According to the latest statistics from MIR DATABANK, ESTUN has ranked first in the Chinese robotics market for two consecutive quarters. By the first half of 2025, its market share reached 10.5% (Note: including Estun Codroid’s market share), leading the growth of China's industrial robotics market. This has also contributed to an increase in the localization rate of China's industrial robotics market to 55.3%.

China represents the world's most intensely competitive regional market for industrial robots, with over 95% of global industrial robot brands establishing business networks within the country. In this fiercely competitive environment, a detailed analysis combining multiple dimensions reveals: What drives ESTUN's sustained shipment growth? And how will these new driving forces reshape the competitive landscape of China's industrial robotics industry?

1. Upgraded Core Competitiveness: The AI+ Robotics "Industrial Intelligence Agent"

   Current solutions like no-teach welding, no-teach grinding, and vision-guided random bin picking integrate cross-disciplinary technologies such as motion control, machine vision, and AI programming. This achieves no-teach operation, easier deployment, and improved usability.

   
   

   Following the release of its more open NGC control platform in early 2025, ESTUN officially launched the ERI Execution Control Platform supporting higher-level openness for secondary development at Automatica in Germany. This platform integrates various APIs, development kits, and SDK interfaces while providing a real-time interaction channel (supporting 4ms communication rates). It offers complete solutions for multi-robot collaboration, robot + external axes/multi-dimensional sensors, and other fields. ESTUN has restructured itself from the foundational control platform level, positioning the robot as the master controller. This enables high-efficiency data processing and robust collaborative control, integrating external axes, visual feedback data, remote operation devices, and other cooperating robots. It achieves edge-side data processing → self-programming → execution of powerful coordination, truly establishing the robot's core role as the "Industrial Intelligence Agent" in future production lines.

   
   

   Robots integrating intelligent capabilities, characterized by ease of use, no-teach operation, and high safety, facilitate a rapid transition from "ordinary workers" to "skilled technicians." In application scenarios with relatively low robot density, such as structural steel welding, curved surface grinding/gluing, and laser welding, this enables rapid replication of application scenarios and expansion of market demand. Therefore, the development of this new "Industrial Intelligence Agent" will further drive the expansion of the robotics market scale.

   
   

2. Integration of Scenario-Specific Processes: Shifting from Homogenized Competition to High-Value Applications

   While robots incorporating AI technology achieve increased application "breadth," the refinement of process-specific software tailored to specific scenarios is key to achieving "depth" in application implementation. The complexity of articulated robots lies in the variability of application scenarios, a challenge inherent to every robotic application.

   
   

   In July 2025, ESTUN obtained certification for its explosion-proof painting robots, achieving coverage of all key processes within metal processing: die casting, stamping/cutting, bending, welding, grinding, and painting. ESTUN's horizontal industry solutions, built around specific application scenarios and covering general industrial markets like furniture, building materials, and home appliances, demonstrate its core competitiveness. This also lays a solid foundation for entering the automotive and auto parts market. Consequently, ESTUN has achieved comprehensive success in areas such as automotive panel stamping, structural component welding, body-in-white welding, and automotive final assembly.

   
   

   Continuing its strategy focused on segmented applications, ESTUN has formed integrated intelligent manufacturing solutions combining "horizontal processes + vertical industries." While solving individual customer needs, it offers modularized solutions to users in a "menu" selection format. This business model combines underlying technological unification with customized application solutions, marking a milestone in transitioning from "single-unit sales" to providing complete solutions. It avoids homogenized "involution" (homogenized competition) and targets high-value application scenarios.

   
   

3. Leveling the Playing Field: The "Great Navigation Era" of China's Robotics Industry Chain

   Today, China's robotics industry has become a core player in the global market. The continuously improving competitiveness of China's industrial robotics sector not only addresses the security of China's own industrial chain but also helps overseas companies reshape their smart manufacturing "core," enhancing their global competitiveness.

   
   

   By the end of 2024, ESTUN had established 75 global business outlets. With the completion and commencement of production at its Poland factory (end of July 2025), ESTUN is poised to form a supply chain structure comprising 3 overseas production bases (including Estun Codroid and M.A.i) + 5 bases in China. This formally opens a new pattern of "Local for Global." The shift from following to surpassing, and the leveling of the playing field between domestic and foreign brands, is the result of the efforts of pioneers like ESTUN. It is also proof of the robust competitiveness of China's robotics industry chain.

   
   

   The fundamental "change" driving the new dynamics in China's robotics market lies in high-quality development, high-value applications, enhanced safety, and the integration of intelligent technologies at the edge side. This truly transforms industrial robots from "programming devices" into "program-free, self-judging devices." Consequently, it unlocks the value of production data, leverages the advantages of flexible production in "multi-variety, small-batch" manufacturing, and harnesses the universal applicability and low-threshold advantages of AI technology.