Outside Shanghai, a delegation of European executives stands on a glass walkway above a factory floor. Below them, orange robot arms are assembling other robot arms — welding, lifting, sorting, never tiring. One of them leans on the rail and asks the question we hear most often: we sell robots in Europe too, so why does everything here look ten years ahead of our plant?
The numbers before the opinions
Start with the data, because opinions about Chinese robotics are cheap and the numbers are not. In 2024 the world installed 542,000 new industrial robots, and China installed 295,000 of them — 54 percent — according to the International Federation of Robotics. In 2025 China installed 330,000, or 57.8 percent of a 570,000-unit global market, according to the Ministry of Industry and Information Technology. China's operational stock passed 2.027 million units in 2024, the largest in the world, and cumulative installations reached 2.35 million by the end of 2025. Output of industrial robots reached 773,000 sets in 2025, up 28 percent year on year, according to the National Bureau of Statistics.
Three more numbers change the picture. Chinese suppliers took 57 percent of domestic installations in 2024, ahead of foreign suppliers for the first time. Robot density reached 470 units per 10,000 workers — third in the world, ahead of Germany and Japan. And in 2025 China's industrial-robot exports grew 48.7 percent and passed imports for the first time, making the country a net exporter of industrial robots. In the first half of 2026, humanoid robot shipments worldwide reached about 19,100 units, up nearly 300 percent, and Chinese makers supplied more than 97 percent of them.
This is not cheap. This is density — and density is the one thing you can only feel standing on the factory floor.
Layer one: the champions, where market and makers sit in the same place
While China grew, the traditional robot powers shrank. Japan installed 44,500 units in 2024, down 7 percent; the United States 34,200, down 9 percent; Germany 27,000, down 5 percent. China is not simply the world's factory — it is the world's proving ground. A robotics team in Shenzhen or Shanghai does not have to imagine what a customer wants. The customer is next door, demanding faster cycles, tighter tolerances and lower cost every single day.
That pressure produced champions across every category: KUKA Shanghai and ABB Shanghai, which build flagship lines here for the world; Hikrobot, Hai Robotics and Geek+, whose systems run the automated warehouses behind e-commerce orders; EP Equipment, one of the world's largest makers of electric forklifts and warehouse trucks; and specialists such as SEER in industrial control, Koje Intelligent in smart logistics systems and Huibo in welding robots.
A robot is not a product. It is ten thousand small decisions made under competitive pressure.
Layer two: the blue ocean, where Chinese companies drew the map themselves
Ten years ago, cordless pool robots and underwater drones belonged to a handful of American and European brands. Today the map has been redrawn, quietly. The global market for cable-free pool cleaning robots was about USD 428 million in 2025 and is forecast to reach USD 1,012 million by 2034, a compound annual growth rate of 13.2 percent, with roughly 310,000 units produced in 2025 at an average price near USD 1,500. Aiper of Shenzhen is the world's number one smart pool robot brand by manufacturer sales volume, according to Euromonitor International, and holds more than 35 percent of the Amazon category, first for three consecutive years. WYBOTICS of Tianjin, maker of WYBOT, reported revenue of RMB 812 million in 2025 with a gross margin of 62.9 percent, ships 97 percent of its output to more than 60 countries, and manufactures for ODM customers including Bestway, CASH and Productos QP.
Underwater and surface robotics follow the same pattern: Chasing-Innovation, Sublue, QYSEA and OceanAlpha sell inspection, aquaculture, hydrology and research platforms into more than a hundred countries. When a category is young, the map is still blank, and whoever draws it first owns the territory. The signal here is not about swimming pools. It is that Chinese companies in these categories are defining the product rather than following someone else's.
Layer three: the invisible backbone nobody visits
Behind every visible brand sits a manufacturing backbone of PCBA and contract manufacturing. iRobot robots are assembled by BYD Electronics and Shark products by Huaqin, while Anker, Roborock, Xiaomi, Ecovacs and Dreame ride on partners such as Kaifa, Sunwoda and JD Tech, plus a long tail of specialist PCBA houses in Suzhou and Shenzhen — Suzhou Xin'an, Watertown Electronics, Legen, Suzhou Saika, Gaokerun PCBA and Herma.
The scale of that backbone has one cold number behind it. Global PCB output value was about USD 85 billion in 2025 and the Chinese mainland accounted for roughly 57 percent of it, according to Prismark's fourth-quarter 2025 report, growing about 19.8 percent against a global 15.4 percent. Robot exports tell the same story: RMB 6.29 billion in the first half of 2026, up 18.6 percent, shipped to 141 countries and regions, with ASEAN the largest destination at 28.1 percent.
A brand is the tip of the iceberg. The supply chain is the iceberg. A product can be copied in six months; a supply chain cannot be copied in six years.
What a foreign executive should actually do
See the champions, to understand where the frontier of automation sits today — 54 percent of the world's new industrial robots were installed here last year. See the blue-ocean makers, to watch how a new category gets won before your competitors notice it. See the backbone, to understand why this ecosystem works as a system: about 57 percent of the world's PCBs are made within reach of these assembly lines.
Reading gives you information. Walking these three layers gives you judgement. The two are not the same thing — and only one of them changes what you decide on Monday morning.
Products can be bought. Insight must be walked.
Arranging your robotics visit
We arrange the visit for you end to end: the introduction to the host, the scheduling on the Chinese side and English interpretation on site. Tell us your dates, your delegation size and what you want to see, and we will confirm what can be arranged. Start at chinatechvisits.com/company-visits.
Questions
Can foreigners visit robot factories in China? Yes. China's leading robotics companies regularly host executive delegations, including KUKA Shanghai, ABB Shanghai, Hikrobot, Hai Robotics and Geek+. We arrange the introduction, the scheduling on the Chinese side and English interpretation on site.
Why is China the largest market for industrial robots? China installed 295,000 industrial robots in 2024, 54 percent of the global total, and 330,000 in 2025, or 57.8 percent of the world market. Chinese suppliers now hold 57 percent of domestic installations, ahead of foreign suppliers for the first time. Sources: IFR World Robotics 2025 and China's Ministry of Industry and Information Technology.
Which Chinese robotics categories are growing fastest? Beyond industrial robots, cordless pool cleaning robots are the breakout consumer category, with a market of about USD 428 million in 2025 growing at 13.2 percent a year and Chinese brands Aiper and WYBOT leading global shipments. Humanoid robot shipments grew nearly 300 percent year on year in the first half of 2026, with Chinese makers supplying over 97 percent of them.
How long does a China robotics visit take? A focused programme across Shanghai and Shenzhen or Suzhou typically runs five to ten days with two or three company visits per day. Tell us your dates, your delegation size and what you want to see, and we will confirm what can be arranged.
Data notes: figures come from the International Federation of Robotics (World Robotics 2025), China's Ministry of Industry and Information Technology, the National Bureau of Statistics, the National Data Administration, Euromonitor International and Prismark. Different bodies count differently, so every figure above is labelled by year and source and is not mixed across methods.