Industrial Automation - The "Pearl" of Intelligent Manufacturing In
the report "One of the Series Reports of China-Japan Manufacturing Industry - China's Manufacturing Upgrade from the Perspective of Japanese Manufacturing", we reviewed the development history of Japan's manufacturing industry and its market performance, and Japan provided valuable experience for China. China and Japan both take manufacturing "hard technology" as their competitiveness, and China is currently in the stage of the rise of the manufacturing industry; with the support of sufficient demand in the domestic market, it is expected that China's manufacturing industry will first "replace it with domestic production" and then rely on its "efficiency advantage" to go overseas. Based on Japan's experience, we have sorted out several major areas of "long slopes and thick snow" in China's manufacturing: industrial automation, electrical equipment, communication equipment, semiconductors, and so on. This report focuses on industrial automation, will look at domestic substitution from the perspective of the industrial chain, and select the ** companies in the ** link based on Japanese experience. First of all, we will focus on the main links of industrial automation and focus on the leading companies in the main industrial chain.

Industrial automation: The localization rate is expected to further increase

Industrial automation, also known as industrial control automation (industrial control automation), refers to the application of automation technology in the mechanical manufacturing link, to achieve automatic processing and continuous production, improve mechanical production efficiency and quality, and release productivity. The development of industrial automation relies on the deep integration of information technology, computer technology and communication technology, and automation technology has largely reversed the traditional operation mode and accelerated the transformation of traditional industrial technology. The upper industry of industrial automation is power electronic components, and the lower industry mainly includes OEM (foundry) market and project market.

Through the different sources of demand power, the development process of global industrial automation can be divided into the following three stages: Phase I (40s-early 60s): This stage is mainly a stand-alone automation stage, a variety of stand-alone automatic processing equipment on the market emerged, and continues to expand the application and develop in depth, typical achievements and products include CNC machines with hardware numerical control systems. Phase II (mid-60s-early 70s): This stage is mainly marked by automatic production lines, on the basis of stand-alone automation, various combination machine tools and combination production lines appear; At the same time, software numerical control systems appeared and were used in machine tools, and CAD, CAM and other software began to be used in the design and manufacture of actual engineering. Phase III (mid-70s to present): In the early 20s of the 70th century, American scholars** proposed the concept of CIM, CIM is a corresponding technology to achieve integration, that is, the discrete unit automation technology into an optimized whole, and as the corresponding technology to achieve integration, parallel engineering has been applied and active in the field of automation technology since the late 20s of the 80th century, and will further promote the integration of unit automation technology, typical achievements and products of this stage include CIMS Factories and Flexible Manufacturing Systems (FMS), etc.

Policy support is expected to further promote domestic enterprises to overcome technical barriers, and the domestic substitution rate is expected to further increase. To break through the dependence on overseas imports, the key is still to encourage private enterprises to increase investment in research and development and enter the field of high-precision intelligent manufacturing equipment. On January 2021, 1, the Ministry of Finance and the Ministry of Industry and Information Technology jointly issued the Notice on Supporting the High-quality Development of "Specialized, Specialized and New" Small and Medium-sized Enterprises, initiating the policy of financial support for the high-quality development of "specialized, specialized and new" small and medium-sized enterprises. In addition, policies such as the "23th Five-Year Plan for Intelligent Manufacturing" and Intelligent Manufacturing 2025 have relevant content to support the development of industrial automation. With the further increase of industrial automation policy support, industrial automation high-precision technology is expected to make breakthroughs, and the localization rate of restricted subdivided industries is expected to be further improved.