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Industry 4.0: Traditional companies will disappear, and the best time to start a business!

Inthisever-changingera,allthesuccessesofthepastaredraggeddownbyyoutomorrow.Theoriginalhigh-qualityassetswillbecomeyourdebtsfortomorrow.  Howfastisthechangeinthisera?JustastherearepeoplewhoyelledTaobaoforthelifeofthephysicalstoreallday,theInternethaschangedthelifeofthenewspaper,andtheset-topboxhaschangedthelifeoftheTVset.ThemobileInternethasrisenandalltheruleshavebeenbroken.  Self-righteous  "Believe."ZhangRuimin,chairmanofHaierGroup'sboardofdirectors,usedthistermasaculturalgeneforHaier.Healsothoughtabouthisfuturecorporatedevelopmentstrategy:“Onlyself-righteousnesscanfindnewopportunities;ifyouareself-righteous,acentury-oldstorecannotexist.Itisdestroyingtheself,oritisdestroyed,thereisnootherwayout."  IfitisthemobileInternetthatchangesthesocialbusinessstructure,thenitisIndustry4.0thatchangesthetraditionalbusinessoperationmodel.IntheeraofIndustry4.0,theproductionprocessoftheproductwasreversed:whatwasproducedbytheenterprisebefore,whattheuserused,thepriceandqualityoftheproductusedbytheenterprisetoattractconsumers,andtheprofitgeneratedbythesalesvolume.Thisiscalledstandardizedproduction.Inthefuture,consumersarereadytoplaceordersaccordingtotheirownneeds,andthencustomizedproductionbythefactory,tomeetthedegreeofcustomizationofconsumerstoattractdisinfectors,thisiscalledcustomizedproduction.Inthepast,itwasbasedontheenterprise.Nowitisbasedontheconsumer,justreversed.  Since“Industry4.0”directlyconnectspeople,equipmentandproductsinrealtime,thefactoryacceptsordersfromconsumersdirectlytoproducematerials,whicheliminatesthesalesandcirculationlinks.Theoverallcost(includinglaborcosts,materialcosts,managementcosts)isnearly40%lowerthaninthepast.%,consumersorderinggoodsthrough"Industry4.0"isevencheaperthanTaobaoonlineshopping. Donotthinkthatthisisveryfaraway,thinkaboutwhySonyandNokiafailed.Itisbecausetheirorganizationalstructurehasalwaysbeentraditionallinearandone-way.Onceacompanydecidestomakeaproduction,itisirreversiblefromproductdevelopmenttostepbystep.However,ifthemarketiswillingtoacceptit,thenitwillnotGotit. Inthetraditionalera,usersneedtoactivelyidentifythevalueoftheproductandmatchitwiththeirownneedsandpreferences.Theyneedtogototheretailstoretofind,compare,andfinalizetheproductstheylikeorwant.Thisisthetimeandthepeople.Theproductsaresuspendedbetweeneachother. However,AppleiTunesaccidentallybecameanintermediaryforcontentsellersandconsumertransactions,sotherewasashockofcashflowanddataflow.Atthistime,whatithadtodowastomatchthedataofbothparties.Moreover,intheprocessofmatching,theplatformhasmasteredadatabase,anditcanfindthelawaccordingtothedataofbothparties.ThisistheprototypeofIndustry4.0. ItisworthmentioningthatSony,agreatelectronicsmanufacturer,can'tshareinformationandcommunicationwithinitsvariousunits,andsomeofthemcancooperatewithAppleandcompetewith“self-family”.ThisisthedifferencebetweenAppleandSony,andthedifferencebetweenthefutureandthepast! SoMotorolawasreplacedbyNokia,andNokiawasreplacedbyApple:Motorolarepresentsthetechnologyoftheanalogera,Nokiarepresentsthetechnologyofthedigitalage,andApplerepresentsthenewInternettechnology,Kodakmaybethefirsttomanufacturedigitalcameras.Anditwasfirstintroducedtothemarketinbatches,andevenafterfilingforbankruptcy,itsdigitaltechnologypatentssoldhundredsofmillionsofdollars.ButunderpressurefromWallStreet,itretired.Althoughthefilmisprofitable,whenthedigitalcameraisreallydeveloped,thefilmhasnoplace.    Theplatformissupreme,theconnectioniskingAdvancedreplacementofthetraditional,largereplacementofsmall.SuchasNokia,Sonyplaystation,Microsoft,etc.areinadisadvantagewhencompetingwithplatformswithgreaternetworkeffects-AppleandAndroid.Ifthesmallnetworkdoesnotformanecologicalenvironment,itisveryvulnerableinthefaceofaplatformwithgreaternetworkeffectandwillbeabsorbedbythebigecology.BothNokiaandSonyarebleakprospects.Theyareinthedownchannelandarenotoptimistic.Microsoftisalsosomewhathardtoreturn. SoApple,Google,andAmazoncancomebacklater.ThereisalsoaMetcalfe'sLaw.Thenetworkvalueisproportionaltothesquareofthenumberofnetworkusers,thatis,theN-connectioncancreatethesquareofN.Forexample,Uberconnectsalargenumberofdriversandriders,formingapositivefeedbackloop:themorepeoplewhowanttotakeataxi,themoredriverstheywillattracttojoinUber;themoredrivers,themorepeoplethereare.Thetraditionaleconomictheoryisaboutthebalancebetweensupplyanddemand,andwhentheuserutilityincreaseswiththeadditionofotherusers,thenetworkeffectwillbehighlighted.Ofcourse,thismayalsoresultinamonopolisticenterprise,becauseallusersjoinitandforma“winnertoeat”. Therefore,amongthetopfivecompaniesintheworld,threeareplatform-basedenterprises.Ofthetop31companies,13areplatformcompanieswiththeirownecosystems.ThebrandvalueofApple,GoogleandAmazonisthefastestgrowingcompanyintheworldinrecentyears.Thiskindofplatform-basedenterprisedevelopmenthassteadilyincreased,andtheaggregationeffecthasbecomemoreandmoreobvious,showinganexponentialupwardtrend.Theyhaveoccupiedtheleadingpositionoftraditionalenterprisessuchasenergyandfinance. Andinthefuture,mobilephones,cars,homeappliancesandoth

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2015 Robot Industry Development Report (full version)

AsChina'sdemographicdividenddisappears,robotsarenotonlyreplacingworkersinmanufacturing,butalsoreplacinghumansinthefieldsofmilitary,service,entertainment,etc."IronMan"isnotonlyinAmericansciencefictionmovies,butisenteringus.life.Thisreportanalyzestherobotindustryandleadinglistedcompanies,comparesthetechnicalroutes,developmentpaths,anddownstreammarketdistributionoftherobotindustryinJapan,theUnitedStates,andGermany,predictsthedevelopmentdirectionandspaceofthedomesticrobotindustry,andexploresthetenbageroftheChinesestockmarket.(1)Theservicerobotisayoungmemberoftherobotfamily,anditspositioningisservice.Thecurrentmarketizationofservicerobotsintheworldisstillinitsinfancy,butitisgrowingrapidlyduetotherigiddriveandagingandotherrigiddrivesandtechnologicaldevelopment.Accordingtothereportsfrommarketsandmarkets,theglobalservicerobotmarketin2012was20.73billionUSdollars.Itisestimatedthatthecompoundannualgrowthratewillreach17.4%in2012-2017andreach46.18billionUSdollarsin2017.Theindustryspaceishuge,andChinawillbecomealatecomer,andthegrowthratewillbefaster. (2)Atpresent,atleast48countriesintheworldaredevelopingrobots,and25ofthemhavebeeninvolvedinthedevelopmentofservicerobots.InJapan,NorthAmericaandEurope,therearenowmorethan40typesofservicerobotsinseventypesofexperimentalandsemi-commercialapplicationsinthefieldofservicerobots.Thedevelopmentisintheforefrontofthecountries,theWesterncountriesarerepresentedbytheUnitedStates,GermanyandFrance.AsiaisrepresentedbyJapanandSouthKorea.In2012,Chinaformulatedthe“TwelfthFive-YearPlanforServiceRobotTechnologyDevelopment”tosupportthedevelopmentoftheindustry.(3)TheemergenceofDaVincirobotsindicatestheadventofthethirdgenerationofsurgicalsurgery.Medicalrobots,astheprofessionalservicerobotwiththehighestunitvalue,arethehotspotsofthecurrentmedicalindustry.Theworld'sleadingmedicalroboticscompany,IntuitionSurgery,hadrevenuesof$2.265billionin2013,withatotalmarketcapitalizationof$15.96billion.Inthenextfouryears,medicalmachineswillgrowatarateof19%peryear,andtheglobalmarketsizeisexpectedtogrowto$11.9billionin2016.AlthoughthepopularityofmedicalrobotsinChinaislowandthestartislate,companiessuchasHarbinInstituteofTechnologyandBoschhavealsoactivelyintervened.   (4)TheengineofworldeconomicgrowthisabouttoentertheRTerabyIT,andthefamilyintelligentrobotwillbecomethecoreterminalofthefamilyintheeraofintelligentInternetofThings.In2012,thetotalconsumptionofsmarthomerobotproductsreachedUS$1.6billion.TheleadingcompanyiRobotachievedrevenueofUS$254millioninthefirsthalfof2014,withaglobalmarketshareofover60%andamarketcapitalizationofapproximatelyUS$1billion.IFRforecaststhatanestimated22millionsmarthomerobotswillbesoldin2013-2016.AlthoughChina'sfamilyservicerobottechnologyisrelativelybackward,therelevantenterpriseshaveachievedthecombinationofresearchandproduction,whichhasalreadybeguntotakeshape,withgoodperformanceandhugespace.   (5)Militaryrobotsarethekeystrategicstrategiesformilitarysecurityinthe21stcentury:TheTyreGroupsaidthattheglobalR&DinvestmentandprocurementdemandforUAVswillreachUS$94billioninthenext10years.ThemilitaryrobotsincludetheUnitedStates,Germany,Britain,FranceandFrance.Thesecountriesarenotonlyintheforefrontoftechnologyresearch,buttheirproductshavealreadybeenusedinthemilitary.ThetechnologicalgapbetweenChinaandthesepowerfulcountriesisobvious,supportedbypolicies,andmilitaryrobot-relatedenterprises.Thedevelopmentprospectsareclearlygoodandmaybecomeastrongincomeguaranteeforthecompanyinthefuture.Foreword Therobotrevolutionwasproposedinascientificreportentitled"AutonomousSystem"publishedbytheRoyalCollegeofEngineeringonAugust19,2009,asartificialintelligencerobotsandcomputerswillincreasinglyappearinallaspectsoflife,2019Willusherintherobotrevolution.Inthepasttwoyears,asChina'sdemographicdividendhasfallenandlaborpriceshaverisen,robotsarenotonlyreplacingworkersinmanufacturing,butalsosurpassinghumansinmilitary,reconnaissance,service,andentertainment.TaketheexampleofarobotdogLS3designedbyBostonDynamics,whichisacquiredbyGoogle.Itcancarry32.2kilometerswithaloadof181kilogramswithoutreplenishmentfor24hours.Itcanalsobeinwoods,rocks,obstacles.Followthesoldiersincomplexterrainsuchasthecity.Inaddition,unmannedaircraftforreconnaissance,unmannedvehicles,robotsforaccompanyingcare,robotsforchildren'seducationandentertainment,andhouseholdrobotsforcleaning,"IronMan"hasnotonlyexistedinsciencefictionmovies,robotsGoingintoourlives.   Fromtherobotapplicationenvironment,robotexpertsdividerobotsintotwocategories,industrialrobotsandservicerobots.Industrialrobotscanberoughlyclassifiedintoweldingrobots,handlingrobots,paintingrobots,rubberizingrobots,assemblyrobots,palletizingrobots,cuttingrobots,automatictractors(AGV)robots,andcleanroomrobots.Theservicerobotisavarietyofadvancedrobotsotherthanindustrialrobotsfornon-manufacturingandservinghumans,mainlyincludingpersonal/homeservicerobotsandprofessionalservicerobots.Amongthem,personal/homerobotsmainlyinclude:homeworkrobots,entertainmentandleisurerobots,handicappedassistedrobots,residentialsafetyandsurvei

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