國(guó)內(nèi)協(xié)作機(jī)器人（cobot）市場(chǎng)最近甚是熱鬧。多家企業(yè)先后發(fā)布了最新的協(xié)作機(jī)器人產(chǎn)品，而兩家行業(yè)領(lǐng)先企業(yè)，節(jié)卡和越疆更是幾乎同時(shí)宣布完成超3億元融資的消息，一時(shí)間，協(xié)作機(jī)器人這一細(xì)分賽道，火熱程度前所未有。

事實(shí)上，隨著智能制造轉(zhuǎn)型的加速和人口紅利的消失，機(jī)器人的更多應(yīng)用已是必然。憑借其靈活性和易用性，以及更低的價(jià)格，協(xié)作機(jī)器人在最近幾年的發(fā)展更是迅速。根據(jù)市場(chǎng)研究公司Interact Analysis的最新報(bào)告，盡管全球協(xié)作機(jī)器人市場(chǎng)在2020年出現(xiàn)負(fù)增長(zhǎng)，但后續(xù)發(fā)展預(yù)測(cè)樂(lè)觀。具體情況怎樣，請(qǐng)看以下譯文。

China and the US Set to Drive Post-Covid Surge in Collaborative Robot Sales
中國(guó)和美國(guó)將推動(dòng)疫后協(xié)作機(jī)器人銷(xiāo)售激增

Leading market research company Interact Analysis has released a new report on the collaborative robot market. The report reviews what turned out to be a difficult 2019 and a tumultuous 2020 but gives reason for optimism for the sector from now up to 2028, with significant growth predicted.

領(lǐng)先的市場(chǎng)研究公司Interact Analysis發(fā)布了一份關(guān)于協(xié)作機(jī)器人市場(chǎng)的新報(bào)告。該報(bào)告回顧了2019年的艱難和2020年的動(dòng)蕩，但給出了從現(xiàn)在到2028年該行業(yè)樂(lè)觀的理由，并預(yù)測(cè)會(huì)有顯著增長(zhǎng)。

As is the case with many industries, Covid-19 has severely affected the short and medium-term outlook for the collaborative robot sector. In 2020 the market saw negative growth for the first time -11.3% in revenue terms, and -5.7% in shipment terms. Factory and warehouse closures slowed down demand; and customers became more cautious about investment, leading to delays or even cancellations of orders. But Interact Analysis’s research indicates that there will be a V-shaped rebound for the industry which will result in growth of nearly 20% in 2021, surpassing 2019 market size.

與許多行業(yè)一樣，新冠肺炎疫情嚴(yán)重影響了協(xié)作機(jī)器人領(lǐng)域的短期和中期前景。2020年，該市場(chǎng)首次出現(xiàn)負(fù)增長(zhǎng)——銷(xiāo)售額下降11.3%，出貨量萎縮5.7%。工廠和倉(cāng)庫(kù)的關(guān)閉減緩了需求；客戶(hù)對(duì)投資變得更加謹(jǐn)慎，導(dǎo)致訂單延期甚至取消。但I(xiàn)nteract Analysis的研究表明，該行業(yè)將出現(xiàn)V形反彈，2021年將增長(zhǎng)近20%，市場(chǎng)規(guī)模超過(guò)2019年。

Thereafter up to 2028 there will be an annual growth rate of the order of 15-20%. The forecast has been lowered considerably compared to the equivalent 2019 report, the main reasons being, besides the Covid effect, competition from small articulated and SCARA robots in industrial settings, and the slower than expected increase in cobot installations in non-industrial applications but, in these turbulent times, the outlook looks good for the sector.

此后到2028年，年增長(zhǎng)率將在15-20%左右。與2019年相同的報(bào)告相比，該預(yù)測(cè)大幅下調(diào)，主要原因是除疫情效應(yīng)外，工業(yè)領(lǐng)域來(lái)自小型關(guān)節(jié)機(jī)器人和SCARA機(jī)器人的競(jìng)爭(zhēng)，以及非工業(yè)應(yīng)用中協(xié)作機(jī)器人安裝的增長(zhǎng)低于預(yù)期，但在當(dāng)前動(dòng)蕩時(shí)期，該行業(yè)的前景看起來(lái)不錯(cuò)。

The impact of Covid-19 on the cobot market varies from region to region. The virus started in the Asian regions and then moved to Europe and North America. As a result, normal business operations and commissioning of automation projects in the Asia-Pacific region will resume earlier than in other regions. This is important for the cobot market, as over 50% of cobots were shipped to Asian countries in 2020. However, only the Chinese and, interestingly, the North American markets are forecast to surpass the size of 2019, mainly due to large domestic demand. China has seen high take-up of cobots because the country, as the world’s largest manufacturing base, is suffering from a labour shortage and is in strong need of higher levels of automation to improve production efficiency. By 2022 all regions are predicted to have exceeded the 2019 market-size, with Western Europe, along with China and North America seeing the fastest growth rates.

新冠肺炎對(duì)協(xié)作機(jī)器人市場(chǎng)的影響因地區(qū)而異。病毒從亞洲地區(qū)開(kāi)始，然后轉(zhuǎn)移到歐洲和北美。因此，亞太地區(qū)的正常業(yè)務(wù)運(yùn)營(yíng)和自動(dòng)化項(xiàng)目調(diào)試將比其他地區(qū)更早恢復(fù)。這對(duì)于協(xié)作機(jī)器人市場(chǎng)非常重要，因?yàn)?020年有超過(guò)50％的協(xié)作機(jī)器人是銷(xiāo)往亞洲國(guó)家。但有趣的是，只有中國(guó)市場(chǎng)和北美市場(chǎng)預(yù)計(jì)將超過(guò)2019年的規(guī)模，這主要是由于巨大的國(guó)內(nèi)需求。作為全球最大的制造基地，中國(guó)勞動(dòng)力短缺，迫切需要更高水平的自動(dòng)化來(lái)提高生產(chǎn)效率，因此協(xié)作機(jī)器人在中國(guó)的使用率較高。預(yù)計(jì)到2022年，所有地區(qū)的市場(chǎng)規(guī)模都將超過(guò)2019年，其中西歐、中國(guó)和北美的增速最快。

Jan Zhang, senior director at Interact Analysis, told us: “Collaborative robots are still the new kid on the block. Their application potential hasn’t been fully exploited yet, by any means. At present, electronics is by far the biggest end-industry employing cobots, but their potential is now being recognized across a range of sectors. Their flexibility and ease of use makes them strong candidates for logistics, services and even education applications. Our research tells us that those non-manufacturing areas will account for 21.3% of collaborative robot revenues by 2024. Our little Cobot friends are certainly set to enjoy significant growth compared to other robot types.”

Interact Analysis高級(jí)總監(jiān)Jan Zhang表示：“協(xié)作機(jī)器人仍然是新興產(chǎn)品。無(wú)論如何，它們的應(yīng)用潛力還沒(méi)有得到充分開(kāi)發(fā)。目前，電子產(chǎn)品是使用協(xié)作機(jī)器人的最大終端行業(yè)，但現(xiàn)在它們的潛力已在各個(gè)領(lǐng)域得到認(rèn)可。它們的靈活性和易用性使其成為物流、服務(wù)甚至教育應(yīng)用的理想之選。我們的研究告訴我們，到2024年，非制造領(lǐng)域?qū)⒄紖f(xié)作機(jī)器人收入的21.3％。與其他類(lèi)型機(jī)器人相比，協(xié)作機(jī)器人肯定會(huì)獲得顯著增長(zhǎng)。”