda Automation, Rongde Robot, Shengterida, Liuxi Robot, Taikesheng Automation, Jiding Intelligent equipment, Hengketong Robot, Ruizhong Robot, Lane Precision Machine (Shenzhen), Rito, Tim Liyue Technology, Shiwei Automation, Janssen Precision, Zhongwei Xing, Shengtai Qi, Renxin Automation, Bomeide, Shunyuan Automation, Mestu Automation, Sejong Automation, Yitian Automation, Zhongzhi iot, Xinxinteng Technology, Jiyang Automation, AOSong, Shengchang Intelligent Technology (Shenzhen), etc.

Since the beginning of this year, Shenzhen has launched five industrial support plans. Previously, a large number of enterprises such as Shenzhen Jinaobo Technology Co., LTD., Shenzhen Leibo Technology Co., LTD., Shenzhen Jasic Technology Co., LTD., have benefited from the policy dividend. Through the funding of the special fund for the development of the robot, wearable devices and intelligent equipment industry in Shenzhen, the financial pressure of enterprises in the industrialization project has been greatly alleviated, and the enterprises have achieved light development. According to statistics, in April and June this year, the Shenzhen Municipal Development and Reform Commission announced two lists of support projects for robots, wearable devices and intelligent equipment industries, and a total of 13 enterprises were listed. Among them, the construction project of "intelligent and unmanned emulsion explosive production line" of Shenzhen Jinaobo Technology Co., LTD., and the construction project of "Shenzhen Industrial robot servo control Technology Engineering Laboratory" of Yingweiteng Electric Co., LTD.

Dongguan Legion: Tuostar, Zhongcong robot, Dongguan Chuanqi, Zhongtian Automation, Ming Weida Automation robot, Songqing intelligent automation, Tuoye Robot automation, Li Qun Automation technology, Yangteng Automation Technology Co., LTD., Sumeida Automation Co., LTD., Chentuo Robot Technology Co., LTD , Gongming Self-persuasive Technology Co., LTD., Oute Automation, Mingling Industrial Automation, Dongguan Kuaishou Automation, Kewo electromechanical equipment, Braunte Intelligent Equipment Co., LTD Smart Automation, Zhenshang automation, Puhuisen automation, Enma Automation, Anyu robot, Hengyi machinery manufacturing, Xinli light surface, Vertex Industrial robot, Elbidi (China) robot, Tianrun Automation, etc.

Dongguan machine replacement in the country started the earliest, but also in the forefront. When the concept of Industry 4.0 began to be popular around the world, Dongguan, as a manufacturing capital, took the lead in formulating the "Dongguan Manufacturing 2025" strategy, and accelerated the development of intelligent manufacturing in Dongguan, and accelerated the "machine replacement" and other plans. Dongguan new manufacturing has entered the era of robots and the first to enter the cutting-edge technology industries such as drones, seizing the commanding heights of the industry. In recent years, 60% of industrial enterprises in Dongguan have carried out "machine replacement", there are about 70 enterprises and industrial robot equipment manufacturers that have developed industrial robots, and the number of robot enterprises has accounted for 10% of the total national total, and the total output value of the industrial robot industry is nearly 1.5 billion yuan, and the total output value of the entire intelligent equipment industry is more than 20 billion yuan. In terms of supporting the development of the robot industry, Dongguan has introduced a number of supporting policies. Next, 35 million yuan will be allocated from the special fund of the "Science and Technology Dongguan" project for three consecutive years to support the construction of robot industry bases, including robot research institutes, entrepreneurship colleges and incubators. According to the goal of Dongguan robot enterprises in the next 10 years, the output value of the industrial robot intelligent equipment industry in the city will reach 35 billion yuan by 2016, and the industrial robot industry will achieve an average annual growth rate of 30%. Introduce and cultivate 3-5 industrial robot intelligent equipment enterprises with an output value of more than 1 billion yuan. By 2020, the output value of the city's industrial robot intelligent equipment industry will reach 70 billion yuan, and the research and development level of some key components and the manufacturing capacity of key industrial development areas will reach the domestic leading level. To build 2-3 industrial robot industrial parks and 9-10 intelligent equipment characteristic industrial bases. By 2025, the output value of the city's industrial robot intelligent equipment industry will exceed 120 billion yuan, and the overall research and development and manufacturing capacity will reach the international advanced level. Cultivate a number of internationally renowned brands, and build the industrial robot intelligent equipment industry into an industry with global competitive advantages.

Foshan Army: Jiateng robot, Lishunda robot, Xinpeng robot, Xinjing machinery equipment, Sanshui Yingjie precision machinery, etc.

In 2014, Foshan completed 27.856 billion yuan of investment in industrial technological transformation, an increase of 23.7%, ranking first in the province. In 2015, policies on promoting a new round of technological transformation to promote transformation and upgrading, risk compensation fund management for high-quality technological transformation and innovation project loans, "intelligent manufacturing upgrading project for 100 enterprises", and supporting enterprises to promote "robot application" were formulated and issued, and 2.4 billion yuan of special funds for technological transformation were arranged to support enterprises in technological transformation and promote industrial quality and efficiency. The number of high-tech enterprises in Foshan increased from 500 in 2011 to 618 in 2014, ranking fourth in Guangdong Province, second only to Shenzhen, Guangzhou and Dongguan, of which 317 have an output value of more than 100 million yuan and 115 have an output value of more than 500 million yuan. Foshan has built an advanced equipment manufacturing industrial belt on the west bank of the Pearl River, taking "working machine" as the main direction, and actively built a trillion-scale advanced equipment manufacturing industrial base, and has introduced a number of modern equipment manufacturing and productive service industry projects such as Beiqi Foton, CSR Rail, Guangdong Integrated Chip Research and Development and industrial Cultivation Center, and Inspur Cloud Computing Center. In recent years, the robot industry has developed rapidly, and Foshan's workshops generally need more than 20,000 sets of industrial robots, and the current annual demand for industrial enterprises has increased by about 40%. By the end of June this year, Foshan's robot applications were only 3,000 sets. By the end of June, there are about 100 robot production, application and service enterprises in Foshan City.

Guangzhou Legion: Da Yilong, Wanshi De, Ruisong, Jiayan, Mingluo Equipment, Songxing, Zhonghe Machine, Shengyan, Aifang, Yuanneng, Puhua Lingdong, Jingyuan, etc.

In order to promote the development of the intelligent equipment industry, Guangzhou has clearly taken the robot and intelligent equipment industry as a key development industry. In April last year, the Guangzhou Municipal Government issued the Implementation Opinions on Promoting the Development of Industrial Robots and Intelligent Equipment Industry, proposing to cultivate an intelligent equipment industrial cluster with industrial robots as the core of more than 100 billion yuan by 2020, and provide financial support in research and development, procurement and other links. In the recently issued "Guangzhou Industrial transformation and upgrading three-year action implementation plan (2015-2017)" proposed that from 2015 to 2017, Guangzhou will arrange 3 billion yuan of financial funds to support industrial transformation and upgrading, of which 700 million yuan to support the development of the robot and intelligent equipment industry. Focus on supporting robot parts research, complete machine manufacturing, system integration and demonstration applications.