Investor Presentaiton
Industrial robots-Estun, Inovance, LHDS, Shuanghuan
The supply chain of industrial robots
The industrial robot supply-chain includes upstream core components, the industrial robot body, and downstream system
integration.
Upstream components, especially speed reducers, have highest entry barriers
Up stream
Mid stream
Down stream
Multi joint
Welding robot
Hardware
Siemens, ADtech,
Transport robot
Control
system
Beckhoff, Estun, Efort,
Inovance, ABB, FANUC,
Yaskawa, Kuka, Siasun, STEP
SCARA
Software
Robot
Body
ABB, FANUC,
Yaskawa, Kuka,
Estun, Epson,
Step, Inovance,
Assembly robot
Collaborative
Efort, Topstar,
Siasun, STEP,
Kuka
System
Integration
Spray-painting
robot
Servo
driver
Servo
system
Servo
motor
Encoder
Panasonic, Siemens,
Mitsubishi, Estun, Inovance,
ABB, FANUC, Yaskawa, Efort
RV speed
reducer
Nabtesco, Shuanghuan
Speed
reducer
Harmonic
speed
HD, LHDS
reducer
Source: Leadleo Research Institute, Macquarie Research, May 2023
Delta
Monitoring
robot
Automotive
3C
Topstar,
DEMC,
Bozhon, Estun,
FANUC, ABB,
Yaskawa, Kuka,
Efort, Topstar,
Siasun, STEP,
Kuka
Application
Metal and
machinery
Plastic and
chemical
products
Automotive,
3C, Metal
processing,
Plastic and
chemical
products
Food &
Beverage
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