From the perspective of the layout of the parties, the parties are eager to get a foothold in the 5G, and they want to get a piece of it in advance. Is this an opportunity for the industrial robot industry?
The answer is inevitable. Intuitively, with the issuance of 5G commercial licenses, global operators are actively deploying 5G networks. With huge capital investment, system products such as 5G base stations, optical modules, radios, chips, mobile terminals and other technical products will be rapidly commercialized. The industry chain, including Huawei, ZTE, China Mobile, China Telecom, China Unicom and various mobile phone manufacturers, will usher in a rapid development stage, which will bring huge opportunities to communication equipment manufacturers.
At present, Huawei has obtained 42 5G commercial contracts worldwide, and 5G base stations have shipped more than 100,000. ZTE has cooperated with more than 40 operators around the world in 5G cooperation.
In the 5G era, the demand for base station filters has doubled, which will be an opportunity for Dafu Technology and domestic intelligent manufacturing equipment manufacturers.
It can be seen that the popularization of 5G has a certain promotion effect on the 3C industry. In the 3C manufacturers, the manual operation has the problems of high cost, low efficiency, high error rate and low yield, and the “machine substitution” is imminent. The popularity of 5G will indirectly bring a wave of market demand to industrial robots.
Although 5G commercialization will be a big opportunity for industrial robots, opportunities and challenges often coexist.
As the fifth-generation mobile communication technology, 5G will promote the upgrading of certain components of industrial robots when applied to industrial robots.
For example, with the commercialization of 5G, some ontology manufacturers will gradually consider integrating 5G modules, which is difficult for manufacturers with weak R&D capabilities.
In addition, there are opinions that 5G technology will promote the development of cloud robots, enabling industrial robots to be controlled from the cloud. By then, the control system will no longer need special hardware and software, only the general computer operating system and the program written by itself. Yes, it has an impact on companies that have advantages in control systems.
All in all, 5G commercialization will be a big opportunity for the industrial robot industry, but after all, 5G is still in its infancy. And for the 5G will bring challenges to industrial robots, no one dares to draw conclusions, and at present, 5G has not been popularized in factories, and industrial robot companies have plenty of time to deal with them. The total is that the opportunity is greater than the challenge, and the future can be expected.