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.
Den dovne økonomi fremmer den accelererede fremkomst af servicerobotter
Bestil takeaway på din mobiltelefon og få det leveret til døren. Køb en opvaskemaskine for automatisk at vaske op uden at skade dine hænder. Tænd for fejerobotten og tør gulvet rent. Hvis du vil spise en varm gryde, så kom til en varm selvopvarmende lille gryde-. Hvis du vil lytte til musik og ringe til en smart højttaler, vil der lyde skøn musik, og den dovne økonomi er blevet populær i de unges liv.
Da de voksede op i informationsalderen, er de unges forbrugsvaner repræsenteret af post-90'erne og post{1}}erne skiftet fra eksistens til nydelse og udvikling. Som det mobile internets aboriginere er forbruget mere intelligent, personligt, interessant osv., og tør prøve at forbruge.
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.
Servicerobotter kan alt fra rengøring, følelsesmæssigt kammeratskab til operation
Typerne af servicerobotprodukter spænder fra enkelte fejerobotter, ledsagende robotter, pædagogiske robotter til avancerede kirurgiske robotter. Produkttyperne bliver flere og flere, og det er blevet en realitet at bygge et bedre liv med videnskab og teknologi. Ifølge data fra National Bureau of Statistics var driftsindtægten for servicerobot- og specialrobotfremstillingsvirksomheder over den angivne størrelse i 2020 52,9 milliarder yuan, en år{4}}til-stigning på 41 procent . Robotindustrien er også blevet en vigtig drivkraft for udviklingen af den digitale økonomi.
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.
Ifølge de seneste data fra IFR Note 2 vil salget af medicinske robotter udgøre 55 procent af den samlede omsætning af servicerobotter i 2020. Det var i høj grad drevet af robotkirurgisk udstyr, den dyreste type i segmentet, hvis omsætning steg 11 procent til 3,6 mia.
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.
Fremkomsten og anvendelsen af ledsagende robotter gør smarte hjem smartere, ikke kun simpel stemmestyring og fjernbetjening. Gennem nøgleteknologier såsom stemme med kunstig intelligens føjes humanisering til sceneforbindelsen, som er meget varm, og smart home er ikke længere kun en kold enhedsforbindelsesreaktion. Aldring kommer tættere og tættere på os. Ifølge FN's statistiske standarder vil vi gå ind i et dybt aldrende samfund omkring 2025. For ældre vil robotter med funktioner som følelsesmæssigt kammeratskab, sundhedsovervågning og nødredning blive hot spots. produkt.
Den blændende række af robotprodukter gør familielivet mere teknologisk og giver almindelige familier mulighed for at nyde udbyttet af teknologiske fremskridt, og alt bag dette er uadskilleligt fra de stærke fordele ved kinesisk fremstilling.
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.
Innovation driver den hurtige udvikling af industrien. For produkter som servicerobotter er eksplicitte omkostninger såsom batteriteknologi og råmaterialer, ud over de relative skjulte omkostninger til reklame og arbejdskraft, vigtige hindringer, der begrænser udviklingen af sådanne produkter, især kommercialisering i stor skala.- Implementeringen af innovationsstrategien driver den industrielle teknologi, fra forskning og udvikling af materialer og chips, til iteration af indendørs positioneringsteknologi, batterilevetid og andre aspekter har gjort store fremskridt, og brugeroplevelsen er blevet væsentligt forbedret. Ifølge Tianyanchas data, blandt patenterne relateret til servicerobotter (gyldige patenter), står brugsmodeller for førstepladsen, udseendedesign er det andet, og opfindelsespatenter er det tredje.
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.
Med den yderligere genopretning af servicerobotmarkedet, den løbende iterative opgradering af teknologi og den løbende reduktion af komponentomkostninger. I fremtiden vil servicerobotmarkedet have et bredere udviklingsrum.
Den fremtidige udvikling af servicerobotindustrien kan forventes
Siden servicerobotten har en finansieringsrekord, er der sket i alt 815 finansieringsbegivenheder med et finansieringsbeløb på næsten 96 milliarder yuan. I det seneste 2021 har der været 113 finansieringshændelser relateret til servicerobotter, og finansieringsbeløbet har oversteget 44 milliarder yuan, hvilket langt har oversteget finansieringsbeløbet i de foregående år.
Fra et industridistributionsperspektiv er antallet af industrifinansieringsbegivenheder direkte relateret til robotter det største med næsten 690; for det andet er det også involveret i områderne autonom kørsel, medicinsk hardware og droner med mere end 10 finansieringsarrangementer.
Set ud fra runddistributionsperspektivet er servicerobotfinansieringsprojekter stadig hovedsageligt projekter i tidlige-faser, og den samlede andel af tre runder af frø-, engle- og A-runde har oversteget 50 procent.
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.
Fra perspektivet af layoutet af investeringsinstitutioner har Sequoia Capital China lavet 28 skud og er den mest populære institution til at investere i servicerobotter; ZhenFund og Source Code Capital er henholdsvis nummer to og tredje.
Tianyancha Data Research Institute mener, at med den kontinuerlige udvikling og opgradering af teknologi og marked kommer servicerobotter ind i alle samfundslag, kommer ind i tusindvis af husstande og betjener forbrugerne fra forskellige aspekter. Jeg tror på, at servicerobotter i fremtiden vil spille en vigtigere rolle i vores liv og blive vores uundværlige gode samarbejdspartnere.