The brain of the laser processing system, the peak of the profitability of the industry chain (report attached)

The main points

Domestic substitution is the main line of development, and there is a wide space for high-power products

Throughout the development history of the laser control system industry, domestic substitution is an important driving factor. In terms of servo control system, in the field of low and medium power, domestic enterprises headed by Bochu Electronics have already possessed the leading international technical level. Bochu Electronics, Weihong, and Aosendico together account for more than 90% of the domestic market share. In the field of high power, international companies represented by Beckhoff, PA, Siemens, etc. still have a relatively obvious first-mover advantage, and the proportion of domestic manufacturers is still at a low level, but the market share of the domestic leader Baichu Electronics is rising , In 2019, it accounted for 10% of the domestic high-power laser market. According to the market share data (Huajing Industry and Research) in 2020, this value has risen to 17%. In terms of galvanometer control systems, Germany’s SCAPS and SCANLAB, as industry pioneers, occupy an important market position in the high-end field. In 2020, the localization rate of my country’s high-end galvanometer control systems will be 15% (source: Golden Orange Prospectus), which is relatively significant. domestic alternative space.

Servo and galvanometer control system, application fields and technical paths

There are significant differences in the technical routes, control principles and applicable scenarios of galvanometer and servo laser. The galvanometer control adjusts the optical path through the swing of the lens, and points the laser to the target position, which is suitable for high-speed micro-processing, while the servo laser relies on the servo motor to drive the laser head to move to the correct position to complete the laser irradiation, suitable for large-area macro-processing, and is widely used in large-scale Wide format cutting and welding, including sheet metal processing, automobile manufacturing, aerospace and other fields. The galvanometer laser is mainly used in marking, drilling, 3D printing, precision cutting and other scenarios, with high speed, high precision, and micro-processing as its core features. At present, the vibrating mirror control system can reach between 0.5 μm and 10 μm, and the servo motor generally requires to reach about 50 μm. We believe that with the rapid growth of the galvanometer laser industry, it is expected to accelerate the differentiation of laser application fields and allow it to penetrate into more processing scenarios.

Smart manufacturing continues to be encrypted, and high-quality enterprises continue to penetrate into other areas of the industrial chain

In the field of high-power laser processing, metal cutting, welding, and cladding are the main application scenarios. From the perspective of market size, 2020 will usher in a high-speed growth of 85.7%. From 2016 to 2020, the CAGR will be 40.8%. The leader of the servo laser control system, Bochu Electronics, while constantly breaking through the high-power servo control market, has made great efforts in the intelligent laser cutting head track, opening up the growth space. Huajing Industry Research predicts that from 2022 to 2025, my country’s intelligent laser cutting head is expected to increase from 845 million yuan to 2.584 billion yuan, and the CAGR from 2020 to 2025 will be 25.05%.

In terms of galvanometer lasers, Golden Orange will further develop the field of flexible processing after this fundraising, and is committed to providing customers with comprehensive solutions including laser processing control systems, robots, 3D galvanometers, and visual processing. At the same time, its high-precision galvanometer products will continue to invest in research and development, trying to break through core competitiveness indicators such as precision and speed, and accelerate domestic substitution.

To view the full report please click

Note: Unless marked as original, all are contributions and sharing by netizens or institutions. If you have any publicity needs, please contact [email protected].

This article is transferred from: https://www.dx2025.com/archives/28817.html
This site is only for collection, and the copyright belongs to the original author.