cnc machining

However, different from other controller brands or digital avatars composed of multiple software on the platform, after introducing the RMVM function of Siemens SINUMERIK ONE digital native controller, Dongtai can allow customers to estimate the cycle time (cycle time) before accepting orders. ), the accuracy rate is as high as 99% or more. And for automated processing cell equipment, simulating tool magazines, robot unit tool changing actions, or synchronizing multi-machine real-time simulation (real time) will effectively reduce the time and trial-and-error cost of real machine testing and verification, and can be improved offline. The evaluation will not affect the actual production line, and can be used to educate and train students with confidence, avoid collisions, damage the machine, and shorten the start-up time. The first piece is required to be ready.

At the same time, it can provide tool management solutions, so that customers can perform the load monitoring function even with medium and low-end CNC controllers, collect and display the tool and material management information of each production line online, and set the upper and lower thresholds of overload time limit. , once the tool is damaged or broken, it will give an alarm, in order to meet the general automation requirements of Dongtai, and continue to automatically produce good products.

Siemens, a major CNC system manufacturer, said that thanks to the accelerated pace of digitalization in recent years due to the epidemic, Siemens is still leading the industry to overcome challenges such as Industry 4.0 and digital transformation in the industrial field, and has introduced the latest high-efficiency control systems, digital clones, edge Forward-looking technologies such as computing and cloud applications, use data to create unlimited value, and build a machine tool industry ecosystem.

At the same time, it continues the concept of digitization at different stages from product design, implementation of production and optimization processes, and forms a complete closed loop of data. Whether it is a machine tool manufacturer or a terminal processing industry, it can be used for output. The best machine or workpiece has recently introduced experts from the German headquarters to cooperate with customers to develop a new process for processing 3 eccentric butterfly valves, which overcomes the problems that cannot be solved by traditional CAD/CAM software or FANUC controllers, and is cost-effective.

Xu Renji, Business Development Manager of Siemens, further pointed out that the world's first digital native CNC controller SINUMERIK ONE, which was first announced at EMO Milan in 2019, took the lead in cooperating with more than 10 machine tool manufacturers, emphasizing that it can truly integrate virtual and real machines and use edge computing. , to collect and analyze high-frequency information data from the sensors of key component manufacturers such as Siemens or NSK, Dongpei (TPI), etc., and the cost will be gradually reduced.

Different from the digital twins technology in the past, which is often dominated by PC commercial software manufacturers such as CAD/CAM/PLM, TIMTOS x TMTS in 2022 has seen that the machine tool industry has begun to introduce CNC systems as the core. Digital Doppelganger Solutions. It is not only used to more accurately evaluate the entire line/factory automation equipment and the actual moving line of the fixture to prevent interference or collision, but also assist a single machine to simulate the processing path and optimize the program before processing to improve quality and production. Efficiency, will contribute to the early realization of the net zero carbon emissions vision.

For example, Tongtai has integrated its group resources for this purpose, and the proposed digital transformation strategy follows the current trend of virtual-real integration that digital avatars and physical CNC systems are more closely integrated, so as to meet the needs of more product choices and life cycle. The shortening has caused the manufacturing industry to face flexible production requirements ranging from variable variables to mass customization. It must be able to overcome the challenges of short lead times and frequent line changes, even if it is a single first piece (Lot One) It must be produced correctly.

Then use the CPS virtual-real integration as the core, horizontally integrate PLM and value chain across the product life cycle at the IT level, and vertically integrate with the OT-level manufacturing to help customers gradually enter the five levels of smart manufacturing: networking, visualization, and transparency , predictive, intelligent, to meet customer needs and value.

Dongtai Smart Manufacturing Solution Digital clone integrated machine-side computing platform

Zeng Wenpeng, associate manager of the Smart Technology Division of Dongtai Precision Machinery Co., further pointed out that in fact, the machine tool industry has introduced digital avatar and virtual-real integration technology for many years before the advent of the industrial metaverse concept, and Dongtai also began to invest in research and development in 2016 and 2017. So far, the entire series of models that have left the factory have almost completed the construction of digital clones, and support European and Japanese brand controllers to assist customers.

The short-term manufacturing boom is under pressure and affects the machine tool market demand. As a general-purpose machinery and equipment, the level of demand for machine tools is closely related to the prosperity of the downstream manufacturing industry. As a "barometer" of the prosperity of the manufacturing industry, the PMI index can more clearly reflect the prosperity and cycle of the current manufacturing industry. Recently, due to the repeated domestic epidemics that have had a greater impact on the manufacturing supply chain, the shutdown of some manufacturing companies has had a greater impact on the prosperity of the manufacturing industry. The PMI indexes in March and April 2022 were 49.5% and 47.4%, respectively. Both are lower than the boom line, and the growth rate of fixed asset investment and industrial added value also shows a downward trend. According to our judgment, with the gradual easing of the epidemic in Shanghai and other places, the national manufacturing boom is expected to be restored.

The electric intelligentization of automobiles has arrived, and the production of electric vehicles has created new demands for machine tools. The automobile manufacturing industry is the industry with the largest demand for metal cutting machine tools. With the gradual popularization of electric vehicles, changes in its product structure have a significant impact on the machine tool industry. Compared with traditional fuel vehicles, new energy vehicles are completely different in terms of platform, structure, and power. Its specific batteries, electronic controls, motors, and intelligent components need to be re-customized and developed, which is expected to drive new demand for machine tools. . At the same time, for hybrid vehicles, since they still retain the internal combustion engine system, their original processing requirements for machine tools have basically not changed. At the same time, the addition of the three-electric system will increase their demand for metal cutting. According to the forecast of the Prospective Industry Research Institute, by 2026, the sales volume of hybrid vehicles in my country is expected to reach 1.36 million units, which will significantly promote the demand for machine tools.

The booming aerospace market is expected to increase the demand for high-end CNC machine tools. In 2021, the market size of China's aerospace industry will reach 893.3 billion yuan, a year-on-year increase of 7.11%, and it is in a stage of rapid and vigorous development.

The application of new materials in the aerospace field and the complexity of structural parts have accelerated the demand for machine tool renewal, which in turn has increased the demand for high-end machine tools. In addition, aerospace equipment manufacturing and processing have a high demand for high-end CNC machine tools. The aerospace equipment manufacturing industry generally requires large, high-speed, precision, multi-axis and high-efficiency CNC machine tools. Combined with the characteristics of aerospace equipment processing, the aerospace industry will require high-speed machining centers in the future. The demand for high-end machine tools such as 5-axis machining centers and 5-axis high-speed gantry milling machines will continue to increase.

The technological upgrade of 3C products drives the renewal of machine tools and equipment. According to IDC, global smartphone shipments are expected to grow by 5.3% in 2021 to 1.35 billion units, and the compound annual growth rate is expected to remain at around 3.5% in 2023 and beyond. At the same time, with the comprehensive sinking of 5G technology and the further enrichment of terminal products, the penetration rate of 5G is expected to accelerate. According to the IDC report, the growth rate of 5G equipment shipments will reach 117% in 2021. The steady development and technological upgrading of the mobile phone market will play a good role in promoting the renewal and upgrading of machine tool products. In addition, the steady progress of 5G network construction will drive the demand for machine tool products: in 2020, more than 600,000 5G base stations will be built in China. The compound growth rate was 15.62%. The increase in the penetration rate of 5G mobile phones and base stations will accelerate the upgrading of processing equipment represented by CNC machining centers.

The COVID-19 outbreak, which broke out around the world in 2020 and continues to this day, has largely changed the way people live and work. It has also had different impacts and impacts on various industries, and has gradually shaped a new social pattern. The pandemic is far from over, but the replacement of old and new industries has begun. How to invest in the post-epidemic era has become a topic that has to be thought deeply. In this series of studies, we conduct in-depth analysis of various industries with a focus on the post-epidemic era, and look forward to corresponding investment opportunities and risks.

1 The post-epidemic era will change the competitive landscape of new energy vehicles and parts

Since the beginning of 2022, the new crown epidemic has once again struck the country, resulting in Shanghai, Jilin and other provinces and cities being forced to be in a state of full or partial regional lockdown. This round of epidemic has had a severe impact on both the supply and demand sides of China's auto industry, resulting in a sharp decline in domestic auto sales in April. According to data from the Passenger Car Association, domestic wholesale sales of passenger vehicles in the narrow sense fell 43.0% year-on-year in April and 47.8% month-on-month; retail sales in April fell 35.5% year-on-year and 34.0% month-on-month.

On the supply side, the closure and control of the two major auto industries in Shanghai and Jilin has forced SAIC, FAW Group, Tesla and other auto companies as well as thousands of parts and components supporting companies to suspend production and reduce production, which directly affects domestic auto production; in addition to the shutdown of factories, The logistics links in the sealed-off areas are blocked, and the complete vehicle and parts factories cannot normally feed and ship materials, which makes the domestic automobile supply chain in a state of high tension or even partial rupture, which restricts the production level of domestic car companies. Great Wall, Dongfeng Nissan and other car companies The chain is difficult to stop production.

On the demand side, on the one hand, the epidemic has reduced the overall income of consumers, and it is expected that some car purchase needs will be delayed or put on hold; on the other hand, dealerships and experience stores in Shanghai and other places have been forced to close due to the epidemic, and the flow of dealers has been interrupted. It is difficult to complete a series of car purchase links such as car viewing, price inquiry, test drive, and car ordering, resulting in restricted car purchase demand. In addition, March-April is usually the peak period for new car launches. The postponement or cancellation of offline auto shows such as the Beijing Auto Show makes the marketing effect of car companies less than expected, and the attention of new cars will also be affected.