What is the current development status of the intelligent manufacturing industry?

1. Market size and growth:

In 2025, the global intelligent manufacturing market size is expected to reach US$1.5 trillion to US$1824.7 billion, a year-on-year increase of 13.5% - 15%.

The Chinese market size will exceed RMB 5.5 trillion, accounting for about 19% - 30% of the global market, with an annual compound growth rate of 12% - 15%.

2. Technology integration and innovation:

Intelligent manufacturing is entering the "Technology Integration 2.0" stage, showing five core trends: 5G + edge computing, AI + Industrial Internet, digital twins, green manufacturing, blockchain + Internet of Things.

For example, a car manufacturer shortened the production line failure response time to less than 3 seconds through 5G + edge computing solutions; Haier used AI visual inspection technology to increase the accuracy of product defect recognition to 99.5%.

3. Upgrading of the industrial chain structure:

Upstream core layer: The hardware scale of sensors, controllers, industrial robots, etc. exceeded RMB 300 billion, and the Yangtze River Delta/Pearl River Delta gathered 70% of the country's production capacity.

Midstream integration layer: The market size of system integration solutions has reached 1.1 trillion yuan, and Googol's domestic motion control system has broken the monopoly of foreign capital.

Downstream application layer: The demand in the automotive manufacturing field accounts for more than 25%, and the penetration rate of industries such as electronics and medicine has increased rapidly.

4. Regional competition pattern:

The eastern coastal areas (Shanghai/Shenzhen/Guangzhou) contribute 60% of the national output value, and the Shanghai Lingang New Area has built a super computing center to support trillion-level AI model training.

Inland emerging (Wuhan/Chongqing) rely on the Yangtze River Economic Belt to deploy smart factories. Dongfeng Honda's second factory has increased its production capacity by 40% through smart manufacturing upgrades.

Bay Area Collaboration (Guangdong-Hong Kong-Macao Greater Bay Area) builds an "Dongguan Manufacturing + Shenzhen R&D + Guangzhou Service" ecological chain, and Huawei's Songshan Lake Base has become a global benchmark for smart manufacturing.

5. International competition upgrade:

Foreign companies such as Siemens and ABB occupy 70% of the high-end market, but domestic companies are making breakthroughs.

At the technical level, Huazhong CNC has developed a CNC system that has reached the international advanced level, breaking the technical barriers of high-end equipment.

At the market level, Estun Automation ranks third in the domestic industrial robot market, with a market share of 12%.

At the capital level, the investment scale in the field of intelligent equipment is expected to exceed 500 billion yuan in 2025, and the number of mergers and acquisitions and restructuring cases will increase by 45% year-on-year.

6. Industry hot spots and trends:

The density of industrial robots has jumped to third in the world, and in 2023, the density of industrial robots in my country will reach 470 per 10,000 workers.

Embodied intelligence has become a development trend in the field of robots, and the demand for recruitment in the field of humanoid robots has increased by 409% year-on-year.

The "upgraded version" of intelligent manufacturing has entered a new stage of "system innovation and deepening application", promoting fundamental changes in the production model, organizational mode, and industrial ecology of the manufacturing industry.

7. Challenges faced:

Technical shortcomings: The localization rate of high-end sensors, CNC systems, etc. is less than 40%, and industrial robot reducers rely on imports.

Transformation pain points: The digitalization cost of small and medium-sized enterprises is high, and 40% of enterprises have suspended their transformation plans due to funding issues.

Data security: The risk of industrial data leakage is increasing, and the number of cybersecurity incidents in the manufacturing industry will increase by 35% year-on-year in 2024.