08 abril 2024

robotización

When people see the robot installation by country.

They think it'll be easy for the US to reindustrialize, or for underdeveloped countries like India to industrialize and catchup.

Here are the reasons why, it's very difficult for both type of nations:

High-end Industrial robots are very hard to manufacture.

Only China, Germany, Japan has the entire high-end industrial robot supply chain.

Here's China's Chietom, a handful of companies in the world that makes high-end RV reducers. Which makes up ~36% of the cost of a robot.

Not a single aspect of manufacturing exists in a vacuum.

Even after your company have bought the robots for manufacturing, your company would only be occupying a small part of the overall supply chain.

For your part of the supply chain may be automated an efficient, but bottlenecks will be elsewhere, so overall productivity is still low.

Manufacturing is an entire ecosystem. One missing piece, caused by de-industrialization means you don't have a comparative advantage.

For underdeveloped countries like india calibrating high precision CNC machines is an impossible task without foreign suppliers.

Because high precision equipment like these interferometers have reached sub-nanometer class.

Lastly and most importantly:

When a country has a complete supply chain, said country can have a nation-wide manufacturing standard.

With Industry 4.0, this standard will be manifested in the form of a interconnected digital platform.

These robots are connected digitally, they can make components from 2mm in size to 80 meters, all in one production line.

China has 150+ digitized platforms connecting 80+ million robots in manufacturing, this digital network is the industry 4.0.

China’s robotics and high end CNC machine industry were decimated by German and Japanese competitors in from the 1980s to early 2000s.

It’s only until recently that Chinese companies have regained market share and be competitive technologically through indigenous development.

Solo en la industria automovilística, muy intensiva en robots, se comen el mundo:

Abrazos,

PD: Me de Primeras Confesiones previas a las Primeras Comuniones. Mira que sonriente estaba el cura. Así da gusta cuando acogen y no la severidad de otros…