Robotics and humanoid robotics & civilian drones discussion

sunnymaxi

Captain
Registered Member
Kuka is considered foreign in these stats, but I think in reality, it should be considered domestic, since it's all owned domestically at this point

@sunnymaxi do you have the article on ABB using Chinese supply chain?
Xinhua News Agency team visited ABB factory in December 2023.. and they interviewed, Tarak Mehta, president of ABB's Motion Business Area..

"We have ramped up quite significantly the research and development (R&D) resources to ensure that China's needs are met with local industry and the local technical capacity. We are investing more in R&D and ensuring that our supply chains are locally self-sufficient in China," he said.

Noting that December marks the first anniversary of the opening of a 150 million-U.S.-dollar robotics mega-factory of the company in Shanghai, Mehta said that around 15,000 of its 100,000-plus workforce are now located in China..

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We have seen what happens when Chinese companies suprass foreign companies in both quality and price, they tend to dominate the chinese market so badly that foreign competitors are completely driven out and then proceed to dominate the global market so badly that foreign companies are completely driven out of business. We will know that chinese companies have suprassed Japanese ones when they start to take over the global market and when America starts to raise "security concerns" on "oversupply". We can also compare the specs on high end robot arms and find that Japanese companies are still largely on the top.

There are only 5 markets for industrial robots that matter: China, Germany, Japan, US, and SK. The Chinese market is larger than the rest combined so foreign expansion should not be a priority/benchmark at all. German and Japan are both have their own industrial robot producers and will favor their own products. US will move to block Chinese market access the moment Chinese robots start taking significant market share. So the only realistic market for expansion is SK, which is by far the smallest of the relevant markets. Goal should only be to supply the Chinese market with competitive and cost-effective products in order to further enhance competitiveness of Chinese manufacturing, as industrial robots should be viewed as an input / intermediate good. Foreign markets are irrelevant.
 

AndrewS

Brigadier
Registered Member
There are only 5 markets for industrial robots that matter: China, Germany, Japan, US, and SK. The Chinese market is larger than the rest combined so foreign expansion should not be a priority/benchmark at all. German and Japan are both have their own industrial robot producers and will favor their own products. US will move to block Chinese market access the moment Chinese robots start taking significant market share. So the only realistic market for expansion is SK, which is by far the smallest of the relevant markets. Goal should only be to supply the Chinese market with competitive and cost-effective products in order to further enhance competitiveness of Chinese manufacturing, as industrial robots should be viewed as an input / intermediate good. Foreign markets are irrelevant.

@tacoburger

I think there is another way of looking at it.

We can clearly see that Chinese-made industrial robots will be the lowest cost and highest performance for more robot categories as time goes on. Given the size of the Chinese market (larger than the rest of the world combined), we will see a virtuous cycle where more robot sales = more revenue = more R&D spending to develop better robots = more sales.

If German, Japanese and US companies don't use Chinese robots, their companies will have higher manufacturing costs.
So they will lose out on manufacturing to Chinese companies using Chinese robots.

Taken to its logical conclusion, if superior Chinese industrial robots are only available in China, that means overseas factories will tend to go bankrupt, and that factory activity end up in China.

So yes, foreign sales of Chinese robots should be an afterthought.
 
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