日本机器人市场前景及投资研究报告-培训课件外文版2024.5优必选

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TRENDSRoboticsindustryinJapanCHAPTER

01OverviewTotalshipmentvalueofmanipulatorsandrobotsinJapanfrom2013to2022(inbillionJapaneseyen)TotalshippingvalueofmanipulatorsandrobotsJapan2013-20221,2001,0008001,050.87962.36932.29895.6803.73781.34716.02683.41590.086004002000503.720132014201520162017201820192020202120223Description:ThevalueofmanipulatorsandrobotsshippedinJapanamountedtoapproximately1.05trillionJapaneseyenin2022,upfromaround962.4billionyeninthepreviousyear.Thetotalshipmentvolumeofbothdomesticandexportshippingin2022reachedaround292.9thousandunits.ReadmoreNote(s):Japan;2013to2022;includingdomesticshippingandexportvalueSource(s):JARATotalshipmentvolumeofmanipulatorsandrobotsinJapanfrom2013to2022(in1,000units)TotalshippingvolumeofmanipulatorsandrobotsJapan2013-2022300250200282.93261.64242.17233.39196.62196.6175.61155.5215010050137.33110.89020132014201520162017201820192020202120224Description:In2022,approximately282.9thousandmanipulatorsandrobotswereshippedinJapan,anincreaseofaround8.1percentfromthepreviousyear.ThetotalshippingvalueofmanipulatorsandrobotsinJapanin2022amountedtoabout1.05trillionJapaneseyen.ReadmoreNote(s):Japan;2013to2022;includingdomesticshippingandexportvolumeSource(s):JARATotalshipmentvolumeofmanipulatorsandrobotsinJapanin2022,byapplication(in1,000units)TotalshippingvolumeofmanipulatorsandrobotsJapan2022,byapplicationShipmentvolumeinthousandunits30

40010205060708090MaterialhandlingWelding77.4546.95Assembly43.0941.86CleanroomSurfacemounttechnologyMachining17.0315.46PlasticmoldingPalltizing/depalletizingPainting8.255.852.57Others8.76Unclearapplication15.645Description:In2022,Japanesemanufacturersshippedapproximately77.45thousandmanipulatorsandrobotsformaterialhandling,makingitthemost-shippedmanipulator/robotcategory.ThetotaldomesticandexportshippingvolumeofmanipulatorsandrobotsinJapanreachedabout283thousandunitsinsaidyear.ReadmoreNote(s):Japan;2022;includingdomesticshippingandexportvolumeSource(s):JARAShipmentvalueofindustrialrobotsinJapanin2022,bytypeofshipment(inbillionJapaneseyen)ShippingvalueofindustrialrobotsinJapan2022,bytype900800700600500400300817.41233.462001000DomesticshipmentExport6Description:In2022,theshipmentvalueofindustrialrobotsandmanipulatorsinJapantodomesticclientsamountedtoabout233.5billionJapaneseyen,whilethevalueofexportswasatabout817.4billionyen.Thevalueofexportedshipmentswasconsiderablylargerthanthatofdomesticshipments.ReadmoreNote(s):Japan;2022Source(s):JARAShipmentvolumeofindustrialrobotsinJapanin2022,bytypeofshipment(in1,000units)ShippingvolumeofindustrialrobotsinJapan2022,bytype250200150100230.5252.42500DomesticshipmentExport7Description:In2022,Japanesemanipulatorandindustrialrobotmanufacturersshippedapproximately52.4thousandunitstodomesticclients,whilearound230.5thousandunitswereexported.Thenumberofexportedshipmentswasconsiderablylargerthanthatofdomesticshipments.ReadmoreNote(s):Japan;2022Source(s):JARAMarketsizeofthelogisticsrobotindustryinJapanfromfiscalyear2020to2021withforecastsuntil2025(inbillionJapaneseyen)MarketsizeofthelogisticsrobotindustryinJapanFY2020-2025706060.448.775039.2940302010029.9824.29202119.0520202022*2023*2024*2025*8Description:Inthefiscalyear2021,themarketsizeofthelogisticsrobotindustryinJapanamountedtoroughly24.3billionJapaneseyen.Theindustryisforecasttogrowconsiderablyintheupcomingyears,reachingover60billionbyfiscal2025.

ReadmoreNote(s):fiscalyear2020to2021;thefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyear;valuesarebasedonsalesofbusinesses;*Forecast.Excludingrobotsthatareusedinfabricsandinproduction[...]

ReadmoreSource(s):YanoResearchCHAPTER

02ManufacturinganddomesticdemandProductionvalueofmanipulatorsandrobotsinJapanfrom2013to2022(inbillionJapaneseyen)ManipulatorsandrobotsproductionvalueJapan2013-20221,2001,0001,020.97939.08911.61877.66778.26766.47800703.39680.61594.056004002000492.73201320142015201620172018201920202021202210Description:In2022,thevalueofmanipulatorsandrobotsproducedinJapanamountedtoapproximately1.02trillionJapaneseyen,increasingbyaround8.7percentyearonyear.Theirproductionvolumeaddeduptoroughly280.5thousandunits.

ReadmoreNote(s):Japan;2013to2022Source(s):JARAProductionvolumeofrobotsandmanipulatorsinJapanfrom2013to2022(in1,000units)ProductionvolumerobotsJapan2013-2022300250200280.05256.78240.34233.98192.82192.97174.61153.7915010050136.92108.730201320142015201620172018201920202021202211Description:In2022,theproductionvolumeofrobotsandmanipulatorsinJapanreachedapproximately280thousandunits.Thisrepresentedanincreasecomparedtothepreviousyear.

ReadmoreNote(s):Japan;2013to2022Source(s):JARADomesticshippingvalueofmanipulatorsandrobotsinJapanfrom2013to2022(inbillionJapaneseyen)ManipulatorsandrobotsdomesticshipmentvalueJapan2013-2022300273.3254.45246.22250223.07223.46220.62208.49201200166.74152.17150100500201320142015201620172018201920202021202212Description:ThevalueofmanipulatorsandrobotsshippeddomesticallyinJapanin2022amountedtoapproximately223.5billionJapaneseyen,indicatinganincreasefromaround223.1billionyeninthepreviousyear.In2022,thetotalvolumeofmanipulatorsandrobotsshippeddomesticallyinJapanreachedalmost52.42thousandunits.ReadmoreNote(s):Japan;2013to2022Source(s):JARADomesticshippingvolumeofmanipulatorsandrobotsinJapanfrom2013to2022(in1,000units)ManipulatorsandrobotsdomesticshipmentvolumeJapan2013-2022706059.0753.6152.4249.9549.175042.641.6637.740302010032.1227.28201320142015201620172018201920202021202213Description:In2022,approximately52.4thousandunitsofmanipulatorsandrobotswereshippeddomesticallyinJapan,anincreaseofaroundfivepercentfromthepreviousyear.Thenumberoftotaldomesticandinternationalshippingvolumein2022amountedtoaround282.9thousandunits.ReadmoreNote(s):Japan;2013to2022Source(s):JARADomesticshipmentvolumeofmanipulatorsandrobotsinJapanin2022,bysuppliedindustry(inunits)DomesticshippingvolumeofmanipulatorsandrobotsJapan2022,byindustryShipmentvolumeinunits5,000

10,000015,00020,00025,000Electricmachinemanufacturing*Automobilesmanufacturing20,70712,579Machinemanufacturing**5,164Metalhardwaremanufacturing2,734Plasticproductsmanufacturing1,077883Food,drinks,Tabacco,andfeedmanufacturingOthertransportationmachinemanufacturingNon-manufacturingindustries412398374204Chemicalindustry(medicaldrugsandcosmetics)PrecisionmachinemanufacturingOthermanufacturingindustries2,968Industrynotspecified4,91514Description:In2022,approximately20.7thousandunitsofmanipulatorsandrobotswereshippeddomesticallytoelectricmachinemanufacturersinJapan.Electricmachinemanufacturingwastheindustrysegmentwiththehighestdemandofmanipulatorsandrobotsinthatyear.ReadmoreNote(s):Japan;2022;*ElectricmachinemanufacturinginJapanincludesmanufacturingofcomputers,consumerelectronicsequipment,industrialelectricalmachines,communicationmachines,videoandacousticmachines,electroniccomponents,[...]ReadmoreSource(s):JARACHAPTER

03ExportsValueofmanipulatorsandrobotsexportedfromJapanfrom2013to2022(inbillionJapaneseyen)ValueofmanipulatorsandrobotsexportsfromJapan2013-2022900800700600817.41739.29658.99649.38572.84549.29495.4482.415004003002001000423.34351.53201320142015201620172018201920202021202216Description:ThevalueofmanipulatorsandrobotsexportedfromJapanin2022amountedtoapproximately817.4billionJapaneseyen,increasingbyaboutninepercentcomparedtothepreviousyear.ThetotalvolumeofexportedmanipulatorsandrobotsfromJapanduringthatyearamountedtoroughly230.5thousandunits.ReadmoreNote(s):Japan;2013to2022Source(s):JARATotalexportvalueofmanipulatorsandrobotsinJapanin2022,bytype(inbillionJapaneseyen)TotalexportvalueofmanipulatorsandrobotsJapan2022,bytypeExportvalueinbillionJapaneseyen150

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300050100350400450500550Manipulatingrobots(MR)ImplementingrobotsOthers496.03263.457.9817Description:In2022,Japanesemanufacturersexportedmanipulatingrobotsworthapproximately496billionJapaneseyen.Thiswastherobottypewiththehighestexportvalue,followedbyimplementingrobots.

ReadmoreNote(s):Japan;2022Source(s):JARAExportvolumeofmanipulatorsandrobotsfromJapanfrom2013to2022(in1,000units)ExportvolumeofmanipulatorsandrobotsfromJapan2013-2022250200150230.52211.69184.22183.06154.95143.01133.01117.82105.2210050083.61201320142015201620172018201920202021202218/statistics/944028/japan-manipulator-robots-export-volumeIn2022,approximately230.5thousandmanipulatorsandrobotswereexportedfromJapan,indicatinganincreasefromthepreviousyear.Inthatyear,thedomesticshippingvolumeofmanipulatorsandrobotsamountedtoaround52.4thousandunits.ReadmoreNote(s):Japan;2013to2022Source(s):JARAExportvolumeofmanipulatorsandrobotsinJapanin2022,byuse(in1,000units)ExportvolumeofmanipulatorsandrobotsJapan2022,byapplicationExportvolumeinthousandunits01020304050607069.8980MaterialhandlingWelding40.23Assembly26.9326.13CleanroomSurfacemounttechnologyUnclearapplicationMachining16.0214.1212.78PlasticmoldingPalltizing/depalletizingPainting4.514.462.04Others6.419Description:In2022,Japanesemanufacturersexportedapproximately69.9thousandmanipulatorsandrobotsformaterialhandling,makingitthemost-exportedmanipulatorandrobotcategory.ThetotaldomesticexportvolumeofmanipulatorsandrobotsinJapanreachedabout230.5thousandunitsinsaidyear.ReadmoreNote(s):Japan;2022;includingdomesticshippingandexportvolumeSource(s):JARACHAPTER

04DronesDomesticdronemarketsizeinJapanfromfiscalyear2019to2022withaforecastuntil2028(inbillionJapaneseyen)DronemarketvalueJapanFY2019-20281,000900800700600934808.4687.3580.3475.25004003002001000382.8308.62022230.82021184.12020140.920192023*2024*2025*2026*2027*2028*21Description:ThedomesticdronemarketsizeinJapanwasestimatedatavalueofaround308.6billionJapaneseyenasoffiscalyear2022.Themarketencompassedfuselageandhardwareparts,services,andperipheralservices.Itwasexpectedtogrowfurtherandreachasizeofcloseto934billionyenbyfiscalyear2028.ReadmoreNote(s):Japan;fiscalyear2018to2022;theJapanesefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyear;*Forecast.Thedronebusinessmarketsizewascalculatedbasedonthefollowingthreecomponents:[...]

ReadmoreSource(s):ImpressDomesticdroneservicesmarketsizeinJapanfromfiscalyear2019to2022withaforecastuntil2028(inbillionJapaneseyen)DroneservicesmarketvalueJapanFY2019-2028600500561.5482.1408.8400337.5300264.2200.62001000158.72022114.7202182.860.9201920202023*2024*2025*2026*2027*2028*22Description:Forthefiscalyear2022,thevalueofthedomesticdroneservicemarketsizeinJapanwasestimatedtoamounttoaround158.7billionJapaneseyen.Byfiscal2028,itwasexpectedtogrowtoroughly561.5billionyen.

ReadmoreNote(s):Japan;fiscalyear2019to2022;theJapanesefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyear;*Forecast.Thedroneservicesmarketsizewascalculatedbasedonthesalesofcompaniesproviding[...]

ReadmoreSource(s):ImpressDomesticmarketsizeofdronefuselageandhardwarepartsinJapanfromfiscalyear2019to2022withaforecastuntil2028(inbillionJapaneseyen)DronefuselageandpartsmarketvalueJapanFY2019-2028250218.8192.520015010050162.5141.3122.7106.384.869.360.747.5020192020202120222023*2024*2025*2026*2027*2028*23/statistics/869782/japan-drone-fuselage-hardware-market-sizeForthefiscal2022,thesizeofthedomesticmarketfordronefuselagesandotherrelatedhardwarepartsinJapanwasestimatedtoamounttoaround84.8billionJapaneseyen.Byfiscal2028,itwasexpectedtogrowtoroughly218.8billionyen.

ReadmoreNote(s):Japan;fiscalyear2019to2022;theJapanesefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyear;*Forecast.Thedronefuselageandhardwarepartsmarketsizewascalculatedbasedonthedomestic[...]

ReadmoreSource(s):ImpressDomesticmarketsizeofperipheralservicesrelatedtothedronesbusinessinJapanfrom2019to2022withaforecastuntil2028(inbillionJapaneseyen)DroneperipheralservicesmarketvalueJapan2019-2028180153.816014012010080133.9116.1101.588.475.965.26046.840.54032.620020192020202120222023*2024*2025*2026*2027*2028*24Description:Forthefiscal2022,thesizeofperipheralservicesrelatedtothedronesbusinessinJapanwasestimatedtoamounttoaround65.2billionJapaneseyen.Byfiscal2028,itwasexpectedtogrowtoroughly153.8billionyen.

ReadmoreNote(s):Japan;fiscalyear2019to2022;theJapanesefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyear;*Forecast.Theperipheralservicesmarketsizewascalculatedbasedonthesalesofconsumablegoods[...]

ReadmoreSource(s):ImpressCHAPTER

05RobotstockNumberofindustrialrobotsinoperationinJapanfrom2015to2020(in1,000units)OperationalstockofindustrialrobotsinJapan2015-2020400350374.04354.88318.11297.22286.55287.3230025020015010050020152016201720182019202026Description:In2020,thenumberofindustrialrobotsinoperationinJapanamountedtoapproximately374.04thousandunits,increasingfromaround354.88thousandunitsinthepreviousyear.Accordingtothesource,Japanhadthesecond-largestoperationalstockofindustrialrobotsafterChina.ReadmoreNote(s):Japan;2015to2020Source(s):IFR;JapanMachineryFederationIndustrialrobotdensityinJapanfrom2015to2020,byindustry(inunitsper10.000employees)IndustrialrobotdensityinJapan2015-2020,byindustryAutomotivemanufacturing1,158Othermanufacturing1,1511,4001,2761,2691,2481,2401,2001,000800600400200030027324522621121320152016201720182019202027Description:In2020,thedensityofindustrialrobotsinJapanamountedtoapproximately1.27thousandunitsper10.000employeesintheautomotiveindustry,increasingfromaround1.25thousandunitsinthepreviousyear.Inothermanufacturingindustries,thedensityonlyaddedupto300unitsper10.000employees,butthedensityincreasedcontinuously.Theaveragedensitywas390unitsinJapan.ReadmoreNote(s):Japan;2015to2020Source(s):IFR;JapanMachineryFederationNumberofindustrialrobotinstallationsinJapanfrom2012to2021(in1,000units)NumberofofindustrialrobotinstallationsinJapan2012-2021605040555047463939352929302010025201220132014201520162017201820192020202128Description:In2021,thenumberofindustrialrobotsinstalledinJapanamountedtoabout47thousandunits,increasingfromaround39thousandinstallationsinthepreviousyear.Japanoccupiedthesecondplaceworldwideintermsofindustrialrobotinstallations,afterChina.ReadmoreNote(s):Japan;2012to2021Source(s):IFRNumberofindustrialrobotinstallationsinJapanin2021,byindustrysector(in1,000units)NumberofofindustrialrobotinstallationsinJapan2021,byindustryInstallationsinthousandunits02468101214161618Electrical/electronicsAutomotivepartsMetalandmachineryMotorvehiclesRubberandplasticsFood974421AllothersUnspecified529/statistics/1319858/japan-number-industrial-robot-installations-by-industryIn2021,theelectricalandelectronicsmanufacturingindustryinstalledthemostindustrialrobotsamongJapaneseindustrialsectors,installingapproximately16thousandunits.Intotal,installationsamountedtoaround47thousandunitsinJapan.ReadmoreNote(s):Japan;2021Source(s):IFRCHAPTER

06LeadingcompaniesMitsubishiElectricCorporation'srevenuebybusinesssegmentinFY2023(inbillionU.S.dollars)MitsubishiElectricCorporation-revenuebybusinesssegment2023NetsalesinbillionUSD402681012AirConditioningSystems&HomeProductsFactoryAutomationSystemsOthers10.226.336.28AutomotiveEquipmentBuildingSystems6.134.4PublicUtilitySystems2.97EnergySystems2.482.111.85Semiconductor&DeviceDefense&SpaceSystemsInformationSystems&NetworkService1.1131Description:Inthefiscalyearof2023,MitsubishiElectricgeneratedroughly10.22billionU.S.dollarsinrevenuefromtheAirConditioningSystems&HomeProductssegment.TheFactoryAutomationSystemssegmentwasresponsibleforsome6.33billionU.S.dollarsinrevenuethatyear.ReadmoreNote(s):Worldwide;FY2023Source(s):MitsubishiElectricCorporationResearchanddevelopmentexpendituresofMitsubishiElectricCorporation(MELCO)fromfiscalyear2014to2023(inbillionJapaneseyen)MitsubishiElectric'sresearchanddevelopmentcostsFY2014-2023250212.7212.3210.3206.8202.9201.3195.3195.120015010050190.51790201420152016201720182019202020212022202332Description:Inthefiscalyear2022,MitsubishiElectricCorporationspentaround212.3billionJapaneseyenonresearchanddevelopment(R&D).BeingpartoftheMitsubishiconglomerate,1921-establishedMitsubishiElectricCorporationisoneoftheleadingJapaneseelectronicsmanufacturers,includingenergysystems,industrialautomation,informationandcommunicationtechnology,electronicdevices,andhomeappliances.ReadmoreNote(s):Worldwide;fiscalyears2014to2023;thecompany'sfiscalyearsendonMarch31ofthestatedyear;consolidateddataSource(s):MitsubishiElectricCorporationNetsalesofKawasakiHeavyIndustries,Ltd.infiscalyear2022,bybusinesssegment(inbillionJapaneseyen)Kawasaki'snetsalesFY2022,bysegmentNetsalesinbillionJapaneseyen0100200300400500600700PowersportsandengineAerospacesystems591.1348.8EnergysolutionandmarineengineeringPrecisionmachineryandrobotRollingstock314.5252.6131.9Others86.333Description:Inthefiscalyear2022,Kawasaki'smotorcycleandenginesegmentearnedthemostnetsales,amountingtoapproximately591billionJapaneseyen.KawasakiHeavyIndustries,Ltd.,incorporatedin1896,isaJapanesemanufacturerofheavymachineryandtransportationequipment,suchasmotorcycles,ships,andaircraft.ReadmoreNote(s):Japan;fiscalyear2022;thecompany'sfiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyearSource(s):KawasakiHeavyIndustriesResearchanddevelopmentexpenditureofKawasakiHeavyIndustries,Ltd.fromfiscalyear2013to2022(inbillionJapaneseyen)Kawasaki'sR&DexpensesinFY2013-20226052.650.748.75040302010045.445.744.943.643.641.640.3201320142015201620172018201920202021202234Description:Inthefiscalyear2022,KawasakiHeavyIndustries'expenditureforresearchanddevelopment(R&D)amountedtoapproximately50.7billionJapaneseyen,increasingfrom45.7billionyeninthepreviousfiscalyear.KawasakiHeavyIndustries,Ltd.,incorporatedin1896,isaJapanesemanufacturerofheavymachineryandtransportationequipment,suchasmotorcycles,ships,andaircraft.ReadmoreNote(s):Japan;fiscalyears2013to2022;thecompany'sfiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyearSource(s):KawasakiHeavyIndustriesFANUC'snetsalesin2022,byproductorservice(inbillionJapaneseyen)FANUC-netsalesbyproductorservice2022NetsalesinbillionJapaneseyen0100200300400500600700800RobotFactoryautomationRobomachineService268.5226.2144.693.7Total73335Description:Inthefiscalyearof2022,theJapaneseautomationvendorreportedtotalnetsalesofapproximately733billionJapaneseyen.Some36percentofthetotalsalesweregeneratedfromtherobotsegment.

ReadmoreNote(s):Worldwide;2022Source(s):Fa