In 2022, the global robot market will reach 510.3 billion USD, and the technical personnel gap will reach 5 million.

In recent years, the robot industry has flourished and the market scale has continued to grow rapidly. According to China Robot Industry Development Report (2022), it is estimated that the global robot market will reach 501300 million USD in 2022, and the robot market in China will reach 654,380+07.4 billion USD. At the same time, related new occupations came into being. A large number of industrial robots are "busy" on the production line, which gives birth to a large demand for technicians who master related operations and system integration.

Wang Haoyu, managing director of Junshan, said that with the increase of robot application scenarios and the rapid increase of penetration rate, the demand for relevant professionals will increase greatly in hardware fields such as ontology, reducer, laser radar, and software fields such as AI and chip design.

"Robotics engineering technology, which came into being based on the two dimensions of digital industrialization and industrial digitalization, is a new major that college students pay more attention to." Song Jia, member of the National College Students Committee of the Ministry of Education and director of the Collaborative Innovation Center of the State Council State-owned Assets Supervision and Administration Commission, said in an interview with the Securities Daily that "the shortage of robot engineering and technical talents represents the rapid integration of the industrial chain and value chain of the robot industry. The education department will focus on cultivating comprehensive talents and encourage schools and enterprises to jointly carry out cooperation and collaborative education projects. "

In fact, the phenomenon of lack of work in the field of robotics has long appeared, and professionals such as related engineering technology are in short supply. According to Ministry of Human Resources and Social Security's ranking of 100 occupations in the second quarter of 2022, the shortage of manufacturing jobs continues, and the shortage of projects such as "computer network engineering technicians" and "industrial robot system operators" increases. Among them, the gap of industrial robot system operators is more prominent. The data shows that the talent gap in China's artificial intelligence robot industry alone is as high as 5 million (people), and compound talents and high-level talents are scarce.

The relevant person in charge of Daxie Robot told the Securities Daily reporter that there is a shortage of talents in core fields such as robot operating system and multi-modal robot, and the market lacks comprehensive talents with robot operation, installation, debugging, programming and maintenance capabilities, and even "one will be hard to find".

"Robots are digital devices that combine high-tech disciplines such as machinery, electronics, control, computers, sensors and artificial intelligence. Unlike the traditional Internet industry, this industry needs experience accumulation and technology precipitation. " A robot engineer said, "The high threshold, high intensity and high requirements for people's comprehensive ability make it difficult for the number of employees in the industry to grow on a large scale."

As an industry with high system integration, the industrial chain of robot industry includes many subdivided tracks, including voice, vision and navigation. At the application level, there are controllers, sensors, reducers, encoders, motors and so on. At the hardware level.

From the perspective of industrial chain, precision reducer is the component with the highest technical barrier in robot production. A-share listed companies involved in this field include Shuanghuan Transmission and Shanghai Electromechanical; Servo motor and control system are the "nervous system" of robots, and this is the field that Eston and Xinshida aim at. The control system is the "brain" of industrial robots, and Huazhong CNC and Zhi Ming are all laid out here. The listed companies in the sensor field mainly have Goer shares.

Judging from the market performance, this year, the robot concept sector is more active. From the lowest point to the press release on April 27th, the highest increase of the robot concept plate reached 12%, among which the highest increase of the industrial robot concept plate reached 56%. Recently, the attention of institutions to the robot industry is also rapidly heating up. Among them, Eston was investigated by 46 1 agency in July.

Although with the support of funds, the scale of relevant listed companies has gradually grown, with the increase of scale, the shortage of talents will become more prominent. According to the data of the recruitment platform, from June to August this year, computer software ranked the top three in the recruitment demand of listed companies, and the recruitment demand of robot-related talents accounted for 40% of the total demand.

"Our intuitive feeling is that there are very few fresh graduates who meet the requirements every year, and the cost of retraining is high, which cannot adapt to the rapid changes in the industry and technological changes." An industry insider said, "Digging corners to grab people is a common phenomenon in the industry."

However, at present, China's attention to talents in the robot industry is increasing, and relevant policies are gradually landing. In the past three years, Ministry of Human Resources and Social Security has released 47 new occupations, of which 15 is directly related to artificial intelligence/robots; In colleges and universities, the number of artificial intelligence and robot-related majors has also ushered in a "blowout" development.

Song Jia believes that listed companies have certain financial strength and should play a leading role in R&D and personnel training. Driven by the demand of industrial digital transformation and upgrading, robot-related talents and technologies will develop rapidly, which will further promote related enterprises to accelerate cross-border integration and collaborative innovation.

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