Summary of China Industrial Robot & Automation Landscape - 3Q25 Industry Overview - The report focuses on the **China Industrial Robot (IR)** and **Industrial Automation (IA)** sectors, analyzing market shares and sales data for 3Q25 [1][2]. Key Observations - **Market Share Growth**: Domestic IR players increased their total market share to **55%** in 3Q25, up **2 percentage points (pp)** year-over-year (yoy) and **1 pp** quarter-over-quarter (qoq) [3][27]. - **Sales Volume Growth**: Domestic brands experienced a **12% yoy** growth in sales volume, significantly outpacing overseas brands, which only grew by **2% yoy** [3][27]. - **Total Industrial Automation Market**: The IA market saw a **2% yoy decline** in 3Q25, with project markets down **4% yoy** and OEM markets up **2% yoy**. The full-year outlook for 2025 is expected to be flat at **0% yoy** [27][30]. Sales Data - **Total IR Unit Sales**: Reached **81,000 units** in 3Q25, marking a **7% yoy** increase but a **6% qoq** decline, indicating a slowdown from the previous quarter's **20% yoy** growth [27][31]. - **Cobot Segment**: Continued strong growth at **31% yoy**, although this was a deceleration from **52% yoy** in 2Q25 [27]. - **Performance by Robot Type**: - Large 6-axis robots grew **6% yoy** - Small 6-axis robots grew **5% yoy** - SCARA robots grew **2% yoy** [27]. Market Dynamics - **End-Market Performance**: - Strong growth in sectors like **Semiconductor (+30% yoy)**, **Lithium battery (+17% yoy)**, and **Auto electronics (+16% yoy)**, although these were lower than in 2Q25. - The **Solar** sector was a significant underperformer, declining **22% yoy** [27][35]. Company Performance - **ESTUN**: Maintained the 1 position in the IR market with a **10% market share**, despite a **11% qoq** decline in sales volume [27][40]. - **Inovance**: Ranked 4 with an **8% market share**, showing **7% yoy** growth in sales volume but a **8% qoq** increase [27][40]. - **Market Share by Robot Type**: - **Small 6-axis Robots**: Domestic brands increased their market share to **58%**. ESTUN led with **10%**, while Inovance held **6%** [27][42]. - **Large 6-axis Robots**: Domestic brands maintained a **33%** market share, with ESTUN at **15%** and Inovance at **2%** [27][44]. - **SCARA Robots**: Inovance's market share increased to **25%**, recovering from previous declines [27]. Component Market - **IA Components**: Inovance retained its 1 position in **Servo** (32% share) and **Low Voltage Inverter** (21% share) markets, although both saw slight declines in market share [27][28]. Inventory and Production Insights - There was a notable discrepancy between industrial robot production and domestic sales, with approximately **123,000 units** produced in 3Q25 and **51,000 units** exported [27][28]. Conclusion - The China Industrial Robot and Automation sectors are experiencing a shift towards domestic players gaining market share, with strong performance in specific end-markets. However, overall growth is tempered by declines in certain segments and a slowdown in sales volume growth compared to previous quarters.