Writer:超级管理员 Time:2025-12-09 15:37:36 Browse:21℃
In the wave of accelerating intelligence and domestic substitution in the global robotics industry, the cooperation between Changzhou TiLi reducer Co., Ltd. and Dobot Robotics has attracted industry attention. Both parties recently announced that the robot joint reducer customized and developed by TiLi reducer for Dobot has been successfully applied to its collaborative robot product line. This cooperation not only reflects the technological breakthrough of domestic core components, but also becomes another typical case of collaborative innovation in the "Robot Valley" industry chain in Shenzhen.
Background of Cooperation: Accelerating Domestic Substitution and Industrial Chain Collaboration
At present, China's robotics industry is in a stage of rapid development, but the problem of long-term dependence on imported core components urgently needs to be overcome. Taking reducers as an example, previously the localization rate was less than 30%, and Japanese companies dominated. However, with the technological breakthroughs of domestic manufacturers such as Green Harmonic and Qinchuan Machine Tool, the market share of domestic reducers has been increasing year by year. For example, Green Harmonic, with its "third harmonic" technology, has occupied 25% -26% of the domestic market share and has become a supplier to companies such as Tesla and Ubiquitous.
As the first stock of collaborative robots, Dobot's products are widely used in industries, healthcare, education, and other fields, but its core components were once dependent on imports. This collaboration with TiLi reducer marks a crucial step for Dobot in localizing its supply chain. TiLi reducer improves the accuracy and lifespan of the reducer to international standards through optimized design, while reducing costs by about 20%, helping Dobot maintain competitiveness in the price war.
Technological Breakthrough: Agile Response from "Laboratory" to "Production Line"
The industrial chain clustering effect of Shenzhen's "Robot Valley" provides a natural advantage for this cooperation. In the Robot Valley, the ecological model of 'going up and down the stairs is upstream and downstream' significantly shortens the research and development cycle. Liu Peichao, founder of Yuejiang Technology, once mentioned that during the start-up period, "you can get the processed parts on the same day with the drawings", and this efficient collaboration is once again reflected in the cooperation of TiLi reducer. TiLi reducer has achieved rapid adaptation between reducers and Dobot robot joints through modular design and flexible production, solving the flexible manufacturing needs that traditional industrial robots cannot cope with.
Market prospect: Humanoid robot race becomes a new growth point
With the acceleration of the commercialization process of humanoid robots, the demand for joint reducers has surged. According to QYR's prediction, the global market size of humanoid robot joint reducers will soar from $35 million in 2024 to $512 million in 2031, with a compound annual growth rate of 44.3%. Dobot has already laid out its presence in the field of humanoid robots, and its collaborative robots are gradually penetrating into scenarios such as automotive manufacturing and precision assembly. The technological adaptability of Taili gearbox will provide key support for this strategy.
Industry Challenge: Parallel Price War and Technological Competition
Despite the broad prospects, domestic robot companies still face severe challenges. Taking Dobot as an example, the average price of its core product, the six axis collaborative robot, has dropped from 65900 yuan/unit in 2021 to 56600 yuan/unit in 2023, with a gross profit margin of 43.9%. The cost advantage of TiLi reducer may become the key for Dobot to cope with price wars. At the same time, industry competition is shifting from low prices to technological differentiation. For example, green harmonics form a moat through "high precision+long lifespan", and Taili also needs to continue to focus on customized services and technological innovation.
Expert opinion: Industrial chain collaboration is the key to breaking the deadlock
Experts from the Chinese Academy of Sciences Shenzhen Institute of Advanced Technology pointed out that the competitiveness of Shenzhen Robot Valley stems from the deep integration of "production, learning, research and application". The close cooperation between universities and enterprises has accelerated the transformation of technology from laboratories to the market. The cooperation between TiLi and Dobot is the epitome of this model - promoting the upgrading of domestic robots to high-end and intelligent by integrating supply chain resources.
Conclusion
The cooperation between TiLi reducer and Dobot is not only a milestone in the replacement of domestic core components, but also reflects the determination of China's robotics industry to transform from "manufacturing" to "intelligent manufacturing". Under the ecological empowerment of Shenzhen Robot Valley, domestic robot companies are expected to further break through technological barriers and occupy a more important position in the global industrial chain. In the future, with the explosion of humanoid robots, industrial flexible manufacturing and other fields, domestic reducer enterprises will usher in a bigger stage.
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