Basic overview analysis of Educational Robotics industry: definition, industry chain analysis
Based on the application environment of robots, the International Federation of Robotics (IFR) will robotics into industrial robots and service robots. Educational robots are service robots with teaching and learning intelligence, which is a subdivided category of service robots. For example, the "Future Teacher" robot developed by NetDragon can be used in applications such as reading aloud, taking names, and invigilating exams.
The industrial chain of educational robots mainly includes core components, software and operating systems, content implantation, and machine manufacturing and application services. Core components mainly include chips, controllers, raw materials, sensors, reducers and some other parts; software and operating systems are mainly technology modules, system integration, navigation and voice services.
System integration and technical support is mainly in the cloud computing, big data, artificial intelligence and other aspects of accelerating the process of service robot intelligence.
Content implantation includes educational curriculum implantation, teaching case implantation, music, stories and other teaching content implantation; machine manufacturing and downstream applications are mainly in the field of early childhood education accompanied by the field of STEAM educational toys, block programming and programming robots and other fields.
Educational robot industry industry chain analysis
Source: Prospect Industry Research Institute
From the enterprise point of view, the upstream core components of educational robots, ABB, KUKA, and other foreign manufacturers in the field of core components to occupy a first-mover advantage, the domestic enterprises in the LIDAR sensors, AI chips, and other emerging technologies to seek breakthroughs, and has achieved a milestone. Stage results, the main enterprises are Shenyang Xinsong, Horizon, Cambrian and so on.
In software and operating systems, domestic enterprises have maintained an international leading position in the technological wave of artificial intelligence, and technologies such as voice/image recognition, semantic understanding, cloud computing, big data and other technologies have accelerated the development of service robots, and the main enterprises are KDDI, Aliyun, Huawei and so on.
Content implantation of the main enterprises are Tencent Children, AYU culture, Shengzhi learning, Wodi English and other enterprises; downstream application of early childhood education accompanied by the robot main enterprises are KUDA Xunfei, Golden Eagle Cartoon Weiwei, the future of AI technology, Xin Yijia technology, ability to storm and other enterprises.
Multiple factors driving the development of the industry, China's educational robotics industry development prospects
1, China's comprehensive two-child policy significantly increased the number of students in compulsory education, it is expected that in 2027 China's elementary school students will reach a maximum value of about 100 million people, greatly increasing the market base of educational robots face;
2, superimposed on the policy to support the AI Primary and secondary schools landing, vigorously promote the establishment of artificial intelligence laboratories, programming laboratories and promotion of the competition, so that the surge in demand for educational robots;
3, the middle class education anxiety, so as not to lose their children at the starting line, so as to vigorously invest in education, spending and consumer upgrades and other factors, *** with the drive of the development of educational robotics industry, educational robots will have a very broad prospect in the future.
4, our country as early as 2009 began to explore the new education model, in the "Eleventh Five-Year" education planning will be "general secondary schools to open intelligent robotics course practice research" as a special topic, to explore the new application of educational robots in the traditional education model, practice has proved that educational robots in the education of primary and secondary students can widely stimulate the primary and secondary students. Education of primary and secondary school students can widely stimulate the interest of primary and secondary school students to learn, and greatly save the cost of manpower, educational robot as the object of a new model of education is being widely carried out.
In 2017, the State Council issued the "new generation of artificial intelligence development plan" pointed out that the popularization of artificial intelligence should start from a young age, set up artificial intelligence-related courses in primary and secondary school stages, gradually promote programming education, and encourage the participation of social forces in the development and promotion of programming teaching software and games that are fun and educational. And the implementation of these application projects on the ground, at the national level for the development of the educational robotics industry provides a strong impetus.
5, in addition to the policy to promote schools and other public institutions on the surge in demand for educational robots, offline education and training institutions as well as the family's own demand for educational robots is also an important factor in promoting the development of the educational robotics industry.K12 education refers to the three stages of 12 years of basic education starting from kindergarten to 12th grade*** Counting three stages of 12 years of basic education, covering extracurricular training, interest classes, and course tutoring and other In 2018, the size of China's K12 education offline training market was about 452 billion yuan, and various offline training institutions sprung up like bamboo shoots, while middle-class parents are also actively involved in a variety of offline training institutions in order to make their children grow up better, and with the development of the intelligence, scenario, and efficiency of the offline training institutions, educational robots are also playing more and more roles. The growing size of the K12 education offline training market not only puts more demand on educational robots in terms of quantity, but also puts forward new requirements for educational robots in terms of product functions and teaching modes.
China's K12 education offline training market size statistics and growth in 2012-2018
Data source: compiled by the Prospective Industry Research Institute
(Remarks: the market size growth rate in 2018 was 15.6%)
Global educational robotics market size is close to 1 billion U.S. dollars in 2018
Along with the the ****same role of multiple factors, the educational robotics industry has entered a period of rapid growth, robotics competitions are also in full swing, educational robotics competitions belong to an important part of them, there are about more than 100 robotics competitions around the world each year, and the scale and number of applicants for educational robotics competitions are also growing steadily.The size of the global educational robotics market was about $955 million in 2018, a 16.61% increase compared to the previous year by 16.61%, and the growth rate of the global educational robotics market size has consistently remained above 14% in the past five years.
Global educational robot market size statistics and growth from 2012-2018
Data source: compiled by Prospect Industry Research Institute
China's educational robot market growth rate is slightly higher than the global
China's educational robot market accounts for about 10%-12% of the global market, thanks to the continuous support of domestic policies at the national level as well as the growing education Thanks to the continuous support of domestic state-level policies and the growing expenditure on education, the market growth rate of China's educational robots is slightly higher than that of the global market, making China's educational robots account for a growing proportion of the global market. According to Foresight Industry Research Institute released the China Education Robot Industry Development Prospect Forecast and Investment Planning Analysis Report statistics show that in 2012, China's educational robotics market size reached only 186 million yuan. 2016 China's educational robot market size reached 478 million yuan, a year-on-year growth of 31.32%. year-on-year growth of 31.32%. As of 2017 China's educational robotics market size grew to 579 million yuan, an increase of 21.13% year-on-year. Into 2018 China's educational robotics market size of about 750 million yuan, an increase of 29.53% over the previous year, over the past five years, China's educational robotics market has always maintained a rapid growth rate of more than 20% growth rate.
Chinese educational robot market size statistics and growth from 2012-2018
Data source: compiled by the Prospective Industry Research Institute
(Remarks: the growth rate of the market size in 2018 was 29.53%)
Chinese educational robot competition pattern analysis: family life robots dominate the mainstream, and the concentration of the industry is still low
Based on the different application scenarios and applicable objects of educational robots, educational robots can be divided into twelve categories: safety education robots, intelligent toys, children's entertainment and education companions, family intelligent assistance, STEAM teaching aids, classroom robot teaching assistants, robot teachers, telecontrol robots, special education robots, industrial manufacturing training robots, surgical and medical training, and rehabilitation care. Among them, the application of educational robots in the field of family life is relatively widespread, but by the limitations of technological maturity, educational robots in the classroom teaching, professional fields and public **** place should mostly still be in the conceptual stage, although it has been clearly defined the demand for the application of the situation, but has not yet been verified by the market.
Twelve types of educational robots application scenarios analysis situation
Source: Prospective Industry Research Institute collated
The domestic market concentration of educational robots is relatively low, CR3 is about 34.03%, CR5 is about 46.0%; compared with the CR3 of 23.5% and CR5 of 26.6% in 2015 to a certain degree of improvement, but with the belonging to the robotics industry at large, the market concentration is still low. Lego Group stood out among all competing companies with its excellent reputation, years of business foundation and superior technology, with a market share of approximately 16.25% in the field of educational robotics in 2018, firmly occupying the leading position in the industry; the second echelon, including Shanghai Future Partner Robotics, Lobo Education, Ability Storm and Ubiquitous, all occupy a market share of more than 5%.
Because of the uneven quality of educational robots and the delay in the introduction of the corresponding national product standards, there are a number of early operating children's early childhood education machines, intelligent devices and other areas of the enterprise has also entered the educational robotics industry, the low-end market is flooded with a large number of products, which occupies most of the share of the educational robotics industry.
Market share statistics of major enterprises in China's educational robots in 2018
Data source: compiled by the Prospective Industry Research Institute
There are currently many players in the educational robotics industry, covering a wide range of product types, and the price range ranges from 199-3999 yuan. In the field of early education and accompanying care, KU Xunfei's Alpha Egg, the future of the future of artificial intelligence technology, such as the future of the small seven is representative; in the field of blocks wooden blocks, LEGO, Ubiquitous, Ability Storm, Creative Workshop, such as high sales of the product; education machine human human series, Ubiquitous's Alpha series and Ability Storm's Zhumangma series is representative; flight and mobile series, the Ability Storm, Fantasy Workshop's products are representative.
The development trend: industry pain points are also the focus of development, the research direction focuses on seven areas
Although China's educational robotics industry is in a stage of rapid development, and the future development prospects are better, but in the process of development of the industry there are still some limitations to the development of the pain points need to be resolved. Specifically, at the institutional level, the lack of industry standardization, which in turn leads to a lack of standardization of robotics education products; insufficient supporting facilities leading to the popularization of the difficulty. At the level of the teaching process, the industry exists in the lack of scientific planning of the curriculum, the competition activities of the commercialization of the serious, the teachers are mixed and other issues. At the customer level, there are problems such as insufficient training and low popularization rate. To ensure the healthy, rapid and sustainable development of the industry in the future, solving these pain points will be the top priority.
The current educational robotics research focuses on seven research directions: appearance, auditory ability, visual ability, human recognition ability, oral ability, empathy and emotion, and long-term interaction. Among them, appearance is an important issue in the design of educational robots, and it is also the most popular and in-depth area of research, because especially for children, the appearance of the robot will affect the children's judgment of the robot's good or bad, and the bad appearance will even make the children have a sense of fear and nightmares, which will be directly reacted to the effect of the teaching; the auditory ability, the visual ability, the ability to recognize, the ability to speak the mouth of the research has been broken through; but the research of empathy and emotion, and long-term interaction. empathy and emotion and long-term interaction research is still in a relatively early stage, is the focus of future technological breakthroughs.
According to a number of factors driving the market demand for educational robots continue to grow, as well as the future development trend of China's education market, China's educational robotics market in the next five years is expected to maintain a compound growth rate of more than 20%, the industry concentration will be further enhanced, according to the Matthew effect, the strongest is always strong, the future market share will be to the quality of the best, more products, cost-effective and the number of channels to concentrate on the leading enterprises. The leading enterprises with a large number of channels will be concentrated. It is expected that in 2019, the size of China's educational robot market will reach 890 million yuan, and in 2024 it will exceed 2.2 billion yuan.
Statistics and forecast of China's educational robot market size, 2019-2024
Data source: organized by Prospective Industry Research Institute