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—— Ashley Scott---USA
—— Anna Diop---United Kingdom
As a core component of mechanical transmission systems, industrial gearboxes are widely used in various industrial production equipment due to their high efficiency, reliability, and strong adaptability. They meet the needs of different working conditions by changing rotational speed, transmitting power, and adjusting torque. This article focuses on the characteristics, classification, design basics, selection, and applications of industrial gearboxes.
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Characteristics of Industrial Gearboxes
Efficient Transmission
Industrial gearboxes adopt precision meshing gears, with high transmission efficiency (usually over 95%), which can minimize energy loss and improve the overall efficiency of mechanical equipment.
Strong Load-Bearing Capacity
They are typically made of high-strength alloy steel or hardened gears, enabling them to withstand high torque and heavy loads, suitable for applications with heavy loads and impact loads.
Compact Structure and Strong Adaptability
With flexible design, gearboxes can be constructed in various forms such as parallel shafts, right-angle shafts, and planetary gears according to different transmission requirements, meeting installation conditions with limited space.
High Reliability
Modern gearboxes use advanced lubrication systems (e.g., forced lubrication, splash lubrication) and sealing technologies to reduce wear, extend service life, and ensure long-term stable operation.
Wide Speed Regulation Range
Through multi-stage gear transmission, a wide range of speed ratio adjustments can be achieved, adapting to equipment with different speed requirements, such as high-speed processing equipment or low-speed heavy-duty machinery.
Classification of Industrial Gearboxes
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1. Classified by Transmission Mode
Parallel Shaft Gearbox
Characteristics: Input and output shafts are arranged in parallel, with a compact structure and high transmission efficiency.
Applications: Motor reducers, conveying equipment, pump machinery, etc.
Right-Angle Shaft Gearbox (Bevel Gearbox)
Characteristics: Input and output shafts are at a 90° angle, usually using spiral bevel gears or straight bevel gears.
Applications: Construction machinery, mixing equipment, food processing machinery, etc.
Planetary Gearbox
Characteristics: Adopting a planetary gear train (sun gear, planet gears, ring gear), it features high torque density, high precision, and low backlash.
Applications: Robots, wind power gearboxes, precision machine tools, etc.
Worm Gearbox
Characteristics: Input and output shafts are vertically staggered, with the worm driving the worm gear. It has a self-locking function but relatively low transmission efficiency.
Applications: Cranes, elevators, packaging machinery, etc.
2. Classified by Gear Type
Spur Gearbox
Characteristics: Gear teeth are parallel to the axis, with a simple structure and low cost, but relatively high noise.
Applications: General industrial equipment, low-load occasions.
Helical Gearbox
Characteristics: Gear teeth are at a certain angle to the axis, ensuring smooth meshing, low noise, and high load-bearing capacity.
Applications: High-speed transmission equipment, heavy-duty machinery (e.g., metallurgical machinery).
Herringbone Gearbox
Characteristics: Composed of two symmetric helical gears, axial forces cancel each other out, suitable for high-power transmission.
Applications: Marine propulsion systems, large rolling mills, etc.
Bevel Gearbox
Characteristics: Used for changing transmission direction (right-angle transmission), including straight bevel gears and spiral bevel gears.
Applications: Automotive differentials, construction machinery, etc.
Planetary Gearbox
Characteristics: Multiple planet gears rotate around the sun gear, with a compact structure and high load-bearing capacity.
Applications: Wind power gearboxes, automation equipment, etc.
3. Classified by Application Field
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General-Purpose Gearboxes
Suitable for standard industrial equipment, such as motor reducers and conveyor drive devices.
Heavy-Duty Gearboxes
Used in high-torque and high-impact load scenarios, such as metallurgical rolling mills and mining crushers.
High-Speed Gearboxes
Applicable to high-speed transmission equipment (e.g., steam turbines, centrifugal compressors), requiring consideration of dynamic balance and thermal stability.
Precision Gearboxes
Used in equipment requiring high-precision positioning, such as robots and CNC machine tools, usually adopting planetary gears or harmonic drives.
Wind Power Gearboxes
Applied in wind turbines, they withstand variable loads and high torque, typically using a combined structure of multi-stage planetary gears and parallel shafts.
Marine Gearboxes
Featuring corrosion resistance and impact resistance, they are used in marine propulsion systems and often have reverse functions.
4. Classified by Lubrication Method
Oil Bath Lubricated Gearboxes
Suitable for small and medium-sized gearboxes, lubricated by splashing during gear rotation.
Forced Lubricated Gearboxes
Using oil pumps for circulating oil supply, suitable for high-speed and heavy-duty gearboxes (e.g., wind power gearboxes).
Grease Lubricated Gearboxes
Applicable to low-speed, light-load, or maintenance-free applications (e.g., small reduction motors).
Basic Knowledge of Industrial Gearbox Design
1. Basic Design Requirements
When designing a gearbox, the following factors should be comprehensively considered:
Transmission efficiency: Reduce energy loss and improve mechanical efficiency.
Load-bearing capacity: Key components such as gears and bearings must meet load requirements.
Service life and reliability: Optimize materials and heat treatment processes to extend service life.
Compact structure: Rational layout to reduce volume and weight.
Low noise and vibration: Optimize gear meshing to reduce operating noise.
Easy maintenance: Facilitate lubrication, inspection, and repair.
2. Basic Design Process
Demand Analysis
Determine parameters such as input speed, output speed, power, and torque; clarify the working environment (e.g., temperature, humidity, dust, corrosion); and confirm the installation method (horizontal, vertical, flange connection, etc.).
Transmission Scheme Design
Select gear types (spur, helical, bevel, planetary gears, etc.); determine the number of transmission stages (single-stage, multi-stage); calculate the transmission ratio (i = input speed / output speed); and select bearing types (deep groove ball bearings, tapered roller bearings, cylindrical roller bearings, etc.).
Gear Parameter Calculation
Key parameters include:
Module (m): A critical parameter determining gear size, which must meet strength requirements.
Number of teeth (Z): Affecting the transmission ratio, generally an integer to avoid interference.
Pressure angle (α): The standard pressure angle is 20°, while 25° is optional for high loads.
Helix angle (β): An important parameter for helical gears, usually 8°~30°.
Face width coefficient (ψ): Affecting gear strength, generally 0.3~0.6.
Strength checks include bending strength check (ISO 6336 / AGMA 2001) and contact strength check (Hertz contact stress calculation).
Shaft and Bearing Design
Shaft diameter calculation: Conduct strength analysis based on torque and bending moment.

