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China's Industrial Robot Revolution Overlooks Humanoids

Financial Times Companies •
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China's real robot revolution is happening quietly in industry, not in flashy humanoid showcases. While recent humanoid games in Beijing drew attention with stumbling bots, the real progress lies in industrial applications. Chinese companies installed 295,000 new industrial robots in 2024, capturing 54% of the global total. Two years ago, China operated over 2 million industrial robots—4.5 times more than Japan. Revenue in China's robotics industry surpassed Rmb300 billion ($44 billion) last year, with five-year average annual growth exceeding 20%. Industrial robot exports grew 49% in 2025, marking China's first year as a net exporter.

Chinese manufacturers have captured the majority of their domestic market, displacing the global 'Big Four'—Fanuc, ABB, Yaskawa, and KUKA. Recent deployments include autonomous mobile robots in warehouses, precision surgical arms in hospitals, and specialized cleaning bots in skyscrapers. BYD's Xi'an facility operates thousands of automation arms with near-full autonomy. Shanghai Yangshan Port runs the world's largest automated terminal with minimal human intervention. In Guangdong province, 48 'Robot+' deployment scenarios were approved across manufacturing, logistics, and services.

These purpose-built machines lack faces but excel at specific functions. While billions flow into humanoid development, advocates argue advantages include environmental fit—using existing human-designed spaces—and advanced AI software enabling real-time reasoning.