Bei Chinas echter Roboterrevolution geht es nicht um Humanoide. Das Land nutzt seine Supermacht bei der Skalierung und dem Aufbau von Lieferketten, um die globale Industrie herauszufordern
https://www.ft.com/content/2bb2b670-999d-499c-ad56-47702b3830b1?syn-25a6b1a6=1
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From the article
Yet China’s real robot revolution has been happening with much less hoopla in industry. Rather than set sprinting records or breakdance, industrial robots do much more prosaic, repetitive stuff, but China is using its superpower of scaling and building supply chains to challenge the global market.
Chinese companies installed 295,000 new industrial robots in China in 2024, capturing 54 per cent of the global total, according to the International Federation of Robotics. Two years ago the country operated more than 2mn industrial robots — about 4.5 times more than Japan, the second-ranked nation.
China’s robotics industry revenue surpassed Rmb300bn ($44bn) last year, with a five-year average annual growth exceeding 20 per cent, according to data from the country’s Ministry of Industry and Information Technology. Industrial robot exports grew 49 per cent in 2025 — the first year China became a net exporter of industrial robots. Chinese manufacturers have now captured the majority of its domestic industrial robot market, which was dominated by the global “Big Four” — Fanuc, ABB, Yaskawa and KUKA — prior to 2024.
In the past year, we have seen the mass rollout of autonomous mobile robots in Chinese warehouses, precision surgical arms in hospitals, and specialised cleaning bots in skyscrapers. These devices are purpose-built. They do not have faces. They have functions.
The application evidence is everywhere. BYD’s Xi’an facility, its largest manufacturing hub, operates thousands of automation arms on EV assembly lines with close to full autonomy on key parts. Shanghai Yangshan Port built an automated terminal that is the world’s largest, operating almost entirely on automated guided vehicles and remote-controlled gantry cranes with minimal human intervention. In Guangdong province alone, regulators recently approved 48 “Robot+” deployment scenarios spanning manufacturing, logistics and service sectors.
Paywalled but this is absolutely correct. Humanoid robots are good for marketing and niche applications that can’t justify custom machinery.
But manufacturing usually doesn’t need that.
Are you saying iRobot is coming if I live long enough?
same playbook as solar and EVs. while everyone else is trying to build the best robot, China’s building the factory
the best part… built with American knowledge and money to save a few bucks short term. weee…
Duh they’re not using humanoid robots in factories. They actually know how to manufacture stuff. This humanoid robot obsession is pure marketing and hype by tech bros who have never stepped foot on a factory floor in their life and read too much sci fi.