“工业机器人曾是日本的堡垒，但中国已开始在新轨道上竞争”

Core Insights - Japan has historically been a stronghold in industrial robotics, but China is now emerging as a competitor in the humanoid robot sector driven by AI advancements [1][4][6] - The Tokyo International Robot Exhibition (IREX) showcased a record 673 exhibitors, with a notable presence of 84 Chinese companies, indicating China's growing influence in the robotics market [1][2] Industry Overview - Japan remains focused on mature industrial applications, while China is rapidly advancing in humanoid robotics, an area where Japan's traditional dominance is being challenged [1][6] - The global market for humanoid robots is seeing significant investment, with around 50 companies raising at least $100 million, including 20 in China [7] Competitive Landscape - Japan's industrial robots account for 38% of global production, but its strategic transition to AI-driven technologies is lagging [6] - Chinese companies are now leading in domestic market share, capturing 57% of the local market, and are projected to install 295,000 industrial robots in 2024, representing over 54% of global installations [6][7] Technological Advancements - The current wave of humanoid robots emphasizes AI-driven capabilities, moving beyond pre-programmed actions to self-learning abilities [5][6] - The advancements in AI models are enhancing the operational capabilities of robots, making them more adaptable and efficient in various tasks [6][7]