On the afternoon of May 14, the company organized the personnel of the headquarters to hold a training meeting on the trend of the laser industry and industry data analysis, explained the annual report of 2021 of listed leading enterprises in the domestic laser industry, and analyzed the development trend of the laser industry.
Ms. Nancy, the company’s senior management consultant, served as the training lecturer at this meeting. Ms. Zhou Zhenyu once served as the project director, general manager and company director of large foreign enterprises and listed companies in the electronics, heavy industry machinery manufacturing, laser machine manufacturing and accessories industries. She has rich experience in the interpretation of the annual reports of listed companies, the analysis of market trends and market data, and the formulation of the company’s management policies and business strategies.
In addition to interpreting the relevant data of the 2021 annual report of Shanghai Baichu Electronic Technology Co., Ltd., a listed leading enterprise in the laser industry, this training focuses on the development of the laser market in the past two years and the development trend of the laser industry in the next five years. In a comprehensive view, with the accelerated transformation of the transmission and control manufacturing industry and the increasingly mature laser processing technology, the outstanding advantages of laser processing are gradually reflected in various industries, The market demand for laser processing equipment continues to grow, and the system integration demand of laser + supporting automation equipment will become a trend in the future.
Countries around the world have successively issued national policies on the development of robot industry. The development of robot industry has been upgraded to the level of national strategies, and global intelligent manufacturing has ushered in huge market opportunities. Because the working process of laser processing equipment has the characteristics of intelligence, standardization and continuity, the product quality, production efficiency and labor saving can be improved through supporting automatic equipment. The system integration demand of laser + supporting automatic equipment will become a trend in the future.
In recent years, the development of global electronics, microelectronics, optoelectronics, communication, optical electromechanical integration system and other industries has driven the rapid development of the global laser processing equipment manufacturing industry. At the same time, the development of China’s new energy automobile, semiconductor and electronic manufacturing industry has maintained the rapid growth of the domestic laser processing equipment market.
According to the 2021 development report of China’s laser industry prepared by Wuhan literature and information center of Chinese Academy of Sciences, the overall sales revenue of China’s laser equipment market has increased from 34.5 billion yuan in 2015 to 69.2 billion yuan in 2020, with a compound growth rate of 12.30%. The overall sales revenue of China’s laser equipment market in 2021 is expected to be 82 billion yuan, an increase of 18.50% compared with 2020.
According to the latest world robot report 2021 released by the International Federation of Robotics (IFR), the number of industrial robots operating in factories around the world reached 3 million in 2020, an increase of 10% over 2019. Asia remains the world’s largest industrial robot market. In 2020, 71% of industrial robots were deployed in Asia, compared with 67% in 2019. Among them, China’s installation volume increased by 20% and the shipment volume was 168400 units, which is the highest value of a single country on record. The operating inventory reached 94322300 units, an increase of 21%, and will exceed the mark of 1 million units in 2021. Such a high growth rate indicates that the speed of roboticization in China is very fast.
China has clearly listed industrial robots as one of the ten key areas to vigorously promote breakthrough development, emphasized the key layout of robot and automation industries, and realized the transformation from a large manufacturing country to a powerful manufacturing country through innovation, development, transformation and upgrading. According to the guiding opinions of the Ministry of industry and information technology on promoting the development of industrial robot industry, China should establish a perfect industrial system of intelligent manufacturing equipment, with an industrial sales revenue of more than 3 trillion yuan, so as to realize the intellectualization of equipment and the automation of manufacturing process.
China’s industrial automation application market has benefited from China’s intelligent manufacturing 2025 strategy, industrial upgrading of domestic manufacturing industry, and the continuous drive of national policies such as the “the Belt and Road”, and the scale of China’s industrial automation control market has continued to grow. According to gongkong ® According to the white paper on industrial automation market in 2021, the scale of China’s industrial automation control market has increased from 142.8 billion yuan in 2016 to 206.3 billion yuan in 2020, with a compound annual growth rate of 9.63%; It is estimated that by 2022, the scale of China’s industrial automation control market will reach 236 billion yuan, maintaining stable growth. In the industrial automation application market, the complete set of intelligent automation production line, as the upgraded version of the traditional automation production line and the core part of the intelligent factory demonstration project, began to be popularized and applied in 3C, new energy vehicles, new materials and other markets, and the momentum of accelerated development gradually appeared.
In today’s society, digital life has been deeply popularized, and people’s life has been inseparable from the support of the electronic industry. As the mother of electronic products, PCB is the pillar of electronic components and the bridge connecting circuits. According to the statistics of prismark, an authoritative research institution in the U.S. electronic market, from the past two decades, the PCB industry has shown a positive correlation with the global GDP, that is, the global economic growth. In 2011, the PCB industry achieved the highest growth rate of 27.3%. After ten years of cyclical fluctuations, it reached the second highest level in 2021, with a growth rate of 23.4%. The compound growth rate in the next few years will remain at 4.8%, and the market demand will still remain at a high level, It is estimated that the global PCB output value will exceed US $100 billion by 2026. Based on the calculation that the annual capital expenditure of PCB enterprises accounts for 10% of the PCB output value, the special equipment market will exceed US $10 billion, and the industry will be in another golden development period.
From the perspective of global demand for electronic terminals, the development of the electronic industry in the next few years will mainly depend on terminals such as server / data memory, 5g wireless network facilities, consumer electronics and automotive electronics. The demand for subdivision PCB is mainly concentrated in high-frequency, high-speed and high-speed multi-layer board, HDI board and sealed substrate. The signal integrity of high-layer board products puts forward higher requirements for PCB special processing equipment such as drilling, graphic transfer and electrical performance test, Such as high-precision back drilling capability of drilling equipment, innovative processing scheme for drilling and pattern transfer of high-frequency materials such as millimeter wave base station / automotive radar, high reliable four wire electrical performance test, etc; For high-level PCB products such as HDI board and packaging substrate, these products have the characteristics of fine circuit, micro hole, multi-layer stacking and large size. Therefore, the demand for processing equipment with higher alignment accuracy, finer resolution ability, better processing consistency and traceability is further increased.