Industry Findings: China’s industrial upgrade cycle continues to accelerate, propelled by government-backed “robot replacement” programs and rising labour costs in coastal provinces. EV and battery manufacturing hubs in Guangdong, Anhui, and Zhejiang have installed large volumes of high-speed robotic systems since 2022, pushing suppliers to deliver precision assembly and AI-guided inspection at scale. This demand concentration rewards vendors who can meet China’s speed, volume, and software-localization expectations simultaneously.
Industry Progression: China’s state-backed push into AI-driven robotics is accelerating production-grade deployments: In May 2025, Chinese firms and municipal subsidy programmes dramatically increased procurement of AI-powered humanoids and factory robots, prompting domestic suppliers to scale mass production and software localization—this reduces unit costs, forces global vendors to adapt pricing and localization strategies, and concentrates high-volume demand within China’s supply chain.
Industry Player Insights: Among the broad mix of companies in China, the competitive footprint is influenced by Siasun, Estun, DJI (industrial robotics arm), SIEMENS China, Efort, and Huazhong Numerical Control. Chinese manufacturers now prioritise domestic scale and software localisation as procurement criteria; for example, several leading Chinese automation firms expanded local AI-vision integration partnerships in 2024–25 to meet inspection and mass-assembly needs, enabling higher throughput in EV and electronics lines. This drives global vendors to accelerate China-specific feature parity, localised toolchains and regional supply commitments to keep pace with rapidly shifting buyer expectations.