Global Robot Market Size and Forecast in 1.

According to data from the Champ Consulting Group,2022The size of the global robot market reached513Of which, the industrial robot market reached195Billion US dollars, service robots reach217Billion US dollars, special robots exceed100Billions of dollars.

Expected2023Throughout the year, the global robot market is expected to break through.650Billion US dollars, of which, the market size of industrial robots will reach260Billion US dollars, service robots reach215Billion US dollars, special robots exceed97Billions of dollars.

The growth of the global robotics market in 2023 will be mainly driven by the growth of industrial robots and other robots, while the growth of service robots and special robots will slow down. This is mainly because:

The industrial robot market has benefited from the recovery and transformation and upgrading of the global manufacturing industry, especially in new energy vehicles, electronics and semiconductors, and lithium batteries./The growth of demand in industries such as photovoltaics, as well as the popularization and promotion in emerging markets such as China and India.

Other robotics markets include consumer robots, entertainment robots, and social robots, benefiting from the drive of technological innovation and consumption upgrades, as well as the post-epidemic market recovery and demand release.

The service robot market is2022years have reached a high level,2023The year will face some pressure from market saturation and increased competition, especially in areas such as logistics handling and healthcare. At the same time, the service robot market is also subject to technical bottlenecks and application scenarios, and more innovations and breakthroughs are needed to achieve greater growth space.

The special robot market mainly involves military, aerospace, underwater and other fields, with high technical difficulty and wide application range, but the market scale is relatively small and the growth rate is slow. At the same time, the special robot market is also affected by policies, safety, laws and other factors, and more cooperation and regulations are needed to achieve better development.

2. Industrial Robot Market Analysis

(I) Industrial Robot Market Size and Forecast

According to data from the Champ Consulting Group,2022The number of industrial robots in China reached135.710,000 units, with a market size of approximately87Billions of dollars. Expected2023Throughout the year, China's industrial robot ownership will break through15010,000 units, the market size will reach260Billions of dollars.

The growth of China's industrial robot market will be mainly driven2023This was driven by significant growth in 2012, mainly due:

China's industrial robot market has benefited from the guidance and support of the national intelligent manufacturing policy, as well as the demand for transformation and upgrading of the manufacturing industry. Especially in new energy vehicles, electronics and semiconductors, lithium/The demand of photovoltaic and other industries is growing, and the popularization and promotion in emerging markets such as Southeast Asia and Africa.

China's industrial robot market has benefited from the competition and cooperation of domestic and foreign brands, as well as technological innovation and breakthroughs. Foreign brands still have an advantage in the high-end market, but domestic brands enhance their competitiveness through strategies such as self-research parts, development of collaborative robots, expansion of new industries, and going out to sea. At the same time, the industrial robot market is also showing the development trend of intelligence, refinement, flexibility and platform, which requires more innovation and breakthrough to achieve greater growth space.

Analysis of (II) Industrial Robot Segmentation

In 2022, China's industrial robots are mainly multi-joint robots and.SCARArobots, the proportion of which is respectively60%，40%Left and right. Expected2023Throughout the year, the structure of China's industrial robot ownership will remain relatively stable, but collaborative robots will grow rapidly.

Multi-joint robot andSCARARobots are the mainstream product type in China's industrial robot market, mainly because:

Multi-joint robot has the characteristics of high flexibility, high degree of freedom and strong adaptability, which is suitable for various complex working environments and tasks, especially in automobile manufacturing, electronic manufacturing and other industries.

SCARA robot has the characteristics of fast speed, high precision and good stability. It is suitable for various high-speed and precise handling, assembly, labeling and other tasks, especially in the electronics and semiconductor manufacturing industries.

Cooperative robot is a kind of industrial robot product type that has developed rapidly in recent years. It has the characteristics of safety, flexibility and ease of use. It can share working space and tasks with human workers. It is suitable for various flexible production and small batch and multi-variety scenes. Especially in furniture, food, medical and other industries, it has a wide range of applications.2022China's collaborative robot market shipments exceeded19000multiple units, another record high, although the growth rate in24%left and right, relatively2021Year-on-year decline to some extent, but within the normal range. Expected2023Year-2025The average growth rate of China's collaborative robot shipments will remain37%Around, shipments are expected to break through510,000 units, the market has entered a stage of rapid development.

Other robots include Cartesian coordinate robots, parallel robots, cylindrical coordinate robots and other types. They have the characteristics of simple structure, low cost and high load. They are suitable for various simple and repeated handling, stacking, spraying and other tasks, especially in logistics, Chemical industry, metallurgy and other industries have a wide range of applications. However, due to the low flexibility and adaptability of other robots, it is difficult to meet the needs of manufacturing transformation and upgrading. The market scale is relatively small and the growth rate is slow.

Application Scenario Analysis of (III) Industrial Robot

The application scenarios of industrial robots in China in 2022 are mainly concentrated in automobile manufacturing, electronics and semiconductor manufacturing, lithium-ion/Photovoltaic manufacturing and other industries, the proportion of which is respectively.30%，25%，15%Left and right. Expected2023Throughout the year, the application scenarios of industrial robots in China will remain relatively stable, but industries such as aerospace and home appliance manufacturing will have faster growth.

Automotive manufacturing, electronics and semiconductor manufacturing, lithium/Photovoltaic manufacturing is the most important industry for industrial robot applications in China, mainly because:

Automobile manufacturing is one of the earliest and most mature industries for industrial robots. Industrial robots can achieve efficient, accurate and stable welding, assembly, spraying and other tasks in automobile manufacturing, and improve production quality and efficiency. Especially in the field of new energy vehicles, industrial robots can realize the automatic production of key links such as battery pack assembly and powertrain assembly.

Electronics and semiconductor manufacturing is one of the fastest and most widely used industries for industrial robots. Industrial robots can achieve high-speed, high-precision, and high-stability handling, assembly, and testing tasks in electronics and semiconductor manufacturing to meet the flexibility of production lines. And intelligent needs. especially in5GDriven by technologies such as the Internet of Things and artificial intelligence, the demand for industrial robots in electronics and semiconductor manufacturing will continue to grow.

Lithium battery/Photovoltaic manufacturing is one of the latest and most promising industries for industrial robot applications./Photovoltaic manufacturing can achieve efficient, safe, environmentally friendly handling, assembly, testing and other tasks, improve production quality and efficiency. Especially in the development trend of new energy vehicles and clean energy, lithium/The demand for industrial robots in photovoltaic manufacturing will continue to grow.

Other industries include aerospace, home appliance manufacturing, food and beverage, chemical metallurgy and other industries. Industrial robots also have certain applications in these industries, but the market size is relatively small and the growth rate is slow. However, with the advancement of industrial robot technology and the reduction of costs, as well as the increasing demand for automation and intelligence in these industries, industrial robots also have a larger space for development in these industries.

Analysis of (IV) Industrial Robot Competition Pattern

2022 China's industrial robot market competition pattern is more concentrated, the overall proportion of foreign brands is high, about 70%. among them,“four big families”（ABB、FANUC、YASKAWA、KUKA) occupies a leading position in the industry, followed by domestic brands such as Xinsong and Easton. The collaborative robot market is dominated by domestic brands such as Festival Card, Aobo and Yujiang.

Analysis of the competitive landscape of China's industrial robot market (unit: 10,000 units)

The competitive landscape of China's industrial robot market will show the following characteristics:

Foreign brands still have an advantage in the high-end market, but domestic brands enhance their competitiveness through strategies such as self-research parts, development of collaborative robots, expansion of new industries, and going out to sea. In particular, domestic brands such as Xinsong and Easton are among the industry leaders by virtue of their high component autonomy and high industry prosperity, and their market share is expected to exceed10%。

The collaborative robot market is dominated by domestic brands, and brands such as Festival Card, Aobo and Yujiang have gained market recognition through innovative capabilities and industry solutions, and their market share is expected to exceed10%. Especially the festival card, by virtue of the car,3CBreakthroughs in other industries, as well as in overseas markets such as Japan, market share is expected to exceed4%。

Other brands include a number of small and medium-sized enterprises and new entrants, market share is more fragmented, less competitive. These brands need more technological innovation and market development to achieve better development.

3. Service Robot Market Analysis

(I) Service Robot Market Size and Forecast

According to data from the Champ Consulting Group,2022The scale of China's service robot market reached217Billion US dollars, of which the industrial scene accounts for about80.2%, non-industrial scenarios account for about19.8%. Expected2023Throughout the year, the size of China's service robot market will reach215Billion US dollars, of which the industrial scene accounts for about79.1%, non-industrial scenarios account for about20.9%。

The growth of China's service robot market will be mainly driven by the growth of industrial scenarios, while the growth of non-industrial scenarios will slow down. This is mainly because:

Industrial scenarios are the most important areas for service robot applications, covering logistics handling, health care, education and other fields. The demand for service robots in these areas continues to grow, especially in the field of logistics handling, where service robots can achieve efficient, safe and intelligent warehouse management and distribution services. At the same time, service robots in industrial scenarios also benefit from technological innovations and breakthroughs, such as machine vision,3DEmerging integrated ecological partners such as cameras help service robots“Eyes/Brain”Development, unlock more, more refined application scenarios.

Non-industrial scenarios are the most potential areas for service robot applications, covering catering, retail, physiotherapy, power and other fields. The demand for service robots in these fields has more imagination space, especially in the catering and retail fields, service robots can achieve efficient, humanized and personalized service interaction and experience. At the same time, service robots in non-industrial scenarios have also benefited from the drive of consumption upgrades and market recovery, such as the release of demand for service robots in the post-epidemic catering and retail industries. However, service robots in non-industrial scenarios are also facing certain pressures of market saturation and increased competition, as well as technical bottlenecks and application scenarios. More innovations and breakthroughs are needed to achieve greater growth space.

(II) Service Robot Segmentation Domain Analysis

In 2022, China's service robot market is mainly for logistics handling robots, medical and health robots, educational robots, catering and retail robots, physiotherapy robots and other types, the proportion of which is respectively.40%，15%，10%，10%，5%Left and right. Expected2023Throughout the year, the structure of China's service robot market will remain relatively stable, but physiotherapy robots will have faster growth. Logistics handling robots, medical and health robots, educational robots, catering and retail robots, and physiotherapy robots are the mainstream product types in China's service robot market, mainly because:

Logistics handling robot is one of the most widely used and mature fields of service robots, covering warehouse management, distribution services and other scenarios. The demand for logistics handling robots in these scenarios continues to grow, especially in e-commerce, express delivery and other industries. At the same time, logistics handling robots also benefit from technological innovations and breakthroughs, such as navigation technology, intelligent scheduling systems and other emerging integrated ecological partners to help logistics handling robots "eyes."/Brain”Development, unlock more, more refined application scenarios.

Medical and health robots are one of the fastest and most promising areas for service robots, covering medical diagnosis, surgical assistance, rehabilitation training, nursing services and other scenarios. The demand for medical and health robots in these scenarios continues to grow, especially in the context of social problems such as aging and chronic diseases. At the same time, medical and health robots also benefit from technological innovations and breakthroughs, such as artificial intelligence, cloud computing,5GEmerging integrated ecological partners such as medical and health robots“Eyes/Brain”Development, unlock more, more refined application scenarios.

Educational robots are one of the earliest and most widely used fields of service robots, covering teaching assistance, learning interaction, and maker education. The demand for educational robots in these scenarios continues to grow, especially in the context of industry trends such as online education and personalized education. At the same time, educational robots also benefit from technological innovations and breakthroughs, such as speech recognition, natural language processing, emotional computing and other emerging integrated ecological partners to help educational robots "eyes."/Brain”Development, unlock more, more refined application scenarios.

Food and beverage retail robot is one of the latest and most potential areas of service robot application, covering ordering service, food delivery service, cash register service and other scenarios. These scenarios have greater imagination for the demand for catering retail robots, especially in the context of consumption upgrades and market recovery. At the same time, catering retail robots also benefit from technological innovations and breakthroughs, such as facial recognition, intelligent recommend, automatic settlement and other emerging integrated ecological partners to help catering retail robots "eyes."/Brain”Development, unlock more, more refined application scenarios.

Physiotherapy robot is one of the latest and most potential fields of service robot application, covering massage physiotherapy, sports rehabilitation, psychological counseling and other scenarios. These scenarios have greater imagination for the demand for physical therapy robots, especially in the context of social needs for health and mental health. At the same time, physiotherapy robots also benefit from technological innovations and breakthroughs, such as biosensors, virtual reality, emotional computing and other emerging integrated ecological partners to help physiotherapy robots "eye."/Brain”Development, unlock more, more refined application scenarios.

Other types include consumer robots, entertainment robots, social robots and other types. These types have greater imagination for the demand for service robots, especially in the context of technological innovation and consumption upgrades. However, other types also face certain pressures of market saturation and increased competition, as well as technical bottlenecks and application scenarios. More innovations and breakthroughs are needed to achieve greater growth space.

(III) Service Robot Competitive Landscape Analysis

According to data from the Champ Consulting Group,2022China's service robot market competition pattern is more scattered, the overall domestic and foreign brands accounted for a considerable proportion, about 50%. Among them, the logistics handling robot market is dominated by foreign brands, the medical and health robot market is dominated by domestic brands, the educational robot market is dominated by domestic and foreign brands, the catering and retail robot market is dominated by domestic brands, and the physiotherapy robot market is dominated by foreign brands.

Analysis of the competitive landscape of China's service robot market (in billions of dollars)

The competitive landscape of China's service robot market will show the following characteristics:

Foreign brands still have an advantage in the field of logistics handling robots and physiotherapy robots, but domestic brands enhance their competitiveness through innovation capabilities and industry solutions. Especially Kuka,ABBAmazon and other foreign brands have strong technical and resource advantages in the field of logistics handling robots, occupying a leading position in the industry. However, domestic brands such as Xiaopeng, Ubita, and Easton have also performed well in the field of logistics handling robots. With the characteristics of high cost performance, high flexibility, and high intelligence, they have won market recognition.

Domestic brands have an advantage in the field of medical and health robots and catering retail robots, but foreign brands expand the market through technological innovation and cooperation. In particular, domestic brands such as Youbiman, Cobos, and Xiaomi have strong innovation capabilities and industry solutions in the fields of medical and health robots and catering retail robots, occupying a leading position in the industry. But Kuka,ABBForeign brands such as Amazon have also performed well in the fields of medical and health robots and catering retail robots. With the characteristics of high-end technology, high quality services, and efficient cooperation, they have won market recognition.

Domestic and foreign brands are jointly dominant in the field of educational robots, and the competition is fierce. Innovation ability and industry solutions are the core competitiveness. In particular, domestic brands such as Youbizuan, Xiaopeng and Xiaomi, as well as Kuka,ABB, Amazon and other foreign brands have a good performance in the field of educational robots. With the characteristics of efficient interaction, high intelligence, and high personalization, they have won market recognition.

Other brands include a number of small and medium-sized enterprises and new entrants, market share is more fragmented, less competitive. These brands need more technological innovation and market development to achieve better development.

4. Special Robot Market Analysis

(I) Special Robot Market Size and Forecast

According to data from the Champ Consulting Group,2022The size of China's special robot market reached100US $100 million, of which military robots account for about40%, aerospace robots account for about30%, the proportion of underwater robots is about15%The rest are other types of robots. Expected2023Throughout the year, the size of China's special robot market will reach97US $100 million, of which military robots account for about38.1%, aerospace robots account for about29.9%, the proportion of underwater robots is about14.4%。

The growth of China's special robot market will slow down or even decline. This is mainly because:

The special robot market mainly involves military, aerospace, underwater and other fields, with high technical difficulty and wide application range, but the market scale is relatively small and the growth rate is slow. At the same time, the special robot market is also affected by policies, safety, laws and other factors, and more cooperation and regulations are needed to achieve better development.

Military robot is one of the most important and mature fields of special robot application, covering reconnaissance, attack, transportation, rescue and other scenarios. The demand for military robots in these scenarios continues to grow, especially in the context of national defense security and international competition. At the same time, military robots also benefit from technological innovation and breakthroughs, such as drones, unmanned vehicles, unmanned ships and other emerging integrated ecological partners to help military robots "eyes."/Brain”Development, unlock more, more refined application scenarios. However, the military robot market is also facing certain market saturation and increased competition pressure, as well as policy, security, legal and other factors, the need for more cooperation and norms to achieve better development.

Aerospace robots are one of the fastest and most promising areas for special robots, covering spacecraft assembly, space station maintenance, lunar exploration and other scenarios. The demand for aerospace robots in these scenarios continues to grow, especially in the context of space powerhouses and space exploration. At the same time, aerospace robots also benefit from technological innovations and breakthroughs, such as Mars rover, lunar rover, space robot and other emerging integrated ecological partners to help aerospace robots "eye."/Brain”Development, unlock more, more refined application scenarios. However, the aerospace robot market is also facing certain market saturation and increased competition pressure, as well as policy, safety, legal and other factors, the need for more cooperation and norms to achieve better development.

Underwater robot is one of the latest and most potential fields for special robot applications, covering marine exploration, submarine operations, underwater rescue and other scenarios. These scenarios have more room to imagine the needs of underwater robots, especially in the context of marine development and marine protection. At the same time, underwater robots also benefit from technological innovations and breakthroughs, such as underwater gliders, underwater unmanned boats, underwater robotic fish and other emerging integrated ecological partners to help underwater robots "eyes."/Brain”Development, unlock more, more refined application scenarios. However, the underwater robot market is also facing certain market saturation and increased competition pressure, as well as policy, safety, legal and other factors, the need for more cooperation and norms to achieve better development.

Other types include fire rescue robots, environmental monitoring robots, and earthquake detection robots. These types have greater imagination for the demand for special robots, especially in the context of public safety and social responsibility. However, other types also face certain pressures of market saturation and increased competition, as well as technical bottlenecks and application scenarios. More innovations and breakthroughs are needed to achieve greater growth space.

Analysis of Competition Pattern of (II) Special Robot

According to data from the Champ Consulting Group,2022The competition pattern of China's special robot market is dominated by foreign brands, and the overall proportion of foreign brands is high, about 80%. Among them, the military robot market is dominated by the brands of the United States, Russia, Israel and other countries, the aerospace robot market is dominated by the brands of the United States, the European Union, China and other countries, and the underwater robot market is dominated by the brands of the United States, Britain, France and other countries.

Analysis of the competitive landscape of China's special robot market (in US $billion)

The competitive landscape of China's special robot market will show the following characteristics:

Foreign brands still have an advantage in the field of special robots, but domestic brands enhance their competitiveness through technological innovation and cooperation. In particular, brands from the United States, Russia, Israel and other countries have strong technical and resource advantages in the field of military robots, occupying a leading position in the industry. However, brands from China, the European Union and other countries have also performed well in the field of military robots. With the characteristics of high-end technology, high quality services, and efficient cooperation, they have won market recognition.

Foreign brands still have an advantage in the field of special robots, but domestic brands enhance their competitiveness through technological innovation and cooperation. In particular, brands from the United States, the European Union, China and other countries have strong technical and resource advantages in the field of aerospace robots, occupying a leading position in the industry. However, brands from Russia, Israel and other countries have also performed well in the field of aerospace robots. With the characteristics of high-end technology, high quality services, and efficient cooperation, they have won market recognition.

Foreign brands still have an advantage in the field of special robots, but domestic brands enhance their competitiveness through technological innovation and cooperation. In particular, brands from the United States, Britain, France and other countries have strong technical and resource advantages in the field of underwater robots, occupying a leading position in the industry. However, brands from China, the European Union and other countries have also performed well in the field of underwater robots. With the characteristics of high-end technology, high quality services, and efficient cooperation, they have won market recognition.

Other brands include a number of small and medium-sized enterprises and new entrants, market share is more fragmented, less competitive. These brands need more technological innovation and market development to achieve better development.

5. summary and prospect

Based on the above analysis, we can draw the following conclusions and prospects:

The scale of China's robot market will continue to grow steadily, and it is expected that2023Year-round will reach527Billion US dollars, of which the industrial robot market accounts for about41%The service robot market accounts for about41%, the special robot market accounted for about18%。

The growth of China's robot market will be mainly driven by the growth of industrial robots and service robots, while the growth of special robots will slow down. The growth of industrial robots and service robots will benefit from the transformation and upgrading of manufacturing industry, consumption upgrading, technological innovation and other factors, while the growth of special robots will be restricted by market size, policy, safety and other factors.

The competition pattern of China's robot market will show the trend of common development of domestic and foreign brands, but domestic brands will gradually enhance their competitiveness. Foreign brands still have an advantage in the high-end market, but domestic brands enhance their competitiveness through strategies such as self-research parts, development of collaborative robots, expansion of new industries, and going out to sea. At the same time, domestic and foreign brands will also expand more and more refined application scenarios through technological innovation and cooperation.

The development of China's robot market will face some challenges and opportunities, and more innovations and breakthroughs are needed to achieve greater growth space. Challenges include market saturation, increased competition, technical bottlenecks, and application scenario restrictions, while opportunities include policy support, social needs, industry trends, and integrated ecology.