After acquiring the German robot giant Kuka, Midea finally made a big move for the cooperation between the two.
Yesterday morning, Midea and KUKA jointly announced that Midea will inject capital into KUKA China's subordinate businesses and jointly set up three joint ventures to expand the business in the three major areas of industrial robotics, medical care, and warehouse automation. Nandu reporter learned from Midea Group that after the establishment of the company, Midea and Kuka will each own 50% of the joint venture company, and the joint venture company will establish a production base in Shunde, Foshan, Guangdong.
In the "new track" competition outside of home appliance manufacturing, giants such as Midea, Haier and Gree have gradually changed from the past layout stage to the realization stage. After Midea takes a step to build a factory, the competition may speed up.
Midea and KUKA introduced that the joint venture company will comply with the rapid development needs of the Chinese market in smart manufacturing, smart medical and smart logistics, new retail, etc., develop products and solutions that meet the needs of Chinese customers, and achieve a comprehensive high-speed automation business segment increase.
In fact, since last year the United States completed the delivery of the KUKA tender offer, the specific mode of cooperation between the two parties has been "covering up." After the public announcement of the development plan, Midea KUKA's joint planning and layout of the robot business segment also came to light. Fang Hongbo, chairman of Midea Group, said that through the establishment of a joint venture with KUKA, he has deeply integrated the advantages of both parties internally and realized the closed-loop integration of Midea ’s industrial Internet. To promote the evolution of the new generation of human-machine in the Chinese market from a higher perspective. "
In fact, at the Midea Group ’s annual strategy conference on the eve of the AWE (China Home Appliances and Consumer Electronics Expo) this year, they announced that they would start a “man-machine new era†strategy, “We will not stop at manufacturing, and robots will be logistics in the future Transportation, medical rehabilitation, and even important members of smart homes. "Olaf Gehrels, general manager of Midea Robotics, told reporters at the time.
At the subsequent A WE, Midea also exhibited the latest achievements in the fields of intelligent manufacturing, intelligent medical treatment and intelligent logistics, and new retail. For example, KUKA ’s LBRM ed robot component can show its skills in orthopedic surgery, ultrasound diagnosis, and minimally invasive surgery. In the new retail sector, Midea ’s “intelligent shopping guide†uses face recognition technology, big data technology, natural Language understanding technology, using intelligent recommendation algorithm to recommend suitable products.
Intelligent logistics is also an important segment for Midea to realize the “new era of human-machineâ€. Li Zhuosheng, the deputy general manager of Midea ’s Ander Intelligence, told reporters in Nandu that from the perspective of automation, after Midea acquired KUKA, warehousing has better technical support and can provide a complete set of smart logistics solutions. Midea, which started out, can give other manufacturing companies an overall smart logistics solution. "
Revenue other than home appliance manufacturingRising costs and the slowdown in the growth of the home appliance manufacturing sector, relying too much on single products such as air conditioners, and looking for new revenue growth poles are problems that home appliance giants have to face.
Also taking Midea ’s smart logistics as an example, Li Zhuosheng revealed to Nandu that the current “America†business accounted for an increasing proportion of the income of Ander Intelligence, reaching about 50%. “With Jingdong, Cainiao and other platform enterprises Differently, Midea started out based on manufacturing and channels, and the external 'output' of smart logistics business can help companies to open up the supply chain and increase inventory turnover. "
Nandu reporters also learned from Midea Group ’s financial report that in the first three quarters of 2017, Kuka ’s revenue reached 19.8 billion yuan, but in the entire Midea Group, revenue accounted for only about 10.6%, still far behind consumer electronics and warmth. Through air-conditioning and other sectors.
According to data released by the International Federation of Robotics, China ’s annual sales of industrial robots have reached the highest level in all countries since record: in 2016, sales reached as high as 87,000 units, with an annual growth rate of 27%. From 2018 to 2020, China's industrial robot sales will increase by 15% to 20%. Midea's ability to increase the income of robots and automation systems will become the key. "The underlying logic of the Industrial Internet is the robot industry. In other words, it is Kuka. From this, we can judge that the importance of the robot industry in the US group will further increase in the next few years." Liu Buchen, a senior observer of the household appliance industry, told Nandu reporters, "I personally think that the robot business sector accounts for 20% of the entire Midea Group's revenue is a relatively reasonable proportion."
Compared with the United States, which aims at the industrial Internet, Haier, which also has multiple brands in its hand, focuses on the full-scenario customized smart package solution, trying to output the smart home as a part of the whole.
Since Gree announced its diversification in 2016, it has also outlined a diversified profile, but from the perspective of revenue ratio, Gree ’s smart equipment has already sprouted, but the market has not been “detonatedâ€. Gree in 2017 The semi-annual report shows that the proportion of smart equipment business is about 2%. Dong Mingzhu, chairman of Gree Electric, also said in an interview with the media during the two sessions of the country that it is not realistic to achieve a CNC machine tool with the scale of 100 billion yuan like air conditioning overnight, but "laying a good foundation" is very important. Of CNC machine tools are either not done, they are best done. "
The three major home appliance giants in China are all extending beyond their main businesses. This is actually a "mandatory action" after the company has grown to a certain scale. "The development of large global enterprises is like this, extending from specialization to diversification. From the strong correlation diversification to the further expansion of Ruo related diversification, Midea and Haier are currently in the expansion phase of Xiang Ruo related diversification, and Gree is in the stage of extension of specialization to diversification. "Liu Buchen commented.
We hope to extend the concept of perfect human-computer interaction to many fields such as life, manufacturing, logistics, and medical care, and focus on more valuable imagination and innovation. This is the new ecology of human-computer interaction that the United States hopes to explore.
— During the Fortune Forum in December last year, Fang Hongbo revealed during an exclusive interview with Nandu reporters. The official launch of Midea's KUKA cooperation seems to verify Midea's focus on high value.
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