Chan Ye Xin Xi Wang·2025-09-05 01:12Core Insights - The mechanical arm is a key component of robotic technology and industrial intelligence, integrating multiple disciplines to assist or replace human labor in high-precision, repetitive, or hazardous tasks [1][2] - China's mechanical arm market is projected to reach 19.34 billion yuan in 2024, driven by technological innovations and expanding applications across various sectors [1][12] - The industry is characterized by a competitive landscape where international brands maintain high-end market dominance while local companies accelerate their rise through cost-effectiveness and customization [1][12][16] Industry Overview - The mechanical arm, also known as a robotic arm, is an electromechanical device that mimics human arm functions, capable of performing various industrial tasks and intelligent operations [2][3] - The mechanical arm consists of five subsystems: drive system, mechanical structure, perception system, control system, and interaction system, which work together to execute complex tasks [3][4] Development Policies - Recent policies in China, such as the "14th Five-Year Plan for Robot Industry Development," aim to enhance the robot density in manufacturing by 2025 and promote the application of mechanical arms in over 20 key sectors [6][7] - A series of supportive policies have created a comprehensive ecosystem for the mechanical arm industry, facilitating technological research, scene validation, and large-scale commercialization [6][7] Industry Chain - The mechanical arm industry chain in China is tightly integrated, with upstream focusing on core components and materials, midstream on manufacturing and system integration, and downstream on applications in various sectors [8][9] - The domestic production rate of key components like harmonic reducers and servo systems has significantly increased, although some high-end components still rely on imports [8][9] Current Market Analysis - The mechanical arm market in China is expected to grow steadily, with a projected market size of 20.89 billion yuan by 2025, reflecting a compound annual growth rate (CAGR) [12][16] - The demand for mechanical arms is expanding into new sectors such as healthcare and agriculture, driven by automation needs and technological advancements [12][15] Competitive Landscape - The competitive structure of the mechanical arm industry features a triad of local companies rapidly gaining ground, international giants maintaining high-end market positions, and differentiated competition in niche segments [12][16] - Local companies like Estun and Huichuan Technology are leveraging cost advantages and rapid iteration to replace imports in various applications [12][16] Future Trends - The mechanical arm industry is expected to evolve towards deeper integration of intelligence, flexibility, and ecosystem development, with AI and multi-modal perception technologies driving this transformation [13][14] - Applications are set to expand beyond traditional industrial uses into healthcare, agriculture, and extreme environments, creating new market opportunities [15][16] - The industry is likely to see increased collaboration across the supply chain, with a focus on domestic production and global market expansion, aiming for over 30% of the global market share by 2030 [16]