全球工业机器人市场遇冷，中国逆势增长成最大亮点

Core Insights - The global industrial robot market faced a decline in new installations in 2023, with a 3% drop to approximately 523,000 units, affecting major markets in Asia, Europe, and the Americas [1][4] - China remains the only bright spot in the market, with an expected 5% growth in new installations for 2024, reaching around 290,000 units, increasing its global market share from 51% in 2023 to 54% [1][2] - The structure of the market is changing, with general industrial applications increasing their share from 38% five years ago to 53%, while the electronics sector's share has decreased from 45% to 28% [1] Regional Performance - Japan's industrial robot installations fell by 7% to 43,000 units, with only the automotive sector showing an 11% growth [4] - The U.S. market shrank by 9%, with the automotive industry contributing nearly 40% of installations [4] - Europe experienced a 6% decline but still achieved a historical second-highest installation level at 86,000 units, with the plastics, chemicals, and food sectors emerging as new growth areas [4] Industry Trends - The density of industrial robots per 10,000 workers indicates varying levels of automation, with South Korea (1,012 units), Singapore (770 units), and China (470 units) leading the way, surpassing Japan and Germany [4] - Despite geopolitical tensions and tariff disputes, the Asian market is expected to see growth, with a mild recovery in the electronics sector anticipated in early 2025 [4] - Future trends in the robotics industry include a focus on AI integration, advancements in digital twin technology, and improvements in human-robot interaction through visual language models [4]