2026-01-22 17:13:07
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Over the past decade, China's control device industry has achieved leapfrog development driven by both policy initiatives and market demand. Benefiting from national strategies such as 'Made in China 2025' and industrial equipment updates, the industry scale has grown from approximately 200 billion yuan in 2016 to 286 billion yuan in 2024, with an average annual compound growth rate exceeding 12%. Intelligentization and digitization have become the core evolutionary directions. In core areas such as PLC, DCS, and SCADA, the localization rate has significantly increased, with the localization rate of small PLC reaching 36.1%. Domestic brands have rapidly penetrated the OEM market with their high cost-effectiveness and customization capabilities; however, large and medium-sized PLCs are still dominated by foreign companies such as Siemens and Rockwell, with a localization rate of less than 6%. There is still a risk of 'bottlenecks' in high-end chips and industrial software. Technologically, AI and edge computing are deeply integrated, with controllers evolving from single execution units to intelligent decision-making terminals. Multi-protocol communication, wireless I/O, and SoC integration have become mainstream trends. Local enterprises such as Inovance and Hollysys are accelerating their transformation towards 'hardware + services + data' solutions, driving the industrial chain to upgrade from component procurement to system integration. Despite ongoing supply chain security pressures, domestic substitution has shifted from being policy-driven to being driven by market demand, and the industry is moving towards a new stage of self-reliance and controllability.