Core Insights - The core viewpoint of the article emphasizes the rapid growth and transformation of the collaborative robot (cobot) industry in China, driven by labor shortages and rising costs, leading to increased automation needs among manufacturing enterprises [1][2]. Market Overview - The market size for collaborative robots in China is projected to reach approximately 30,000 units in 2024, representing a year-on-year growth of 28%. By 2025, the market is expected to exceed 40,000 units, with a potential growth rate of 50% [1]. - By 2028, sales of collaborative robots in China are anticipated to surpass 100,000 units, indicating a significant expansion in market scale [1]. Industry Dynamics - The number of global collaborative robot manufacturers is around 130, leading to intensified competition within the industry [1]. - Major international players like FANUC, ABB, and KUKA dominate the high-end market due to their established technology and brand influence, while domestic companies such as Yujian and JAKA are rapidly gaining market share [2]. Technological Advancements - The collaborative robot industry is undergoing a technological breakthrough, with advancements in core components such as precision reducers, servo systems, and frameless torque motors, which are crucial for performance [4][30]. - The integration of AI and vision systems is enhancing the capabilities of collaborative robots, allowing them to adapt to complex environments and perform a wider range of tasks [22][30]. Application Scenarios - Collaborative robots are increasingly utilized across various sectors, including automotive, electronics, semiconductors, and healthcare, with applications ranging from assembly and welding to service roles in restaurants and hospitals [25][28]. - The automotive industry remains a key area for collaborative robot deployment, with applications in welding, gluing, assembly, and inspection [27]. Cost and Competitive Landscape - The cost structure of collaborative robots is heavily influenced by core components, with precision reducers, servo systems, and frameless torque motors accounting for 70% of the total cost [30]. - To overcome cost challenges, the industry is focusing on domestic production of key components and optimizing cost structures through collaborative efforts between manufacturers and suppliers [31][32]. Future Outlook - The collaborative robot industry in China is transitioning from quantity expansion to quality enhancement, with expectations for accelerated domestic production of core components and deeper integration of AI and vision technologies [36]. - The industry faces challenges in cost optimization, standardization, and ecosystem collaboration, which are essential for maintaining competitiveness in the global market [36].