one, domesticPLCThe development trend
1. Technological Upgrade and Autonomy
(1) Breakthrough in core software and hardware: domesticPLCManufacturers are gradually conquering high-performance chips (asMCU, FPGA) , real-time operating system , programming software (accord withIEC 61131-3standard) Waiting for core technology, Shrinking with Siemens, The gap between international giants such as Rockwell.
(2) Intelligence and Networking: fuseAIalgorithm, edge computing, Industrial Internet (If supported5G, OPC UAagreement) , promotePLCPredictive maintenance and data analysis capabilities.
2. Deepening of Industry Applications
(1) Growth in demand in emerging fields: new energy (photovoltaic, Energy storage) , Lithium battery manufacturing, Semiconductor equipment, Customization in fields such as intelligent logisticsPLCThe surge in demand, Domestic manufacturers quickly enter through flexible services.
(2) The mid to low end market is stable: In traditional manufacturing industry (Like textile, packing, Food Machinery) in, domesticPLCGradually replacing Japanese brands with cost-effectiveness advantages, Taiwanese brand.
3. Collaborative development of industrial chain
(1) Upstream and downstream integration: domesticPLCManufacturers and local chip companies (Ruzhaoyi Innovation) , Industrial software company (Like the central control, Inovance ) cooperation, Building an autonomous and controllable industrial control ecosystem.
(2) Industry standard setting: Participate or leadPLCnational standard, Enhance technological discourse power (Like the Chinese industrial control protocolCIPPromotion of) .
4. Policy and Capital Driven
(1) Policy support: country "the 14th Five-Year Plan" Intelligent Manufacturing Planning, Xinchuang Strategy (Innovation in Information Technology Applications) Promote the localization of key industrial control equipment.
(2) Capital influx: The investment enthusiasm of the primary market for industrial control hard technology enterprises continues to heat up, Accelerate technological iteration.
5. International Expansion
Export potential: domesticPLCWith the advantage of cost-effectiveness, In Southeast Asia, Middle East, Emerging markets such as Africa are gradually replacing European and American brands.
two, Prospects for Domestic Replacement of Industrial Control Automation Equipment
1. Alternative driving force
(1) Policy mandatory requirements: key trades (power, Rail Transit, military project) The domestication rate index is gradually improving, Requirements for certain fields100%Autonomous and controllable.
(2) Cost advantage: The price of domestic equipment is usually the same as that of imported brands50%-70%, And the after-sales service response is faster.
(3) Supply chain security requirements: Against the backdrop of technological decoupling between China and the United States, Enterprises to avoid "Stuck neck" risk, Proactively seeking domestic alternatives.
(4) technical progress: Domestic servo system, HMI (interface) , SCADA (Data Collection and Monitoring System) Waiting for competitiveness in the mid-range market.
2. Segmented market opportunities
(1) Small and medium-sizedPLCAnd dedicated controllers: Domestic manufacturers in small and medium-sized projects (Like a standalone device, Production line renovation) Maximum substitution space in the middle.
(2) Industry specific equipment: Like lithium battery modulePackLine, Photovoltaic string welding machine, etc, Local enterprises are more familiar with process requirements, Stronger customization ability.
(3) Alternative solutions: Expanding from a single device to "PLC+servo+machine vision" The overall solution, Enhance customer stickiness.
3. Challenges and bottlenecks
(1) High end market barriers: largePLC, Motion control, High precision servo and other fields still rely on imports (Like an automobile production line, Semiconductor wafer equipment) .
(2) Perceived Brand Quality : Some users have doubts about the reliability of domestic equipment, Long term verification is needed to accumulate reputation.
(3) Ecological system gap: The software and hardware ecosystem of international giants (Like SiemensTIA Portal) Maturity still leading.
(4) Talent gap: Interdisciplinary industrial control R&D talents (Mechanics+electrical+Software) Insufficient.
three, Future prospects
short-term (1-3year) : domestic PLC Accelerating substitution in the mid to low end market, And in the field of new energy, Emerging fields such as logistics have formed local advantages; The localization rate of industrial control automation is expected to increase from the current level 30%Upgrade to 50%.
metaphase (3-5 year) : Breakthrough high-end PLC And complex motion control technology, In the car, Pilot import substitution in semiconductor equipment and other fields.
long-term (5-10 year) : Form a complete independent industrial control ecosystem, Domestic manufacturers have entered the ranks of top global brands.
