China is continuously consolidating its position as a global leader in robotics technology. According to the latest industry data, China not only dominates the global market in terms of industrial robot installations, stock, and production, but its domestic brands are also rising at an unprecedented speed in the domestic market, reshaping the global supply chain landscape.
According to the International Federation of Robotics (IFR) latest &#34;World Robotics Report 2025,&#34; amidst a backdrop of flat global industrial robot installations in 2024, the Chinese market achieved a counter-trend growth of 7%. This growth brought the number of newly installed industrial robots in China that year to 295,000 units, accounting for 54% of the global total, setting a new record.
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At the same time, the market share of domestic robot manufacturers in China is sharply rising. According to reports from the Chasing Wind Trading Desk, Morgan Stanley analysts Sheng Zhong, Chelsea Wang, and others recently stated in a report that in 2024, the market share of domestic brands in China's industrial robot market surged from 47% in 2023 to 58%, marking a new milestone in the technological maturity and market acceptance of the domestic supply chain. <img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/2db941c1-19ea-4233-81b5-f018d7480f53.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/2db941c1-19ea-4233-81b5-f018d7480f53.png"/>
Strong demand is reflected not only in the new installation volume but also in the large stock scale. By 2024, the total number of operational industrial robots worldwide reached 4.66 million units, of which China has 2 million units, accounting for 43% of the global total, up from 41% in 2023. This series of data highlights China's core driving role in the global automation wave and has a profound impact on global investors and supply chain participants.
<h2>Global Growth Engine Defies Trends</h2>
The report data shows that as demand for robots in major global economies slows, China has become a key force supporting industry growth. In 2024, the total global installation of industrial robots was 542,000 units, remaining basically flat compared to the previous year. However, regional performance showed significant divergence.
According to data from the International Federation of Robotics (IFR), driven by China's strong performance (7% year-on-year growth), the overall Asian market, including Australia, achieved a year-on-year growth of 5%. In contrast, the installation volumes in the European and American markets both experienced high single-digit year-on-year declines.
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China's growth not only compensates for the weakness in other markets but also increased its share of global new installations from 51% in 2023 to 54%, further strengthening its position as the world's largest robot consumer market
<h2>The Rise of Local Brands and Supply Chain Dominance</h2>
In addition to its importance as a consumer market, China has also made significant progress in robot production and local brand development. According to Morgan Stanley's estimates, approximately 55% of robots are technically produced in China, highlighting its core manufacturing position in the global robot supply chain.
More strategically significant is the rise of local brands. In 2024, the market share of Chinese brands in the domestic market will surpass 50% for the first time, reaching 58%. This leap in growth is changing the market landscape that was previously dominated by foreign brands.
According to a report citing market research firm MIR, in terms of sales volume, the domestic brand ESTUN has ranked second in the Chinese market in 2024, second only to Japan's Fanuc. This trend is expected to continue, posing direct competitive pressure on global robot suppliers.
<h2>Emerging Applications Expanding Industry Boundaries</h2>
At the same time, the growth drivers of the robot market in China and globally are becoming more diversified.
In 2024, demand in traditional application areas such as automotive and electronics is relatively weak. However, demand in the &#34;general industry&#34; sector, represented by metal processing, machinery, and food, continues to rise, with installation volumes reaching 287,000 units, accounting for approximately 53% of the global total.
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Meanwhile, two types of emerging robots are opening up new market spaces.
First, collaborative robots, due to their flexibility and ease of deployment, are expected to see a year-on-year increase of 12% in global installation volumes in 2024, with a penetration rate in industrial robots rising to 12%.
**<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/4940be9f-dfe4-49c1-a537-ab1b79a66331.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/4940be9f-dfe4-49c1-a537-ab1b79a66331.png"/>**Secondly, the demand for professional service robots is strong, with global installation volumes reaching 200,000 units, a year-on-year increase of 9%. Among these, applications in the transportation and logistics sector have seen particularly strong growth, driven by labor shortages and the push for factory digitization, with a year-on-year increase of 14%.
<h2>Optimistic Industry Outlook, CAGR May Reach 7%</h2>
Based on the current development momentum and the drive of emerging applications, the industry holds an optimistic outlook for the future. The IFR has raised its forecast for global industrial robot installations from 2025 to 2027 by 4-10% compared to a year ago.
The organization predicts that from 2025 to 2028, global industrial robot installations will grow at a compound annual growth rate (CAGR) of 7%, reaching 708,000 units by 2028.
The Asian market will continue to lead growth, with an expected CAGR of 8%, while Europe and the Americas will see rates of 5% and 4%, respectively. As the leader in the Asian and even global markets, China's continued growth will be a decisive factor in achieving this optimistic outlook.
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China is consolidating its position as a global leader in robotics technology. According to a report by the International Federation of Robotics, the installation of industrial robots in China is expected to grow by 7% in 2024, accounting for 54% of the global total. The market share of domestic brands has surged from 47% in 2023 to 58%. As of 2024, China has 2 million industrial robots, representing 43% of the global total. Against the backdrop of slowing global market demand, China has become a key force supporting industry growth, driving an overall growth of 5% in the Asian market

The world's "largest robot country": China