The Internet industry what can solve the problem?
A lot of impossible is becoming a reality, this is the place where the era‘s most make us thankful...
Especially in the Internet + tuyere, all walks of life are undergoing dramatic changes, the rearrangement of industrial structure, the change of user behavior, busy every day.
In heavy assets intelligent manufacturing and industrial robot, such change is also happening, in recent days, leasing manufacturing division peace smart smart micro online live classroom lecture hall on the cic securities chief analyst Liu Jing machinery industry the development trend of intelligent manufacturing and robot industry and industry breakthrough direction do a deep analysis, from the industry, the industrial chain and enterprise, the future development trend of multiple dimensions are analyzed in depth.
After entering 2014, everyone is talking about in the manufacturing industry of intelligent manufacturing, intelligent engineering, 4.0 unmanned workshop, service robot, industry, the new concept is to stimulate the economic growth of the new round of opportunity, so what is the core of the future manufacturing industry, the future how to go? For enterprises, should be how to seize the moment to get points?
Background:
Every time the industrial revolution is mode of production bottleneck, 4.0 to solve industrial is in operation
Every revolution change or the success of the key question is whether it can solve the existing contradictions, in the manufacturing industry, from the industrial often mentioned the concept of the Internet or industrial 4.0, so the industry expected industrial Internet to solve what kind of problem?
First of all, the main stream of the development of factory automation has always been to replace manual machine, in addition to reduce costs, will greatly enhance the production efficiency. Then we should be how to understand the factory automation?
For factory automation, in Liu Jing view, the main is divided into five levels from bottom to top, the bottom is the hardware consumption, namely industrial ley line, is the execution layer and control layer, and the operation and management, is also monitoring data acquisition system; And the top is the ERP system, the concept of robot is across between the executive and the operational layer.
Separate the five levels, the core of the Internet mainly is the operation and management, it may be based on the hardware of software, software instructions to control the operation of hardware, in this process, more responsible for scheduling intelligent industrial software.
In the industrial field, as demand side differentiation, diversification, by artificial scheduling must be unrealistic to achieve property, so software auxiliary to become the best choice.
So each time the industrial revolution, actually is a kind of mode of production to meet the bottleneck, such as from the people to the machine capacity bottlenecks, and from the machine to the automation is met bottleneck efficiency. While industrial 4.0 is the essence of digital, information and software. It solves the bottleneck is the operational bottlenecks.
Under the condition of the manufacturing industry downturn, efficiency of the operation is not able to get better promotion, because the cost of raw materials to reduce limited, so can only be more lean production, let more efficient, more can save that can let my products will be competitive, so under the condition of the downstream manufacturing industry software is especially important.
In the ERP layer, or the sales and purchase link, essentially these two needs are closely linked, but not in the traditional era, and the Internet industry is in the works. In addition, in addition to the architecture from hardware to software, industrial communication and intelligent logistics is throughout the entire process of the two parts. Communication is the whole industry chain of neural network, the automation of intelligent logistics is the finished product warehouse, after production line automation, informationization, logistics will also present a intellectualized and information needs.
So, the five layer architecture market distribution and how? Traditional execution layer and control layer, the increment of the market is very big, can reach 30% 40%. For the future, import substitution imports of equipment manufacturing industry is experiencing components, equipment import substitution in the future will continue, again in the future is the import substitution solution, that is, the development of China‘s manufacturing industry, is separate from the little thing to equipment, production line, slowly progressive solutions.
Industrial Internet fall to the ground, what are the problems facing the enterprise, how should solve?
It is obvious that the Internet industry on the concept of change is subversive and is involved in the change of the whole industry chain, for different enterprises, requires specific implementation. From the rhythm of the ground, mainly from the three kinds of models:
The first type, is to do the finished product enterprise, such as elevator, reducer, frequency converter, and so on, are mainly composed of parts, if such enterprises want to develop more business direction, generally standardized hardware products will meet the problem. Are generally through distributors, distributors, agents, sales, and is geared to the needs of various industries, for different industries, applications of this kind of enterprise is not clear and specific requirements.
So simple, for such companies, the future of the biggest difficulties is not technology, but lack most is the understanding of various industries.
The second category, class or robot system integration equipment business; For such companies, they are standard equipment, the so-called high-end custom-made, such enterprises are very understanding of the whole industry process, also is very strong technology barriers. Then they are the direction of the future or trend of how to do?
Is the most important thing for them, more to understand the software level, the synergy between hardware and software, and then to do the second is the idea. In the process of the development of intelligent manufacturing, standardized, modular hardware trend is more and more. And software in play a role in this process is to achieve the standardized hardware differentiation. It is for the device class enterprise 4.0 the only way into industry.
The third class, the hardware and software solutions, obviously, this kind of enterprise is the pioneer of the industrial road 4.0, such as cars and electronics industry have the whole line solution. Companies such as the future will appear in all walks of life are very high quality leading company, and will present their horizontal development.
The industry of the Internet is more of a data-driven
From 2025, made in China to industrial 4.0, the core idea is intelligent manufacturing, information technology and manufacturing the depth of the fusion of new manufacturing mode. The advocate for the new production mode.
And this kind of transformation is more closer to data-driven, EPR such as stated above, their advantage lies in the ability for dealing with data. Of equipment used in the manufacturing industry in the present stage, the first is to interconnect, and EPR is through the electronic commerce the connection with the customers.
Second, consumption habits is through the data analysis, and then through the data produced by these behaviors to dig more potential demand, explore more consumption possibilities. The industry as a whole or the whole industry and realize the digital, information industry environment, customers in the order, supplier will know what to do.
So, the whole manufacturing industry in the future may be dominated by electronic software, but it must be a long process, at present, the whole industry is still in the connection to the connection process, and the next thing to do is from the connection to the intelligence, by connecting to build the data system, and then the data collection, analysis, and feedback processing, best form good judgment mechanism, provide an excellent solutions. The second is the cloud data.
Which industry will become the pioneer of intelligent manufacturing
In the consumption field, the process will be more speed up some, because in 2 c terminal business model is more advanced, so consumer products or consumer companies, on the digital road faster, and more potential.
Judging Liu Jing thinks, according to the data, packaging industry, automobile industry, the pharmaceutical industry is relatively traditional, at the same time have a larger size, growth will not be too fast. And these specific industries such as metal processing would be struggling at the edge of the profit and loss balance, at the same time, companies such as the demand for intelligent manufacturing is also very strong, but the lack of financial support.
And the most potential is the electronics industry, electronic industry from the market growth rate over the past two years, more than 10% of the value-added mainly mobile phones and tablets, in this market segment, apple and samsung‘s profits accounted for 107% of the market share, in addition to millet, these private company, huawei, profits of the whole mobile phone industry basically are apple and samsung, most mobile phone brands are loss-leader.
So why is this case? Some of the leading manufacturers, basically lead the direction of the innovation and research and development, and the phenomenon of electronic industry and automobile industry is the same. For mobile phone parts, there is a relatively fixed production line, and the explosive growth of the industry from technology innovation, which is from apple samsung leading enterprises.
Second, the main is a machine to replace artificial, for now, this part of the automation of permeability is relatively low, at the same time, it is not hard to find, robot prices are reduced year by year, labor costs instead of increase year by year. Apple is in assembly test packing to replace artificial with robots, such as foxconn millions of robot program three years ago.
In the process of machine replace the human, is not at the cost consideration, consider more is in nature, and so far, the alternative is far from coming.
In the intelligent manufacturing under the big background of intelligent logistics needs
This year, including along abundant express delivery enterprises enter the capital market, also means that the outbreak of the logistics industry will usher in unprecedented stage. For industry, logistics are divided into two categories, one is factory production logistics, li lei is electric business express logistics.
For plant logistics, market prospect is very wide, before the logistics industry is not high to the requirement of automation, now because of the production line automation, logistics automation is morphing into a kind of objective requirements.
Second, such as express logistics, they transfer speed is very fast, and electronic commercial logistics, logistics is not the same as factory do some consumer goods factory, if with network docking, then its inventory will be real-time changes, the traditional storage into automated storage, which means that covers an area of cost and artificial cost will be reduced by 80%.
In 2012, according to data of intelligent manufacturing equipment industry sales scale has reached more than 500 billion yuan; In 2015 reached 1 trillion yuan; The 12th five-year period, the average annual growth rate of more than 25% of intelligent equipment market in China. With the Internet industry, as well as the rapid development of Internet of things, etc, can foresee the market will continue to grow.
Through intelligent connection, each link data, data processing and analysis, from the data analysis of user demand, real data value into full play. This is a real connotation of intelligent manufacturing. At the same time, for China‘s economy is in a transition period, intelligent manufacturing is the inherent requirement to realize manufacturing industry to upgrade, manufacturing is the realistic need, which the new advantages.
Note: in this paper, the main content for the cic securities machinery industry, chief analyst at Liu Jing during peace lease processing manufacturing division wisdom made the speech in the classroom, processed by the author.
