ZhilianhaiDomestic Substitution: A Component-Level View
A component view
| Stage | Common position |
|---|---|
| Complete machines | High domestic share, intense price competition |
| Gearboxes | Domestic harmonic and RV suppliers exist, consistency matters at the high end |
| Servo and control | Mature in mid-range, stricter stability demands higher up |
| Sensors and vision | Many domestic suppliers, accuracy varies by segment |
How to assess a substitution
- Batch consistency matters more than the specification sheet.
- Re-validate cycle time and yield after any swap.
- Check supply stability and spare part response.
Substitution progress varies greatly by application. Judge it on validated projects, not on general claims.
