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Frontiers of Mechanical Engineering

ISSN 2095-0233

ISSN 2095-0241(Online)

CN 11-5984/TH

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2018 Impact Factor: 0.989

Front. Mech. Eng.    2016, Vol. 11 Issue (1) : 33-43    https://doi.org/10.1007/s11465-016-0373-2
REVIEW ARTICLE
Rolling-element bearings in China: From ancient times to the 20th century
Lie SUN(),Ang LI
Institute for the History of Natural Sciences, Chinese Academy of Sciences, Beijing 100190, China
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Abstract

The development of rolling-element bearings in China has spanned a long period. Based on several typical and important cases, the present article reconstructs the history of rolling-element bearings in China by dividing it into four stages according to the various characteristics of the bearings. The first stage represents the origin of rolling bearings in China, which remains controversial because of several suspected races and cages that were likely the components of bearings more than a millennium ago. At the second stage, a type of simple roller bearing was used for astronomical instruments not later than the 13th century based on clear philological and physical evidence. A similar bearing was also applied to an abridged armillary in the 17th century. Another type of spherical thrust bearings with rolling elements, which is a key component of a traditional Chinese windmill, could support a rotating shaft that moves rotationally and at an angle. At the third stage, the Chinese began studying and using the so-called European-style bearing since the 17th century. Moreover, over the last 100 years, the modern rolling bearing industry was gradually established in China, particularly because of the technology transfer from the Soviet Union in the 1950s. At the fourth stage, the Chinese government initiated the relatively rapid development of bearing technology. The government launched the “bearing movement” from the 1950s to the 1960s to establish the modern bearing industry and to promote rolling bearings as replacement for traditional sliding bearings. Furthermore, a number of large professional factories and institutions in China have continually introduced advanced technology and equipment. At present, these companies and institutions play a significant role in the international bearing industry.

Keywords bearing movement      rolling-element bearing      China      early rolling bearings      technology transfer     
Corresponding Author(s): Lie SUN   
Online First Date: 22 February 2016    Issue Date: 02 March 2016
 Cite this article:   
Lie SUN,Ang LI. Rolling-element bearings in China: From ancient times to the 20th century[J]. Front. Mech. Eng., 2016, 11(1): 33-43.
 URL:  
https://academic.hep.com.cn/fme/EN/10.1007/s11465-016-0373-2
https://academic.hep.com.cn/fme/EN/Y2016/V11/I1/33
Fig.1  Rings of assumed bronze bearings unearthed from Yongji, Shanxi [10]
External diameter/mm Internal diameter/mm Height/mm Thickness of the side/mm
Left (A) 55 30 13 2
Middle (B) 55 30 5 2
Right (C) 45 25 4 2
Tab.1  Measurements of the rings in Fig. 1 [11]
Type Rolling elements Major direction of stress Potential use
Radial ball bearing Ball Axial Lazy Susan (revolving table)
Thrust ball bearing Radial Vehicle bearing
Radial roller bearing Cylindrical roller Radial Vehicle bearing
Thrust roller bearing Axial Eliminated
Needle roller bearing Needle roller Radial Eliminated
Tapered roller thrust bearing Tapered roller Axial Eliminated
Tab.2  Type and usage of the suspected bearings found in Yongji, Shanxi Province
Fig.2  Suspected bronze bearing unearthed from Yongji, Shanxi Province (deduced by J. Needham) [12]
Fig.3  Suspected bronze bearing for a revolving dining table (drawn by Shilei Wu)
Fig.4  (a) Abridged armillary; (b) equatorial ring; (c) scale ring; (d) roller (photographed by Lie Sun, drawn by Shilei Wu)
Fig.5  (a) Vertical-axle-styled Chinese great windmill and Square-pallet chain-pump [15]; (b) a partial enlargement view
Fig.6  (a) Spherical bearing; (b) female turn; (c) male turn
Fig.7  Radical hyperboloid bearing
Fig.8  Roller bearing made in China (c. 1900 AD)
Fig.9  Chinese version of Russian book: Technology on Rolling Bearing Manufacture
Fig.10  Chinese version of Russian book: How the Business Accounting System Works in a Soviet Second Bearing Plant
Fig.11  (a) Slide bearing of a train carriage; (b) rolling bearing after modification
Fig.12  Hand-processed ball bearings [31,32]. (a) Metal cutting; (b) forming; (c) milling balls with traditional hand-grinding; (d) annular grooves; (e) forge welding of hand-grinding’s quern-stone; (f) filing a ring groove with hand file; (g) knocking and rectifying a ring; (h) forge welding a ring with an iron mandrel; (i) trimming a groove with knife; (j) cutting an iron wire; (k) striking a simple bearing cap with an iron wire
Country and region Amount/US$1000000 Percentage/%
United States 113.59 26.40
Japan 64.02 14.88
Hong Kong 38.10 8.85
Italy 36.97 8.59
Germany 24.46 5.68
Singapore 22.19 5.16
Korea 12.59 2.93
Taiwan 12.42 2.89
Thailand 8.82 2.05
United Kingdom 7.69 1.79
Tab.3  Bearing export data of the mainland of China in 1997
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