China experiences physical AI surge - and how the U.S. should respond - The Robot Report

The article highlights China's rapid surge in physical AI and industrial automation, underscored by the latest data from the International Federation of Robotics showing that China received 54% of the roughly 520,000 industrial robots installed worldwide in 2024. This contrasts with declines in robot shipments in the European Union, Japan, and the U.S. China has overtaken the U.S. in robot density, a key automation metric, reflecting its decisive push toward smart, connected manufacturing aimed at technological leadership and potential reshoring benefits. Supported by state policies and a robust domestic industrial ecosystem, China’s share of the industrial robot market has grown significantly, with local suppliers dominating collaborative and mobile robots. The country leads in sectors like electric vehicles, batteries, photovoltaics, drones, and autonomous driving, and Chinese industrial robots are notably more affordable than European or Japanese alternatives. China’s strong emphasis on STEM education has cultivated a deep talent pool, graduating far more science majors than the EU or U.S., and Chinese-origin scholars