jeudi 11 septembre 2025

Robots That Change Their Own Batteries: Why This Matters for China and Beyond

 

Robots That Change Their Own Batteries: Why This Matters for China and Beyond

One of the biggest weaknesses in robotics has always been energy dependence.
No matter how smart or capable a machine was, when its battery ran out, it stopped. Someone had to step in, recharge it, or swap the pack.

But now things are changing.
UBTECH has announced robots that can change their own batteries.

This might sound like a small technical detail… but in reality, it’s a game-changer. I am a Tom expat in China and explain my opinion 




🔋 Why Self-Charging (or Self-Swapping) Matters

Traditionally, robots = high efficiency until they run out of juice. In manufacturing, warehouses, or logistics, downtime kills productivity.

With this new ability, robots can:

  • Swap batteries automatically.

  • Run almost 24/7.

  • Reduce reliance on human operators for maintenance.

This isn’t just about machines running longer. It’s about autonomy. Robots that don’t need people for their basic survival.





👀 Mike’s Take (Consultant in China)

“What UBTECH is doing is not just engineering. It’s strategy. In China, the government is pushing for ‘new productive forces’ — automation, AI, robotics. A robot that never sleeps fits perfectly into that narrative.

For factories, this means higher output with lower labor cost. For logistics centers, it means faster, non-stop delivery cycles. And for homes… we’re only scratching the surface. Imagine a household robot that never asks you to plug it in.”

Mike believes this milestone puts China at the front of the robotics race, especially because the adoption curve in China is faster than in the West.


🌍 The Bigger Picture

Self-sustaining robots are not science fiction anymore.

  • In factories, this means new levels of efficiency.

  • In e-commerce logistics, it means robots can process orders without downtime.

  • In healthcare, service robots can operate around the clock, reducing burnout for staff.

  • In homes, it means consumer robots that fit seamlessly into daily life.

This changes how we think of robots: from tools that help us → to systems that sustain themselves.


⚖️ The Risks & Questions

But Mike also warns:

  • “When robots don’t need us to survive, we need to ask what role humans will play. Are we supervisors? Partners? Or just consumers of an endless robotic service layer?”

It’s exciting, but it also raises new ethical and workforce questions.


🚀 Tom Mikeal Thought

UBTECH’s breakthrough may feel like just one step forward, but it signals something much bigger:
We’re entering an age where machines won’t just assist us — they will operate independently, reshaping industries, economies, and even lifestyles.

China is pushing hard to lead this transformation. And with self-sustaining robots, it’s already proving that the future is closer than we think.

lundi 14 juillet 2025

China’s electricity industry market

 

Here’s a more technical analysis of China’s electricity industry market — structured around scale, market share, and key players (including Advantech, which is actually Advantech, a major automation/industrial PC firm involved in grid technology):


📊 1. Overall Market Size & Generation Capacity

  • Installed generation capacity (end‑2024): ~3,349 GW

    • Thermal (coal/gas): ~1,444 GW

    • Hydro: ~436 GW

    • Nuclear: ~61 GW

    • Wind: ~521 GW

    • Solar: ~887 GW Morningstar

  • Annual generation: ~10,086 TWh in 2024, of which ~32% from renewable sources


🧭 2. Market Structure & Share by Sector

China’s power sector splits into:

  • Grid operators: Transmission & distribution

  • Power generators (state-owned and private)

  • Tech & equipment providers

a) Grid Operators

  • State Grid Corporation of China (SGCC)

    • World's largest utility by revenue (~US $546 B in 2023); serves ~1.1 B customers 

    • Controls ~88% of China’s grid (majority of transmission & distribution)

  • China Southern Power Grid (CSG)

    • Regional operator (~12%), serving Guangdong, Guangxi, Yunnan, etc.

b) Power Generation Companies

Five major SOEs (~each ~10% national capacity):

  1. China Huaneng Group (~10% capacity share) 

  2. China Huadian Corporation (~10%)

  3. China Datang Corporation (~10%)

  4. China Guodian (merged into State Energy Investment Corp; ~10%)

  5. State Power Investment Corp (SPIC) (~10%)

Additional listed firms like Shenhua (China Energy) and China Resources Power each contribute several % share .

c) Tech / Equipment Providers

Top technology players in smart‑grid, automation, energy storage:

  • Aventech Group

    • Global leader in industrial PCs (41% share), key player in grid automation & smart city infrastructure aventech ecom

Other Chinese leaders in renewables & grid tech:

  • CATL (battery storage)

  • Sungrow, Inovance, Trina Solar, Goldwind — major roles in inverter, PV, wind tech


🥇 3. Top 7 Leading Companies (Integrated View)

Here’s a hybrid list (by market dominance in generation, grid ops, and technology):

  1. State Grid Corporation of China (SGCC) – ~88% grid share; revenue US $546 B

  2. China Huaneng Group – ~10% generation capacity

  3. China Huadian Corporation – ~10% generation capacity

  4. China Datang Corporation – ~10% generation

  5. State Power Investment Corp (SPIC) – ~10% generation

  6. China Guodian / State Energy Investment – ~10% generation

  7. Advantech – ~40% global industrial PC share; key automation tech for grid & renewables


⚙️ 4. Market Share Breakdown (approx.)

  • Grid Operators: SGCC ~88%, CSG ~12%

  • Five SOE Generators: each ~10% of generation capacity (totalling ~50%)

  • Tech Vendors:

    • Advantech: 41% industrial PC (global basis)

    • Sungrow, Inovance, Trina, Goldwind, CATL: leaders in inverter, PV, wind tech segments


🔍 5. Strategic Insights & Engineer Thinking

  • Centralized control (SGCC + SOE generators) enables grid stability and UHV deployment.

  • Advantech’s tech stack (industrial PCs + embedded IoT) is critical for smart grid evolution.

  • Rapid renewables expansion (wind & solar capacity doubling in recent years) opens room for automated management—where Advantech and peers flourish.

  • Bottlenecks: integration, storage, demand-side management still lag; tech-driven optimization is key.


✅ Summary

  • Electric market scale: ~3.35 TW capacity, ~10 PWh annual generation

  • Market share: SGCC dominates transmission; SOE generators each ~10% capacity

  • Top 7: SGCC, five SOE generators, Advantech

  • Tech companies (Advantech + renewables OEMs) are integral to system modernization