What problems can the Industrial Internet solve?
Many of the impossible are becoming a reality. This is the place that we are most fortunate in this era...
Especially in the Internet + outlet, all walks of life are undergoing tremendous changes, the rearrangement of the industrial structure, the transformation of user behavior, is performed every day in full swing.
In the intelligent manufacturing and robotics industry, this kind of change is also happening. In the recent days, the chief analysis of the CIC securities machinery industry was conducted by Ping An Zhizhi and Zhi Zhi Micro Classroom. Teacher Liu Jing made an in-depth analysis of the development trend of intelligent manufacturing and robotics industry and the direction of industrial breakthrough. It has conducted in-depth analysis from industries, industry chains, companies, and future development trends.
After entering 2014, everyone in the manufacturing industry talks about intelligent manufacturing, intelligent engineering, unmanned workshops, service robots, and Industry 4.0. These new concepts are also stimulating a new round of economic growth opportunities, and the core of the future manufacturing industry. What is it and how will it go in the future? For companies, how should we identify the main points and seize the opportunity?
Large background
Every industrial change is a bottleneck in the way of production, and Industry 4.0 is to solve the problem.
The most critical question of whether each revolution or revolution can succeed is whether it can solve the existing contradictions. In the manufacturing industry, the concept from the industrial Internet or industry 4.0 is often mentioned, then the industrial Internet that the entire industry expects is to be solved. What kind of contradiction?
First of all, the automation of the factory has always been the trend of development. Machines instead of labor, in addition to reducing costs, will also significantly increase production efficiency. So how do we understand the automation of the factory?
For the automation of the factory, in Liu Jing’s view, from the bottom to the top, there are mainly five levels. The bottom layer is the hardware for consumption, that is, the industrial production line, the executive layer and the control layer, and the operation and management level. That is, the monitoring data acquisition system; and the top level is the ERP system, and the robot concept is straddled between the execution layer and the operation layer.
Looking at these five levels separately, the core of the industrial Internet is mainly operations and management. This may be based on hardware-based software. Software instructions are used to control the operation of the hardware. In this process, industrial software is more responsible for scheduling. Intelligent.
In the industrial field, as the demand side is differentiated and diversified, it is unrealistic to implement the property dispatch manually, so software assistance becomes the best choice.
Therefore, in fact, every change in the industry is a bottleneck in a certain production method. For example, from the person to the machine, the production capacity encounters a bottleneck, and from the machine to the automation, it is a bottleneck for efficiency. The essence of Industry 4.0 is data, information, and software. The bottleneck it solves is the bottleneck of operations.
In the case of a downturn in the manufacturing industry, the efficiency of operations cannot always be improved. Because the reduction in raw material costs is limited, we can only make more lean production, save more, and increase efficiency, so that we can make my products There will be competitiveness, so industrial software becomes particularly important in the context of downturns in the manufacturing industry.
In the ERP layer, that is, sales and procurement, these two links are essentially connected, but not in the traditional era, and the Industrial Internet has a role to play here. In addition, in addition to this architecture from hardware to software, industrial communications and smart logistics are two parts throughout the entire process. Communication is the neural network of the entire industrial chain. Intelligent logistics is the automation of finished products warehouse. After the production line is automated and informatized, logistics will also present intelligent and information-based demands.
Then, what is the market distribution of the five-tier structure? The traditional executive and control layer, the market's increase is very large, can reach 30% -40%. For the future, the manufacturing industry is going through the process of importing spare parts and replacing equipment. The future equipment import substitution will continue and will be followed by import substitution of solutions. In other words, the development of China's manufacturing industry is fragmented. The little things slowly progressed towards equipment, production lines, and solutions.
When the industrial Internet lands, what problems do enterprises face and how should they be solved?
Obviously, the changes brought about by the concept of the Industrial Internet are subversive and involve the transformation of the entire industry chain. Targeting different companies requires targeted implementation. From the perspective of landing rhythm, mainly from the three types of models:
The first type is the enterprises that make finished products, such as elevators, speed reducers, frequency converters, and so on, mainly based on parts and components. If such companies want to expand their business direction, they will encounter standard hardware products. One problem. Generally, it is sold through distributors, channel distributors, and agents, and it is oriented to various industries. For different industries, such enterprises are not aware of specific applications and specific requirements.
So simply speaking, for these companies, the biggest difficulty in the future is not technology, and the most important thing is understanding of various industries.
The second type, equipment or enterprise with integrated robot systems; for such enterprises, they do non-standard equipment, the so-called high-end custom, such companies are very knowledgeable about the entire industry's technology, that is, technology barriers. Very strong. So how do they do in the future direction or trend?
For them, the most important thing is to understand the software level more, and then to do the cooperation between hardware and software, and secondly, the problem of philosophy. In the development of smart manufacturing, the hardware trend is more and more standardized and modular. The role of software in this process is to achieve the differentiation of these standardized hardware. This is a necessary path for industry 4.0 for equipment companies.
The third category, hardware and software solution providers, apparently, such companies are pioneers in the Industry 4.0 road, for example, in the automotive and electronics industries have a whole line of solutions. In the future, such enterprises will have very good leading companies in all walks of life, and will present their respective horizontal expansion.
Industrial Internet is more of a move toward data
Whether it is Chinese manufacturing 2025 or industrial 4.0, the core concept is the new manufacturing mode formed by the deep integration of intelligent manufacturing, information technology and manufacturing. What it advocates is a new manufacturing model.
This kind of transformation is more of a move toward data, such as the EPR vendors mentioned above. Their advantage lies in their ability to handle data. At this stage of the manufacturing industry, the first is to interconnect devices, and the EPR is to connect with customers through e-commerce.
Second, it is through data analysis of consumption habits, and then through the data generated these behaviors to tap more potential needs and explore more consumption possibilities. After the entire industry or the entire industrial field realizes the data-based and information-based industrial environment, when the customer orders, the supplier knows what to do.
Therefore, the entire manufacturing industry may be dominated by electronic software in the future, but this must be a long process. At this stage, the entire industrial field is still connected to the connection process, and the next thing to do is to connect to intelligence, through Connect to build a data system, then collect, analyze, and feed back data, preferably to form a good judgment mechanism and provide excellent solutions. The second is the cloud of data.
Which industries will become the forerunners of smart manufacturing
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In terms of consumption, this process will be even faster, because the business model at the 2C end is relatively advanced, so consumer products or consumer companies will be faster and more potential in their dataization.
Liu Jing believes that according to the data, the packaging industry, the automobile industry, and the pharmaceutical industry are relatively traditional. At the same time, the body size is relatively large, and the growth rate will not be too fast. The specific industries such as metal processing will be struggling on the edge of the break-even. At the same time, the demand for smart manufacturing of such enterprises is also very strong, but lack of financial support.
The largest potential is the electronics industry. From the perspective of the market growth rate of the electronics industry over the past two years, the added value of more than 10% is mainly mobile phones and tablets. In this market segment, Apple and Samsung’s profits account for the entire market. 107% of the share, in addition to millet, Huawei, these non-listed companies, the entire mobile phone industry's profits are basically stolen by Apple and Samsung, most of the mobile phone brands are losing money.
So why did this happen? Some leading manufacturers basically led the direction of innovation and R&D. This phenomenon is similar to the electronics industry and the automotive industry. For mobile phone parts, there is a relatively fixed production line, and the explosive growth of this industry comes from technological innovation, that is, from the leading companies such as Apple's Samsung.
Secondly, the most important is the replacement of machinery by machines. Currently, this part of the automation penetration rate is relatively low. At the same time, it is not difficult to find that the robot prices are decreasing year by year, and the labor costs are increasing year by year. In fact, Apple began to use robots instead of manpower in assembly and test packaging, such as the Foxconn Million Robot Project three years ago.
In the process of replacing humans with machines, it is not in terms of cost considerations. It is more of an essential consideration. At present, this alternative is still far from coming.
The Intelligentization of Logistics Industry and the Strong Demand under the Background of Manufacturing
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This year, including courier companies such as SF Express into the capital market, also means that the logistics industry will usher in an unprecedented outbreak phase. For the industrial industry, logistics is mainly divided into two categories, one is the production logistics of the factory, Li Lei is the e-commerce express logistics.
For the factory logistics, the market prospect is very broad. The previous logistics industry does not require high automation. Now, due to the automation of the production line, logistics automation is evolving into an objective demand.
Secondly, such as express logistics, their transit speed is very fast, and factory logistics is not equal to e-commerce logistics. Some factories that make consumer goods, if connected to the internet, will change their inventory in real time, and traditional storage will be transformed into automatic storage. This means that both the cost of floor space and the cost of labor will be reduced by 80%.
The data shows that in 2012, the sales scale of China's smart manufacturing equipment industry has reached 500 billion yuan; in 2015 exceeded 1 trillion yuan; during the "12th Five-Year Plan" period, the average annual growth rate of China's smart equipment market exceeds 25%. With the advancement of the industrial Internet and the rapid development of the Internet of Things and other related fields, it can be foreseen that this market will continue to grow.
Through intelligent connection, after each link produces data, it processes, analyzes and processes the data, analyzes the user's needs from the data, and truly uses the data value. This is the essence of a true smart manufacturing. At the same time, for China, where the economy is in a transitional period, smart manufacturing is an inherent requirement for realizing the upgrading of manufacturing industries, and it is a realistic need to reshape the new advantages of manufacturing.
