Use of automation continues to grow in many of the mobile and industrial machinery applications served by the fluid power industry. As such, developments are increasing for hydraulic and pneumatic technologies capable of meeting the needs of automated systems and machines.
Power & Motion recently conducted a survey of our audience to gauge the impact automation is having on the fluid power industry. Of those who responded, 58% indicated they have seen an uptick in requests from customers for solutions that will aid their automation efforts.
While automation is not new, technological developments in recent years have made it a more viable option for many, particularly in the mobile machinery sector. Ben Holter, Product Director at Husco International, explained that automation has been omnipresent for the last 15 years but somewhat held up by OEMs realizing they need a number of other technologies first such as GNSS (Global Navigation Satellite System) and cloud connectivity.
“Hydraulics have been ready for decades for automation, but we've really been waiting for this convergence of technology to make it possible for our customers to take advantage of it,” he said. Requests for automation have not increased but instead the ability to actually automate systems and machines. “We've seen the upticks happening now that we're finally off the starting line and really into the race, because everything else has become capable.”
How Automation is Influencing the Design of Hydraulics and Pneumatics
Daniella Gonzalez, Product Market Manager Pneumatic and Electro-Pneumatic Valves and Valve Terminals at Festo Corp., agreed that technological innovations are helping drive automation uptake. She said Festo’s customers are looking to improve their automation efforts and today over 80% of them are using automation
Increased demand for automation solutions in the mobile and industrial machinery markets is therefore influencing technological developments for the hydraulics and pneumatics utilized in these machines.
Respondents to Power & Motion’s survey indicated automation is having a strong influence on their fluid power designs. Just 13.8% of respondents said less than 10% of their designs are impacted by automation, and almost 60% indicated that over 25% or more of their designs are influenced by this trend.
“Customers are turning to automation to improve safety, reduce errors, and make operator tasks more manageable,” said Adam Khaw, Head of Autonomy at Danfoss Power Solutions.
As such, Danfoss is seeing its use steadily increase across the off-highway mobile equipment industry. “Engineers are now designing for machines that need to understand their environment and act with precision,” said Khaw. “That shift changes how we think about every system, from core hydraulics to controllers and software.”
Impacts survey respondents indicated automation is having on their fluid power system designs included:
- electrohydraulic technologies comprising a growing share of the market
- more intelligent systems with integrated software applications
- increased interconnectivity and information reporting
- more consideration given to component placement and guarding
- increased need for precision and repeatability.
The majority of respondents, 97%, anticipate greater integration of fluid power and electric technologies in the coming years due to the continued progression of automation, a trend that is already being seen in many instances.
“Hydraulics are evolving into digitally controlled, intelligent systems,” said Khaw. To achieve this, the company is bringing hardware such as its PVG valves together with advanced control platforms to help create full system solutions.
Gonzalez and Holter noted similar design trends. For Husco, Holter said a solenoid — the digital to hydraulic interface — is added to its valves to create an electrohydraulic component which interacts with a controller to provide the desired operation.
Rather than having a mechanical link between the joystick in the operator cab and the valve, logic is built into the controller which provides an output signal for the valve, he explained. This enables more conditions-based control which can help improve overall performance. “When I just have one lever [joystick]…I can only do so much. It's cost effective, it works. But by adding automation now, you can start to add more knowledge of the system, add more understanding to be able to do what I call conditions-based control,” said Holter.
By better understanding machine condition, adjustments to the hydraulics can be made to match the particular operation being undertaken, such as digging, to ensure optimized and efficient performance.
This condition monitoring and control is a principle Festo is applying in its Controlled Pneumatics family of products, said Gonzalez. These pneumatics solutions combine proportional technology, sensors, and control algorithms into a closed-loop control system.
Sensors and controllers built into the closed-loop system perform all necessary performance calculations. Users simply need to enter their desired parameters, and the control system takes care of the rest. This allows for easy setup as well as flexibility to make changes as needed based on current performance conditions or other requirements.
Automation Will Require a Mix of Fluid Power and Other Technologies
While automation is bringing a number of changes to hydraulics and pneumatics, there is also the question of whether there will be a shift away from fluid power to other technologies.
Most survey respondents, 60%, said they are not seeing a shift away from traditional fluid power technologies because of automation.
Gonzalez, Khaw and Holter agreed there is still a place for hydraulics and pneumatics. But they and our survey respondents noted there are other technologies coming into play as well, particularly electric actuators, creating a wide range of options for design teams to consider.
When determining whether to use electric, fluid power or combination of the two technologies, it is important to take factors such as costs, space claim, existing infrastructure and performance requirements into consideration.
Khaw said Danfoss is seeing electric actuators becoming a more commonly used technology in steering and drive systems “especially where tight control and low maintenance are priorities.”
He also noted they are replacing smaller hydraulic functions, particularly in applications where space, precision or service simplicity is important. “Electric actuation enables smooth, responsive control and integrates easily with autonomy stacks.”
There are some examples in the market of machines which have completely replaced hydraulic systems with electric actuation — the Bobcat T7X all-electric compact track loader being one such example. But in many applications, the value of hydraulics is hard to beat, said Holter because of the power density and robustness they can provide. He noted electric actuation is still too expensive and that maybe in 5-10 years the technology will be more cost effective for the mobile market.
That’s not to say he doesn’t see electric actuation being used in certain instances, and indicated his desire to see parts of machines such as a quick hitch use linear actuators “because it makes the hydraulic system less complex.
“I think there's a lot of places where we could actually add value by taking out hydraulics,” he said. Ancillary parts of a machine that would only require the use of a small actuator offer opportunities to reduce hose routing and other components that can add complexity and weight to a machine.
“We have to realize that electronics are going to take over hydraulics in certain spots, and it's going to make a whole lot of sense and it's going to help move the industry forward,” said Holter.
Where Challenges and Opportunities Exist for Fluid Power in Automation Applications
With this growth will come opportunities for the fluid power industry as well. Most survey respondents, 91%, indicated as such, as did Gonzalez, Khaw and Holter.
Some of the opportunities respondents see for hydraulics and pneumatics in automation include:
“The shift to electronics is not wholly possible, as there will remain many applications that require a more robust fluid power solution. It is these applications that will continue to drive fluid power solutions into the automation age.”
“Fluid power in closed, half-open and open systems for certain high pressure/force/performance applications will stay. With the help of sensors, switches and digital control valves, fluid components such as valves, pumps and manifolds can be connected and integrated into inudstrial automation. The value proposition has to be clear (advanced control, improved productivity/efficiency etc.).”
“There will be opportunities in high-force applications in heavy automation, hybrid electro-hydraulic systems, compact pneumatics for lightweight automation, rugged environments and safety critical automation and energy storage and efficiency improvements.”
“Where high power density is required with accurate control, particularly with the advent of fieldbus technology becoming more available in hydraulic components, as they currently are with sensor technology.”
Khaw concluded by saying the opportunities for hydraulics and pneumatics in automation are accelerating. “Fluid power remains the best solution for moving heavy loads with speed and control. As automation progresses, there’s demand for systems that are easier to control, monitor, and adapt,” which Danfoss, Festo, Husco and others in the fluid power industry are working to create.