--- title: "The reborn \"ancestor of robotic vacuum cleaners\" iRobot, how it makes a comeback in the mainland" type: "News" locale: "en" url: "https://longbridge.com/en/news/278371978.md" description: "First voice after strategic restructuring" datetime: "2026-03-09T10:23:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278371978.md) - [en](https://longbridge.com/en/news/278371978.md) - [zh-HK](https://longbridge.com/zh-HK/news/278371978.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/278371978.md) | [繁體中文](https://longbridge.com/zh-HK/news/278371978.md) # The reborn "ancestor of robotic vacuum cleaners" iRobot, how it makes a comeback in the mainland Author | Huang Yu The "global pioneer of robotic vacuum cleaners," iRobot, after its bankruptcy restructuring, is set to open a new chapter with Chinese ODM manufacturer Shanjun. On March 4th, iRobot held its first domestic media conference in Shanjun's industrial park in Guangming District, Shenzhen, with the theme "Reaching New Heights in 2026." The current CEO of iRobot China, Yang Kaiqi, comes from Shanjun and was fully involved in iRobot's acquisition. In a dialogue with media outlets such as Wall Street Insight, he revealed that Shanjun will continue to value and respect the iRobot team in the United States. The iRobot headquarters in the U.S. will continue to lead global brand operations, while Shanjun will provide full-chain support for product research and development, manufacturing, and localized operations, with both parties participating in the formulation and implementation of global strategies. In addition to product strength, for iRobot to "reach new heights," it also needs to address previous shortcomings in marketing and expansion into untapped markets. Therefore, after exiting the Chinese market around 2021, iRobot will now fully restart its operations in China, with a timeline that includes product promotion and pre-sales at AWE in March, followed by official market sales in April. This means that after merging with Shanjun, iRobot will re-enter the fiercely competitive Chinese robotic vacuum market. Currently, the global robotic vacuum market is highly competitive, with the top five brands being Chinese companies: Roborock, Ecovacs, ZhiMing, Xiaomi, and YunJing. After undergoing transoceanic integration, how will the reborn iRobot return to the center stage of the world and make a comeback in the most competitive market in the world, China? Everything has just begun. ## **Why Shanjun Took Over** Shanjun's acquisition of iRobot can be seen as a landmark event marking the shift of the global robotic vacuum market towards dominance by Chinese manufacturers, as well as a milestone leap for Chinese manufacturing from "global OEM" to "technology-driven, brand-controlled." Before acquiring iRobot, Shanjun, primarily engaged in B2B business, had been an invisible giant. As a leading global ODM manufacturer of smart cleaning robots, Shanjun has been manufacturing for brands like Xiaomi, Haier, Philips, and even iRobot for many years. Yang Kaiqi told Wall Street Insight that before merging with Shanjun, iRobot's robotic vacuum products were already 100% manufactured by Shanjun. According to information on Shanjun's official website, 3 out of every 10 high-end robotic vacuum products in the global market come from Shanjun. It is reported that "by 2025, Shanjun Group will firmly hold the top position in the robotic vacuum solution field, with an annual production capacity exceeding 10 million units and a historical cumulative delivery of over 20 million units." Additionally, Yang Kaiqi mentioned that Shanjun's industrial park in Guangming District, Shenzhen, is currently the largest manufacturing base for robotic vacuums in the world. This production capacity indeed has strong competitiveness in the industry. IDC data shows that in the first three quarters of last year, the global smart robotic vacuum market shipped a total of 17.424 million units. This means that Shanjun is now capable of supporting nearly half of the global annual production capacity However, the fate of ODM factories is often one of thin profits and being constrained by others. Yang Kaiqi admitted that since its establishment in 2016, Shanjun has had a branding idea, hoping to transform from a technology-driven factory into a brand owner with consumer profiles. In his view, the merger with iRobot has saved Shanjun at least 5 to 10 years of development time in the branding process. It is worth mentioning that Shanjun is also the largest creditor of iRobot. When iRobot officially announced its bankruptcy restructuring, it revealed that this restructuring is expected to be finalized by February 2026, and Shanjun will acquire 100% equity of iRobot. Yang Kaiqi revealed some details about the acquisition of iRobot to Wall Street Insight. He stated that iRobot had been seeking partners for a long time and had contacted many potential partners before Shanjun, but one issue iRobot faced during all these contacts was how to become more competitive after finding a new partner. Based on this consideration, iRobot believes that Shanjun is the optimal solution for cooperation, as it is not only a capital provider. "Shanjun still needs the iRobot brand and channels to give its products wings, while iRobot needs Shanjun's R&D, manufacturing, and production capabilities to provide new momentum for iRobot." ## **From King to Bottom** The history of iRobot is almost a brief history of the evolution of global robotics. iRobot was founded in 1990 by three engineers from the Massachusetts Institute of Technology, with ambitions written into its DNA. Before entering the home cleaning sector, it collaborated with NASA on Mars rovers, and its technology was even applied in detection robots at the 911 rescue site and pyramid exploration vehicles. This background of "specialized robots" endowed iRobot with a deep technical foundation. Today, many of the fall prevention, jam detection, and AI recognition decision-making technologies commonly used in vacuum robots have been iterated from the extremely complex rescue and aerospace environments of that time. In 2002, iRobot launched its first home vacuum robot, Roomba, pioneering the home cleaning robot market and gradually establishing it as its main business. As a global leader that has long held over 60% of the industry share, iRobot was synonymous with vacuum robots. Its pioneering three-stage cleaning system—side brush gathering, rolling brush picking, and vacuum suction—remains the design logic used by vacuum robots worldwide today. Chinese domestic vacuum robot brands did not emerge until 2009, when Ecovacs, originally a vacuum cleaner OEM, entered the vacuum robot field and launched its first vacuum robot, "Deebot." For a long time, foreign brands accounted for over 90% of the vacuum robot market in China. The year 2016 became a "watershed" for the industry, as Chinese brands broke the foreign monopoly with "laser navigation technology," shifting the market from "foreign dominance" to "local brand breakthroughs," with rapid expansion in scale. Meanwhile, starting in 2018, Chinese vacuum robot brands began to focus on overseas markets Once defined the industry, iRobot has gradually fallen behind the "fast-paced" innovation rhythm brought by Chinese manufacturers after entering 2020. Although it has been squeezed by Chinese manufacturers in terms of overall global market share, thanks to its first-mover advantage and brand influence, the latest data provided by Shanchuan shows that iRobot still maintains a 40% market share in North America and reaches 67% in Japan. By the end of 2025, iRobot has fallen into a quagmire of insolvency, with total liabilities exceeding $350 million. Ultimately, under the framework of bankruptcy reorganization, Shanchuan exchanged debt for equity, acquiring 100% of iRobot's common stock, making it a wholly-owned subsidiary. Originally holding the lifeline of production, the "worker" has finally turned into the "boss" who controls global brand assets through capital leverage. ## **The Confidence to "Come Back"** This fall from a technology definitor to a "laggard" is the ending of iRobot's "previous life." The next challenge is how to leverage Shanchuan's strength to rise again. Regarding iRobot's future global development strategy, although both parties have not reached a consensus, it is clear that China, as the world's largest market, will once again become one of the important markets for iRobot's layout. Yang Kaiqi stated that this year there is no very high target set for iRobot in the Chinese market, which is equivalent to starting from scratch and slowly developing products that meet the needs of the Chinese market. Yang Kaiqi has repeatedly emphasized the brand value of iRobot. He pointed out that iRobot's brand value in the category of robotic vacuums is very unique, and it is almost impossible to replicate this brand because it is the definitor of this industry and product. Although the current market concentration of robotic vacuums is very high and the pattern is relatively stable, Yang Kaiqi believes that iRobot still has significant opportunities, mainly because the current market penetration rate of robotic vacuums is still very low, with the Chinese market being about 5% before national subsidies and only rising to 7% after. Yang Kaiqi also mentioned that currently, the brand's influence on consumers' purchasing decisions for robotic vacuums is not that strong. In such a market environment, how iRobot can tell its brand story well in China to break through among numerous Chinese brands will be crucial. In addition to brand value, Yang Kaiqi believes that iRobot's advantages also include channels and patents. "iRobot's patents are a very good moat." Yang Kaiqi pointed out that iRobot possesses a lot of underlying intellectual property for robotic vacuums, generating considerable income from patents each year. This brand gene and the moat of original underlying intellectual property are difficult for any new force to replicate in the short term, no matter how much money they spend. In terms of channels, iRobot has built very strong channel relationships both online and offline overseas. However, Yang Kaiqi also admitted that iRobot does not have an advantage in channels in China, which is why a very high target was not set for iRobot this year iRobot has a foundation for a fresh start, and the empowerment from Shanjun in research and manufacturing will also be a significant boost. Yang Kaiqi stated that Shanjun's profound understanding of the industry has previously led to the launch of a robotic vacuum cleaner, which is one of the routes chosen by almost all high-end vacuum cleaners in China. "I believe we can still hit the pulse of the times in terms of technology direction." In the current operational structure, Shanjun is responsible for injecting China's extreme research speed and manufacturing capabilities into the products, while the American team continues to handle brand operations at the headquarters in the United States. This strategy of combining Eastern and Western approaches aims to give iRobot a "dual wing" of international branding and top-notch manufacturing capabilities. Of course, restarting the iRobot market in China is no easy task. In addition to low market penetration, consumers in this market, which pursues extreme functionality and cost-effectiveness, have become accustomed to a product update rhythm every six months. For iRobot to return after nearly five years of absence, it not only needs to make up for the lack of local insights in the past but also to reconnect the digital marketing chain and user profiling tools. In terms of operations, iRobot's goal is to achieve "reaching the peak again," reclaiming lost portions and blank markets. This debut after the "reverse acquisition" is not only the return of iRobot but also a milestone in the transition of Chinese manufacturing from "laborers" to "brand owners." 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