Foreword: With the in-depth development of China's digital economy, the process of industrial digitalization continues to accelerate, and the proportion of big data in industrial decision-making is getting higher and higher. Tianyancha Data Research Institute hereby launched the "Tianyanxinzhi" column, relying on Tianyancha big data to sort out the industrial pattern and development context, interpret the latest developments in the industry and investment and financing trends, and provide reference for decision-making by all parties. This article is the eighth part of the Tianyan Xinzhi Industry Analysis series.
Have you ever imagined that a loyal "servant" will take care of your daily life, cook delicious meals, clean the house, chat and talk with you when you are in a low mood, and even save people from trouble and fire and never tire and work hard, just like Like R2 in Star Wars Note 1, it is naive and endearing.
All of these, like a wonderful picture of a sci-fi movie, are taking service robots as a carrier, from a fantasy virtual world into the real life of ordinary consumers, from a cool "toy" to a practical tool at home, the industry of service robots An inflection point is coming.
L-ekonomija għażżien tippromwovi ż-żieda mgħaġġla tar-robots tas-servizz
Ordna takeout fuq il-mowbajl tiegħek u ikkunsenjah f'biebek. Ixtri magna tal-ħasil tal-platti biex taħsel il-platti awtomatikament mingħajr ma tweġġa' idejk. Ixgħel ir-robot tal-knis u mop l-art nadifa. Jekk trid tiekol hot pot, ejja għal hot pot -sħun żgħir li jsaħħan. Jekk trid tisma 'mużika u ssejjaħ kelliem intelliġenti, mużika mill-isbaħ tinstema, u l-ekonomija għażżien saret popolari fil-ħajja taż-żgħażagħ.
Meta trabbew fl-era tal-informazzjoni, id-drawwiet tal-konsum taż-żgħażagħ rappreżentati mis-snin 90 u post-00s inbidlu minn sussistenza għal tgawdija u żvilupp. Bħala l-aborigines tal-Internet mobbli, il-konsum huwa aktar intelliġenti, personalizzat, interessanti, eċċ., u DARE jipprova jikkunsma.
Taking sweeping robots as an example, with the gradual improvement of people's living and consumption level in recent years, coupled with the accelerated pace of modern life and work, many young people lack time and are unwilling to spend time cleaning their rooms, and sweeping robots are very popular. During the "Double Eleven" period in 2021, a well-known domestic cleaning robot brand's omni-channel sales increased by 107 percent year-on-year on the 2020 Double 11, which is evident in its popularity.
The lazy economy is becoming more and more intelligent and advanced, and various products such as sweeping robots, educational robots, and accompanying robots have been launched one after another. With the continuous upgrading of the "smart level" of products, good products that meet the consumer needs of the new era are emerging, accelerating the rise of the service robot industry.
Ir-robots tas-servizz jistgħu jagħmlu minn kollox mit-tindif, il-kumpanija emozzjonali sa l-kirurġija
It-tipi ta' prodotti tar-robot tas-servizz ivarjaw minn robots tal-knis waħdieni, robots li jakkumpanjawhom, robots edukattivi sa robots kirurġiċi ta'-livell għoli. It-tipi ta 'prodotti qed isiru aktar u aktar abbundanti, u saret realtà li tibni ħajja aħjar bix-xjenza u t-teknoloġija. Skont dejta mill-Uffiċċju Nazzjonali tal-Istatistika, fl-2020, id-dħul operattiv ta' intrapriżi ta' manifattura ta' robots tas-servizz u robots speċjali 'l fuq minn daqs indikat kien ta' 52.9 biljun wan, żieda ta' 41 fil-mija sena-fis-sena- . L-industrija tar-robotika saret ukoll forza importanti għall-iżvilupp tal-ekonomija diġitali.
Sweeping robots, cleaning is also a very "disgusting" thing, especially for lazy people, who are not willing to spend time and physical effort to sweep the floor, so you can let the intelligent sweeping robot help you. The sweeping robot can automatically plan the path, which can realize the cleaning work of the whole family without colliding with the furniture, and is highly intelligent. Generally speaking, the suction power is relatively large, whether it is fine dust or larger particles, it is a piece of cake for it, and it can restore a clean and tidy home for you.
During the epidemic, in addition to the surge in sales of medical and medical products, which have become essential for people's home isolation and protection, as they stay at home for longer, they pay more and more attention to personal and family hygiene, cleaning and disinfection. According to a report by JD.com, sales of sweeping robots surged by 60 percent during the 2020 epidemic. Smart cleaning appliances are being sought after by more and more consumers.
Surgical robots are one of the most popular projects in the past two years. I once thought that surgery can now be given to robots with confidence. In the past, people thought that surgical robots were only auxiliary tools. But with the endless news reports, people's understanding of "surgical robots" in the cognitive range has been completely subverted. For example, "the world's first robot-assisted spinal surgery was completed", "300 surgical robots in the urology department of Guizhou Provincial People's Hospital" and so on. Although these surgical robots cannot perform operations autonomously at present, according to this pace of development, in the future, we should not be far from realizing autonomous operations for some minor operations that are completely separated from manpower.
Skont l-aħħar dejta minn IFR Nota 2, il-bejgħ ta 'robots mediċi se jammonta għal 55 fil-mija tal-fatturat totali ta' robots ta 'servizz fl-2020. Dan kien immexxi fil-biċċa l-kbira minn tagħmir ta' kirurġija robotika, it-tip l-aktar għali fis-segment, li l-fatturat tiegħu żdied. 11 fil-mija għal 3.6 biljun.
Educational robots, with the advent of the fragmented information age caused by the explosion of knowledge, compared with the children of the past, today's children have more homework and faster change of knowledge. In need of more companionship and teaching, educational robots fill the gap where parents cannot accompany their children to study due to busy work or other reasons.
L-emerġenza u l-applikazzjoni ta 'robots ħbieb jagħmlu djar intelliġenti aktar intelliġenti, mhux biss sempliċi kontroll tal-vuċi u kontroll mill-bogħod. Permezz ta 'teknoloġiji ewlenin bħall-vuċi ta' intelliġenza artifiċjali, l-umanizzazzjoni hija miżjuda mal-konnessjoni tax-xena, li hija sħuna ħafna, u d-dar intelliġenti m'għadhiex biss reazzjoni ta 'rabta ta' apparat kiesaħ. It-tixjiħ qed joqrob dejjem aktar lejna. Skont l-istandards statistiċi tan-Nazzjonijiet Uniti, se nidħlu f'soċjetà li qed tixjieħ ħafna madwar l-2025. Għall-anzjani, robots b'funzjonijiet bħalma huma l-kumpanija emozzjonali, il-monitoraġġ tas-saħħa u s-salvataġġ ta 'emerġenza se jsiru hot spots. prodott.
Il-firxa tgħammix ta 'prodotti tar-robot tagħmel il-ħajja tal-familja aktar teknoloġika, u tippermetti lill-familji ordinarji li jgawdu d-dividendi miġjuba mill-progress teknoloġiku, u kollox wara dan huwa inseparabbli mill-vantaġġi qawwija tal-manifattura Ċiniża.
China's advantages have created the continuous expansion of the service robot market
With the continuous upgrading of consumer demand, the increasing expansion of consumer groups, the rapid iteration of technology, and the continuous improvement and extension of the supply chain network, China's advantages have resulted in the continuous reduction of product costs, the continuous enrichment of product categories, and the continuous expansion of the service robot market. Ordinary families have the opportunity to experience the technology of the future.
People are more and more accepting of life technology products. Since the reform and opening up, the Chinese people's perception of household products has gradually changed from "three turns and one sound", to color TV sets, front-loading washing machines, and then to automatic dishwashers in the 21st century. Technological progress has significantly improved the quality of life and convenience of life, making consumers more and more willing to accept them. The generation that grew up with the PC era, the mobile Internet, and even the AI era, the consumption of technology products is no longer limited to mobile phones and tablet computers. Household products such as sweeping robots have become an important choice for their home life. Freeing their hands and living a more meaningful and savoury life has become their consensus.
L-innovazzjoni tmexxi l-iżvilupp mgħaġġel tal-industrija. Għal prodotti bħal robots tas-servizz, minbarra l-ispejjeż moħbija relattivi ta 'pubbliċità u ħaddiema, spejjeż espliċiti bħat-teknoloġija tal-batteriji u l-materja prima huma ostakli importanti li jirrestrinġu l-iżvilupp ta' prodotti bħal dawn, speċjalment il-kummerċjalizzazzjoni ta'-skala kbira. L-implimentazzjoni tal-istrateġija tal-innovazzjoni tmexxi t-teknoloġija industrijali, mir-riċerka u l-iżvilupp ta 'materjali u ċipep, għall-iterazzjoni tat-teknoloġija tal-pożizzjonament fuq ġewwa, il-ħajja tal-batterija u aspetti oħra għamlu progress kbir, u l-esperjenza tal-utent tjiebet ħafna. Skont id-dejta ta 'Tianyancha, fost il-privattivi relatati mar-robots tas-servizz (privattivi validi), mudelli ta' utilità jammontaw għall-ewwel post, id-disinji tad-dehra huma t-tieni, u l-privattivi tal-invenzjoni huma t-tielet.
China has the most complete industry catalog and the best supply chain network. In this era of global connection, supply chain has become the core of global industrial development. As the world's largest manufacturing country, China has the most complete industrial catalog in the world. Coupled with China's years of infrastructure construction, China has the best supply chain network, creating the world's most cost-effective market, making any intelligent hardware product cost reduction is possible. According to the data of Tianyancha, in the geographical distribution of service robot related enterprises, the number of enterprises in Guangdong, Jiangsu and Shandong ranked the top three, of which the number of enterprises in Guangdong exceeded 60,000, ranking first.
Bl-irkupru ulterjuri tas-suq tar-robot tas-servizz, l-aġġornament iterattiv kontinwu tat-teknoloġija u t-tnaqqis kontinwu tal-ispejjeż tal-komponenti. Fil-futur, is-suq tar-robot tas-servizz se jkollu spazju usa 'għall-iżvilupp.
L-iżvilupp futur tal-industrija tar-robot tas-servizz jista 'jkun mistenni
Peress li r-robot tas-servizz għandu rekord ta 'finanzjament, seħħew total ta' 815-il avveniment ta 'finanzjament, b'ammont ta' finanzjament ta 'kważi 96 biljun wan. Fl-aħħar 2021, kien hemm 113-il inċident ta 'finanzjament relatati ma' robots tas-servizz, u l-ammont ta 'finanzjament qabeż l-44 biljun wan, li qabeż ħafna l-ammont ta' finanzjament fis-snin preċedenti.
Mill-perspettiva tad-distribuzzjoni tal-industrija, in-numru ta 'avvenimenti ta' finanzjament tal-industrija direttament relatati mar-robots huwa l-akbar, bi kważi 690; it-tieni, hija involuta wkoll fl-oqsma tas-sewqan awtonomu, ħardwer mediku u drones, b'aktar minn 10 avvenimenti ta 'finanzjament.
Mill-perspettiva ta 'distribuzzjoni tonda, proġetti ta' finanzjament ta 'robot tas-servizz għadhom prinċipalment proġetti ta' stadju bikri-, u l-proporzjon totali ta 'tliet rawnds ta' rawnd ta 'żerriegħa, tond anġlu u round A qabeż il-50 fil-mija.
From the perspective of geographical distribution, Beijing Haidian District and Shanghai Pudong New District are the top two in the district-level distribution of financing events. The traditional analysis takes the province as the unit, but this time the region is the main body of the analysis. The purpose is to more clearly see the regional characteristics of industrial development, and to use service robots to spy on China's innovation and China's consumer electronics industry chain.
Mill-perspettiva tat-tqassim tal-istituzzjonijiet tal-investiment, Sequoia Capital China għamlet 28 shot u hija l-istituzzjoni l-aktar popolari għall-investiment fir-robots tas-servizz; ZhenFund u Source Code Capital huma kklassifikati fit-tieni u t-tielet rispettivament.
Tianyancha Data Research Institute jemmen li bl-iżvilupp kontinwu u l-aġġornament tat-teknoloġija u s-suq, ir-robots tas-servizz qed jidħlu f'kull qasam tal-ħajja, jidħlu eluf ta 'djar, u jaqdu lill-konsumaturi minn aspetti differenti. Nemmen li fil-futur, ir-robots tas-servizz se jkollhom rwol aktar importanti fil-ħajja tagħna u jsiru l-imsieħba tajba indispensabbli tagħna.