WRC专家观点｜国际机器人联合会主席伊藤贵之：《国际机器人产业发展现状与趋势——机器人未来十年的增长密码》

Core Viewpoint - The 2025 World Robot Conference will be held from August 8 to 12 in Beijing, focusing on the current state and future trends of the global robotics industry, with insights from 416 experts and scholars [1][3]. Industry Overview - The International Federation of Robotics (IFR) is a non-profit organization established in 1987, providing key statistics and acting as a representative for the global robotics industry [3]. - Initial data from April 2025 indicates a 3% decline in global new installations of industrial robots, totaling 523,000 units, with declines reported across all major regions: Asia down 2%, Europe down 6%, and the Americas down 9% [4]. Market Insights - The electronics and automotive sectors have been the primary customers for industrial robots since 2020, with the electronics sector showing slight growth while the automotive sector is experiencing significant declines [4]. - In China, new installations are projected to grow by 5% in 2024, increasing China's share in the global market from 38% to 53% over the past five years [5]. Regional Analysis - Japan's new installations are expected to drop by 7% in 2024, while the U.S. is facing a 9% decline, marking the second consecutive year of slowed installation rates [5][6]. - Europe recorded 80,000 new installations in 2024, despite a 6% decline, representing the second-highest level historically, with significant growth in the plastics and chemicals sectors [6]. Automation Trends - The robot density, defined as the number of industrial robots per 10,000 workers, shows South Korea and Singapore leading with 1,012 and 770 robots, respectively, while China ranks third with 470 robots [7]. - Five key trends are expected to impact the robotics industry by 2025: artificial intelligence, embodied robots, sustainability demands, new customer segments, and robots addressing labor shortages [8][9]. Sustainability and New Business Models - Sustainability is becoming a crucial demand in the robotics sector, particularly in the automotive industry, with automation improving material efficiency and product longevity [10]. - The market is seeing a shift towards new customer segments, including construction, laboratory automation, and logistics, with a growing focus on service products and "robot-as-a-service" business models [10]. Geopolitical and Economic Factors - Geopolitical uncertainties and ongoing tariff disputes are negatively impacting investment willingness, leading to delays in global investment decisions [11]. - China's GDP is projected to grow by approximately 4.7% in 2025, with continued demand for robots across various industries as modernization efforts proceed [11].