According to reports, global shipments of commercial service robots will reach 454,000 units by 2030, with a market size of $3.17 billion.
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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 industry estimates, with several manufacturers expected to achieve mass production of commercial robots by 2026, the demand for magnesium alloys is expected to experience explosive growth.
According to Mars Finance, magnesium alloys are becoming the preferred material for core structural components of humanoid robots due to their comprehensive properties such as lightweight, high vibration reduction, electromagnetic shielding, and excellent heat dissipation. They are currently used in multiple models including the Tesla Optimus Gen2, XPeng IRON, Estun Robotics, and Zhiyuan Robotics. Industry insiders believe that as the commercialization process accelerates, the demand for magnesium alloys in the robotics field is expected to continue to expand. Institutional estimates show that with several manufacturers achieving mass production of commercial robots in 2026, the demand for magnesium alloys is expected to experience explosive growth. Based on a magnesium alloy usage of 12 kg per humanoid robot, assuming future shipments of 1 million and 10 million humanoid robots, the demand for magnesium alloys would reach 12,000 tons and 120,000 tons respectively. (Shanghai Securities News)
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)
Accelerating its global expansion, my country's robot exports reached nearly 20 billion yuan in the first five months of this year.
This year, my country's robot exports have continued to expand, with a constantly optimized product structure, injecting new momentum into the globalization of high-end manufacturing. According to customs statistics, in the first five months of this year, domestically produced robots accelerated their global expansion. A total of 10.377 million robots, listed separately, were exported, with a total export value of 19.99 billion yuan, reaching more than 150 countries and regions worldwide. The EU and ASEAN were the main export destinations. Looking at specific categories, my country's robot exports have formed a diversified matrix. Cleaning robots lead all categories, with exports reaching 14 billion yuan, accounting for more than 70% of the total robot export value. Relying on core technologies such as autonomous navigation, automatic dust collection, and intelligent wastewater recycling, domestically produced cleaning robots accurately match the diverse living environments overseas, demonstrating significant advantages. In the industrial application sector, approximately 70,000 domestically produced industrial robots were exported in the first five months, with overseas application scenarios continuing to expand. Handling robots equipped with visual recognition and intelligent algorithms are widely used in large-scale overseas infrastructure and transportation projects; welding robots with automatic scanning and modeling functions can calculate the optimal process solution in real time; and collaborative robots are playing a significant role in overseas food, pharmaceutical, and daily chemical light manufacturing industries. In cutting-edge emerging sectors, over 8,000 intelligent bionic robots have been exported, covering diverse scenarios such as equipment inspection, scientific research and teaching, and public services. Leveraging China's complete and comprehensive industrial chain, the export scale of domestically produced robots is steadily expanding. (CCTV News)
M-DAQ Global and METech, a shareholder of payment service provider PayME, have reached a strategic integration agreement.
Foresight News , fintech group M-DAQ Global has signed a definitive agreement with METech, the major shareholder of PayME, a licensed payment service provider in Vietnam, for strategic integration. As part of this integration, M-DAQ will own a regulated payment infrastructure in Vietnam and will be able to process local receipts and payments directly in Vietnamese Dong (VND).
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.