《世界机器人报告2025》深度解析：中国正成为世界机器人最大市场

Core Insights - The "World Robotics Report 2025" by the International Federation of Robotics (IFR) highlights the resilience and transformation of the global robotics industry in the post-pandemic era, influenced by geopolitical tensions and technological revolutions [1] Industrial Robots - Global demand for industrial robots has doubled over the past decade, with installation expected to reach 542,000 units in 2024, maintaining a high level above 500,000 units for four consecutive years [3] - The operational stock of industrial robots is growing at a stable annual rate of 9%, indicating a shift from being "advanced tools" to core production factors in global manufacturing [3] Industry Changes - The automotive sector, traditionally dominant in robot applications, saw a 7% decline in installation volume in 2024, offset by strong growth in general industries [6] - The electrical/electronic sector installed 129,000 units in 2024, up 2%, while the metal and machinery sector grew by 16%, and the plastics and chemicals sector by 18%, with the food industry experiencing a significant 42% increase [6] Regional Markets - Asia remains the growth engine of the global robotics market, with a 10% increase in installation volume. China leads with an annual installation of 2.95 million units, accounting for 54% of the global total [12] - Chinese domestic robot suppliers have captured 57% of the local market share, significantly outpacing international suppliers [16] - Japan's market shows stagnation with a slight decline of 2% in installation volume, while the U.S. market experienced a historical third-highest installation volume but a 9% year-on-year decrease [22][24] - Germany's overall installation volume grew by 4%, but the automotive sector saw a drastic 25% drop, posing structural challenges for future growth [27] - India emerged as a significant player with a 16% increase in robot installations, driven primarily by the automotive industry [27] Technological Trends - Collaborative robots (cobots) continue to show robust growth with a 12% annual growth rate, indicating increasing acceptance of human-robot collaboration, especially among small and medium enterprises [28] Service Robots - The service robot sector is experiencing explosive growth, with professional service robots, medical robots, and personal/home service robots all showing significant increases in 2024 [30] - Professional service robots, particularly in logistics and automation, saw a 9% increase in installations, with transport and logistics dominating the market [32] - Medical robots are the fastest-growing segment, with new installations reaching 16,700 units, a staggering 91% increase, particularly in diagnostic and rehabilitation applications [36] Future Outlook - The IFR predicts a long-term positive outlook for the service robot market, driven by demographic changes and a shortage of skilled workers, despite potential short-term economic uncertainties [40] - Industrial robots are expected to maintain a positive growth trajectory, with significant regional disparities anticipated, particularly in Asia [40] - The report emphasizes the shift towards multifunctional service robots and the emergence of new business models like Robotics as a Service (RaaS), which lowers entry barriers for users [43]