New Capacity Layout of Industrial Robot Enterprises
The expansion of traditional industrial robot body production lines has slowed down, and the focus of capacity layout has comprehensively shifted to humanoid robots and embodied robots:
1. New capacity projects for complete traditional industrial robots have been significantly reduced. The industry no longer builds complete robot production factories on a large scale, focusing mainly on technological transformation, quality improvement, and efficiency enhancement of existing production lines. The focus of capital investment in the industry has also shifted from expanding robot body capacity to laying out in emerging fields;
2. Leading enterprises are comprehensively increasing the capacity of complete humanoid robots, and the capacity of embodied robots (quadruped, mobile collaborative, full-body embodied agents) is also exploding simultaneously. The capacity layout of core components across the entire industry chain is comprehensively accelerating, and domestic substitution is speeding up;
3. The industry is shifting from "complete machine assembly OEM" to independent and controllable upstream core hardware and autonomous capacity. The capacity of core components such as precision reducers, ball screws, servo motors, servo drives, and joint actuators is expanding rapidly.
New Product Layout of Industrial Robot Enterprises - Foreign Manufacturers
Note: Only new products of some top foreign manufacturers are listed
1. Foreign manufacturers adhere to the high-end heavy-load and precision six-axis high-end manufacturing market, while defending against domestic squeeze through localized new products.
2. From the trend of new product releases by the "Big Four" foreign manufacturers, foreign brands will continue to deeply cultivate high-end heavy-load, precision six-axis, and high-end collaborative robots. Relying on profound process algorithms and stable performance to consolidate high-end barriers, they will steadily upgrade AI, energy-saving, and flexible technologies. At the same time, they will launch localized models to defend against domestic substitution and gradually exit the mid-to-low-end cost-effective market. In terms of humanoid robots, R&D is slow, with no mass-produced new products for the time being, and the layout is relatively conservative.
New Product Layout of Industrial Robot Enterprises - Domestic Manufacturers
Note: Only new products of some top domestic manufacturers are listed
In 2025, domestic robot manufacturers continue to achieve breakthroughs in heavy-load technology, simultaneously accelerating the intelligent upgrade of collaborative robots, and vigorously expanding the industry's customized product layout. Looking at the newly released products in 2025, domestic robot manufacturers show the following trends in new product development:
1. The performance of robot bodies is developing towards two extremes: on the one hand, breaking through ultra-large load technology, domestic robots can now achieve heavy-load operations of 1200kg, and heavy-load models above 220kg have become the mainstream, breaking the monopoly of foreign capital in the field of heavy manufacturing; on the other hand, desktop and small robots are more lightweight and high-precision, with smaller volumes but stronger load capacities, suitable for scenarios requiring precise operations such as 3C and lithium batteries.
2. Collaborative robots have achieved comprehensive upgrades: they are generally equipped with high-precision force control and 3D vision functions, capable of autonomously identifying workpieces and planning operation paths without complex manual operations. At the same time, 30kg large-load collaborative robots have become the industry standard, which can not only handle small parts assembly but also complete palletizing, heavy handling, and other tasks, with a significant increase in competitiveness.
3. Embodied intelligence has entered the stage of practical application: manufacturers no longer only develop traditional industrial robots, but exert efforts along two routes. One is the pragmatic industrial landing route, launching embodied intelligence systems and robots adapted to factory production lines, which can autonomously complete perception, decision-making, and execution, directly serving production; the other is the cutting-edge humanoid bionic route, developing bipedal humanoid and quadruped robot dog products, moving from the laboratory to small-batch mass production, enabling robots to shift from "only executing commands" to "thinking autonomously".
Layout of New Entrants in Industrial Robot Enterprises
In 2025, manufacturers from multiple fields crossed over to enter the robot track, forming three differentiated entry paths: components, emerging intelligent bodies, and technical services. In 2025, leading enterprises and brand-new start-ups in multiple fields such as automation, automobiles, displays, and electrical equipment newly entered the robot field. The entry routes diverged into three major directions: domestic substitution of upstream core components, independent R&D of emerging intelligent special robot bodies, and robot R&D and design services:
1. Two mature leaders, SLAC and Shanghai Jiyou, both chose to first invest or form joint ventures to layout core bottleneck components such as reducers and ball screws, rather than directly making complete machines; IAT, on the other hand, cuts in from the underlying structure control design. The overall presentation shows a steady entry logic of first mastering core technologies and components and then laying out complete machines, which completely matches the general trend of independent and controllable core components of domestic robots.
2. Luming Robot and CVTE avoid the red sea of traditional industrial six-axis robots and choose the emerging robot body track of mobility, intelligence, and scenario-based applications.
3. In the future, the robot industry will continue to welcome cross-industry leaders crossing over to enter the field. The overall development trend shows the acceleration of domestic substitution of upstream core components, a comprehensive shift to embodied intelligence, deep customization of mobile special robots and industries, and the refinement of industry division of labor. It continues to evolve towards the direction of independent and controllable entire industry chain and highly intelligent differentiation.
Overseas Layout of Industrial Robot Enterprises in Recent Years
1. China's leading industrial robot manufacturers started their overseas layout early and basically already have a complete globalized business network. New entrants and small and medium-sized manufacturers are accelerating their overseas layout.
2. There are significant differences in the overseas layout of mainstream domestic industrial robot enterprises. Estun and Efort prioritize laying out production factories and regional headquarters in Europe to achieve the integration of localized R&D, production, and sales; Inovance focuses on deep cultivation in Southeast Asia, Mexico, and Hungary to build factories, matching the supporting of new energy and local supply chains; Siasun has the widest coverage of global services and branches, focusing on the landing of overseas projects and comprehensive services; Topstar, Carepan, JAKA, ROKAE, Linghou, and Step Electric mostly go overseas through overseas offices, agency outlets, and after-sales service centers. They rarely build their own overseas mass production factories. Overall, they supplement with sales expansion, after-sales operation and maintenance, and regional R&D, lightly laying out the global market.
Humanoid Robot Industry Overview - Development Trends
Technical Challenges:
1. Data collection and annotation are complex and costly: especially the collection of human motion data, which requires high-precision sensors and professional annotation teams to ensure data accuracy.
2. Insufficient robustness and real-time performance of multimodal information fusion: effectively fusing multiple types of information such as vision, hearing, and touch to form a unified environmental cognition still has deficiencies in robustness and real-time performance. Especially in complex and changing environments, it is difficult for robots to accurately understand and cope with changes.
3. Insufficient autonomous learning and adaptability: although existing robots can perform a certain degree of autonomous learning, their adaptability and generalization capabilities are insufficient when handling unknown or complex tasks. More effective learning algorithms are needed to quickly learn from a small number of samples and adapt to new environments.
4. Safety issues in the learning process: it is necessary to ensure that robots do not produce deviations or make harmful behaviors during the learning process.
5. Energy efficiency and endurance: although electric drive systems have been improved, how to further reduce energy consumption and extend working time remains an urgent problem to be solved.
Market Challenges:
1. High costs, unclear application scenarios, relevant laws and regulations to be improved, and social acceptance to be enhanced.
Humanoid Robot Industry Overview - Manufacturer Analysis
2026 is a key year for humanoid robots to move from "technical verification" to "scaled mass production".
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