2025-10-30 02:01Summary 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.