Accelerating its global expansion, my country's robot exports reached nearly 20 billion yuan in the first five months of this year.
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Xu Xiaolan, President of the Chinese Institute of Electronics: my country's humanoid robot exports increased by 210%, accelerating their entry into industrial production lines.
According to Mars Finance, at a press conference for the 2026 World Robot Conference today, Xu Xiaolan, a member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), Vice Chairman of the Central Committee of the China Zhi Gong Party, and Chairman of the Chinese Institute of Electronics, introduced that my country has been the world's largest industrial robot market for 13 consecutive years, with domestically branded industrial robots accounting for over 50% of the domestic market share. my country possesses a complete industrial chain supporting humanoid robots, encompassing materials, core components, system integration, scenario operation, and data services. In 2025, with 90% of global shipments and over 330 product models, China firmly holds a leading position in the global humanoid robot industry. Data from the first quarter of 2026 shows that my country's exports of humanoid robots increased by 210% year-on-year, becoming a new calling card for China's high-end manufacturing exports. The application scenarios for humanoid robots are rapidly expanding from entertainment, marketing, and education to industrial scenarios such as 3C quality inspection, logistics sorting, and automobile manufacturing. Humanoid robots have initially acquired the capability to be integrated into industrial production lines. (Reporter Li Mingming, Science and Technology Innovation Board Daily)
For every 4 yuan of robot exports, 1 yuan is made in Shenzhen; Shenzhen robots are selling like hotcakes globally.
According to Mars Finance on July 4th, the latest statistics from Shenzhen Customs show that Shenzhen's robot exports reached 4.03 billion yuan in the first four months of this year, accounting for 25.5% of the national total for similar products. This means that at least one yuan out of every four yuan of robot exports nationwide comes from Shenzhen, demonstrating the rapid pace of Shenzhen's robot exports. Leveraging its comprehensive industrial ecosystem, the Greater Bay Area has streamlined the supply chain from core components, complete machines, and control systems to integration services, resulting in rapid product iteration and flexible delivery capabilities. Shenzhen robots are now exported to more than 100 countries and regions worldwide. (CCTV Finance)
IDC released a global commercial service robot report, showing that Chinese manufacturers accounted for over 90% of shipments.
According to a report by China News Service, citing a data release from International Data Corporation (IDC) on July 7th, the global commercial service robot market reached $1.37 billion in 2025, a year-on-year increase of 35.7%, with approximately 155,000 units shipped, representing a year-on-year increase of 44.1%. Chinese manufacturers, leveraging their supply chain and AI technology innovation advantages, continued to lead the global market, accounting for over 90% of the market share among the top ten global manufacturers. In terms of sub-categories, commercial cleaning robots saw the fastest growth, with approximately 58,000 units shipped in 2025 (+83.8%), reaching a market size of over $760 million. Delivery robots remained the largest segment in terms of shipment volume, with approximately 84,000 units shipped (+30.2%). Regarding regional distribution, China maintained its position as the world's largest market with a share of approximately 38%, while Latin America saw the fastest growth with a year-on-year shipment growth rate of 84.4%. IDC predicts that global shipments of commercial service robots will reach 454,000 units by 2030, with the market size expected to grow to $3.17 billion.
According to reports, global shipments of commercial service robots will reach 454,000 units by 2030, with a market size of $3.17 billion.
Mars Finance reported on July 7th that the latest "Worldwide Delivery Robots Tracker" and "Worldwide Commercial Cleaning Robots Tracker" reports released by International Data Corporation (IDC) show that the global commercial service robot market continued its rapid growth in 2025. The market size reached $1.37 billion, a year-on-year increase of 35.7%; shipments totaled approximately 155,000 units, a year-on-year increase of 44.1%. IDC predicts that the global commercial service robot market will continue to grow rapidly from 2026 to 2030, with a compound annual growth rate (CAGR) of approximately 15.1%. By 2030, global shipments of commercial service robots are expected to reach 454,000 units, with a market size of $3.17 billion. (Wide Angle Observation)
Serenity: JD.com plans to replace 700,000 delivery workers with robots, potentially triggering a global wave of automation in the logistics industry.
According to Mars Finance, on July 5th, Serenity shared an article stating that Liu Qiangdong, founder of e-commerce giant JD.com, revealed that robots will gradually replace approximately 700,000 delivery workers in the future. The company has already signed cooperation agreements with about 120 schools to train delivery workers to transition to robot repair and maintenance positions. Serenity believes this aligns with Amazon's previous proposal to reduce future hiring needs by approximately 600,000 through robots, indicating that the commercialization of robots is accelerating, and the human resource structure of the logistics industry is shifting from "human delivery" to "robot maintenance." They predict that this model may gradually expand to global logistics and delivery platforms such as DoorDash, Uber, and Mercado Libre, and the commercialization process of robots may be faster than generally expected by the market.
Goldman Sachs: The global humanoid robot market will grow from approximately 20,000 units in 2025 to 1.4 million units in 2035.
According to Mars Finance, Goldman Sachs stated that another path for AI to enter the real world is through robots, autonomous driving devices, drones, and intelligent industrial equipment. Goldman Sachs calls this "physical AI," which is far more challenging than text generation models because machines must not only understand language and images but also handle gravity, friction, materials, temperature, motion trajectories, and safety constraints. Humanoid robots are the most anticipated area. Goldman Sachs predicts that the global humanoid robot market will grow from approximately 20,000 units in 2025 to 1.4 million units in 2035. This demand is based on labor shortages: the US manufacturing sector employs approximately 13 million people, with a shortage of over 1 million material handling jobs. Goldman Sachs expects widespread commercial deployment of humanoid robots to not occur until 2027 to 2029. (Cailian Press)